ValtisDesk

Roofing supply credit application

Roofing contractors often need material on the roof within days of signing a job, so a slow credit application can cost the supplier the order. Here is what the application usually asks for, where the paper version slows down, and how to take it online.

See it online with your name Free PDF template
What roofing distributors ask for

Not every company asks for all of them, and some vary by state or city.

01
Job addressesThe property and owner for each job, so you have the details on hand if a lien notice is ever needed.
02
Contractor licenseWhere the state or city licenses roofers.
03
Delivery to the roofRooftop or ground delivery, and who may accept it on site.
04
Authorized buyersThe crew leads and office staff allowed to order.
The core of every application

Whatever the trade, a commercial credit application comes down to the same six things.

01
The businessLegal name, trade name, EIN, entity type, years in business, address and phone.
02
The principalThe owner or officer who signs, with their contact details.
03
A personal guaranteeOften required for newer or smaller accounts, signed separately from the application.
04
Trade referencesUsually three suppliers who already sell to the applicant on terms and can say how they pay.
05
The credit requestExpected monthly purchases and the credit line they are asking for.
06
Signed termsYour payment terms, late charges and credit check authorization, signed and dated.
Where it slows down

01
Crews move fastA new roofer may be on the next job before the form is returned.
02
References take phone tagEach supplier reference means calls and voicemails before you can extend terms.
Online with Valtis Desk

Valtis Desk takes the core of the application online and emails the trade references for you. Items specific to your trade, like a license or job details, you collect at account setup as you do today.

01
Your branded linkvaltisdesk.com/apply/your-name with your logo and color, on your website, invoices, email signature or a QR code at the counter.
02
The applicant applies on their phoneBusiness details, the principal, an optional personal guarantee, three trade references, and a signature drawn or typed on screen.
03
References answer in one tapThe moment the application is signed, each reference gets an email with a short form. No login, no PDF, no phone call.
04
You decide with the whole fileWhen the last reference answers you get the audit PDF by email, then approve or decline and set the credit line and terms.
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Questions

Can we require a personal guarantee?

Yes. The principal signs it separately, and the audit PDF records the guarantee text and their signature.

What does the applicant see?

Your logo and color, four short steps, and a signature on their phone.

Can we try it before sending it to customers?

Yes. The demo shows your own credit application with your name, and nothing is saved.

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