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Technician New Sale
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First Name *
Last Name *
Email *
Enter an email to check for an existing HubSpot contact.
Phone *
Street Address *
Address autocomplete loads automatically when available.
City *
Province *
Postal Code *
Comments *
Service(s) Bought *
Size *
Price before Tax *
Discount (if applicable)
How is the Customer Paying? *
Select payment type
Call to get Credit Card
Credit Card is already on file
Other
How they'll pay *
When is the Customer Paying? *
Select timing
Pre-Paying
Charge Card after every service - Auto-Pay
Spoke To *
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Submit Technician New Sale
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Instructions
Enter customer contact and address details.
Pick a Google address suggestion when available.
When the email already exists, review the submit modal before confirming.
Submit to create or update the contact, then create the technician new sale deal.
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Existing Contact Preview
Review how submit will affect the existing HubSpot contact before the technician new sale deal is created.
Existing contact found
Contact update on submit
Keep Existing Contact
Update Contact