MCNEEL MACHINERY SERVICES

Customer Setup Form

Thank you for choosing McNeel Machinery Services. Please complete the information below so we can establish your account and ensure accurate scheduling, service, and invoicing.

Fields marked with * are required. This information will be used to establish your customer account and service records.

Business Information

Legal Business Name *

DBA / Trade Name

Main Phone *

Website You can enter example.com, www.example.com, or the full website address.

Contacts

Primary Contact

First Name *

Last Name *

Job Title

Email *

Mobile

Fax

Accounts Payable

Same as primary contact

AP Contact Name

Invoice Email

AP Phone

Additional Contacts

Billing Address

Street Address *

Suite / Unit

City *

State *

ZIP Code *

Service / Job Site

Same as billing address

Street Address

Suite / Unit

City

State

ZIP Code

On-Site Contact

On-Site Phone

Invoicing Information

Is a Purchase Order required? *

Yes No

PO / Blanket PO Number

Equipment & Fleet

Tell us about your equipment, fleet, brands, models, service needs, or other information that will help us support you.

Authorization

By submitting this form, I certify that the information provided is accurate and that I am authorized to provide this information on behalf of the organization listed above.

Authorized Signature * Typing your full name serves as your electronic signature.

Title *

Date *

Please review your information before submitting. A copy will also be sent to the primary email entered above.