First Name *

Please fill in your legal first name

Last Name *

Please fill in your legal last name

Email *

Please provide the email address where you are best reachable for frequent communication

Phone *

Please provide the phone number where you are best reachable for frequent communication

Legal Business Name *

Please provide the full legal company name, the way it appears in your business registration documents/tax returns with the government. We ask this because we will need this information to set up and complete your A2P verification process, on your behalf, so that we are able to call & text the leads and appointments we bring you, compliantly. We will also need this for execution of agreements with us.

EIN (Employer Identification Number)

Please provide your EIN in full format. The EIN provided must match that of the legally registered business name above. We ask this because we will need this information to set up and complete your A2P verification process, on your behalf, so that we are able to call & text the leads and appointments we bring you, compliantly.

Business Trading Name *

Please provide your business brand/trading name. If it's the same as your legal business name then you may just put that in here too. We ask this because we will need this information to set up and complete your A2P verification process, on your behalf, so that we are able to call & text the leads and appointments we bring you, compliantly.

Are you the registered owner of the business entity? *

Yes

No

Are you an/the authorised representative of the business? *

Yes

No

Do you have all required licensing cleared to be able to conduct these roofing business activities in the service areas/geos that we will be targeting & advertising to? *

Yes

No

Registered Business Address *

Street, city, state, ZIP. This must be a valid US address, not merely a PO box. We ask this because we will need this information to set up and complete your A2P verification process, on your behalf, so that we are able to call & text the leads and appointments we bring you, compliantly.

State of Incorporation *

This is the US state where your entity is legally registered. We ask this because we will need this information to set up and complete your A2P verification process, on your behalf, so that we are able to call & text the leads and appointments we bring you, compliantly.

Billing Address for Invoices *

This is the address you want on our invoices from us.

Business/Entity Name on/for Invoices *

The name you would want us to make out our invoices to

Invoicing Email *

The email address you would want us to send invoices to

What CRM do you currently use? If this is the CRM you would require us to integrate into, please mention this here explicitly. If you are open to us onboarding you onto our own CRM with full admin access (the usual, preferred route), indicate that here as well. *

If you don't currently use one, simply put in "N/A"

Approved ZIP Codes *

These are all the ZIP codes that you can service, that your crew can drive out to reasonably, such that we can reliably target homeowners in these ZIP codes. If you would rather prefer to draw a radius on a map for each service area, please indicate that as well and we will do so on our Onboarding Call.

Business website URL *

This must be a live, public-facing website. If you don't have one set up or live yet, please respond with "N/A".

Upload Your Company Logo (Highest Quality) *

Click to upload

Please upload the highest quality version of your logo that you have. The original file from whoever designed your logo or made your truck wraps, yard signs, or letterhead is ideal — .ai, .eps, .pdf, or .svg formats are best, and a large .png works too. If all you have is a small image from your website, upload that and we will handle the rest. We ask this because your logo appears on the landing pages and ads we build for you, and a sharp logo directly affects how trustworthy your pages look to homeowners.

Which manufacturer certifications and accreditations do you currently hold? *Select every certification that is currently active for your company. We display these badges on your landing pages because they materially increase homeowner trust. Only select certifications you actually hold and can verify — we will feature them exactly as selected.

Any other certifications, awards, rankings, or accolades we should know about? *

For example: a national or state ranking (e.g. "Ranked 18th roofing company in the nation"), an Angi Super Service Award, a local "best of" award, etc. If none, simply put "N/A". We may feature the strongest of these on your landing pages.

Link to your Google Business Profile *

Paste the link to your company's listing on Google — the one that shows your star rating and reviews on Google Maps/Search. Easiest way to get it: search your company name on Google, open your listing, click the Share button, and copy the link. We ask this because we display your live Google rating and review count on your landing pages and keep them up to date from this profile.

Days & Hours Available for Inspections *

These are the days of the week and the hours on those days that you and/or your team are availbale to drive out to booked inspection appointments. We will not book appointments for you outside of these times. Please also include the minimum buffer time you would like between appointments. For example: an inspection being booked on Thursday for 10am might mean that the next earliest inspection can only be booked at 1am, if the buffer chosen is 3hours. This gives your crew time to drive to and between roughly hour-long inspections.

Average Job Value/Project Size (USD) *

Your average, all-in, typical cost for a full roof replacement.

What is the typical low-end price/quote/cost to the homeowner of a roof replacement for you? *

For example: your low-end might be $12,000, your average (above) might be $18,000, and your high-end might be $24,000. Of course, you will and do have projects that are lower than the low-end figure and higher than the high-end figure. This is merely meant to be a rough indicator.

What is the typical high-end price/quote/cost to the homeowner of a roof replacement for you? *

For example: your low-end might be $12,000, your average (above) might be $18,000, and your high-end might be $24,000. Of course, you will and do have projects that are lower than the low-end figure and higher than the high-end figure. This is merely meant to be a rough indicator.

Approved Promotional Offers *

List the exact promotional offers that you have historically run or that you do run currently, e.g. 0% interest for 18 months, $2,500+ off + free gutters, etc.

Prohibited Offers *

List the exact promotional offers that you do not and/or will not run, so that we don't misrepresent your company

Do you offer financing? *

Minimum Roof Age You Will Inspect *

Minimum Roof Size (rough number of squares) that you will inspect *

Do you need a contract signed with the homeowner before inspecting a roof? If so, do you do so electronically or by hand on-site? And do you do so before you guys drive out there or after? *

MANDATORY ACTION STEP: Please add us as a Business Partner on your Meta Business Suite so that we have the access that we need to run the ad campaigns. Follow the instructions in the small print below. Have you done this successfully? *

Yes, I have added Crestline as a Business Partner with required access to my ad account.

No, I have not followed the instructions below and have not added you to my ad account.

INSTRUCTIONS: Simply go to https://business.facebook.com/latest/settings/partners and click on Add and then select "Give a partner access to your assets" and select Full Access for your ad account, your Page, AND your Dataset/Pixel. We will confirm this on our side on the kickoff call.

MANDATORY ACTION STEP: Scroll up and tap the "Your Service Agreement" card at the top of this page to review the agreement. Your per-inspection rate is already filled in, and it's already signed by Crestline. *

I have reviewed the Crestline Service Agreement linked on this page and agree to its terms, including the per-inspection fee shown in it. The legal business name provided above identifies the contracting party, and my signature BELOW executes the Agreement on its behalf.

Sign here to execute the Agreement *

Clear

You may draw your signature. Electronic signatures are valid and binding under Section 10.6 of the Agreement.

Welcome To The Crestline Family

Please Take The Time To Complete This Onboarding Form Accurately.