Client Onboarding & Territory Lock

1 Company & Territory Details

Legal Business Name *

Company Website *

Exclusive Metro Territory Requested *

Specify your primary operating county and state. Strictly 1 contractor per territory.

Physical Business Address *

Required for corporate entity verification, operating radius confirmation, and territory lock records.

2 Primary Contact & Walkthrough Scheduling

Authorized Contact Name & Title *

Work Email Address *

Direct Phone Number *

For urgent booking alerts and walkthrough confirmations.

Walkthrough Dispatch URL *

Direct link or scheduling interface where confirmed facility walkthrough appointments are posted (e.g., custom dispatch link, Google, or Cal).

3 Fleet Capacity & Equipment Scope

Service Van Fleet Size *

Equipment Focus (Check all that apply)

Walk-in Coolers & Freezers Parallel Rack Systems Rooftop Chillers & Packaged Units Supermarket Display Cases Commercial Ice Machines

Priority Facility Targets

Hotels & Resorts Restaurant Franchise Groups Supermarkets & Grocers Cold Storage Warehouses Food Processing & Packaging

4 Existing Account Suppression List (Mandatory Protection)

Active Client Domains & Company Names to Exclude

Paste company names or web domains of your current clients (one per line). Our scraping pipeline hard-blocks these from all outreach to protect your existing relationships.

I confirm on behalf of a licensed commercial mechanical contractor that we maintain active Commercial General Liability ($1M minimum) and Workers' Compensation insurance for all on-site facility visits, and I affirmatively agree to the Core Metric Terms of Service (including the Initial 90-Day Agreement, continuous month-to-month automatic renewal, online cancellation via Stripe Billing Portal or email, Walkthrough Premises Liability Release, and AAA Binding Individual Arbitration & Class Action Waiver).

Client Onboarding & Territory Lock

✓ Intake Received & Territory Locked