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New Plumbing Business Form

Use this form as the internal onboarding checklist for new plumbing tenants. Pilot accounts stay request-only, while full-service accounts are set up for calendar-direct booking, reminders, and follow-up automation when those features are enabled.

Business Info
Package Setup
Pilot

Request-only intake, lead capture, dashboards, Google Sheet reporting, and manual scheduling support.

Full Service

Everything in pilot plus calendar-direct booking, reminder queue support, and full automation readiness.

Use `Existing Tenant Google Sheet ID` when you want onboarding to attach a specific live sheet. Use `Google Sheet Template ID` only when you want onboarding to create a fresh copy.
Recommended pairing: `pilot` with `request_only`, and `full_service` with `calendar_direct` when a Google Calendar connection will be provisioned.
Service Area
Services Offered
Scheduling
Notifications