New Customer Onboarding Form

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– Step 1 of 13

Business Information Details

Business Name *

Business Main Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Business ABN/ACN *

Business Email *

Business Phone *

Business Website (if app.)

Business Billing Details

Billing Business Name (if different)

Billing Contact *

First

Last

Billing Email (if different)

Billing Platform *

Platform Account Number (if applicable)

Billing Address (if different)

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Current Services

Checkboxes *

Internet
Phone System
Microsoft 365 Tenancy
Laptops/Desktops/Other Hardware
Website/Domain
Security/Surveillance
Display Screens
Stock Management
Point Of Sale
Other Service

Internet

Current Provider *

Current Speed (if known)

Current Internet Hardware *

Modem/Router, Access Points, Switches, Server Rack Equipment etc.

Most Recent Bill from Current Provider

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Phone System

Current Provider *

Amount of Physical Phones *

Desk Phone / Cordless

Any Other Phone Related Hardware

Current Phone Number/s *

Most Recent Bill from Current Provider

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Microsoft 365 Tenancy

Current Provider *

Current 365 License Types *

Business Basic, Business Standard, Business Premium etc.

Current Number of Licenses *

Most Recent Bill from Current Provider

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Laptops/Desktops/Other Hardware

Please list all devices within the business including make and model if available. *

Laptops, Desktops, Monitors, Docks, Printers etc.

Please select all software that is on these devices

Microsoft 365 (Outlook, Word, Excel etc.)
Adobe
Anti-Virus
Other

Other Software, if applicable

Any photos that may assist in identifying equipment on site

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Most Recent Software Licensing Invoice

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You can upload up to 5 files.

Website/Domain

Current Provider *

Current Domain Name (eg. radcomp.com.au)

Most Recent Bill from Current Provider

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Security/Surveillance

Current Management Provider (if applicable)

Current Security/Surveillance On Site *

Security Cameras, Access Passes, Alarms etc.

Most Recent Bill from Current Management Provider (if applicable)

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Display Screens

Current Support Provider (if applicable)

Current Number of Screens including size *

Most Recent Bill from Current Support Provider (if applicable)

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Stock Management

Current Software *

Current Hardware Supporting Stock Management *

Scanners, Printers, Label Makers etc.

Current Support Provider (if applicable)

Most Recent Bill from Current Support Provider (if applicable)

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Point of Sale

Bill Hardware Any

Current Software *

Current Hardware Supporting Point of Sale *

Please include Brand and Model

Current Support Provider (if applicable)

Most Recent Bill from Current Support Provider (if applicable)

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.

Other Services

Please provide a detailed description of any other service you have *

Please include provider information where applicable

Any supporting doucmentation if required

Drag & Drop Files, Choose Files to Upload

You can upload up to 5 files.