Green Valley Initial Conversation Form

Profile

Initial Conversation Customer History

Intake Form Move Assessment Moving Form Move Assessment Move Schedule Move Service Complete Service Completion Form Invoice Form

Intake Form Auction Assessment Auction Schedule Auction Service Order Auction Pick Up Form Appraisal Service Order Inventory Add Inventory Complete Service Completion Form Consignment Contract Invoice Form

Create Service Edit Service Ticket

Scheduling

Customer Name

Service Being Scheduled:

Potential Dates

Option 1

Option 2

Option 3

Final Date

Initial Conversation Form

Notes:

Services Customer Requires:

Auction

Appraisal

Move

Consignment

Requires look at:

Yes

No

Questions:

Yes

No

Downsizing:

Yes

No

Settling an Estate:

Yes

No

Moving:

Yes

No

How much is being sold:

What is being sold:

Conversation Notes:

New or Existing Customer?

New Customer

Existing Customer

First Name:

Last Name:

Street

City

Phone:

Phone Type:

Business

Cell

Home

Email:

Go To Create Service Event

How did you hear about us?

How did customer contact us?

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