When a vendor submits a prequalification form from the Typeform on your website, these are the questions they will be asked.
IMPORTANT TO NOTE
These questions are preset, and not currently customizable.
First Name
Last Name
Email Address
[First Name's]'s Role
Business Name
Business Address:
Address
Address Line 2
City/Town
State/Region/Province
Zip/Post Code
Country
Business Phone Number
What type of work does [Business Name] do?
What is [Business Name] company structure?
Federal Tax ID Number
Contractor License Number
How many people does [Business Name] employ?
Who is the Primary Bid contact at [Business Name]?:
First name
Last name
Email
Who is the Accounting contact at [Business Name]?:
First name
Last name
Email
Who is the Authorized Signer for [Business Name]?:
First name
Last name
Email
Who is the main Project Manager at [Business Name]?:
First name
Last name
Email
Does [Business Name] have any of the following designations?
Is [Business Name] a Union or Non Union Business?
Does [Business Name] have any union affiliations?
Does [Business Name] have insurance coverage
What is your Insurance EMR Rating?
How is [Business Name] work backlog currently?
Did a [Your Company Name] team member direct you to complete this form?
Which [Your Company Name] team member instructed you to fill out this form?
If you have any questions about this, please use the in-app chat or email support@billyforinsurance.com to speak with our Partner Success team.
