Direct Home Solutions

New Deal Intake Form

Please fill this form once any deal is sold

Rep/Sales Org

Customer's First Name

Customer's Last Name

Project Address

City

State

Zip Code

Phone

Email

Type Of Payment

Cash

Finance

Other

Contracts Signed?

Yes

No

Services Sold

Roof

Water Treatment

Windows

Fence

Water Heater

HVAC

Ins

Gutter/Fascia/Soff

Other

Cash Back?

Yes

No

Cash Back Amount

Projects Cost

Finance Company

Total Deal Amount

Driver License/ID

Notes

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