Client setup

Client Onboarding Portal

Please complete the secure onboarding form so we can create your customer, site, contact, billing and service records correctly.

Build status: Form v9.6 · idempotent Simpro sync · no duplicate contacts/PDFs · approved PDF style

Step 1 of 9Customer Type

Customer Type

First, tell us whether this customer is a company or an individual.

CompanyTrading name, ABN and company contact details. IndividualPersonal customer details.

Customer Details

Trading Name * ABN * Main Email * Company Phone * Alternative Phone Website Company Fax

Primary Site Address

Site Name Country * Street Address * Suburb * State * Postcode * Site Contact Name * Site Contact Position Site Contact Phone * Site Contact Mobile Site Contact Email * Preferred Notification Method * Access Notes Preferred Attendance Times Parking Instructions

Postal / Billing Address

Postal / billing address is the same as the primary site address

Additional Sites

Add extra sites if Secure People will service more than one location.

Contacts

Primary Contact

Full Name * Position / Role Phone Mobile Email * Preferred Notification Method *

Site contacts are now captured against each individual site so multi-site customers can have different contacts per location.

Accounts Contact

Same as primary contact

Full Name * Position / Role Phone Mobile Email * Preferred Invoice Delivery Method

Services Required

Select all services that apply.

Billing and PO Requirements

Do you require Purchase Orders before work starts? * Invoice Email * Do invoices need to reference a PO, site, cost centre, or job number? Special Billing Instructions Payment Terms Requested

Legal and Authorisation

By submitting this form, you acknowledge that the information provided is accurate to the best of your knowledge and authorise Secure People to utilise this information for the purpose of creating your customer profile, managing site records, delivering electronic security, technology, IT managed services, cloud management, support, billing, and related services.

Authorised Representative Name * Position / Title * Date Signed *

Digital Signature *

Use your mouse, finger, or stylus to sign inside the box.

I confirm I am authorised to submit this onboarding form.

Company website confirmation

Your information is submitted securely and used only for customer onboarding, service delivery, billing, compliance records and related Secure People services.