Client Onboarding

Primary Contact Details

Full Name *

Email Address *

Mobile Number *

Preferred Contact Method *

Monday.com Access

Please add mark@engageaipro.com as an Admin to both workspaces.

Monday.com Account Email *

Tileex Workspace URL *

Cherry Picker Workspace URL *

Admin invite sent to mark@engageaipro.com

Google Workspace Access

Please share access to relevant folders with mark@engageaipro.com.

Google Workspace Admin Email *

Tileex Shared Drive/Folder URL

Cherry Picker Shared Drive/Folder URL

Access granted to mark@engageaipro.com

Accounting Software — Tileex

Software Name *

Password * Stored securely. We recommend changing after integration.

Accounting Software — Cherry Picker

Same system as Tileex

Software Name *

Password * Stored securely. We recommend changing after integration.

Tileex — Financial Data

This information configures your live P&L dashboard and cost tracking.

Standard Rates

Day Rate — Tiler (£) *

Day Rate — Labourer (£) *

Typical Markup on Materials (%) *

Standard Working Hours/Day *

Monthly Overheads

Vehicle Costs (£)

Insurance (£)

Tools & Equipment (£)

Other Overheads (£)

Cherry Picker — Financial Data

Pricing Structure

Hourly Hire Rate (£) *

Daily Hire Rate (£) *

Weekly Hire Rate (£) *

Delivery/Collection Charge (£)

Operator Rate per hour (£)

Monthly Operating Costs

Fuel Costs (£)

Maintenance (£)

Insurance (£)

Additional Information

Preferred Start Date

Best Days for Calls/Meetings

Mon Tue Wed Thu Fri

Any additional notes or requirements?

Data Security

All information is transmitted securely and stored in compliance with GDPR. Login credentials are used solely for system integration. We recommend changing shared passwords after setup is complete.