Client Account Details

About This Submission

We send this form to new customers when we open an account, and once a year to existing customers so our records stay accurate.

Which applies to you?

Your account reference (if known)

Direct Debit Billing

We are moving all of our customers over to Direct Debit billing. It removes invoice chasing and late-payment admin for both of us, payments are always taken on the agreed date, and you are protected by the Direct Debit Guarantee.
Please do not enter any bank details on this form — we will send a secure mandate link to whoever you name below.

How would you like to proceed?

1. Company Details

As registered with Companies House, so our records, contracts and invoices match your legal entity.

Just confirm your company name below, then complete the declaration at the bottom of the page.

Company legal name

Trading name (if different)

Legal entity type

Company registration number

VAT registered?

VAT number

Registered address *

Address line 1

Address line 2

Town / city

County

Postcode

Nature of business / industry

Date established

Website

Total number of employees

Parent / group company (if any)

Are any sister companies to be billed separately?

2. Sites & Locations

Where your people work, so we can plan support coverage, engineer visits and site documentation.

Main operating site address

Same as registered address

Address line 1

Address line 2

Town / city

County

Postcode

Total number of sites

Number of regular home / hybrid workers

Site list

Include opening hours and any access restrictions (site induction, escorted access, key holders) so engineer visits run smoothly.

3. Key Contacts

The people we will deal with day to day. You can change these at any time once your account is live.

Primary contact

Our main day-to-day point of contact for the account.

Full name

Job title

Email address

Direct telephone

Mobile

Technical / IT contact

Anyone internal who looks after IT, even part time.

Same as primary contact

Full name

Job title

Email address

Telephone

Senior / escalation contact

Who we escalate to if something significant goes wrong, and who attends service reviews.

Same as primary contact

Full name

Job title

Email address

Telephone

Out-of-hours / emergency contact

Same as primary contact

Full name

Contact number

When should we use this contact? Tick all that apply.

Total loss of service – everything is down

Suspected security incident or cyber attack

A business-critical system is down

Server or network failure outside working hours

Site issue – power, flood, alarm or break-in

Other

4. Authorised Approvers

Who may instruct us on your behalf. This protects you: we will not act on requests for new users, licences, purchases or access changes from anyone not listed here.

“Authorised for” examples: new starters and leavers, licence changes, hardware purchases, access to another user's mailbox, out-of-hours work.

Who may log support tickets?

Who tells us about new starters and leavers?

5. Billing & Payment

So invoices reach the right person, in the right format, first time.

Billing contact is the same as the primary contact

Billing contact – full name

Job title

Invoice email address

Telephone

Billing address

Same as registered address

Address line 1

Address line 2

Town / city

County

Postcode

Invoices are sent by email to your billing contact, and are always available to download from your client portal.
Monthly invoices are issued around the 26th of each month.

Is a purchase order required on invoices?

Standing PO number (if known)

Cost centre / department split required?

Anything else we should know about your invoicing requirements?

Payment by Direct Debit

We are willing to pay by Direct Debit.

Direct Debit is our standard payment method — it removes chasing and late-payment admin for both of us, and it is protected by the Direct Debit Guarantee. We will email a secure mandate link to your billing contact once your account is opened.
Please do not enter any bank or card details on this form.

Credit Application

Because you would prefer not to pay by Direct Debit, we need a little more information to open a credit account. We run our credit checks through CreditSafe.

Requested credit limit (£)

Anticipated monthly spend (£)

Years trading

Financial year end

Will you purchase hardware and licences through us?

How do you intend to pay?

Anything else to support the credit application

6. Service Requirements

How you want to be supported, and what must never go down.

Support hours required

Your normal business hours

Business-critical systems – what causes the most damage if it stops?

Peak or sensitive periods when changes should be avoided

What frustrates you most about your IT today?

Tickets are logged through our customer portal, on the web or straight from Microsoft Teams. It is the quickest route to an engineer and it captures the right detail up front, so we can resolve things more efficiently. We will set your team up on it during onboarding.

VIP users needing priority handling

Typically directors, or anyone whose downtime stops others working. Anyone you have already named in Key Contacts or Authorised Approvers can be picked from the list rather than re-typed.

7. Business Applications

The software your business runs on. We need to know who supports each one so we can work with them, not around them.

Include line-of-business systems, finance, CRM, payroll, HR, CAD, EPOS, stock control — anything that would stop work if it broke.

8. Security, Compliance & Insurance

This shapes the controls we put in place and any evidence we need to provide for your auditors or insurer.

Cyber Essentials status

Certification renewal date (if certified)

ISO 27001 status

Regulated or accredited sector?

Do you hold cyber insurance?

Insurer / broker

Security controls your insurer, auditor or customers require of you

Do you hold particularly sensitive data?

Data protection lead / DPO

Data protection lead email

Any security incidents or known risks in the last 24 months?

9. Transition from Your Current Provider

So we can plan the handover and avoid a gap in support or a double bill.

Preferred service start date

Current IT provider

Has notice been served on them?

Current contract end date

Handover contact at your current provider

How would you describe the relationship with them?

Known outstanding issues or in-flight projects

Anything else you would like us to know

10. Declaration & Consent

Same as primary contact

Name

Position

Your email address

Date

I confirm that the information given on this form is accurate and complete to the best of my knowledge, and that I am authorised to provide it on behalf of the company named above. Where I have confirmed that nothing has changed, I confirm your existing records remain correct.

I consent to TwentyFour IT Services Ltd carrying out a credit check on the company named above using the details provided.

I understand that the information provided will be held and processed in line with TwentyFour IT Services Ltd's privacy policy, available upon request, and used only to open and manage this account.

About This Submission

Direct Debit Billing

1. Company Details

Registered address *

2. Sites & Locations

Main operating site address

3. Key Contacts

Primary contact

Technical / IT contact

Senior / escalation contact

Out-of-hours / emergency contact

4. Authorised Approvers

5. Billing & Payment

Billing address

Payment by Direct Debit

Credit Application

6. Service Requirements

7. Business Applications

8. Security, Compliance & Insurance

9. Transition from Your Current Provider

10. Declaration & Consent

Thank you. Your details have been received.

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