---
title: How Do I Set Up or Make Changes to a Customer Account?
description: Use the Customer Maintenance form to request a new customer setup or make changes to an existing customer account.
---

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August 12, 2026

# How Do I Set Up or Make Changes to a Customer Account?

## Use the Customer Maintenance form to request a new customer setup, make changes to an existing account, apply for terms, update customer information, and submit other customer account changes.

### New Customer Set Up

To set up a new customer the following forms must be completed and submitted.

Customer Maintenance forms are found in **HubSpot, under the Dayforce, Distribution Forms** OR **Singer Hub, Distro Page, Forms**.

**[Distribution Customer Maintenance Form Link](https://www.cognitoforms.com/singerequipmentcompany/customermaintenanceform2)**

### Customer Maintenance Form

This form is also used to:

- Request Customer Setup
- Make changes to existing accounts
- Apply for Terms
- Change business name
- Change delivery windows
- Add customer ship to
- Add or change credit card information
- Add tax exempt forms

**Please note** - when making a single change, it is only necessary to fill out the information being changed.

You must always provide the account number and bill to name.

If you have an order ready to place for a new customer, check the order pending field.

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- [Drive Communication Questions](https://train.singerequipment.com/knowledge-base/drive-communication-questions?hsLang=en#main-content)

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- [Sales Support](https://train.singerequipment.com/knowledge-base/sales-support?hsLang=en#main-content)

    - [Shipping](https://train.singerequipment.com/knowledge-base/sales-support?hsLang=en#shipping)
    - [Internal protocols](https://train.singerequipment.com/knowledge-base/sales-support?hsLang=en#internal-protocols)

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