Property address
The agreement is tied to the property. Pick the address and we’ll find the customer.
Landlord email — required for rentals
Tenants don’t hold agreements — this must be the landlord.
Membership plan
Coverage
Membership dates
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The card is charged today, then on the renewal date shown and every 12 months after until canceled. The plan calendar snaps to the next Apr 1 or Oct 1 (never a past date); the renewal charge is 12 months after that anchor. Only check the box if the customer is under another company's plan and wants a later anchor — they still pay today.