Project Point of Contact*

Please list the name of the person(s) who TeleVoIPs can contact throughout the lifecycle of the onboarding process.

Project Point of Contact Phone Number*

Please provide the POC's best contact phone number.

Company Hours*

What are your normal business hours and days of the week that the phones should ring?

Physical Address(es)*

Please list all locations a phone will be installed.

Preferred Install Date*

The onboarding process typically takes three to four weeks from the day of the KickOff call

Month/Day/Year

Preferred Go-Live Date*

Month/Day/Year

Preferred Training Time*

Morning Preferred

Afternoon Preferred

Morning Multi Sessions Preferred for 10+ Staff

Afternoon Multi Sessions Preferred for 10+ Staff

Accounts Payable Information

Accounts Payable Contact*

AP Email*

AP Phone Number*

TeleVoIPs Portal Authorized Account Users

Authorized Account Admin(s)*

Please list the first and last name of all users who should have full account permission. They'll have the ability to view Users, Numbers, Extensions and approve orders in the TeleVoIPs portal. They also have the ability to access reports and view call flow.

911 Notifyee*

Please list the first and last name of the person who should be notified if any extension dials 911.

Authorized Technical Approver(s)*

Please list the first and last name of the person who can approve changes to your call flow.

Authorized Technical Email(s)*

Please list all corresponding email address(es) of the person who can approve changes to your companies call flow.

Authorized Sales Approver(s)*

Please list the first and last name of the person who can approve quotes.

Authorized Sales Approver Email(s)*

Please list all corresponding email address(es) of the person who can approve sales quotes.

Porting Information

Please provide a complete list of all numbers that you need to transfer over to TeleVoIPs including any local, toll-free, and fax numbers you want to use with our service.

Local Telephone Number(s)*

Please list all local phone numbers that need to be ported.

Toll Free Numbers*

Please list all toll-free numbers that need to be ported.

Fax Telephone Numbers*

Please list all fax numbers that need to be ported.

Outbound Caller ID*

Which number being ported do you want to show as the outbound Caller ID? What company name would you like to show for outbound calls? Please note there is a 15 character delimitator, including spaces.

Company Extension Spreadsheet

Please list each extension number, assigned employee's first and last name, email address and if voicemail should be enabled. If applicable their direct dial phone number, Department, and or Office Site. Click here to download the Company Extension Spreadsheet

Upload Company Extension Spreadsheet*

Please upload the updated company extension spreadsheet here.

Routing Incoming Calls*

Please indicate how you would like to route incoming calls (for non-direct-dial phone numbers). Please describe how your calls currently route. Ex: Ring to receptionist, Auto Attendant, ring all, etc.

Queues (Ring Groups)*

Please identify any queues (ring groups) you would like set up. For each group, please list the members' names and extensions.

Web Portal Access

Do you self-manage your current phone service through a web portal?

Yes

Auto Attendant

Please submit a script of your auto attendant, if you plan to use one. You can enter this in the below text box OR upload the document below:

Write Auto Attendant Script(s)

OR Upload Auto Attendant Script(s)

Recordings*

Do you have recordings for your Auto Attendant?

Yes

Recording Access

Are your recordings accessible for you to download and send to Implementation?

Yes

After Hour Call Flow*

Where should your calls ring to outside of normal business hours? Ex: Answering Service, Auto Attendant or General Voicemail
Please indicate how calls should route during non-business hours/holidays.

After Hours Activation*

Do you want your after hours to automatically or manually activate?

Manual

Automatic

Speed Dial Keys (BLF)*

List in extension order

List in custom order

Remote Users

List any employee(s) who will install their phone at home.

Additional Information

Is there any additional information we should know about your current call flow, features, or setup?

TeleVoIPs Call Flow Questionnaire

Project Details

Accounts Payable Information

TeleVoIPs Portal Authorized Account Users

Porting Information

Company Extensions

Company Extension Spreadsheet

Call Flow

Preferences