Welcome Survey - New Client

Primary Contact Information

We need to know about the central contact person for your organization.

First Name *

Last Name *

Secondary Phone Number *

Email Address *

Business Location Information

This information is critical for emergency services. Please ensure all details are accurate.

Business Name *

Street Address *

Suite / Unit Number

City *

Province *

Postal Code *

Emergency Instructions

Communication Details

Your current phone system details help us plan the migration.

Primary Phone Number *

Fax Number

Toll Free Number

Website

IT Support Information

Understanding your IT support helps us coordinate installation.

Who handles IT issues? *

I handle IT issues myself

We have internal IT staff

We use external IT provider

We need IT management help

IT Contact Name

IT Contact Email

Team Directory

Upload a file with team member details. Download our template to get started.

Copy and paste data from Excel with Ctrl+V, or fill in manually. Click on a cell and paste to start from that position.

Data pasted successfully!

First Name	Last Name	Email Address	Extension	Direct Number	Mobile Number	Voicemail	FollowMe

Need a template? Download Team Directory Template
Fill out the template with your team member information, then upload it below.

Team Directory File Upload completed template or other file

Supported formats: CSV, Excel (.xlsx, .xls), PDF, or text file.
Template includes: Name, Email, Extension, Position, Department, Notes.

A la carte Phone System Features

Businesses come in many different shapes and sizes with varying needs. We want to know what features of your new telephone system need to be fine-tuned; and since we're not all telephone experts, we've described our more advanced features and what they do.

0 for Operator

When enabled, callers can dial 0 at any point within an Auto Attendant menu or voicemail prompt and be directed back to a pre-defined extension or group of extensions.

Yes

Not sure

Time Conditions

Calls can be routed to alternative destinations based on schedule. Examples: Send calls to Auto Attendant after receptionist leaves, route to service technician's cell for after hours service, directly to voicemail in evenings.

Yes

Not sure

Direct dial by Extension

Each team member can be immediately dialled directly by their extension from any Auto Attendant menu.

Yes

Not sure

Dial by name Directory

Option 9 within the Auto Attendant will direct callers to an automated, Dial by name Directory where they can search for employees by name.

Yes

Not sure

Custom Music on Hold

Play a custom recording such as a radio ad to callers while they've been placed on hold.

Yes

Not sure

Conference Bridge

Easily connect multiple people, both internally and externally via a conference bridge.

Yes

Not sure

Call Pickup

Answer a call ringing on another team member's phone.

Yes

Not sure

Distinctive Ring

Your new phones can be configured to produce an alternative ring for calls coming from a pre-defined location such as a specific option in an Auto Attendant, a secondary phone number; the possibilities are endless.

Yes

Not sure

Paging

Phones as well as an overhead paging system can all be used as end points in a paging system. When in operation, handsets within the group will auto-answer and broadcast the page via the speaker-phone.

Yes

Not sure

International Access

Dial internationally to over 200 different countries.

Yes

Not sure

eFax

The 'e' stands for efficient. Mix-and-match various options to meet the needs of your team.

Yes

Not sure

Additional Notes

Thank you for taking the time to help us serve you better!