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Telephone System Questionnaire

Please fill out the form below so we can customize your phone system to your business needs. If you have any questions or need clarification, please do not hesitate to contact us.

Phone System Questionnaire

Business Name

Who is your telephone provider? (Comcast, AT&T, Spectrum, etc.)

How many phone lines do you have, including your fax line? Phone lines are the ones provided by your telephone company, not the physical phones you have in your office. Please refer to your phone bill for this information. How many phone lines do you have, including your fax line? Phone lines are the ones provided by your telephone company, not the physical phones you have in your office. Please refer to your phone bill for this information.

Is your existing service analog phone service or Voice over IP (VoIP)? Please refer to your telephone company bill to find out.

Analog Service

Voice over IP

Do you have an existing telephone system?

Yes

No

What brand and model is it?

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Phone Number

Purpose (Main line, fax line, etc)

Extensions

How many extensions do you have? An extension is the actual phones in your office, 1001, 1002, etc.)?

Will users require headsets?

Yes

No

How many will you need?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

Extension Number

Extension User (Person's Name or Location, Nurse, etc.)

Does this location have a network connection?

How would you like your calls to be answered when they come in?

Automated attendant - press 1 for X, press 2 for Y

Ring normally to extensions

Which extensions should ring when a call comes in please type the users' names)?

For an automated attendant, please choose the recording style

Human Voice - someone in the office will record the greetings

Computer generated

Client supplied audio files

Hours of Operation

What are your operating hours?

Time

:

Time

:

Which holidays does your business observe (you will be closed)?

New Year's Day

Martin Luther King Jr. Day

Washington's Birthday

Memorial Day

Independence Day (4th of July)

Labor Day

Columbus Day

Veteran's Day

Thanksgiving Day

Day after Thanksgiving Day

Christmas Eve

Christmas Day

New Year's Eve

Other

Please list other days you will be closed (Spring/Winter/Fall breaks, Summer holidays, religious holidays, etc):

How would you like calls that come in after hours to be handled?

Sent to a company voicemail

Forwarded to another number

Which number would you like it forwarded to?

Voicemail

How would you like voicemail to be handled?

One, company-wide voicemail box

Individual mailboxes for each user

No voicemail

Do you want voicemail messages to be emailed to the user?

Yes

No

Other items

Would you music on hold for when your calls are put on hold? Please note, we cannot connect radio stations or online streaming music. It is against the law.

Yes

No

What music would you like to use?

Dialing restrictions - what type of calls should users be able to make?

Local

National Long Distance

International

Would you like to use the blacklist feature? Calls on this list won't be able to call into your office. This is useful for blocking scam or sales calls.

Yes

No

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