Phone system customization

Answer as much as you can and our team will build your system around it. Only your business name, contact name, and email are required. You can leave the rest to us and we will follow up on the details.

1. Company & build summary

Business legal name*DBA / trade name

Primary address (used for E911)

City / State / ZIPTime zone

Target go-live datePrimary contact name*

Primary contact email*Primary contact mobile

IT / onsite contactIT email / mobile

2. Capacity & extension plan

Total extensions neededMax simultaneous calls

ReceptionistsDepartmentsRemote users

Busy seasons / peak hours

3. Business hours

Set your open days and times. Turn a day off to mark it closed.

Closed

After hours, callers hear

After-hours calls go toVoicemail delivery recipients

Emergency handling / SLA

4. Holiday schedule

New Year's Day

Memorial Day

Independence Day

Labor Day

Thanksgiving

Christmas

5. Auto-attendant / IVR

Business-hours greeting scriptAfter-hours greeting scriptHoliday greeting scriptLanguage(s)

IVR key assignments

Press 1

Press 2

Press 3

Press 4

Press 5

Press 6

Press 7

Press 8

Press 9

Press 0

Invalid / no input handling

6. Ring groups & queues

List each group or queue with its members and routing behavior.

Ring groupsGroup name, member extensions, strategy (simultaneous / sequential / round-robin), ring time, no-answer route.Call queuesQueue name, agents, max hold time, overflow rule, after-hours route, callback offered.

7. Voicemail

Voicemail to emailTranscription

Shared department mailboxesGreeting method

8. Emergency & on-call

Emergency calls handling / SLA

On-call schedule typePrimary on-call number

If on-call does not answer

9. Failover

Tell us where calls should go in each scenario.

Extension busyNo answer

Internet downPower outage

Queue overflow

10. Features & integrations

CRM integrationSoftphone

SMS / textingCall recording

Hold music / ad

Paging / intercomFax

11. Network information

Optional, but it helps us plan a smooth install. Your IT contact can complete this.

IP subnetSubnet mask

IP gatewayDNS servers

VLANs / voice VLAN IDInternet bandwidth (down / up)

Firewall / router make & model

QoS enabledSwitch (PoE / managed / VLAN)

12. Authorized sign-off

Authorized signature (type your full name)Printed name

TitleDate

Once you submit, our team will review your requirements and confirm next steps.