Pre-installation Project Management (PM) Questionnaire

Thank you for completing the pre-installation PM questionnaire. We understand that there is a lot of information required to ensure a smooth installation and transition to your new communications system. Please utilize the save & continue option to share the questionnaire efficiently amongst your team. Please reach out to your Project Manager or Sales Associate with any questions or concerns.

AUTO ATTENDANT/GREETINGS

Auto Attendants/Greetings- Main, After-hours, Holiday & Inclement Weather

Would you like to implement various greetings (i.e.- Auto Attendants) with dialing options? Ex- "Thank you for calling Company ABC. If you know your party's extension, you may dial it at any time. Press 1 for Sales, 2 for Support," etc.

Yes

Auto Attendant/Greeting Scripts- Main, After-hours, Holiday & Inclement Weather

Please insert your greeting scripts with the exact wording required, or upload the file at the bottom of this form.

Professional Answering Service

Do you use a Professional Answering Service to answer calls when your office is closed or staff is unavailable? Please check all that apply.

During Lunch

Afterhours

Weekends

Inclement Weather

Holidays

Other

We do not use a Professional Answering Service

Professional Answering Service Details

Please provide the details surrounding your Professional Answering Service, including company name, main contact information, forwarding phone number, the specific situations/hours when calls are forwarded to this service.

Script Recordings

Who will record your greetings?

Your company

ACC Telecom

Professional Voice Talent

Other

CALL ROUTING

Ring Groups*

Do you need Ring Groups (i.e.- multiple extensions that will ring when options are selected)? *Further details surrounding Ring Groups will be communicated by your Project Manager.

Yes

Maybe- Further Discussions Needed

Call Queues/Call Queuing*

Do you need call queues/call queuing? *Your Project Manager will provide details and examples of call queuing.

Yes

Maybe- Further Discussions Needed

Call Center/Contact Center*

Would you like to implement call center/contact center (CC) technology? There are many benefits to CC technology, even if you only have 1 person answering calls. *Your Project Manager will provide details and examples of CC technology.

Yes

Maybe- Further Discussions Needed

LOCAL NUMBER PORTABILITY (LNP)

Current Phone Service

Who is your current phone service provider?

Local Number Portability (LNP) - Numbers to Be Ported

Per applicable, if you are porting your phone numbers to ACC Telecom, are you porting all of your numbers, some of your number or only your main number?

Port all of my numbers including toll-free & fax numbers

Port some of my numbers

Port only my main number(s)

No Porting

LNP Authorized Contact

Please list the Authorized Contact on the current carrier account. This contact will need to sign the Letter of Agency (LOA) port order form.

BTN

What is your Billing Telephone Number (BTN) on your current carrier account?

Number List

List or upload all numbers to be ported to ACC Telecom including toll-free and fax numbers. All numbers must be labeled; ex- "main," "Jackie DID," "fax," "toll-free," etc.

Phone Service Invoice

I will upload a copy of my most recent phone bill(s) below. I understand that any delay with sending the phone bill(s) will cause delays with installation & number porting.

DATA NETWORK

Current Internet Provider

Who is your current Internet Service Provider?

ISP Speed Package

What is your current Internet Speed Package? Please provide a copy of your most recent internet bill.

Do you have an External Static IP Address?

Yes

Unknown

I.T. Personnel

Please provide the contact information of your IT Support Associate, including name, number and email.

Cabling

Has Cat5e or higher wiring been verified for all station phone locations?

Yes

Unknown- Further Discussions Needed

Are your network Switches PoE (Power over Ethernet)?

Yes

Unknown- Further Discussions Needed

Do you have a Firewall?

Yes

Unknown- Further Discussions Needed

Firewall Brand & Model

Please type your brand and model of Firewall.

Are you providing your own Server?

Yes

Unknown- Further Discussions Needed

Server Brand & Model

Please provide details of your Server.

E911 COMPLIANCY

E911

Do you have multiple locations/addresses? Each location must have a separate e911 address in the database. Please note that e911 is a billable monthly charge per location.

Yes

E911 Locations

Please indicate all company locations/address for e911 purposes. You may upload this information at the bottom of this form.

E911 Alerts

Per FCC requirement, the phone system must send an email alert anytime that 911 is dialed. Please list all email address(es) that should be used for these alert notifications.

USER INFORMATION

Extension List

Please upload a complete extension list at the bottom of this form. Your Project Manager will contact you to discuss extension criteria further and will send a sample excel document that you can utilize. Your extension list should include all of the following:

First and Last Names

Current Extension Numbers (if applicable)

Cell Phone Numbers

Email Addresses

User's DIDs (Direct Dial Numbers- per applicable)

Caller ID # that will be displayed

Indicate if the User will have Voicemail (Y/N)

Indicate where the voicemail will be delivered (Phone, Email or Both)

Voicemail Email Address (if different than User's Email)

User's Type/Model of Phone Ordered

Mobile App (Y/N)

Web Client (Y/N)

SMS (Y/N)

Business SMS

Are you interested in sending or receiving SMS text messages from your business number(s)?

Yes

Maybe

Business SMS Compliancy

Please review the Business SMS 10DLC Compliancy FAQs & form found on https://acc.fidangle.com/10dlc-sms-compliancy-faqs/.

Headsets

Do you currently have, or do you wish to use headsets?

Yes

FAXING

vFax (Virtual Faxing)

Will you be using one of our vFax/eFax products?

Yes

Maybe in the future

Current Fax Setup

Is your fax line(s) shared with any other device (i.e.- credit card/postage machine/alarm system, etc.)?

Yes

Fax Machine ATA

Do you intend to use your fax machine in addition to email faxing capabilities?

Yes

Fax Number List

Please list your fax number(s). Please include the company email addresses that will send faxes from their email. Please also list which email(s) will receive the incoming faxes.

SPECIAL FEATURES

Failover/Business Continuity

In the event of a failover scenario, which number(s) do you want your inbound calls to be routed to? This is typically a cellular number.

International Calling

Will you need international calling enabled?

Yes

Call Recording

Will you need to record calls?

Yes

Call Recording Consent(Required)

I understand that my company is responsible for adhering to my state’s rules and regulations regarding call recording. It is understood that if my state follows the "two-party/all-party" consent rule, my greetings and/or personnel must state that the call is being recorded to the caller to remain compliant.

Paging

Do you need paging capabilities, either through the phones or via an overhead paging/speaker system?

Yes

Door Boxes

Do you have any door control boxes, panic buttons, etc. associated with your existing phone system?

Yes

Special Requirements

Do you have any special requirements or needs for us to be aware of? Please provide a detailed explanation below.

Installation Date

What is your requested installation date?

MM slash DD slash YYYY

Consent(Required)

I understand that installations are typically completed within 45 days of receiving all Project Management & LNP information.

File Uploads

Please upload your most recent carrier bill(s), complete Extension list, and any other documents that may assist us with programming or installation (ex- floor plan/station layout).

Drop files here or

Max. file size: 64 MB.

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Customer PM Questionnaire

Customer PM Questionnaire

Pre-installation Project Management (PM) Questionnaire

COMPANY INFORMATION

AUTO ATTENDANT/GREETINGS

CALL ROUTING

LOCAL NUMBER PORTABILITY (LNP)

DATA NETWORK

E911 COMPLIANCY

USER INFORMATION

FAXING

SPECIAL FEATURES

CONTACT US

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