Business name
*
Business name
Address
*
Street Address
City
State
Country
Enter your country
Postal Code
Website
Primary contact name
*
Primary contact title
Primary contact title
Primary contact email
*
Primary contact email
Primary contact mobile
*
Primary contact mobile
Preferred Project Start Date
Desired start date
Target Go-Live Date
Desired go-live date
Is billing contact same as primary contact?
Yes
No
Billing contact name
Billing contact
Billing contact Phone
Billing contact Phone
Billing contact email
Billing contact
Is the technical or IT contact the same as the primary contact?
Yes
No
Is the technical or IT contact the same as the primary contact?
Technical or IT contact name
Technical or IT contact name
Technical or IT contact email
Technical or IT contact email
Technical or IT contact phone
Technical or IT contact phone
Number of users who need phone-system administrator access.
Number of phone-system administrators
Names and contact details for authorized phone-system administrators.
Phone-system administrator contact(s)
Number of locations
Number of locations
If the primary service/E911 address differs from the company address, enter it here
Primary service address
Additional location details
Additional location details
Business hours
Business hours
Time zone
Time zone
Is each location configured differently?
Yes
No
Is each location configured differently?
Location-specific notes
Location-specific notes
Current phone-service provider
Current phone provider
Current phone system or platform
Current phone system or platform
Main business number
Main business number
Total number of phone numbers
Total number of phone numbers
Total number of users
Total number of users
Total number of extensions
Total number of extensions
Total number of physical phones
Total number of physical phones
Optional — current monthly phone-system cost
Current monthly phone-system cost
Optional — current contract end date or month/year
Current contract expiration
Current problems or frustrations
Current problems or frustrations
Features that must remain operational
Features that must remain operational
Are existing numbers being ported?
Yes
No
Main number
Main number
Additional numbers.
Additional numbers, comma separated.
Fax numbers
Fax numbers, comma separated.
Toll-free numbers
Toll-free numbers
Carrier currently holding the numbers being ported
Current carrier
Billing telephone number
Billing telephone number
Account number
Account number
Authorized account holder name
Authorized account holder name
Upload recent carrier invoice
Click to upload
Upload recent carrier invoice
Upload CSR or number inventory
Upload CSR or number inventory
Upload CSR or number inventory
Numbers that should not be ported
Numbers that should not be ported
Who can provide the carrier PIN securely when 50Tel requests it?
50Tel Intake — Carrier PIN Secure Contact
Is the current carrier PIN or passcode available?
Yes
No
Unsure
Not applicable
50Tel Intake — Carrier PIN Availability
Will any existing phones be reused?
*
Yes
No
Unsure
50Tel Intake — Existing Phones Reused
Are new desk phones required?
*
Yes
No
Unsure
50Tel Intake — New Desk Phones Required
Are cordless phones required?
*
Yes
No
Unsure
50Tel Intake — Cordless Phones Required
Are conference phones required?
*
Yes
No
Unsure
50Tel Intake — Conference Phones Required
Are analog telephone adapters (ATAs) required?
*
Yes
No
Unsure
50Tel Intake — ATA Required
Are mobile applications required?
*
Yes
No
Unsure
50Tel Intake — Mobile Applications Required
Are desktop applications required?
*
Yes
No
Unsure
50Tel Intake — Desktop Applications Required
Is voicemail-to-email required?
*
Yes
No
Unsure
50Tel Intake — Voicemail to Email Required
Is business SMS required?
*
Yes
No
Unsure
50Tel Intake — Business SMS Required
How would you like to provide your user and extension information?
*
Enter a short list in the survey
Upload the 50Tel user worksheet
Upload an existing employee or extension list
I need help gathering this information
50Tel Intake — User List Collection Method
Enter your user and extension list
50Tel Intake — User and Extension Short List
Upload the completed 50Tel user worksheet
Click to upload
50Tel Intake — Completed User Worksheet
Upload an existing employee, extension, or device inventory (include reused-device MAC addresses when available)
Click to upload
50Tel Intake — Existing Employee or Extension List
Additional user, extension, device, or reused-device MAC-address notes
50Tel Intake — User Extension and Device Notes
Existing phone manufacturer and model
50Tel Intake — Existing Phone Manufacturer and Model
Describe the desired call flow from beginning to end, including business-hours and after-hours routing.
*
50Tel Intake — Call Flow Description
Desired auto-attendant greeting text or menu requirements
50Tel Intake — Auto Attendant Requirements
List the department or menu options callers should hear.
50Tel Intake — Auto Attendant Department Options
Should callers be able to dial an extension directly?
Yes
No
Unsure
50Tel Intake — Dial by Extension Required
Upload an existing auto-attendant greeting or script
Click to upload
50Tel Intake — Auto Attendant Greeting or Script
Is an outside answering service used?
*
Yes
No
Unsure
50Tel Intake — Outside Answering Service Used
Answering-service name
50Tel Intake — Answering Service Name
Answering-service phone number
50Tel Intake — Answering Service Phone
When should calls be transferred to the answering service?
50Tel Intake — Answering Service Transfer Rules
Is emergency or on-call routing required?
*
Yes
No
Unsure
50Tel Intake — Emergency or On Call Routing Required
Emergency or on-call destination
50Tel Intake — Emergency Routing Destination
On-call contact or schedule notes
50Tel Intake — On Call Contact and Schedule
Escalation instructions
50Tel Intake — Emergency Escalation Instructions
Upload an existing call-flow diagram or redacted phone-system configuration
Click to upload
50Tel Intake — Existing Call Flow or Phone System Documentation
Additional routing notes
50Tel Intake — Additional Routing Notes
Default time before unanswered calls move to the next destination.
Default no-answer timeout
*
Mailbox, user, ring group, queue, answering service, external number, or other default destination for unanswered calls.
Default no-answer destination
*
Requested default outbound caller-ID name; subject to carrier approval.
Requested outbound caller-ID name
*
Requested default outbound caller-ID number; carrier availability will be validated.
Requested outbound caller-ID number
*
Any location, department, queue, or user that should use a caller-ID different from the default.
Caller-ID exceptions by location or department
Requested emergency callback number; final dispatchable-location eligibility will be validated.
Requested E911 callback number
*
Desired voicemail greeting text, or notes for 50Tel to help draft it.
Voicemail greeting text
Is an auto attendant required?
*
Yes
No
Unsure
50Tel Intake — Auto Attendant Required
Which features are requested or required?
*
Choose one or more options
50Tel Intake — Requested Features
What absolutely cannot stop working?
*
50Tel Intake — Critical Continuity Requirements
Are there known technical or operational concerns?
50Tel Intake — Known Technical or Operational Concerns
Are there compliance, privacy, or call-recording restrictions?
*
Yes
No
Unsure
50Tel Intake — Compliance Privacy or Recording Restrictions
Describe the applicable compliance, privacy, or recording restrictions.
50Tel Intake — Compliance Restriction Details
Other requested features
50Tel Intake — Other Requested Features
Number of fax lines
50Tel Intake — Fax Line Count
Existing fax numbers
50Tel Intake — Existing Fax Numbers
Current fax method
Fax machine
ATA
Email fax
Other
Unsure
50Tel Intake — Current Fax Method
Desired fax destination
50Tel Intake — Desired Fax Destination
Additional fax notes
50Tel Intake — Additional Fax Notes
Which users or departments require call recording?
50Tel Intake — Call Recording Users or Departments
Which calls should be recorded?
Inbound
Outbound
Both
Unsure
50Tel Intake — Call Recording Direction
Describe any consent or compliance requirements for call recording.
50Tel Intake — Call Recording Compliance Requirements
Required retention period, if known
50Tel Intake — Call Recording Retention Period
CRM or software platform name
50Tel Intake — CRM Platform Name
Describe the desired integration behavior.
50Tel Intake — CRM Integration Behavior
CRM technical contact name
50Tel Intake — CRM Technical Contact Name
CRM technical contact email
50Tel Intake — CRM Technical Contact Email
CRM technical contact phone
50Tel Intake — CRM Technical Contact Phone
Describe any special requirements.
50Tel Intake — Special Requirements
Primary internet provider
*
50Tel Intake — Primary Internet Provider
Is a static IP available?
*
Yes
No
Unsure
50Tel Intake — Static IP Available
Firewall or router manufacturer
50Tel Intake — Firewall or Router Manufacturer
Is there a managed IT provider?
*
Yes
No
Unsure
50Tel Intake — Managed IT Provider
Are PoE network switches available?
*
Yes
No
Unsure
50Tel Intake — PoE Switches Available
Is there a separate voice VLAN?
*
Yes
No
Unsure
50Tel Intake — Voice VLAN Available
Are there installation restrictions?
*
Yes
No
Unsure
50Tel Intake — Installation Restrictions
Describe the installation restrictions.
50Tel Intake — Installation Restriction Details
Is after-hours installation required?
*
Yes
No
Unsure
50Tel Intake — After Hours Installation Required
Local installation contact
*
50Tel Intake — Local Installation Contact
Upload a network diagram
Click to upload
50Tel Intake — Network Diagram
Will 50Tel require access or coordination with your IT provider?
*
Yes
No
Unsure
50Tel Intake — IT Access or Coordination Required
Additional network or installation notes
50Tel Intake — Network and Installation Notes
IT company name
50Tel Intake — IT Company Name
IT contact name
50Tel Intake — IT Contact Name
IT contact email
50Tel Intake — IT Contact Email
IT contact phone
50Tel Intake — IT Contact Phone
Which systems will require coordinated access?
50Tel Intake — Systems Requiring Access
Who controls access to those systems?
50Tel Intake — System Access Controller
Is the required access currently available?
Yes
No
Unsure
50Tel Intake — Required Access Available
How should 50Tel coordinate secure access? Do not enter passwords or credentials.
50Tel Intake — Secure Access Coordination Method
Backup internet provider
50Tel Intake — Backup Internet Provider
Is there anything else 50Tel should know?
50Tel Intake — Final Additional Information
Best time to contact the primary project contact
*
50Tel Intake — Best Contact Time
Are you authorized to provide this information and coordinate service changes?
*
Yes
No
50Tel Intake — Information and Coordination Authority
Is another person required to approve implementation or porting?
*
Yes
No
Unsure
50Tel Intake — Additional Approval Required
Final approval contact name
50Tel Intake — Final Approval Contact Name
Final approval contact email
50Tel Intake — Final Approval Contact Email
Final approval contact phone
50Tel Intake — Final Approval Contact Phone
Typed name
*
50Tel Intake — Confirmation Typed Name
Signature
*
Clear
50Tel Intake — Confirmation Signature
Confirmation
*
I confirm that the information provided is accurate to the best of my knowledge. I understand that 50Tel may contact me or the listed technical contacts to clarify information before implementation.
50Tel Intake — Information Accuracy Confirmation
Preferred communication method
*
Email
Phone call
SMS or text
50Tel Intake — Preferred Communication Method