Tech IT Easy — Phone System Setup Form

1Your Company

Basic details about your business and main contact.

Company name *

Target go-live date

Business address *

⚠ This address is used for 911 emergency service, so it must be the physical location where the phones will be used.

Main contact name *

Their role / title

Contact email *

Contact mobile *

Preferred language for support

2People & Extensions

One row per person who needs a phone. Add as many as you need.

Full name

Ext.

Direct #?

3How Calls Should Be Answered

What happens when someone calls your main business number.

When the main number rings, it should… *

Ring a group of peoplePhones ring directly, no menu Play a menu first"Press 1 for Sales…" Ring one persone.g. receptionist

Who should be in the ring group?

How should their phones ring?

All at onceEvery phone rings together Round-robinSpread evenly, next in rotation In orderPerson 1, then 2, then 3…

Describe the menu options you want

Which person / extension answers first?

Your business hours

If no one answers, calls go to…

After-hours / holiday handling

4Phone Numbers

Keep your current numbers, get new ones, or both.

I want to keep (port) one or more existing phone numbers

Numbers to keep — one per line *

Current phone provider *

Account # with them *

Account/billing name on that account *

Billing Telephone Number (BTN)

Type of account

If wireless: PIN / account passcode

Service address — must match what's on file with your current provider (not a PO box):

Same as my business address above

Service address on file with current provider

Name authorized to approve the transfer *

Their title

Porting can take 1–4 weeks — starting early helps, and your current service keeps working the whole time. You'll authorize the transfer by signing below.

How many brand-new numbers do you need?

Preferred area code (optional)

5Anything Else

Any other requests or details we should know.

✓Authorize Number Transfer

Sign below to authorize porting your number(s). Your signature is added to the official Letter of Authorization automatically.

Draw your signature using your mouse or finger

By signing, you confirm the information is accurate and that you are authorized to approve this number transfer. Electronic signatures are legally binding.

✓ Thank you — your details were received

Here is the summary that was prepared for the setup team. You can copy it for your records.