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Application for Service

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1. Company Information

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*Information to be displayed for callers if requested


2. Billing Information     Same As Company Information

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Yes, I would like to receive invoices by email

3. Business References

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Business Name Contact Person Phone Number

4. Call Handling Instructions - General

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Please detail the products and services you offer:

Do you need Spanish speaking services? Yes  No
If yes, what percentage of volume do you anticipate? %
List the types of calls you receive:
Enter the greeting for incoming calls:


Choose the information we will gather from your callers.
Check all that apply and/or enter additional questions below:
To
Name
Number
Extension
Company
Email
Message
Address
Fax
Is this an emergency?
Best time to be reached?
How did you hear about us?
Can this wait until the office opens?
Do you need a call back immediately?


Additional questions: (Enter one question per line)

5. Call Handling Instructions - Urgent / Non Urgent

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Appletree can have different contact methods for URGENT versus NON URGENT calls and messages.
If you have messages that will be deemed URGENT, describe what will identify these calls?

How would you like to be contacted with URGENT messages our Agents take?
Check all that apply and add additional dispatch types if needed.
Phone
Text Message
Email
Direct Transfer of Caller
Fax
Appletree Web Interface
Hold for Check In


Additional dispatch methods: (Enter one question per line)


How would you like to be contacted with NON URGENT messages our Agents take?
Upon Receipt
Start of Next Business Day
End of Business Day Recap
Other:

6. Message Summary Reporting

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Appletree can send your messages in a batch recap message summary report via fax or email on a daily or weekly basis.
Please check the days of the week you would like to receive your message summary, as well as indicate the time of day to receive them.
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Time of day:

Also, please send at:
Any additional requests:

7. On-Call Scheduling

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Do you have an on call schedule? Yes  No
If you selected yes, please provide us with your first 2 weeks schedule:
We will provide additional instructions on how to manage your on call schedule via Appletree's Web Interface.
How often does your on call schedule change?
Daily
Weekly
Weekday and Weekend
Other
What time frame does your on call cover (i.e. 8 am to 8am)?

8. Contact List

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Please provide a contact list of all people we may need to contact:
Contact Name Home Phone Cell Phone Cell Carrier Alternate
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