SimpleVoIP – SMB Onboarding Wizard

🏢 Company Information

Tell us about your business so we can set up your account correctly.

Company Name *

Company name is required.

Your First Name *

First name is required.

Your Last Name *

Last name is required.

Your Email Address *

A valid email address is required.

📞 Current Phone System

Help us understand what you have today so we can plan your migration.

Do you currently have a phone service provider? *

Yes No

Please select an option.

How many phones, phone lines, and extensions do you currently have?

Do you have direct numbers for your users?

What additional services does your company use?

e.g., softphones/mobile app, faxing, Microsoft Teams integration, etc.

🗓 Service Requirements

When do you want to go live and what should we know?

📦 Your go-live date is when you want your SimpleVoIP system up and running. We ship phones approximately one week prior. Billing begins the day phones are shipped or service is activated.

Target Go-Live Date *

Must be at least 2 weeks from today.

Please select a date at least 2 weeks from today.

Any useful information you want to share with us?

📍 Locations

Add every physical location that will be using SimpleVoIP service.

Add all locations that need phone service. Each location needs a site number, a descriptive name, and a full street address. At least one location is required.

Site #	Location Name	Full Address

Please add at least one location.

👥 Users to Migrate

Every employee or location that needs a phone extension.

Users are employees or locations that will get a phone extension. We need their email addresses (for real people) and intended extension numbers (3–4 digits). For hard phones, include the model number from the back of the phone.

Or import via CSV: Download Template

First Name	Last Name	Email	Extension	Phone Type	Model #

One or more email addresses are invalid. Please check the format (e.g., user@company.com).

Additional user notes

If you're providing your own phones/devices, list MAC addresses here.

📲 Phone Numbers to Port

Keep your existing business numbers on SimpleVoIP.

You can keep your current business numbers through number transfer (porting). We will guide you through the 5–10 day transfer process during a one-on-one session.

Please order new numbers for me — I don't have existing numbers to port (numbers table below becomes optional)

Or import via CSV: Download Template

Phone Number	Description	SMS Enabled?

Please add at least one phone number to port, or check "Please order new numbers" above.

⚠️ Please verify: Do NOT port fire alarms, burglar alarms, elevator lines, or lines used with DSL internet.

I confirm that none of the numbers listed above are used for fire alarms, burglar alarms, elevator lines, or DSL internet.

When do you want to port the numbers? *

As soon as possible after installation Request a specific date

Please select when you want to port your numbers.

📎 Phone Bill Attachment

Please attach a recent phone bill that shows the address and all phone numbers you want to port.

📄

Click to upload or drag and drop

PDF, JPG, PNG accepted • Up to 25 MB each

🕐 Business Hours

Let us know when customers can call so we can configure your phone system.

Always Open — My business operates 24/7

Day	Open	Close	Closed

Other useful information about your hours

🎉 Holiday Hours

Let us know your status on federal holidays and any custom dates.

Holiday	Status	Reduced Hours (if applicable)

Please make a selection for every holiday listed above.

Additional / Custom Holidays

🎙 Greetings & Call Flow

Configure what callers hear when they contact your business.

I ordered an auto-attendant — Set up a menu system for incoming calls

📢 Greeting Configuration

Choose how you'd like your customers to be greeted when they call your number.

🟢 Open Hours Greeting

Greeting Format

Greeting Text *

Type what you'd like the auto-attendant to say.

Greeting text is required when using Text to Speech.

🔴 Closed Hours Greeting

Greeting Format

Greeting Text *

Type what you'd like the auto-attendant to say when closed.

Greeting text is required when using Text to Speech.

📊 Build Your Call Flow Menu

ℹ️ This is not final. We will confirm and discuss your call flow together on your kickoff call before building anything.

No Menu – Ring All — Skip the menu and ring all phones directly

Please add at least one menu option, or check "No Menu – Ring All" above.

Call flow notes or additional thoughts

📊 Build Your Call Flow Menu

Call flow options will appear here if you order an auto-attendant.

✓ Check "I ordered an auto-attendant" above to enable this section

🔧 Installation & Network

Who will handle the physical setup of your new phones?

New VoIP phones arrive pre-programmed and ready to use ("Plug & Play"). If you need to move old phone lines or make back-room connections, we recommend professional installation.

Who will install your phones? *

Please select an option.

It's very important to prepare your network and ISP for VoIP to ensure good call quality. See our guide: Prepare your Network for VoIP ↗

Who will prepare your network for VoIP? *

Please select an option.

✅ Review & Submit

Please review your information before submitting.

By submitting this form, you agree that the information provided is accurate and you authorize SimpleVoIP to proceed with the onboarding process.

Step 1 of 10

SMB Onboarding Wizard

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🏢 Company Information

📞 Current Phone System

🗓 Service Requirements

📍 Locations

👥 Users to Migrate

📲 Phone Numbers to Port

🕐 Business Hours

🎉 Holiday Hours

🎙 Greetings & Call Flow

🟢 Open Hours Greeting

🔴 Closed Hours Greeting

🔧 Installation & Network

✅ Review & Submit