Property Answer Account Intake Form

Property Answer Account Intake Form
Welcome to Property Answer! Please complete the following form in order for our programmers to be able to best program your account. If there is any additional information that needs to be added, or if you have more than one office location, please contact your Account Manager or Lead Programmer.
Who is your Account Representative? *
Contact Information
Please complete YOUR contact information as the person who is filling out the forms on behalf your company.
Full Name *

First Name Last Name
Contact Phone Number *

Area Code Phone Number
Email Address *
example@example.com
What is your position in the company? *
Company Information
Please complete the following quesitons regarding your business. If you have more than one office location, please reach out to your Account Manager as this section will need to be duplicated for each location.
Business Name *
Do you have more than one location? *

Yes No
Owner's Name
Manager's Name
Main Office Number *

Area Code Phone Number
Alternate Office Phone Numbers (Please include unlisted/toll-free numbers as well)
Fax Number

Area Code Phone Number
Company Email Address
example@example.com
Website *
Company Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Billing Address (if different from above)

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Cross Streets
Landmarks
Detailed Directions from Major Areas
Office Hours (Please include days and operating hours) *
Is Your Office Closed on all Stat Holidays? *

Yes No
If no, please indicate if there are any holidays your office is closed on?
Time Zone
Do you recognize daylight savings time?

Yes No
Business Type
Please provide a brief summary of what your business does and the services you provide. Also, include any other information about your company which you feel will assist our operators when answering your calls.
Business Type Information
How do you plan to use the toll-free number we provide?

Advertising or Give the Number out to Clients Call Forwarding Purposes
Please list the phone numbers that will be forwarded. This includes toll-free or unlisted numbers as well.
What forwarding option will you be using? *

Regular Call Forwarding (where forwarding is either on or off) Call Forward/ No Answer (where a call will forward after a set number of rings) Call Forward/ Busy (where a call will automatically forward if busy)
Call Types
Please provide a general example of the types of calls we should expect on your line and whether they should be treated as non-urgent or urgent. Please be as specific as possible. For example: Office Calls, Service Calls, Rental Inquiry Calls, or General Inquiry Calls.

Call Types *

	Urgent	Not-Urgent	Not Applicable
Office Calls
Rental Calls
General Work Orders
Fire
Leaks/Flooding
No Heat
No Hydro
No Hot Water
Unlocks
Noise Complaints
Electrical Issue
Parking Issue
Security Issue
Appliance Issue
Other Emergency Calls

Are there any additional call types we should be aware of? Please include the call type and whether it's to be considered urgent or non-urgent.
Answering Your Calls
In this section, please provide information on how you would like your line answered, and complete all the details regarding the process in which we will be answering your lines.
How would you like us to answer the line? *
When will we be answering your lines? *

After-Hours/Weekends Overflow Calls During Office Hours Overflow Calls 24/7 All Calls 24/7
Should we accept collect calls?

Yes No
What should we advise callers when asked when they will receive a call back? Please indicate whether this should vary based on time of day or type of call.
Please provide any further information you would like us to know when answering your line.
Message Taking
Below are the basic questions we ask on all calls. If you have any additional questions you want us to ask, please indicate below.

General Messages
Who the message is for
Caller Name
Company Name
Caller Contact Number
Alternate Contact Number
Message/Nature of Call
Address, Unit Number
City
Additional Questions

Please add any additional question and indicate whether they are call type specific.
Additional Questions
Dispatch
Please let us know what you would like us to do with your messages once we have taken the above information. We can CALL you, TEXT you, EMAIL you or HOLD your messages. Please note there is a section for both non-urgent and urgent calls.
Non-Urgent Calls
Please indicate what we should do with messages you have identified above as non-urgent.
Do we hold the messages or dispatch them? *

Hold Calls Dispatch
If we are to dispatch NON-URGENT calls, please answer the following questions. If you chose HOLD, please proceed to URGENT CALLS.
Who do you want contacted for your NON-URGENT calls?
Name

First Name Last Name
How do we contact them?

Phone Email Text
If you chose "Other" above, how should we contact you?
Is follow-up or confirmation required?

Yes No
If yes, please provide as much detail as possible in the following questions.
How long should we wait before trying the first contact again?
How long should we wait before contacting an alternate person(s)?
Provide in order, the list of contacts we should call if the first contact doesn't answer.
Please provide any additional information you'd like us to know about dispatching your messages.
Urgent Calls
Please indicate what we should do with messages you identified above as URGENT.
Do we hold messages or dispatch them? *

Hold Calls Dispatch
If you chose dispatch above, please complete the following questions. If you chose hold, please skip ahead to the next section.
Who do you want contacted for your URGENT calls?
Name

First Name Last Name
How do we contact them?

Text Call Email
If you chose "Other" above, how should we contact them?
Is follow up or confirmation required?

Yes No
How long should we wait before trying the first contact again?
How long should we wait before contacting an alternate person(s)?
Please provide a list of contacts we should call (in order) if the first contact doesn't answer.
Please provide any additional information you'd like us to know about dispatching your messages.
Additional Services
Would you like a daily recap of your messages?

Yes No
If yes, what time should your recap be sent?

: Hour Minutes AM/PM Option
To what email should your daily recap be sent?
example@example.com
Staff Contact Information
Please provide a list of all staff that we may need to contact, wit all contact methods. Please indicate if phone numbers are office, mobile or home numbers. We would appreciate the following structure if possible:

Name
Position/Title
Contact 1
Contact 2
Conact 3
Email Address
Any other information about the contact that would be relevant to us.
Staff Contact Information

Browse Files

Cancel of
Locations/Properties

Browse Files

Cancel of
Contact Person # 1
Name

First Name Last Name
Position/Title
Contact # 1

Area Code Phone Number
Contact # 2

Area Code Phone Number
Contact # 3

Area Code Phone Number
Email
example@example.com
Any additional information about the contact that would be relevant to us.
Contact Person # 2
Name

First Name Last Name
Contact # 1

Area Code Phone Number
Contact # 2

Area Code Phone Number
Contact # 3

Area Code Phone Number
Email
example@example.com
Any additional information about the contact that would be relevant to us.
Contact Person # 3
Name

First Name Last Name
Position/ Title
Contact # 1

Area Code Phone Number
Contact # 2

Area Code Phone Number
Contact # 3

Area Code Phone Number
Email
example@example.com
Any other information about the contact that would be relevant for us to know.
Contact Person # 4
Name

First Name Last Name
Position/ Title
Contact # 1

Area Code Phone Number
Contact # 2

Area Code Phone Number
Contact # 3

Area Code Phone Number
Email
example@example.com
Any other information about the contact that would be relevant to us.
Contact # 5
Name

First Name Last Name
Contact # 1

Area Code Phone Number
Contact # 2

Area Code Phone Number
Contact # 3

Area Code Phone Number
Email
example@example.com
Any other information about the contact would be relevant to us.
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Property Answer Account Intake Form

Contact Information

Company Information

Business Type

Call Types

Answering Your Calls

Message Taking

Additional Questions

Dispatch

Non-Urgent Calls

Urgent Calls

Additional Services

Staff Contact Information

Contact Person # 1

Contact Person # 2

Contact Person # 3

Contact Person # 4

Contact # 5