Pre-Onboarding

Step 1 of 6

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What Type Of Receptionist Are You Using with Signpost?(Required)

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location_id(Required)

Your business name

Will you be the main point of contact or should we reach out to someone else to complete onboarding?

Yes, it will be me

No, it will be someone else

Name

First Last

Phone

Do you have a business website we can reference?

Who is your business phone provider?

Verizon

AT&T

T-Mobile

Other

What type of forwarding will you be using?

Unconditional (All calls are sent directly to us)

Conditional (Rings to you first, then to us)

Unsure (you want to discuss options)

What are your business hours? (Please include your timezone)

Example: Mon-Fri 8am to 7pm CST

What is your service area?

Pro Tip: Keep as vague as possible such as a greater metropolitan area

What type of services do you provide?

Example: plumbing, HVAC, electrical, roofing, etc.

Do you receive calls about services you do not offer? If yes, please tell us what types of services you DO NOT offer:

Select if you offer any of these services:

Emergency

After-hours

Did you want us to schedule appointments for you?

Yes

What CRM do you use?

ServiceTitan

HouseCall Pro

FieldPulse

Jobber

Other

Are there any frequently asked questions (FAQs) we should be prepared to answer?

Example: fees/pricing, availability, service areas, etc.

Are there specific situations when we should transfer calls directly to you or another team member?

Example: If a caller needs emergency services, please patch call directly to John

How do you want us to refer to you/your team?

Technicians

Service team

Office manager

Other

How do you want us to refer to Signpost?

Answering service

Customer care team

Receptionist

Other

Our most common scenario is Service Calls. Please select what information you would like us to capture from your callers:

Select All

Full Name, Phone Number, Email Address, Service Address

If they are a New or Existing Customer

Lead Source (for New Customers)

Details Regarding Call

Other (add in more details into the next box)

Other information to capture from callers:

What type of timeframe should we provide to your customers regarding a callback?

Example: As soon as available, within business hours, 2-4 hours, etc.

Where should we send call summaries? (Text and email notifications)

Did you sign up for multi-channel communication?

Yes

Tell me more…

ANGI ID:

This can be found on your Angi’s invoice

EIN Number:

Signpost Pre-Onboarding