Proposal

Agreement

PBX Set up Instructions and Forms

• How many seats?

• What type of phones?

• Conference phones?

• Cordless?

New DID’s

Porting

• Phone bill

• LOA

• Submitted

PBX Information Including Password

Phones Ordered

911 Information

Calculate Payment Amount

Client put in Billing Platform

• All services are in Billing Platform

• Start date initiated

Need to order an ATA