Intake Information - Answer Aide

Virtual Assistant Intake Form

Please complete the information below, so that we can set up your account.

Virtual Assistance Intake Form

Your Name*
Company Name*
What CRM do you use? What other software do you use (i.e. scheduling, chat)?
Please describe your dispatching requirements? Include details such as the order preference, such as starting near the shop or staring far away and working back to the shop.
Do you send out service reminders? If so, how many days in advance?
Please describe you billing policies. Do you bill daily, weekly, or monthly? Do you charge cards the same day or is there a different policy?
How can we tell where service area ends? If you have a map you may attach it at the bottom of this form.
How do you handle complaints? Who should we notify?
If you go out to a property for an estimate how do you schedule the visit?
How do you handle pricing for estimates?
Do you want us to chat with visitors on your website? If so, do you already have chat enabled? If so, please create us an account.
Please let us know any additional information that we need to know.

Do you want us to manage your social media accounts? If so, please list your username and passwords. We can post to Facebook, Twitter, Instagram, Google My Business, and LinkedIn.

Platform	Username	Password

Is there any particular content you want us to post? Do you want to use your own images? If so, please create a Google Drive folder and share the link below.

Please list the information for any employees that may receive calls or that we may need to contact.

Name	Position	Email	Number

Please upload any files that may assist us in setting up your account, or that we may use for future reference.
Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 512 MB.
jpg, gif, png, and pdf formats are supported

Telephone Answering Services

E-Commerce answering services

Remote Switchboard Outsourcing

Employee Call Off Hotline Service

live virtual receptionist

customer service outsourcing

Elevator Answering Service

Vanity & Custom Phone Numbers