iCOS Integration Setup Form - Alliance for Contractors

Alliance Integration: Professional integration services with data migration and staff training for seamless adoption.

Business Information

Company Name *

Primary Contact Name *

Job Title *

Email Address *

Phone Number *

Company Size

Primary Business Type

Residential Construction

Commercial Construction

Specialty Contracting

Renovation/Remodeling

Current Systems Assessment

Current Project Management Software

Current Accounting/Financial Software

Current CRM System

Other Business Systems in Use

Current System Pain Points

Integration Requirements

Priority Integration Areas *

Project Management

Financial/Accounting

Customer Relationship Management

Scheduling & Resource Management

Document Management

Reporting & Analytics

API Access Available for Current Systems

Yes, API access is available

No API access available

Unsure about API availability

Custom Integration Requirements

Data Migration Needs

Data Types to Migrate

Customer/Client Data

Project Data & History

Financial Records

Vendor/Supplier Data

Employee Records

Documents & Files

Estimated Data Volume

Data Export Capabilities

Easy - Systems support CSV/Excel export

Complex - Limited export options

Unknown - Need assistance evaluating

Staff Training Requirements

Number of Users Requiring Training

Preferred Training Format

On-site Training

Virtual Training Sessions

Self-paced Online Modules

Written Documentation

Team's Technical Proficiency Level

Basic - Limited experience with business software

Intermediate - Comfortable with standard business tools

Advanced - Experienced with complex software systems

Timeline and Implementation Preferences

Desired Implementation Timeline *

ASAP (Within 2 weeks)

Within 1 month

1-3 months

Flexible - Quality over speed

Implementation Approach Preference

Phased Implementation (gradual rollout)

Full Implementation (complete switch)

Pilot Program (test with small group first)

Business Season Considerations

Support Level Selection

Preferred Support Package *

Basic: Standard integration, email support, basic training materials

Professional: Advanced integration, phone support, live training sessions, 30-day dedicated support

Enterprise: Custom integration, dedicated account manager, on-site training, priority support

Ongoing Support Needs

Monthly Check-ins

System Update Management

Performance Monitoring

Additional Training as Needed

Additional Information

Specific Goals for iCOS Implementation

Budget Range for Integration Services

Additional Comments or Requirements

An Alliance Integration Specialist will contact you within 24 hours to discuss your requirements and provide a customized integration plan.

Alliance for Contractors - Integration Services

Phone: 1-800-ALLIANCE
Email: [email protected]

Integration Support: [email protected]
Emergency Support: 24/7 Priority Hotline

Business Hours: Mon-Fri 7AM-7PM EST
Website: www.allianceforcontractors.com/icos

✅ iCOS Integration Setup Form