Site Survey Pre-PM Form

Sales Site Survey and Pre-Project Management Form

MM slash DD slash YYYY
ACC Rep Name(Required)
Contact Name(Required)
List additional POCs here. Include phone number & email please.
Office Relocation
Is the company moving offices prior to the installation?

Existing System
Type of client's existing system.

New System(s)
Type of new systems client is installing. Check all that apply.
Check all that apply.
Server Type
Type of server used for phone system.
Existing Equipment
Existing equipment that will be reconnected to new system. Check all that apply.
Name of client's IT Company.
Name of client's IT person.
Network Assessment
Have you or the client performed a Network Assessment?
Is the client transferring or upgrading Internet services before the installation?
Internet Service Provider
ISP Upload & Download Speeds
Type of existing router. Please indicate if the router is QoS.
Type of existing switch. Please indicate if the switch is PoE, Gigabit, 10/100, etc.
Ping Plotter
Ping Plotter Performed to IP Test

Separate Networks for Voice & Data
Does the client have separate Networks for Voice & Data?

Static IP Addresses Needed
Indicate the number of new Static IP addresses needed for the install.

List existing Static IPs, per applicable.
Specialty Features
Please check all specialty features included with the system.
Please check all that apply.
Indicate if there is existing cabling & type.
*Please explain how the cable is terminated on the jack end (ex- voice or data jack) AND *please explain how the cable is terminated in the phone room (ex- 66, 110, PP):
WiFi Usage
Local Number Portability (LNP)
Please confirm if the client is porting all numbers (full port) or some numbers (partial port).
Upload the client's most recent carrier invoice(s) & list of DIDs to begin the porting process.
Drop files here or
Max. file size: 128 MB.
    Time Frames
    Please check the following time frame expectations if you have discussed this information with the client.
    Skip to content