Sales Site Survey and Pre-Project Management Form Date(Required) MM slash DD slash YYYY ACC Rep Name(Required) First Last Company Name(Required) Contact Name(Required) First Last Contact Email(Required) Contact Phone(Required)Additional ContactsList additional POCs here. Include phone number & email please. Office RelocationIs the company moving offices prior to the installation? Yes No Other Existing SystemType of client's existing system. VoIP/SIP Cloud Digital Other New System(s)Type of new systems client is installing. Check all that apply. 3CX Hosted PBX ESI vFax DH Surveillance EEN Surveillance Paging Mass Notifications Other CarrierCheck all that apply. BW CD SS vFax VTY Server TypeType of server used for phone system. Hosted AWS HostWinds RaspPi RaspPi SBC Dell ESI Existing EquipmentExisting equipment that will be reconnected to new system. Check all that apply. Paging System Credit Card Door Access Control Loud Bells Music/Message on Hold Fax Other IT CompanyName of client's IT Company. IT POCName of client's IT person. First Last IT Contact Email IT PhoneNetwork AssessmentHave you or the client performed a Network Assessment? Yes No Other ISPIs the client transferring or upgrading Internet services before the installation? Keeping Existing ISP Upgrading ISP Speeds Transferring to new ISP ISPInternet Service ProviderVerizonVerizon FIOSComcastComcast FiberOtherISP SpeedsISP Upload & Download Speeds RouterType of existing router. Please indicate if the router is QoS. SwitchType of existing switch. Please indicate if the switch is PoE, Gigabit, 10/100, etc. Ping PlotterPing Plotter Performed to IP Test 64.94.196.224? Yes No Other Separate Networks for Voice & DataDoes the client have separate Networks for Voice & Data? Yes No Other Recommendations Static IP Addresses NeededIndicate the number of new Static IP addresses needed for the install. 1 2 3 4 5 Other Static IPsList existing Static IPs, per applicable.Specialty FeaturesPlease check all specialty features included with the system. Call Recording Call/Contact Center IVR Custom API Requests VM to Text Inbound CNAM MOH Production Business SMS Headsets Fax ATA device Select AllE911 1 Location Multiple Locations Main Number Only All Numbers Please check all that apply.CablingIndicate if there is existing cabling & type. CAT3 CAT5 CAT5e CAT6 No Cabling New Runs Needed Cabling Termination*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 Heavy Moderate Light None Other Local Number Portability (LNP)Please confirm if the client is porting all numbers (full port) or some numbers (partial port). Full Port Partial Port File Upload- Carrier Invoice(s) & List of DIDsUpload the client's most recent carrier invoice(s) & list of DIDs to begin the porting process. Drop files here or Select files Max. file size: 128 MB. Time FramesPlease check the following time frame expectations if you have discussed this information with the client. IP addresses (if ordering) Programming Information LNP Paperwork Target Installation Consent I have advised the client that installs are typically scheduled within 30 days of receiving all PM & LNP information. Δ
