Prepare for Install - Online Checklist and Configuration Worksheet

Business name

Your name

First

Last

Your Email

Your Phone Number

All contact information is kept confidential, used only if we have additional questions about the information provided here.

Phone connection requirements (Must check all 2)

For each new phone, there is one Cat5 or Cat6 connection within 9 feet — dedicated or can be shared by a computer already connected.
For each new phone, at least one unused electrical outlet within 6 feet is available (or your network switch provides PoE functionality.)

Server/Gateway connection requirements (Must check all 4)

At the desired server location, there is one Cat5 or Cat6 connection within 9 feet for Internet services and remote programming access.
At the desired server location, there is at least 2 unused electrical outlets within 6 feet of the desired location.
At the desired server location, your landline telephone lines are no more than 12 feet away.
Each of your landline telephone lines are available as an individual RJ-11 modular connection for each line that will be connected to the new phone system (or you have called your telephone company and ask they install an RJ-11 modular jack for each individual phone line that will be connected to the new phone system.)

Do you have the "admin" login credentials for your Firewall and Router?

No
Yes
Not Sure

For example: Most popular routers can be accessed by a web browser on http://192.168.1.1 or http://192.168.0.1 or http://10.0.0.1

Personalized Programming

Provide us the information necessary to allow us to help customize your new phone system with personal details and preferences that work best for your office.

Repeater

What are your normal business hours? (M-F 9-5, Sat 10-3, etc.)

Now, what should happen when someone calls you during those business hours?

For example: Will an announcement menu answer and what should the announcement say, or what phone extensions should ring immediately then what should happen if no one answers the call?

your requirements? happen

Should something happen differently when someone calls after business hours? If so, what?

Do you have any other special hours or any after hours on-call routing requirements?

Special Instructions

Anything else we should know?

Are there any comments or other programming settings you would like to make sure we configure on this new system that we’ve forgotten to ask above?

Personalized Programming

Repeater

Special Instructions

Ready to Move Forward?