Prepare for Install – Online Checklist and Configuration Worksheet

Prepare for Install

Welcome to your new phone system! Now it’s time to start thinking about how you would like your phone system to be set up. Print out this form and send to us by email, or use your web browser and complete this questionnaire online.
* Every entry in this checklist is Required, so please type “No” or “None” where appropriate.

  • Requirements for Installation

    Please tell us who will be the primary site contact and confirm the following connection requirements checklist.
  • All contact information is kept confidential, used only if we have additional questions about the information provided here.
    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.
  • Extension #NameE-Mail AddressPhone Model/Size 
    Click the (+) button for each phone you purchased, then type your desired Extension Number (such as starting with 1001, then 1002, etc.), the Name of where the phone will be installed (Kitchen, Matt’s Office, etc.), and the E-Mail Address where new voicemails will be sent as an audio attachment.
  • (If you didn’t purchase the Smartphone Mobile App add-on, type None.)
  • Hidden
  • 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?
    If only some (not all) of the extensions should have the Page All button, use the comments section to tell us exactly which extensions should have it.
    If only some (not all) of the extensions should have the Call Pickup button, use the comments section to tell us exactly which extensions should have it.
    If only some (not all) of the extensions should have the General/Group Voicemaill button, use the comments section to tell us exactly which extensions should have it.
  • 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?