Sales Checklist

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• Location
  Address

• Customer name:

• Contact number

• Contact email:

• Coordinates / address

Wireless Checklist

• Is there line of sight to one of our network sites?

  Yes

  No

  N/A

• Take a photo of the line of sight

  Media

• Identify where our antenna will need to be installed to get line of sight

• Take a photo of the installation position

  Media

• Is landlord approval required for the installation or not?

  Yes

  No

  N/A

• Confirm if there are any body corporate rules as to visibility of our equipment

• Record coordinates of installation position
  Address

• Confirm the speed / capacity required

• Does the customer have existing lan / wifi? Do they want to change to our lan equipment? (If not, explain where our responsibility will end)

  Yes

  No

  N/A

• If they do want our lan, how many AP's would be required?

• Provide a floorplan sketch to validate suggested AP quantity

  Media

• Confirm all areas where customer requires coverage e.g., Braai area, garage, pool area, workshop, etc.

• Is only a breakout link required or are there other buildings to be connected?

• If there are other buildings, record coordinates and names of all buildings
  Address

• Is there line of sight between the buildings?

  Yes

  No

  N/A

• If not, discuss the option of a private fiber network

Fibre Checklist

• Co-ordinates of client
  Address

• capacity required

• Public IP or not

  Yes

  No

  N/A

• Private fibre network (will require a lot of additional information determined by survey)

• Confirm a suitable date and time for survey if fibre network required

  Date

Hosting service checklist

• 3CX Cloud Hosting?

  Yes

  No

  N/A

• 3CX annual license?

  Yes

  No

  N/A

• Porta hosted extensions?

  Yes

  No

  N/A

• Hosted Call Recording - call cabinet (for encrypted recording)?

  Yes

  No

  N/A

• 3CX mobile app required

  Yes

  No

  N/A

• Handsets required? Quantity?

• Ensure you have completed the PBX facilities / features tab in detail

  Yes

  No

  N/A

• Complete the Features and Facilities module

  Yes

  No

  N/A

Firewall Checlist

• Does the customer require a firewall?

  Yes

  No

  N/A

• Is the customers network being abused?

  Yes

  No

  N/A

• What sites need to be blocked?

• What applications or social media needs to be blocked?