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Home
Services
About Us
Contact Us
Ticket
Support
Network
Server
PC
Phones
Alarm
Camera
Door Access
Misc
Company
Customer Name
Email
Phone Number
Managed Servers
Managed Workstation
Securatek
Securatek+
Microsoft 365 Licenses
Google Workspace Licenses
Other Paid Licenses/Software
Veeam Server
Veeam Workstation
Veeam O365
Backup Size
Cloud Copy Backup
Yes
No
SonicWall
TZ270
TZ370
TZ470
TZ570
TZ670
NSa 2650
NSa 3650
NSa 4650
NSa 5650
NSa 6650
SSL VPN Licenses
Backup Internet
Yes
No
Unsure
Backup Internet Plan
2GB Red
3GB Red
4GB Red
2GB Purple
3GB Purple
4GB Purple
Number of Switches
Switch
Unifi POE 8 Lite
Unifi 16
Unifi 16 PRO
Unifi 24
Unifi 24 PRO
Unifi 48
Unifi 48 PRO
Number of APs
AP
U7 Pro
U7 Pro Max
U7 Outdoor
U7 Outdoor Pro
Point to Point/Multi-Point
PtP
PtMP
Number of PtMP Buildings
Flex Support Hours
Services
Managed Servers
Managed Workstations
Securatek / Securatek+
Backup & Restore
Cloud Backup
Telecom
Alarm System
Camera System
Door Access System
Backup Internet
Notes
Cover Letter
Install/Onboarding Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Delivery Method
Email
In Person
Floor Plan
Yes
No
Unsure
Send
Company
Customer Name
Email
Phone Number
Host
Physical
Cloud
Server (s)
App
Backup
DC
File
Terminal
Web
Other
Number of Physical Servers
Number of Virtual Servers
Chasis
ML30 Gen11
ML110 Gen11
ML350 Gen11
ML350 Gen12
Cloud
unsure
Number of Cores
Number of User CALs
OS
Windows Server 2019
Windows Server 2022
Linux
CPU
Xeon Bronze
Xeon Silver
Xeon Gold
AMD EPYC
unsure
RAM
64GB
128GB
256GB
unsure
Storage
512GB SSD
1TB SSD
2TB SSD
unsure
Number of NICs
RAID
Yes
No
unsure
RAID Config
0
1
5
6
10
unsure
Accessories
Monitor
UPS
External Hard Drive
Patch Cables
Notes
Cover Letter
Project Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Delivery Method
Email
In Person
Send
Company
Customer Name
Email
Phone Number
Number of Desktops
Number of Laptops
Number of Monitors
Use Case
Basic - Web Apps
* Medium - Basic + Software Apps
Advanced - Medium + CAD/Graphics/Video
Form Factor
Full Tower
Mid Tower
Small Form
Ultra Small Form
13" Laptop
15" Laptop
17" Laptop
OS
Windows XP
Windows 7
Windows 10
Windows 11
MacOS
Linux
CPU
i3
i5
i7
i9
RAM
8GB
16GB
32GB
64GB
2x8GB
2x16GB
2x32GB
Storage 1
256GB SSD
512GB SSD
1TB SSD
2TB SSD
4TB SSD
8TB SSD
256GB HDD
512GB HDD
1TB HDD
2TB HDD
4TB HDD
8TB HDD
Storage 2
256GB SSD
512GB SSD
1TB SSD
2TB SSD
4TB SSD
8TB SSD
256GB HDD
512GB HDD
1TB HDD
2TB HDD
4TB HDD
8TB HDD
Current Monitor Inputs
VGA
DVI
HDMI
DisplayPort
USB-C
Laptop - Need Onboard NIC?
Yes
No
Laptop - Need Onboard HDMI?
Yes
No
Needed/Current Number of USB Ports
Accessories
Docking Station
Wireless Keyboard
Wireless Mouse
USB Splitter
Web Cam
Bluetooth Headset
USB Headset
Notes
Cover Letter
Setup/Install Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
New PC or Replacing Current?
New
Replace, copy profile
Replace, Image
Customer PC Install Doc?
Yes
No
n/a
Send
Company
Customer Name
Email
Phone Number
Locations
Number of Extensions
10 - Small
50 - Medium
250 - Large
1000 - Enterprise
Avg. Monthly Minutes
Simultaneous Calls
3CX License
4 Pro
8 Pro
16 Pro
24 Pro
32 Pro
48 Pro
8 ENT
16 ENT
24 ENT
32 ENT
48 ENT
Number of Phones
Desk Phones
Cordless Phones
Conference Phones
Cell Phone Apps
Faxing
None
Analog
eFax
eFax + Print
Fax ATAs
Paging
None
Overhead
Phone
Paging Adapters
Door Unlock Integration
Yes
No
Elevator Integration
Yes
No
Alarm Integration
Yes
No
Phone ATAs
Bluetooth Headsets
DECT Headsets
Sidecars
Shoulder Rests
Active Call Lights
Current / Requested Features
Voicemail to Email
Voicemail Transcription
Call Recording
Instant Messaging
Video Conferencing
CRM Integration
Live Chat Integration
Phone Numbers to Port
Fax Numbers to Port
Texting
Yes
No
Texting Enabled Number (s)
Notes
Cover Letter
Project Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Delivery Method
Email
In Person
Send
Company
Customer Name
Email
Phone Number
System Type
None
Wired - New
Wireless - New
Wired - Replace
Wireless - Replace
Monitoring
24/7 Monitoring
Self Monitoring
Keypads
Surface D/W Sensors
Recessed D/W Sensors
Garage - Frame Sensor
Garage - Tilt Sensor
Motion Sensors
Glass Breaks
Smoke Detectors
Carbon Monoxide Detectors
Water Sensors
Temperature Sensors
Panic Buttons
Key Fobs
Wireless Repeaters
Sirens
Notes
Cover Letter
Project Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Delivery Method
Email
In Person
Floor Plan
Yes
No
Unsure
Send
Company
Customer Name
Email
Phone Number
NVR
4 Channel IP
8 Channel IP
16 Channel IP
32 Channel IP
64 Channel IP
8 Channel Hybrid
16 Channel Hybrid
32 Channel Hybrid
Hard Drives
1x4TB
1x8TB
1x12TB
2x4TB
2x8TB
2x12TB
4x4TB
4x8TB
4x12TB
Outdoor Cameras
Indoor Cameras
AI + Red/Blue
AI + White
Dome
Wide Angle
Fisheye
Door Bell
Wifi
JBox
JBox & Arm
POE Switch
4 Port
8 Port
16 Port
24 Port
48 Port
Notes
Cover Letter
Project Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Delivery Method
Email
In Person
Floor Plan
Yes
No
Unsure
Send
Company
Customer Name
Email
Phone Number
Doors
Indoor Readers
Outdoor Readers
Indoor PIN Pads
Outdoor PIN Pads
Strikes
Strike Cutting
Already Cut
Getting Cut
Needing Cut
Maglocks
REX Sensors
REX Push Buttons
Users
Cards
Fobs
Existing Readers
Yes
No
Reader Type
Standard / E-Series
Encrypted / H-Series
Notes
Cover Letter
Project Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Delivery Method
Email
In Person
Floor Plan
Yes
No
Unsure
Send
Company
Customer Name
Email
Phone Number
Notes
Cover Letter
Hours
Requester
TB
BL
KA
EF
JK
JS
GW
DD
AM
Date
Send
