IT Site Walkthrough

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Customer / Company Walkthrough Date Site / Property Technician Address Requested Completion Contact Name Phone Email

1Project Overview

New installation Upgrade existing system Repair / service Replacement Expansion Office move / relocation Network cleanup Troubleshooting

Number of Floors Approx. Sq. Ft.

Standard drywall Drop ceiling Open ceiling Concrete Brick Metal studs Wood framing Other

Customer Request / Problem

2Network / Internet

Existing ISP New ISP required Cable Fiber Fios Static IP Multiple WAN Cellular backup

ISP Internet Speed

Modem / ONT Location

Existing firewall usable Replace firewall Customer-owned ISP-owned Remote-access VPN Site-to-site VPN

Firewall / Router Model

Existing switches usable New switches required Managed PoE PoE+ 1 Gb 2.5 Gb 10 Gb

Ports Currently Used Additional Ports Needed

3Data Cabling

Cat5 Cat5e Cat6 Cat6A Fiber Coax Unknown Needs testing

Data Drops Access Point Drops

Camera Drops Phone Drops

Printer Drops AV / Other Drops

Average Run Length Longest Run

Drop ceiling Open ceiling Attic Basement Crawlspace Existing conduit New conduit required Exterior runs Underground Core drilling Fire stopping Lift required Ladder work Difficult access After-hours work

Cable Path / Installation Notes

4Network Rack / Data Room

Existing rack New rack required Wall-mounted rack Floor rack Rack cleanup Patch panels Cable management Rack shelves PDU required UPS required Dedicated circuit recommended Cooling concern Grounding concern

Rack Size (U) Available Rack Space

Rack Location Notes

5Wi‑Fi

Existing Wi-Fi Replace Wi-Fi Expand coverage New Wi-Fi installation Indoor APs Outdoor APs Guest Wi-Fi Employee Wi-Fi IoT Wi-Fi VLAN separation Wireless bridge Mesh required

Existing AP Count Estimated New AP Count

Coverage Areas / Dead Zones

6Computers / Workstations

Desktop Computers Laptops

Macs Tablets

Shared Computers New Computers Required

Windows upgrade Hardware replacement Data migration User profile migration Domain join Entra ID join Microsoft 365 setup Printer setup Application installation

Notes

7Server / Storage

No server Physical server Virtual server NAS Cloud-only Server replacement Server migration Active Directory File server Application server SQL server Hyper-V VMware Proxmox Backup system

Server Model Operating System

Storage Capacity Approx. Data Used

Backup Method

8Microsoft 365 / Email

Number of Users Current Platform

Microsoft 365 Google Workspace Exchange GoDaddy M365 Email migration New accounts MFA Shared mailboxes Distribution lists OneDrive SharePoint Teams Defender / Security

Notes

9Phone / VoIP

Phone Provider Number of Users

Number of Phones Existing Numbers

Existing VoIP New VoIP system Number porting Auto attendant Call queues Paging Fax Conference phone Cordless phones Analog devices E911 configuration

Notes

10Security Cameras

Existing camera system New camera system Replace system Expand system IP cameras Analog cameras NVR DVR Cloud recording

Existing Cameras New Cameras

Total After Project Retention (days)

Dome Turret Bullet PTZ Fisheye / 360 LPR Indoor Outdoor Audio

Existing cabling usable New Cat6 Exterior conduit Junction boxes Pole mounting Building mounting Lift required Difficult access Remote viewing

Camera Locations / Notes

11Access Control / Security

Existing access control New access control Door access Keypad Card reader Mobile credentials Electric strike Maglock Request-to-exit Door contacts Intercom Video intercom Gate control

Number of Doors Controller Location

Notes

12Printers / Peripherals

Network Printers Local Printers

Scanners Copiers / MFPs

Static IP configuration Scan-to-email Scan-to-folder Print server Printer replacement

13AV / Conference Rooms

Conference Rooms Displays / TVs

Projectors HDMI Wireless presentation Speakers Amplifier Microphones Teams Rooms Zoom Rooms Video conferencing Digital signage Control system

Notes

14Power / UPS

Adequate outlets New outlets required Dedicated circuit recommended UPS required Existing UPS Surge protection Generator Rack PDU PoE budget review

Notes

15Security / Remote Management

Antivirus / EDR Managed firewall RMM agent Patch management DNS filtering Email security MFA Password manager Backup monitoring Network monitoring Remote support Documentation required

16Site Conditions / Labor Factors

Business-hours access After-hours required Weekend work Occupied workspace Construction site PPE area Lift required Scaffolding Parking restrictions Loading dock Building approval COI required Permit required Prevailing wage Union labor Multiple technicians

Estimated Technicians Estimated Days

Estimated Labor Hours

17Material Estimate

Cat6 Runs Cat6 Cable (ft)

Patch Panels Keystone Jacks

Wall Plates Patch Cables

Switches Access Points

Firewall / Router Cameras

NVR / DVR Rack

UPS Conduit (ft)

Miscellaneous Materials

18Customer Priorities

Budget Low ($) Budget High ($)

Desired Completion Date

Lowest cost Reliability Performance Security Future expansion Appearance Fast completion Minimal downtime

Primary Goal

19Walkthrough Photos

Building exterior Data room Existing rack Firewall / modem Switches Patch panels Server / NAS UPS / power Ceiling conditions Cable pathways Existing cameras Proposed camera locations Proposed AP locations Conference / AV areas Problem areas Equipment model / serial labels

Upload Site Photos

20Final Walkthrough Check

Confirm customer scope Confirm equipment quantities Confirm cable quantities Confirm cable distances Confirm equipment locations Confirm rack space Confirm electrical requirements Confirm ISP information Confirm access requirements Confirm lift / conduit requirements Confirm after-hours requirements Take necessary photos Record equipment models Identify customer-supplied equipment Identify equipment to remove Discuss downtime expectations Confirm project deadline Confirm budget expectations Identify optional / add-on work

21Technician Notes

Additional Notes Additional Notes Continued

22Estimate Summary

Equipment ($) Materials ($)

Labor ($) Rental / Subcontractor ($)

Other ($) Estimated Total ($)

Technician Estimate Date

Customer / Technician Signature

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