PBX Assessment | CDS Office Technologies

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Meter Read / Service / Contract Supplies

PBX Phone System Assessment

The form below will ask several questions about your phone system requirements, as well as your preferences and desires, which will help us develop a system that will work perfectly for your business and situation.

All fields are required unless marked otherwise, so if you’re unsure of what to put, please feel free to just type “unsure” or “not applicable” if you need to. The more information you can provide, the better, but we understand you might not always have all the answers and that’s okay.

Once your form has been received by our team, we may reach out with follow-up questions and to request some documents and/or photos so please make sure your contact information is correct!

Internet Connectivity Information

The following section will help us understand your current/existing phone system, as well as your wants and needs for your new system so we can develop a suitable replacement solution.

*Who is your internet provider? *Please select the type of internet service you have:

If "Other," please explain:

For the following questions, please visit speedtest.net (opens in new tab/window) and run a speed test!

According to your speed test, what is your...

Download speed? Upload speed? Latency/ping?

Current System

*What kind of phone system do you currently have? (VoIP, Analog, PRI, etc.) *Who is your current phone provider? *How many phone lines do you have? *Do you have fax lines?

Are you okay with eFax or do you need a physical fax machine? How many fax machines do you currently have?

New System

*In total, how many physical (desk, wall, cordless, conference, etc.) phones are needed? Will any remote/work-from-home users need a physical phone for their home or will they use a soft phone (mobile, desktop, or web app)? If you're interested in attempting to reuse any existing phones, please provide the make and model of any phones you currently have deployed:

Note: not every hardware phone is compatible with our system!

*Are you interested in "executive" phones? (Executive phones have some additional features & capabilities, such as built-in video, bigger screens, touch-enabled, etc.)

If yes, how many?

*How many phones will need to be wall-mounted? *How many conference phones do you need? *How many door phones are needed? (E.g. to buzz in from exterior doors.) Is there an alarm system in place that uses phone lines or ties into an existing phone system? Do you have an elevator with a phone? Do you have an intercom or paging system?

Please provide the make and model of your intercom equipment (amplifier, speakers, etc.):

Would you like to incorporate an intercom system?

Approximately how many intercom speakers do you think you would need? (We will perform a site-assessment to help plan an intercom integration, so just give us your best estimate!)

Network & Infrastructure

In this section, we're asking about your network—what you have, where it is, what you might need, etc. We understand you may not be an expert or have all the answers, but please provide as much info as you can!

Do you have existing networking equipment? Router, switches, firewall, etc. Check all that apply. FirewallRouterSwitch/switchesOtherUnsure/none

Please provide the make & model of your firewall:

Please provide the make & model of your router:

How many switches do you have currently deployed? How many total ports do you have (open or in use)? How many open (not currently in use) ports do you have available? Do the switches you have provide PoE (power over ethernet)? Please provide the make & model of your switch(es):

If you checked "other" above, please explain:

Do you have Cat5e or Cat6 wiring in place at each potential phone location? In total, how many new cable runs are needed? (Keep in mind a single connection can be shared by one phone and one computer!) Is there any additional information about your current network situation you think we might need to know?