# VWP VoIP Onboarding Checklist

Client-specific onboarding checklist for **Valley Wide Plastering** on OIT/PacketDial +
Yealink YMCS, mapped to the NetSapiens 17-step onboarding flow
(voipdocs.io/onboarding-recommendations). Tracks the birds-eye onboarding state; the
implementation detail lives in the sibling docs.

- **Domain:** vwp.91912.service (reseller 91912.service / ACG)
- **Main number:** 480-705-9500
- **RPS server:** `http://ndp.ucaasnetwork.com/cfg` (OIT/PacketDial — NOT the WLC `ftp://p.packetdials.net`)
- **YMCS site:** Valley Wide Plastering / `1e7578a6fe0e41cfb5a3e8b40933ffee`
- **Credentials:** vault `msp-tools/oitvoip-provisioning.sops.yaml` (Prov_Admin)
- **Last updated:** 2026-07-10

Legend: `[x]` done · `[ ]` not started · `[~]` in progress · `[?]` verify (owner/status unconfirmed)

---

## Client intake / prep (steps 1-8)

- [?] **1. Welcome correspondence sent** — confirm sales/account side handled this
- [?] **2. Payment authorization (CC/ACH)** — prerequisite for go-live; confirm billing on file with OIT/ACG
- [~] **3. Service start timing** — main line 480-705-9500 live; determine port-dependent vs temp-number cutover
- [?] **4. Recent billing docs collected** — needed for the port (CSR/LOA from current carrier)
- [~] **5. Numbers-to-port list** — main 480-705-9500 identified; confirm any additional DIDs + intended use
- [x] **6. User roster gathered** — `extension-mapping.md`: 11 matched to M365, 7 unmatched/shared (parked)
- [~] **7. Equipment source + MAC addresses** — Yealink phones on hand; MACs collected per-phone at assignment (last-4 workflow)
- [?] **8. Client orientation call** — schedule/confirm

## Platform build-out (steps 9-17)

- [x] **9. Billing account established** — domain `vwp.91912.service` created under ACG reseller
- [ ] **10. Port application submitted** — pending billing docs (step 4) + cutover decision (step 3)
- [x] **11. Domain infrastructure configured** — domain, timezone America/Phoenix, dial policy US+Canada, **RPS URL fixed** (critical)
- [~] **12. DID numbers established** — main DID 480-705-9500 pending routing assignment (Phase 2)
- [~] **13. User accounts registered** — CSV of 11 matched users ready; **upload to PacketDial is the current NEXT STEP** (users only, no devices)
- [ ] **14. Auto-attendants + call queues built** — Phase 2: reception queue 8000, main AA 3000 (+ optional mgmt 8001 / accounting 8002)
- [ ] **15. Number routing configured** — Phase 2/3: route main DID → AA/queue; Phase 3 adds business-hours vs after-hours timeframes (M-F 7a-5p)
- [x] **16. Emergency services (E911) activated** — E911 address `a-6a395c03d4cfe` (301 N 56TH ST, Chandler AZ 85226)
- [~] **17. Hardware deployed** — test phone (MAC …71b1) registered; remaining phones assigned per-user as distributed (see `DEVICE-ASSIGNMENT-COMMANDS.md`)

---

## Immediate next actions

1. **Upload `vwp-users-import.csv`** to PacketDial (Domains → vwp.91912.service → Users → Import) — creates the 11 matched users without devices.
2. **Verify** all 11 users created cleanly.
3. **Clarify the 7 parked extensions** with the client (101 Natalya, 106 Tammy, 108 Shannon, 111 Kitchen, 112 Conference, 117 "Jesse III"/Ryan?, 118 Warehouse) → second CSV for real users, decide shared-phone handling.
4. **Assign devices** per phone as distributed (create PacketDial SIP device → YMCS SIP account → bind → reboot).
5. **Phase 2 main line:** reception queue 8000, AA 3000, assign DID 480-705-9500, test inbound.

## Related docs (this directory)

- `PROVISIONING-STATUS.md` — detailed status + per-phone device-assignment commands
- `COMPLETE-CLIENT-SETUP.md` — full setup guide (DIDs, queues, IVRs, time frames)
- `DEVICE-ASSIGNMENT-COMMANDS.md` — copy-paste device-assignment command reference
- `extension-mapping.md` — extension → M365 account mapping
- `vwp-users-import.csv` — bulk import file (ready)
- `SESSION-SUMMARY-2026-07-09.md` — full session narrative

General reusable template: `.claude/skills/packetdial/references/OIT-ONBOARDING-CHECKLIST.md`
