claudetools/clients/valleywide/voip/ONBOARDING-CHECKLIST.md

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
• 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)

• 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)
• 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)
• 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