Finishing Installation Check List
Customer Information
Company
Address
ONSITE
Contact
Phone
Email
Reference
Sales Order #
WO #
Zoho #
Date & Time
Tracking # (Returned Parts)
Stickers Added to Machines
Yes
No
Brochures Left with Customer
Yes
No
Technician Name
Site Requirements
Internet
Internet Available
Yes
No
If No, Name of Person (Internet Not Available)
Water
Water Type
Direct
PNT
Connection Available Without Assistance
Yes
No
If No, Description of Work Performed
Drain
Hole Cut in Table/Counter
Yes
No
If No, Description of Work Performed
Power
Line Fault Light Illuminated?
Yes
No
*If Yes: Stop installation and instruct customer to contact electrician.
Lights Illuminated on Line Conditioner
Power Fluctuations Detected?
Yes
No
If Yes, Frequency
Owner Informed of Fluctuation?
Yes
No
Name of Person Informed
Select Equipment to Install
Tracer
Edger
Essibox
Tracer / Blocker or Tracer
+ Add Another Tracer
Room:
Condition
New
Used/OpenBox
Refurbished
Model #
TESS
E-TESS
L-TESS
TCB 800
TCB 500
TCB PRO
Machine Serial #
Packaging Serial #
Cycle Count
Software (Out of Box)
Software (After Install)
Demo Code Inserted (30-Day Trial)
Yes
No
Shape Modification Set
0.50
1.00
Decentration Mode Changed
Yes
No
Default Toolbar Set
Yes
No
Settings & Calibration Status
Asymmetric Enabled
Auto Detect Frame Type Enabled
Manual Pattern Type Input Required
Tracer Calibrated
Customer Instructed
Calibration Check Performed
Accessories
All Accessories Delivered from Factory
Yes
No
If No, list missing part number(s):
Accessories Correct
Yes
No
If No, describe:
All Accessories Delivered from EI USA
Yes
No
If No, list missing item(s):
Correct Machines Delivered from EI USA
Yes
No
If No, list incorrect item(s):
Backup
Backup Performed Prior to Configuration Changes
Yes
No
Backup Performed After Configuration Changes
Yes
No
Second Backup Sent to Service for Server Storage
Yes
No
Essibox
USB Key Inserted
Yes
No
All Updates Installed
Yes
No
Maintenance Barcodes Positioned on Machines
Yes
No
If No, explain:
Customer Trained on Maintenance Barcode Usage
Yes
No
Remote Maintenance
Machines Registered
Yes
No
If No, explain:
Communication
TP-Link Configured to Specifications
Yes
No
TP-Link Configuration
Router
Switch
Communication Established
Yes
No
Connection Method
Essibox
DHCP
Static
Direct to Machine
LMS (Name)
Machines / General
Date & Time Set
Yes
No
Language Set
Yes
No
Final Site Actions
Equipment is clean and wiped
Cleaned area with vacuum after install
Boxes and packing material has been removed
Installed and functional
Yes
No
Edger(s)
+ Add Another Edger
Room:
Condition
New
Used/OpenBox
Refurbished
Model #
Select Edger Model...
ES 800 Auto Edging System
ES 700 Auto Edging System
ES 800M Auto Edging System
ES 700M Auto Edging System
ES PRO 800M Edging System
ES PRO 700M Edging System
Neksia v2 Series Edging System
Delta 200 Edging System
Delta 300 Edging System
Machine Serial #
Packaging Serial #
Cycle Count
Software (Out of Box)
Software (After Install)
Adjustments Made
Size
Frame Size
Bevel Position(s)
Groove Position
Groove Depth
Groove Width
Pin Bevel
Other Adjustments
Water Input Set Correctly
Direct
PNT
Accessories
All Accessories Delivered from Factory
Yes
No
If No, list missing part number(s):
Accessories Correct
Yes
No
If No, describe:
All Accessories Delivered from EI USA
Yes
No
If No, list missing item(s):
Correct Machines Delivered from EI USA
Yes
No
If No, list incorrect item(s):
Backup
Backup Performed Prior to Configuration Changes
Yes
No
Backup Performed After Configuration Changes
Yes
No
Second Backup Sent to Service for Server Storage
Yes
No
Essibox
USB Key Inserted
Yes
No
All Updates Installed
Yes
No
Maintenance Barcodes Positioned on Machines
Yes
No
Customer Trained on Maintenance Barcode Usage
Yes
No
Remote Maintenance
Machines Registered
Yes
No
Communication
TP-Link Configured to Specifications
Yes
No
Communication Established
Yes
No
Final Site Actions
Equipment is clean and wiped
Cleaned area with vacuum after install
Installed and functional
Yes
No
ESSIBOX BOXS530
+ Add Another Edger
Room:
Condition
New
Used/OpenBox
Refurbished
Model #
Machine Serial #
Packaging Serial #
Software Version (Out of Box)
Software Version (After Install)
Accessories
All Accessories Delivered from Factory
Yes
No
Accessories Correct
Yes
No
All Accessories Delivered from EI USA
YES
NO
Correct Machines Delivered from EI USA
YES
NO
If No, list incorrect item(s):
Customer Sign-off
Clear Signature
Complete Installation