OmniPoint Best Practices, a three-part series.
- Part 1: Scoping the Job Site
- Part 2: Account Pre-Installation Onboarding (this page)
- Part 3: Installation Day
What this video covers
Why onboarding comes before install day
OmniPoint reports to CellGate’s TrueCloud Connect platform, and every entry point module you activate on site needs an account waiting to receive it. If the account is not set up and the service agreement is not signed, the system cannot go live no matter how clean the wiring is. Onboarding is the paperwork that makes install day productive rather than a wasted trip.
Step 1: submit the OmniPoint Service Contact form
The installing dealer fills out the OmniPoint Service Contact form. You can reach it two ways: scan the QR code printed on every OmniPoint Gateway box, or find it on the CellGate website under Technical Support. This is the form that tells CellGate a new OmniPoint account is coming and who to expect a call from.
Step 2: the account setup call with Gold Key Service
The customer’s account owner, meaning whoever pays the monthly service bill, calls CellGate’s Gold Key Service team to set up the TrueCloud Connect account. It is worth having the account owner make this call rather than the dealer, because the owner is who the account and billing belong to.
Have the property’s details gathered before calling so the account can be built in one pass, including the property location, which enables a map view within TrueCloud Connect. As each entry point module is activated on install day, its location gets added to that map.
Step 3: sign the monthly service agreement
After the setup call, the TrueCloud Connect account owner receives a monthly service agreement by email and signs it prior to account activation. The account is not live until this is signed, so send the customer looking for it, including their spam folder, rather than assuming it will surface on its own. Once it is signed and the account activates, you are ready for install day.