ONSITE FORM STCR TechnicianPlease selectEvanLoganRobert V.Company Name You are Working For Today?Company Point of Contact You Are Working With Today?First NameLast NameEmail Address We Should Send the Bill To If We are Billing? (Leave Blank if Repeat)Start Time (Military Time) End Time (Military Time) What Services Did You Complete Today, In Your Own WordsDid You Cover the Following Topics with the Client? Check All That ApplyToday's Service Does Not Apply to Below - See Note AbovePlugged in PC, Turned on and Tested Basics, KB, Mouse, MonitorShow them Old Files Folder, Walk Through ItTest Printing - Connected to ALL PRINTERS, set defaultTest Scan, Scan to PC, Scan to Folder Etc.Explain How Passwords Work, They Manage ThemExplain MS Office, Shortcuts for Office Apps on DesktopOpen Outlook, Test Email, Verify Calendar & ContactsOpen and Verify Browser Favorites, Sign In To ChromeExplain Splashtop SOS & How We Can Remote InOpen QuickBooks and Open Company to Verify Info, Mapped To All Users, Firewall Ports SetAsk How they Run Payroll, Reports, etc. Test or Verify This AllTest Speakers, Mic, Web Cam, Peripherals etc.Any 3rd Party Software, CPA, Tech, Remote Software Needed?Anything Else To Check or Install? Any Day to Day Applications or Devices They Need Set Back up?Did You Sell or Deliver Any Parts Today?Please selectNoYesTotal Amount Due for Today's Service, Be Sure to Add 7% Sales TaxIf Possible, Please Itemize Items or Services, Parts Sold, Prices & Stock #'s etc. The More Details the Better. Payment Method for Today's Service?Please selectStripeCheckCashBill ThemOther - Please Notate Below What's Next? Any Follow Up, Things to Come Back to Finish or Follow Up On?Is the Customer Ready to Schedule Next Service Date?Please selectYesNoNext Service DateClient is Happy with Today's ServiceYesNoSee Notes BelowAny Additional Notes or Feedback to Add? | Put NA if NothingSubmitThank you!
