CONTACT US TODAY!
Company Point of Contact You Are Working With?
What Services Did You Complete Today, In Your Own Words
Did You Cover the Following Topics with the Client? Check All That Apply
Today's Service Does Not Apply to Below - See Note Above
Plugged in PC, Turned on and Tested Basics, KB, Mouse, Monitor
Show them Old Files Folder, Walk Through It
Test Printing - Connected to ALL PRINTERS, set default
Test Scan, Scan to PC, Scan to Folder Etc.
Explain How Passwords Work, They Manage Them
Explain MS Office, Shortcuts for Office Apps on Desktop
Open Outlook, Test Email, Verify Calendar & Contacts
Open and Verify Browser Favorites, Sign In To Chrome
Explain Team Viewer & How We Can Remote In
Open QuickBooks and Open Company to Verify Info, Mapped To All Users, Firewall Ports Set
Ask How they Run Payroll, Reports, etc. Test or Verify This All
Test 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?
Whats Next? Any Follow Up, Things to Come Back to Finish or Follow Up On?
Client is Happy with Today's Service
See Notes Below
Anything to Add? (NOT REQUIRED)