Welcome to the Customer Dashboard
Sequence Number | Edit | Filled by: | Domain admin usernames and passwords | Does the customer have a firewall installed? | Firewall Make and Model | Firewall username | Password | Does a customer have a Server? | Total number of Servers | Email Hosting | Single Line Text | Hosting Admin URL | Admin Account Username | Password | Notes | Primary Subnet | Public IP info | DNS | Other Subnets | Static IPs and Devices | Other Network Info | Switches | ISP Router | BCDR | UPS | CCTV, DVR, Cameras | ISP Name | ISP Account number | Line of Business App 1 | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Warranty info: | More information: | Line of Business App 2 | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Warranty info: | More information: | Line of Business App 3 | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Warranty info: | More information: | VOIP Vendor: | VOIP Portal Link: | Login name: | Password: | Single Line Text | File Upload | Transition contact details for coordinating handoffs or credential transfers | Single Line Text | File Upload | Single Line Text | File Upload | Group permission structures (e.g., finance, HR, admin) | Password policies, 2FA/MFA setups, data retention policies | Regulatory standards (HIPAA, GDPR, PCI-DSS, etc.) applicable to the business | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Cloud Service Type | Cloud Provider Name: | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Mapped Drive 1 | Mapped Drive 2 | Mapped Drive 3 | Known pain points or performance issues | Backup Vendor Name: | Login name: | Password: | License Info: | Number of users: | URL for Admin portal: | Recovery point objectives (RPO) and recovery time objectives (RTO) | Testing and reporting procedures | Any IT policies, onboarding/offboarding procedures, or HR guidelines that intersect with IT | Communication protocols (escalation paths, support contact methods) | VIP Personell List: | Important Notes: | Current state of hardware (age, warranties, projected refresh cycles) | Single Line Text | File Upload | Policies for equipment upgrades or replacements | Server 1 | Make/Models of all Servers | Server 2 | Make/Models of all Servers | Date: | Customer Name | Address |
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Sequence Number | Edit | Entry Date | Entry ID | Customer Name: | Email | Comment or Message | Filled by: | Date: | Sales Notes: | 2. Have you experienced recurring issues or downtime with any systems? | i. What was the reason of downtime? | ii. When was down time? | iii. How long did the downtime last? | iv. What was fiscal impact on the company? | v. Were system recovered fully? | vi. Was there any permanent data loss? | 3. What concerns do you have regarding cybersecurity and data protection? | Single Line Text | When did hack occur? | Single Line Text | Reason for no interest in security? | 4. Are there areas where your current IT support is falling short? | Select | How much Avg. Response Time? | Reason of unable to resolve issues: | Reason of inefficient IT Tool Used: | Reason for choosing other: | 5. How would you like for the incoming IT Team to approach Issues and Shortcomings of Current IT? | Date: | Address: | 1. What specific IT challenges are you currently facing? |
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Edit | Sequence Number | Entry ID | Entry Status | Entry Author | Name | Personal Email | Phone Number | Hiring Manager/Incharge | Multiple Choice | Do you currently have a Laptop/Desk? | Which desk/laptop do you want to use? | Does the Laptop/PC need to be purchased? | How many monitors needed? | Setup Email Us | Does this employee need a Docking Station (a docking station is needed if the employee will use multiple monitors)? | Any other equipment required? | Mention here: | Do you currently have a cell phone for this employee ? | What is a cell phone number ? | How many mobiles needed? | Does a docking station need to be purchased? | Does a cell phone need to be purchased ? | Do you currently have an iPad / Tablet for this employee ? | What is the model of the iPad / Table? | Does an iPad / Tablet need to be purchased? | What is the cellular number? | Does this employee need a DeskPhone ? | Checkboxes | Single Line Text | Please select the SharePoint sites does this employee need access? | Does this employee need access to SharePoint Dashboard? | Paragraph Text |
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