Technician Portal

1What's it for?

IT assessment Walk through their network, computers, security and backups, then send the scored report. 2 hours · Their office Routine maintenance visit The regular check-in at their office. Look over the equipment and catch small problems early. 2 hours · Their office · every month On-site support visit Fix a problem in person: hardware, network, printers, or someone who needs hands-on help. 2 hours · Their office Remote support session A screen-share session to work through a problem or make a change with them. 1 hour · Online Install or project work New equipment, network or Wi-Fi installs, office moves and setups. 4 hours · Their office New client onboarding First visit after they sign: meet the team, document the office and set up our monitoring. 3 hours · Their office Business review meeting Sit down with the owner: requests since last time, health and security, what to replace and plan for. 1 hour · Office or online · every 3 months Sales or quote call A call or meeting with a business that isn't a client yet: what they need, then a quote. Prospects book these themselves from a personal booking link. 30 minutes · Office or online Something else Any other appointment. Give it a title so everyone knows what it's for. 1 hour · Office or online

2Who's meeting?

Client

3Details

Title Length Where Repeats When it's marked done, the next one shows up in Needs a time. Agenda and notes Goes on the calendar entry so whoever goes knows what to do.

Schedule

1What's it for?

2Who's meeting?

3Details

Needs a time

Booked

Yearly re-check

Book a visit

Everything for the job, in one place.

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