New Client Onboarding Form Company Name Company DBA Billing Address if Different from Physical Address Billing Email Emergency Contact for After Hours Emergency Contact Phone Number for After Hours Any Special Business Hours or Remote Worker Hours? Who can make decisions on changes to the account? Who can make decisions on purchases? Employee Phone Numbers & Emails Crucial Business Dates or Functionality Weekly Maintenance Conflicts? List all Company Software License Keys for Software Where is your Software Installation Media Stored? Current Software Support Agreements? Any Specific Software Versions required for compatibility? Any current software known to appear on Anti-Virus Scans that we should exclude? Would you like a quick-link to submit service tickets added to your employees/your workstation(s)? (Reminder: Service tickets are billable time.) Yes, for all employee computers Yes, for authorized employees No thanks List of Employees Who Are Authorized To Submit Tickets Current ISP (Internet Service Provider) Sparklight? CenturyLink? Etc. Current ISP (Internet Service Provider) Sparklight? CenturyLink? Etc. Make and Model of Your Internet Modem/Router? (ex. Arris, Netgear, Motorola, Linksys) Download Speed Upload Speed Previous MSP? (Who has been supporting your IT needs? Do you have Wifi? Yes No Do you have a guest Wifi that is separate or specific access restriction for Wifi? Wifi Location(s) SSIDs Passphrases for Wifi Any specific users who are approved for Remote Access? Security System Installed? (If Yes, complete the questions below.) Yes No Monitoring Company? Connected to your network? Make/Models of Security Equipment Any Phone Lines or Static IP's dedicated to the Security System? Any Printers under Service Contract? Printer Make/Models and connections (usb, ethernet, etc) How do you scan? Scan-to-Folder Scan-to-Email Scan-to-SMTP How do you Fax? Phone System Make and Model How many phones? How many extensions? Phone System Provider Are your phones VoIP? Yes No Server Admin Accounts and Passwords? Local Computer Admin Accounts and Passwords? Networking Equipment Account Name and Passwords? Additional Accounts and Passwords we should be aware of? Do you have a block policy for websites or any specific sites you want to start blocking? Any known issues with the network or any equipment on site? List any spare equipment that is on site? Any Federal or State Compliance that you are required to satisfy? Submit