Onboarding New Managed Services Customer (draft)

Onboarding New Managed Services Customer (draft)

1. Create checklist in IT Glue. Use correct template. 
    • Related Articles

    • New Prospect and Client Intake Instructions (New Customer)

      This procedure applies to inactive customers in AT as well as to customers that have not opened a ticket or been billed by us in at least one year. They are to be treated as new customers. The only difference is that instead of creating the account ...
    • New RMM or Backup Service contract procedures

      New Services (RMM/Backup) contract procedures These instructions assume the following: Customer has signed contract via DocuSign. Customer has also signed the T & C (general consulting) agreement. Otherwise send this agreement via Docusign. I. Create ...
    • Managed Services and How to Find More info about Customer Contracts

      This is a general guide to the services we offer. These divisions are flexible, as we try to meet the needs of the individual customer when we propose a managed services offering: Essential RMM - managed EDR + NGAV (google this if necessary), ...
    • Employment Forms

      W-4 Form Federal Income Tax Withholding  Employers aren’t required to report any information that employees claim on their Form W-4, Employee's Withholding Certificate to the IRS. However, Forms W-4 are still subject to review. Employers may be ...
    • Special Procedures - On-Site Visits for Non-Managed Customers

      Please do not perform work that was not assigned in the ticket. If the customer asks for other work to be performed, you must get approval from a senior staff member first. Before Work Begins 1. BACKUP SYSTEM IN PLACE? If the client does not have a ...