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Prestwood IT KB: Tech Services Info Topic


35 Articles Found in the Tech Services Info Topic 

  KB Article    

Mike Prestwood
1. Athena Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Mike Prestwood
2. BackupAssist Exchange Addon

Install and configure addon.

7 years ago

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Mike Prestwood
3. BackupAssist RSync Standalone+Cloud Storage

Purchase license, install software, help client purchase cloud storage, configure to use chosen cloud service.

Includes software+1yr upgrades ($173) plus setup to Amazon RSync cloud service ($350). Monthly data subcription paid to Amazon (or other).

7 years ago, and updated 7 years ago

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Mike Prestwood
4. Cabling Job

Billing models can be per drop, or time and materials.

38 months ago

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Mike Prestwood
5. HD Data Recovery, Send Away

DriveSavers Partner. After our recovery attempts, offer to send to DriveSavers or equivalent. Price ranges from $500 to $1,500.

7 years ago
(2 Comments , last by Essie.H )

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Mike Prestwood
6. In.Honda Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Mike Prestwood
7. Intuit ProSeries Tax Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
8. Intuit Quickbooks Tech Support

Provide support help for Intuit QuickBooks software.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
9. Junxure Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
10. Lacerte Tax Tech Support

Provide support help for Athena software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
11. Mitchell Tech Support

Provide support help for Mitchell software. Although this usually means working with their support staff (they don't allow others to support them), we do have experience and can perform many tasks and work as the liaison.

7 years ago

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Prestwood IT Solutions

Eric Prestwood
12. New Printer, Local/Wireless

Setup printer including downloading of latest drivers if needed.

7 years ago, and updated 6 years ago
(2 Comments , last by Brian.T3 )

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Mike Prestwood
13. New Server

New domain controller server. The suggested default is to use a Hyper-V host with 2012 or 2016 standard server VM. Optional additional VM servers can be added as needed including a File Server to centrally locate all important data, Exchange Server, etc.

38 months ago
(1 Comments , last by iwan.r )

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Mike Prestwood
14. New/Move Office

Broader scope than just a cabling job. Can include cabling, vendor management (ISP, phones, etc.), setup or move of server, workstations, etc.

38 months ago
(1 Comments , last by Ermelinda_D._Tw)

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Mike Prestwood
15. Onboarding Other Task

Onboarding Task: 

38 months ago

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Mike Prestwood
16. Other
37 months ago

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Mike Prestwood
17. Physical to Hyper-V

Convert a physical hard drive to a Hyper-V virtual.

7 years ago

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Mike Prestwood
18. Prestwood Backup Options Overview

Computer data backup services for home users and small businesses in the greater Sacramento, CA area including online backup for disaster recovery, onsite hard drive backup, redundant hard drives in servers AND KEY WORKSTATIONS, and data backup and restore from one computer to another.

10 years ago, and updated 7 years ago

KB Post
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Mike Prestwood
19. Prospect, Cabling Job

Establish scope of cabling job, discover...

  • # and length of drops
  • materials needed: faceplates, etc.
  • estimate people power (watch for challenges like metal in walls)

Time Estimate: Okay to perform up to 4 hours at no charge. Usually used to walk the building. Beyond that, if there are tasks that need to be done prior to proposing or starting a New Cabling project, do them against this ticket or create a new ticket(s).

Goal: If client is ready to proceed, create a separate New Cabling project ticket and propose to client.

38 months ago

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Mike Prestwood
20. Prospect, Monthly Support Plan

Initial Concerns: 

We provide computer and networking support and maintenance with our monthly Managed Care plans.

Process:

  1. If a business, send Managed Care for Business flyer. If home user, send Managed Care for Families flyer.
  2. Follow up, ask,
    • "How much support per week or month do you need?"
    • "Are you interested in a plan with included hours or an unlimited support plan?"
  3. If interested, determine entry level from questions above, create 1 or 2 SLA quotes. If unsure and they are interested in included hours, create both a Bronze and Silver plan. If they are interested in unlimited support, create a Gold plan (unlimited support), plus a Silver plan for contrast.
  4. Send SLA.
  5. Follow up until yes/no.
38 months ago

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Mike Prestwood
21. Prospect, Network Assessment
  1. Hand them 'What We Do' Flyer.
  2. Perform network evaluation.
    • Count servers and workstations
    • Note server roles and installed software
    • Note network equipment (modem, router, firewall, switches, WAPs, etc.)
    • Determine whether usernames/passwords for all of the above are available for Prestwood
    • Determine client's main line of business, client's technical needs/expectations, and expected growth level
  3. Determine proper SLA entry point:
    • Bronze/Silver (client does not want a monthly plan, or)
    • Silver/Gold (pro-level only, included hours vs unlimited remote support)
    • Gold Only (easily can afford Gold so propose this ONLY)
  4. Back at office, create a proposal for needed work.
  5. Prepare 1 or 2 managed care proposal.
7 years ago, and updated 38 months ago

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Mike Prestwood
22. Prospect, New Server

Establish scope of new server job, discover...

  • Need a server? Create a separate Items ticket(s) for any hardware/software. Seek approval.
  • Determine appropriate migration path for domain controller (upgrade vs start over). Best to start clean.
  • Determine migration path for data.
  • Determine ongoing server support. You can't have a server without a support plan.

Time Estimate: Okay to perform up to 4 hours at no charge. Usually used to evaluate the server and generate quotes. Beyond that, if there are tasks that need to be done prior to proposing or starting a New Server project, do them against this ticket or create a new ticket(s). For example, if they want to clean up data and workstations prior to installing new server.

Goal: If client is ready to proceed, create a separate New Server project ticket for work not performed under this ticket and propose to client.

38 months ago

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Prestwood IT Solutions

Mike Prestwood
23. Prospect, Office Move

Establish scope of office move job, discover...

  • cabling needs, start a separate cabling project or integrate with this one
    • # and length of drops
    • materials needed: faceplates, etc.
    • estimate people power (watch for challenges like metal in walls)
  • Are we moving computers? Best if we at least move the server, but we'd like to move all "devices", but NOT furniture.
  • Are all vendors lined up?
  • Does the server room need preping? Mini-split?

Time Estimate: Okay to perform up to 4 hours at no charge. Usually used to walk the building. Beyond that, if there are tasks that need to be done prior to proposing or starting an Office Move project, do them against this ticket or create a new ticket(s). For example, if they want help with vendors such as phone, ISP, and others, that's billable work.

Goal: If client is ready to proceed, create a separate Office Move project ticket for work not performed under this ticket and propose to client.

38 months ago

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Mike Prestwood
24. Prospect, Open New Office

Establish scope of our role with the opening of a new office, discover...

  • cabling needs, start a separate cabling project or integrate with this one
    • # and length of drops
    • materials needed: faceplates, etc.
    • estimate people power (watch for challenges like metal in walls)
  • Are we buying computers? We sell hardware and software, but NOT furniture.
  • Are all vendors lined up?
  • Does the server room need preping? Mini-split?

Time Estimate: Okay to perform up to 4 hours at no charge. Usually used to walk the building. Beyond that, if there are tasks that need to be done prior to proposing or starting an Open New Office project, do them against this ticket or create a new ticket(s). For example, if they want help with vendors such as phone, ISP, and others, that's billable work.

Goal: If client is ready to proceed, create a separate Open New Office project ticket for work not performed under this ticket and propose to client.

38 months ago

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Prestwood IT Solutions

Mike Prestwood
25. Redtail CRM Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
26. Reynolds and Reynolds Tech Support

Provide support help for Reynolds and Reynolds software. Although this usually means working with their support staff (they don't allow others to support them), we do have experience and can perform many tasks and work as the liaison.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
27. Sage Act! Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
28. ScanIT Parts Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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2210
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Prestwood IT Solutions

Mike Prestwood
29. Search Optics Support

Help with search optics.

7 years ago

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Prestwood IT Solutions

Mike Prestwood
30. Setup VPN

Setup VPN including configuring router and/or server and 1+ clients. Router must support VPN. Can be either router to router or use a Windows server. We prefer a Windows server but if the router is a SonicWall or Cisco, it's ok to use.

6 years ago

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Mike Prestwood
31. Setup/Fix Server Antivirus

Add or upgrade Windows server antivirus software. Options include hosted antivirus (best choice), F-Secure, or other.

7 years ago

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Mike Prestwood
32. Tech Task, Large (10+ Hours)

Client Request: 

To Do:

  1. Initial estimate=2 hours.
  2. Evaluate, define approach, then... 
    • Use this ticket: Update estimate, seek client authorization.
    • Create a project ticket, seek cient authorization, and close original ticket.
    • Need more time? Update estimate on original ticket, seek authorization.
38 months ago

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Mike Prestwood
33. Tech Task, Small (Under 10 Hours)

Client Request: 

To Do:

  1. Initial estimate=2 hours.
  2. Evaluate, complete work within 2 hours, or update estimate.
  3. Then... 
    • If ticket billing relationship is T&M Ongoing, keep going.
    • If T&M Notify, notify client, keep going. 
    • Otherwise, wait for client to authorize. Once authorized, update Authorized field.
38 months ago
(1 Comments , last by Jimmy.N )

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Mike Prestwood
34. Thomson Reuters Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks. Including help with CS Professional Suite, Accounting CS, File Cabinet CS, Ultra Tax CS

7 years ago

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1699
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Prestwood IT Solutions

Mike Prestwood
35. Yardi Systems Tech Support

Provide support help for software primarily as liaison. Although we do have experience and can perform many tasks.

7 years ago

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1888
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Prestwood IT Solutions

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