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4QuartersIT
Bridging People and Technology
904.674.2110
info@4quartersit.com
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Services
IT
Services
Managed
IT Services
Cloud
Services
Security
Services
Voice
Services
Industries
Churches
Financial Services
Legal
Medical
About
Us
Customer
Experience
Resources
Blog
Contact
Us
Refer
a Friend
Pre-OnBoarding Form
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Pre-OnBoarding Form
Pre-OnBoarding
Form to be completed before onsite onboarding for Managed Clients.
Company Name
*
Account Main Contact(s)
*
First Name
Last Name
Direct Phone
Cell Phone
Email
Account Technical Contact
*
First Name
Last Name
Direct Phone
Cell Phone
Email
Account Billing Contact
*
First Name
Last Name
Direct Phone
Cell Phone
Email
Primary After Hours Contact
*
First Name
Last Name
Direct Phone
Cell Phone
Home Phone
Email
Allowed Contact Times
Secondary After Hours Contact
First Name
Last Name
Direct Phone
Cell Phone
Home Phone
Email
Allowed Contact Times
User/Contact Information for All Users
Users can be added individually or a document with required information can be uploaded below.
First Name
Last Name
Job Title
Direct Phone
Direct Extension
Email Address
Cell Phone
User/Contact Information Document Upload
Workstations
*
Please refer to document link below.
Workstation Name
User Name
Physical Location
5 Ways to Find your Windows 10 Computer Name
Renewals
(Adobe, Sage, QuickBooks, Firewall Licenses, etc.)
Renewal Type
Manufacturer
Serial/Model/Tag
Purchase Date
Expiration
Software Version
License Quantity
Software Applications (on-premise or cloud)
If possible, please add 4QuartersIT as an authorized user/agent to the account.
Application
URL (cloud apps)
Login
PW
On-Premise Or Cloud?
Internet Service Provider Login
(Comcast, AT&T, etc.)
IP/URL
Login
PW
Web Hosting Admin
IP/URL
Login
PW
Domain Registrar
(GoDaddy, NameCheap, Etc.)
URL
Login
PW
Current Issues or Pain Points
List any current issues or pain points (hardware or software) you would like 4QuartersIT to address.
Are there any routine after hours requirements?
*
(server restarts, user access, etc.)
Yes
No
Routine After Hours Requirements
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