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