IT & office support intake checklist

Use this to scope an IT audit, helpdesk setup, or on-site support.

BUSINESS
- Company name:
- Location(s):
- Main contact:

CURRENT SETUP
- Number of users:
- Number of devices (PC/laptops):
- Internet provider + router model (if known):
- Wi‑Fi coverage issues? (where):
- Printers/scanners:

SUPPORT NEEDS
- Helpdesk: remote support / onsite support / both
- Password and access management
- Email setup and management
- File sharing and backups
- Basic security measures (antivirus, updates, user training)

SYSTEMS (if applicable)
- Website / e‑commerce needs
- Internal systems (invoicing, inventory, HR, etc.)
- Integrations (payments, accounting, SMS/WhatsApp notifications)

TIMELINE
- Urgency (today/this week/this month):
- Budget range (if known):