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Systems lists, access approvals and engineer papers, from one link.

Onboarding a new customer means chasing a list of every system, who holds the admin logins and who may approve changes. Docsroom gives each person their own link and reminds whoever has not replied.

8 templates79 requestsWritten for IT support firms

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Eight templates for IT support firms

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before we take over support12 requests12 requests
New customer starter checklistBramley Accountants · new customer9 of 12 back
  • About the business
  • FormCompany details6 questionsAssigned to NPNeil Prescott, office managerFrom Zoein 2 daysComplete
  • TableAuthorised contactswho may ask for changesAssigned to NPNeil Prescott, office managerFrom Zoein 3 daysComplete
  • DecisionSupport hoursoffice hours or extendedAssigned to NPNeil Prescott, office managerFrom Zoein 3 daysReady to check
  • QuestionOut of hours contactname and mobileAssigned to NPNeil Prescott, office managerFrom Zoein 4 daysReady to check
  • Your systems
  • DecisionEmail platformMicrosoft, Google or otherAssigned to NPNeil Prescott, office managerFrom Zoein 3 daysComplete
  • QuestionWho holds the admin loginsnames, not the passwordsAssigned to NPNeil Prescott, office managerFrom Zoein 3 daysAwaiting reply
  • QuestionDomain name and registrarand renewal dateAssigned to NPNeil Prescott, office managerFrom Zoein 4 daysReminder sent
  • QuestionBroadband and firewallprovider and contract endAssigned to NPNeil Prescott, office managerFrom Zoein 4 daysComplete
  • QuestionWho supports you nowand their notice periodAssigned to NPNeil Prescott, office managerFrom Zoein 4 daysReady to check
  • Working together
  • ApprovalSupport agreementread and approveAssigned to NPNeil Prescott, office managerFrom Zoein 5 daysReady to check
  • ApprovalData processing termsread and approveAssigned to NPNeil Prescott, office managerFrom Zoein 5 daysComplete
  • ApprovalRemote access permissionread and approveAssigned to NPNeil Prescott, office managerFrom Zoein 6 daysAwaiting reply
Staff starter checklistfor new engineers · before their first day12 requests12 requests
Staff starter checklistCallum Ryder · support engineer9 of 12 back
  • Checks before you start
  • QuestionRight to work share codenine charactersAssigned to CRCallum Ryder, support engineerFrom Zoein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to CRCallum Ryder, support engineerFrom Zoein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to CRCallum Ryder, support engineerFrom Zoein 4 days1 file sent
  • TableTwo refereesnames and numbersAssigned to CRCallum Ryder, support engineerFrom Zoein 5 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to CRCallum Ryder, support engineerFrom Zoein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to CRCallum Ryder, support engineerFrom Zoein 5 daysAwaiting reply
  • ApprovalConfidentiality termsread and approveAssigned to CRCallum Ryder, support engineerFrom Zoein 6 daysReminder sent
  • Skills and vetting
  • UploadTechnical certificatesMicrosoft, CompTIA, CiscoAssigned to CRCallum Ryder, support engineerFrom Zoein 6 daysComplete
  • UploadDBS certificatefor school or care sitesAssigned to CRCallum Ryder, support engineerFrom Zoein 7 days1 file sent
  • UploadDriving licencefront and backAssigned to CRCallum Ryder, support engineerFrom Zoein 5 days2 files sent
  • Security rules
  • ApprovalAcceptable use policyread and approveAssigned to CRCallum Ryder, support engineerFrom Zoein 6 daysComplete
  • ApprovalRemote access rulesread and approveAssigned to CRCallum Ryder, support engineerFrom Zoein 6 daysAwaiting reply
Systems inventory packfor customers we are onboarding · in the first week10 requests10 requests
Systems inventory packNorris Joinery · systems list8 of 10 back
  • Devices
  • TableComputers and laptopsuser, make and ageAssigned to DNDebbie Norris, ownerFrom Zoein 3 daysComplete
  • TableServers and storagename, use and ageAssigned to DNDebbie Norris, ownerFrom Zoein 4 daysComplete
  • TablePhones and tabletsuser and modelAssigned to DNDebbie Norris, ownerFrom Zoein 4 daysReady to check
  • QuestionPrinters and scannersmake and whereAssigned to DNDebbie Norris, ownerFrom Zoein 4 daysReady to check
  • Software and services
  • TableSoftware and licencesname, supplier, renewalAssigned to DNDebbie Norris, ownerFrom Zoein 4 daysComplete
  • UploadLatest licence invoicesor a screenshotAssigned to DNDebbie Norris, ownerFrom Zoein 5 daysAwaiting reply
  • QuestionMain business softwarewho supports itAssigned to DNDebbie Norris, ownerFrom Zoein 4 daysReminder sent
  • Network and safety
  • UploadNetwork layouta sketch is fineAssigned to DNDebbie Norris, ownerFrom Zoein 5 daysComplete
  • QuestionBackupswhat, where, how oftenAssigned to DNDebbie Norris, ownerFrom Zoein 5 daysReady to check
  • UploadCyber insurance policyif you have oneAssigned to DNDebbie Norris, ownerFrom Zoein 6 days2 files sent
Access approval packfor customers giving us access · before we touch your systems10 requests10 requests
Access approval packKapoor Pharmacy · access approvals8 of 10 back
  • What we will access
  • ApprovalAdmin access to emailread and approveAssigned to SKSanjay Kapoor, directorFrom Zoein 2 daysComplete
  • ApprovalAdmin access to the firewallread and approveAssigned to SKSanjay Kapoor, directorFrom Zoein 2 daysComplete
  • ApprovalRemote support toolread and approveAssigned to SKSanjay Kapoor, directorFrom Zoein 3 daysReady to check
  • ApprovalMonitoring software on PCsread and approveAssigned to SKSanjay Kapoor, directorFrom Zoein 3 daysReady to check
  • Who can approve
  • TableWho can approve changesname, role and phoneAssigned to SKSanjay Kapoor, directorFrom Zoein 3 daysComplete
  • DecisionWhen we must ask firstevery change or big onesAssigned to SKSanjay Kapoor, directorFrom Zoein 3 daysAwaiting reply
  • Security
  • QuestionTwo-step sign-in for adminsyes, no or not sureAssigned to SKSanjay Kapoor, directorFrom Zoein 4 daysReminder sent
  • QuestionPassword manager in usename of the toolAssigned to SKSanjay Kapoor, directorFrom Zoein 4 daysComplete
  • UploadIT security policyif you have oneAssigned to SKSanjay Kapoor, directorFrom Zoein 5 days1 file sent
  • QuestionIndustry rules you followregulator or schemeAssigned to SKSanjay Kapoor, directorFrom Zoein 5 daysReady to check
Joiner and leaver requestsfor people managers · when someone joins or leaves8 requests8 requests
Joiner and leaver requestsLisa Chadwick · Bramley Accountants6 of 8 back
  • New joiner
  • FormNew starter details6 questionsAssigned to LCLisa Chadwick, people managerFrom Zoein 2 daysComplete
  • DecisionEquipment neededlaptop, desktop or ownAssigned to LCLisa Chadwick, people managerFrom Zoein 2 daysComplete
  • QuestionSame access asname a colleagueAssigned to LCLisa Chadwick, people managerFrom Zoein 2 daysReady to check
  • Approval
  • ApprovalApproval to set upread and approveAssigned to LCLisa Chadwick, people managerFrom Zoein 3 daysReady to check
  • Leaver
  • FormLeaver details5 questionsAssigned to LCLisa Chadwick, people managerFrom Zoein 3 daysComplete
  • DecisionTheir mailboxforward, keep or deleteAssigned to LCLisa Chadwick, people managerFrom Zoein 3 daysAwaiting reply
  • QuestionWho takes over their filesname and emailAssigned to LCLisa Chadwick, people managerFrom Zoein 3 daysReminder sent
  • TableEquipment to collectitem, serial, who has itAssigned to LCLisa Chadwick, people managerFrom Zoein 4 daysComplete
Supplier account setupfor distributors and vendors · before the first order10 requests10 requests
Supplier account setupNorthgate Distribution · new supplier8 of 10 back
  • Their details
  • FormSupplier details6 questionsAssigned to WSWayne Stokes, account managerFrom Zoein 3 daysComplete
  • QuestionVAT numberor say not registeredAssigned to WSWayne Stokes, account managerFrom Zoein 3 daysComplete
  • FormBank details3 questionsAssigned to WSWayne Stokes, account managerFrom Zoein 4 daysReady to check
  • QuestionNamed support contactname and direct lineAssigned to WSWayne Stokes, account managerFrom Zoein 4 daysReady to check
  • Trade terms
  • UploadPartner price listfor resellersAssigned to WSWayne Stokes, account managerFrom Zoein 4 daysComplete
  • QuestionCredit terms you offerin daysAssigned to WSWayne Stokes, account managerFrom Zoein 5 daysAwaiting reply
  • ApprovalPartner termsread and approveAssigned to WSWayne Stokes, account managerFrom Zoein 6 daysReminder sent
  • Security and cover
  • UploadSecurity certificatesISO 27001 or similarAssigned to WSWayne Stokes, account managerFrom Zoein 6 daysComplete
  • UploadBusiness insurancecurrent certificateAssigned to WSWayne Stokes, account managerFrom Zoein 6 days1 file sent
  • ApprovalData protection termsread and approveAssigned to WSWayne Stokes, account managerFrom Zoein 6 daysReady to check
Yearly renewals checkfor customers on a support plan · ninety days before renewals9 requests9 requests
Yearly renewals checkAhmed Print · yearly IT review7 of 9 back
  • Names and licences
  • TableDomain namesname, registrar, renewalAssigned to FAFarah Ahmed, ownerFrom Zoein 5 daysComplete
  • TableSoftware licencesname, seats, renewal dateAssigned to FAFarah Ahmed, ownerFrom Zoein 6 daysComplete
  • UploadCyber Essentials certificateif you hold oneAssigned to FAFarah Ahmed, ownerFrom Zoein 7 days1 file sent
  • Hardware and contracts
  • UploadWarranties and contractsschedule or invoicesAssigned to FAFarah Ahmed, ownerFrom Zoein 8 days2 files sent
  • UploadBroadband contractor the latest billAssigned to FAFarah Ahmed, ownerFrom Zoein 8 daysComplete
  • QuestionFirewall subscriptionrenewal dateAssigned to FAFarah Ahmed, ownerFrom Zoein 8 daysAwaiting reply
  • Staff and access
  • TableLeavers and joinersname and dateAssigned to FAFarah Ahmed, ownerFrom Zoein 10 daysReminder sent
  • QuestionWho has admin accessnames and rolesAssigned to FAFarah Ahmed, ownerFrom Zoein 10 daysComplete
  • ApprovalRenewal planread and approveAssigned to FAFarah Ahmed, ownerFrom Zoein 12 daysReady to check
Incident follow-upfor customers after an incident · within two days of the fix8 requests8 requests
Incident follow-upMark Denton · Monday email outage6 of 8 back
  • What happened
  • QuestionWhat you noticedwhen it startedAssigned to MDMark Denton, directorFrom ZoetomorrowComplete
  • DecisionIs it working nowyes, no or partlyAssigned to MDMark Denton, directorFrom ZoetomorrowComplete
  • QuestionWho was affectednames or teamsAssigned to MDMark Denton, directorFrom Zoein 2 daysReady to check
  • The fix
  • ApprovalOur incident reportread and approveAssigned to MDMark Denton, directorFrom Zoein 3 daysReady to check
  • QuestionAnything we missedyour viewAssigned to MDMark Denton, directorFrom Zoein 3 daysComplete
  • Lessons
  • UploadScreenshots or emailsanything that helpsAssigned to MDMark Denton, directorFrom Zoein 3 daysAwaiting reply
  • ApprovalChanges we proposeread and approveAssigned to MDMark Denton, directorFrom Zoein 5 daysReminder sent
  • QuestionHow we handled itone lineAssigned to MDMark Denton, directorFrom Zoein 5 daysComplete

Written for IT support firms. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each customer and engineer

Customers, engineers and suppliers each open their own link on a phone or laptop, with no account to create.

A dated record of every approval

Access approvals, systems lists and renewal papers arrive in one list, each with the day it came in.

Chased until each one is in

Docsroom chases whoever has not replied until each item is in, so a systems list or approval is not left waiting on one person.

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