test AT search Get Data v2 No results available Added to Ticket New TicketNew Client Yes No Get Data v2 No results available Added to Ticket All Name fields below must be filled out.Business name goes in Account name field. For new residential client, enter the Account Name as "Last Name, First Name"Account NameFirst NameLast NamePhone #EmailClient AddressAddressCityStateZip CodeClient AddressAddress Line 1Address Line 2CityStateZip CodeIs the service been done at the clients primary address? Yes NoService AddressAddress Line 1Address Line 2CityStateZip CodeWill primary client be available on service date? Yes NoPoint of contact for service date?Point of Contact phone #Urgency Low Medium High CriticalService Type- Select -General ComputerNew ComputerData RecoveryAV/SonosIssue categories Software issue Hardware issue Connectivity issue Not listedSoftware issue subcategory General - error messages while using computer software Email issues – Outlook, Thunderbird, WebmailHardware issue subcategory Computer - won’t turn on, external device not functioning. Printer issues – new printer/ was connected, but is not/ all devices or one device Standard equipment setup - commonly installed equipmentChoose all equipment neededMonitorPrinterNot listedTotal # of printers + computers 2 3 4+Total # of monitors + computers 2 3 4+Connectivity issue subcategory Wi-Fi - wireless signal not good enough Wi-Fi – some device not connecting/falling off networkNot listed subcategoryWhat is or is NOT working?When does it happen?How long has it been happening?Autotask Ticket TitleDevice Type Desktop Laptop TabletOperating System Windows MacPlatform iPad AndriodComputer AgeTablet AgeDo you have internet? Yes NoISP (Internet Service Provider)?- Select -VerizonCoxComcastOtherISP OtherClient and computer available now and waiting on Tech? Yes NoDiscuss this with tech 1st. Enter time client is availableSchedule for when they are availableComputer boots? Yes NoCloning to SSD? Yes No3 business days ‐ Machine needs MANY Hours to do it’s thing. Shawn needs 2 to take apart.Discuss data recovery, discuss clean install or new computer.Project or quoted price? Yes NoSend invoice with tech and parts/equipment.Outdoor Project? Yes NoMark calendar as outsideMicrosoft office or any other software version?Data Recovery Chassis Desktop Laptop TabletOperating System Windows MacTWO tickets possibleDiscuss where the recovered data is going to (“Photos” is considered a data base like a PST file) Recovery price changes if going to different OS. Discuss Photos and mail and how they are different than PC. Ticket 1 = recover the data Ticket 2 (if needed) = convert Mac photo library to be viewed on Windows machineWhere is this data and what is it being recovered from? Internal HDD/SSD External HDD/SSD OtherNumber of usersPlatform iPad AndriodWhen did the loss happen/when did you notice it? (Approximate)Exact file name and folder?Example of a bad file? (Take screen shot if needed) Yes NoData to recoverList of documents and folders for Data recovery and/or back up below*** Cannot recover “everything” like programs and we don’t want to recover junk or infections.Documents- Select -None wanted100s1,000s10,000sPictures- Select -None wanted100s1,000s10,000sMusic- Select -None wanted100s1,000s10,000sVideos- Select -None wanted100s1,000s10,000sE-mail Outlook Thunderbird Webmail OtherContacts / Auto Complete (auto fill) Yes NoText InputFinancials/Taxes QuickBooks Quicken TurboTaxWeb Browsers / Favorites-Bookmarks Chrome Firefox Edge Safari iTunes (paid for songs or subscription/service?) Yes NoIndustry Specific (ex: Realtors)Data destination Must be known/present, or choose an USB SSD/USB Flash driveTransfer data to...- Select -New computerUSB Flash (30GB or less) = $39USB SSDProvided by Client TechMedXExternal SSD size- Select -1TB = $992TB = $1594TB = $259Discuss TMX ComputerGo to Custom Computers (opens new tab) to price/order new computer Attach “transfer device” (external HDD or USB drive) to machine that is being recovered.Support Service Clients Only:Questions below for support service clients only:Use Sonos app on what device?# of zones?Model? Connected to receiver/home theater system? Yes NoClient wants new computer: Schedule 30-minute phone call/remote session to gather below info. (Billable.) Can be performed by Tech level 1 or 2. If this cannot be done, notify tech and he will have final say on new computer install.Old computer ageComputer usageOld computer performance - Select -Runs OKRun SlowFreezesNo boot/ErrorAny Errors with old machine?Discuss Clone to TMX ComputerGo to Custom Computers (opens new tab) to price/order new computerCloning? Yes No3 business days ‐ Machine needs MANY Hours to do it’s thing. Shawn needs 2 to take apart.Remove old computer from services!If services client create ticket to remove computer from services.Recycle old machine? Yes NoData backup? Yes NoBackup Used- Select -TMX ABBTMX XoperoCarboniteMac Time MachineOtherData Recovery Needed? Yes NoData Transfer Needed? Yes NoRecovery TicketCreate data Data Recovery Ticket (Opens new window) Data to transferList of documents and folders for Data recovery and/or back up belowDocuments- Select -None wanted100s1,000s10,000sPictures- Select -None wanted100s1,000s10,000sMusic- Select -None wanted100s1,000s10,000sVideos- Select -None wanted100s1,000s10,000sE-mail Outlook Thunderbird OtherContacts / Auto Complete (auto fill) Yes NoIndustry Specific (ex: Realtors)Microsoft Office needed? Client Provided TMX Provided NoVersion needed? Home/Student - $149 Small Business (Outlook) - $249 Professional - $499Financials/Taxes QuickBooks Quicken TurboTaxWeb Browsers / Favorites-Bookmarks Chrome Firefox Edge SafariiTunes (paid for songs or subscription services?) Yes NoOther software, Industry Specific (ex: Realtors)Printers or other device needed to be connected to new computer;Do you have anything else to add to your appt?Referral (even if current client, historical)?Good time to call back for scheduling? Onsite Appointment - Time estimate below Remote Appointment - Time estimate belowNo time allotmentDiscuss scope of work with technician for location/time allotment.Submit Form
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