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   ► KBPrestwood I.T.Staff IntranetProcedure Ma...Marketing & ...Client Forms   Print This     
 
Staff Client Forms:
Work Order Form
 
Posted 8 years ago on 3/31/2011
Take Away:

Covers Timer Billing, WO Billing, and Items Tickets.

KB102268



Have customer initial prior to start. Gather signature at end. Collect immediate payment for home users and non-support agreement customers. Even for business support clients, collect if offered.

1. Choose flat-rate or T&M.

2. Customer must initial top portion of work order to authorize work.

3. Perform work updating customer as you work.

4. Customer must sign work order at end of job.

5. For home users, collect payment. For non-support clients, collect payment. For businesses with an open support account, collect payment or indicate credit given on work order.

More Info

KB Post:  Computer Drop Off Pick Up
SS:  New Client Overview

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KB Post Contributed By Mike Prestwood:

Mike Prestwood is a drummer, an author, and creator of the PrestwoodBoards online community. He is the President & CEO of Prestwood IT Solutions. Prestwood IT provides Coding, Website, and Computer Tech services. Mike has authored 6 computer books and over 1,200 articles. As a drummer, he maintains play-drums.com and has authored 3 drum books. If you have a project you wish to discuss with Mike, you can send him a private message through his PrestwoodBoards home page or call him 9AM to 4PM PST at 916-726-5675 x205.

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Linked Certification Question(s)

The following are practice certification questions with answers highlighted. These questions were prepared by Mike Prestwood and are intended to stress an important aspect of this KB post. All our practice questions are intended to prepare you generally for passing any certification test as well as prepare you for professional work.

Beginner

3 Beginner Level Questions

Question #1: True or False?

When scooping a computer, you want to scoop as much as possible so that we can make sure  we can do the job. This includes keyboard, mouse, power cable, and even the monitor and printer if possible.

Answer:
  • True
  • False
  • Question #2: True or False?

    When a customer drops off a computer, you write up a work order, have them initial both getting started and scoop areas, then give them the yellow copy. You then start a new work order for the work. When they pick up the computer, you give them the yellow copy and keep BOTH white copies.

    Answer:
  • True
  • False
  • Question #3: Multiple Choice

    What is the procedure to scoop a computer?

    Answer:
    1. 

    Scoop maximum (the more the better), use a work order to document number of items, get initials on work order, and give yellow copy to customer.

    2. 

    Scoop maximum (the more the better), use a work order to document number of items, get initials on work order, put estimate on work order, and give white copy to customer.

    3. 

    Scoop minimum, use a work order to document number of items, get initials on work order, no estimate needed, and give yellow copy to customer.

    4. 

    Scoop minimum, use a work order to document number of items, get initials on work order, put estimate on work order, and give yellow copy to customer.

    5. 

    Scoop minimum, use a work order to document number of items, get initials and signature on work order, put estimate on work order, and give yellow copy to customer.


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