Practical IT checklists
Use these checklists to open a better ticket, plan a change, or compare IT providers. They’re practical starting points—not legal, compliance, or security advice.
Current IT issue
Share who’s affected, the device or app, the exact error, when it started, and what work is blocked. Add a safe screenshot if it helps.
Security concern
Tell us about suspicious email, MFA prompts, lost devices, strange sign-ins, or unexpected account changes—and what work may be at risk.
New employee
Share start date, role, manager, apps, mailbox access, groups, phone needs, and hardware requirements.
Office move or change
Plan internet, firewall, Wi-Fi, phones, printers, cabling, vendor access, and day-one user needs early.
What to put in a support ticket
Who is blocked, whether customers are affected, and whether the issue is isolated or widespread.
Device name, application, browser, network, printer, phone, or service involved.
Screenshot, error message, timestamp, sender address, file name, or steps that reproduce the issue.
New software, password reset, move, update, vendor change, equipment swap, or new user access.
Questions to ask any IT provider
- How are tickets tracked and followed up?
- Who owns Microsoft 365, Google Workspace, backups, devices, and vendors?
- How are MFA, admin access, and offboarding handled?
- What happens during a security incident or office outage?
- What documentation exists if the main tech is unavailable?
Good IT support should make things easier to understand.
If your setup lives in scattered emails or one person’s memory, the risk is already obvious. Start by tracking requests, cleaning up access, and writing down who owns what.