In order to improve matching of completed RMV forms to the correct client in Control and to ensure the Last RMV date is correct, please use the RMV Form links in control which will pre-populate Client Name and Tech Name below:
STOP - you will not be able to submit this form because you didn't initiate it from Control, like noted above. This is now required for 'Create a Project action for me' type stuff to work and link up correctly
Primary Contact Check-in
Are there any red flags? Do we need a full revamp? New hardware? New software? Mission critical product like Datto or similar?
Any red flags? What else should be considered when putting together a quote for the server situation for this client? Other notes on how long server will last?
Any red flags?
Enter details here about how many should be replaced, upgraded, and any other details that would help with the catch up quote. Should we upgrade Office?
Any red flags? What shape is the server room in, any recommendations we should make? AC Unit? Improved airflow? Old equipment to remove? How much should we quote for recycling?
Any red flags? Anything else to note specific about cabling?
you can upgrade to the latest pfSense version without a reboot from the CLI: How To
. Probably not a good idea to do this remotely just in case it doesn't go well. There have been reported issues with doing a CLI update to 21.05. RMTT Standard is to run latest firmware. If client does not meet RMTT Standard, note why in Control>Key Info Notes
any red flags?
any red flags?
Any red flags? Should we switch email provider? Add backup service to email (like Acronis to Office 365 or G Suite)?
G Suite/Google Workspace
Primary Contact Check-out
Summary and Notes
What else needs to be addressed? What are future plans?
What else do we need to know about this customer to provide a good overview of what needs to be done to get them caught up? Are total hours added up above correct? What can go wrong when we take over? Are they way behind on versions and getting caught up make not go smoothly?
If you don't enter at least one character here, BH won't know you added feedback. Did you make notes in the 'other' section along the way (just type in see notes above)? Were there any questions on this form that you don't think were appropriate to be asked based on your selections? Automated RMV Feedback?
Goal is to keep improving the RMV so it's most efficient