OTC Check-In Helper - Three Tab Version

🛠️ OTC Check-In Helper

Three-Tab Workflow System for Reception & Service Requests

🔍

Service Lookup Tab

Identify the customer's issue and recommended services. This tab is used for BOTH Check-Ins and Service Requests.

✅

Check-In Process Tab

Complete the check-in for customers at the reception desk. Create tickets, schedule appointments, and document the visit.

🎯 Quick Actions
📝 Create Ticket in RepairDesk 📅 Schedule Drop-Off Appointment

💡 Links open in new tab - keep this helper open for reference

⏰ Computer Age Check (5+ Years)

Always ask: "How old is your computer?"

"Your computer is over 5 years old. While we can repair it, older computers often have multiple issues. A new computer might be more cost-effective long-term and give you better performance. Would you like to discuss your options, or proceed with the repair?"

✅ Completion Checklist

💡 Check items as completed - notes update automatically with checkmarks!

📋 DIAGNOSIS (Copy to RepairDesk Ticket)

This goes in the main ticket description field visible to customer:

🔒 PRIVATE NOTES (Internal RepairDesk Notes)

This goes in the private/internal notes field (not visible to customer):

📞

Service Request Tab

Handle remote service requests from phone calls, emails, or online submissions. Log requests and track follow-ups.

🎯 Quick Actions
📋 Create Service Request Form

💡 Link opens in new tab - keep this helper open for reference

📞 Request Type
✅ Follow-Up Tracking

💡 Check items as completed - notes update automatically with checkmarks!

📋 Follow-Up Progress

💡 Check items as completed - notes update automatically with checkmarks!

📋 DIAGNOSIS (Copy to Request Form)

Customer-facing diagnosis information:

🔒 PRIVATE NOTES (Internal Tracking)

Internal notes for follow-up and tracking:

🎯

Tech Plans Quick Reference

Monthly support plans for ongoing protection and priority service. Use this tab for quick reference when discussing options with customers.

💡 When to Recommend Tech Plans:

Customers with recurring issues, slow computers, virus problems, or those needing ongoing support. Plans provide peace of mind and save money long-term!

💻 VITAL

Perfect for Individuals

$40/month*

 

  • ✓ Prepaid maintenance
  • ✓ Next day scheduling
  • ✓ 10% discount on services
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Best For:

Slow computers, virus issues, software problems

RECOMMENDED

🛡️ PROTECT

Headache Free Support

$55/month*

Priced per device

  • ✓ Everything in Vital
  • ✓ On-call tech support
  • ✓ 1TB cloud backup
  • ✓ Premium anti-malware
  • ✓ Same day scheduling
  • ✓ 25% discount on services
Best For:

Covers ALL service issues - complete peace of mind!

🚀 REVIVE

Business Level IT
For Solopreneurs

$70/month*

Priced per device

  • ✓ Everything in Protect
  • ✓ Email/printer support
  • ✓ Personal device support
  • ✓ System health monitoring
  • ✓ 50% discount on services
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Best For:

Covers ALL issues PLUS business needs!

📋 Script for Presenting Tech Plans:

"We also offer monthly tech support plans that could save you money in the long run. Our PROTECT plan at $55/month covers everything - on-call support, cloud backup, anti-malware, and you get 25% off any additional services. It's like having your own IT department! Most customers find it pays for itself after just one or two service visits. Would you like to hear more about our plans?"

*Annual commitment billed monthly • All plans include priority scheduling and expert support