Prep checklists before service or buying gear.

These lists make appointments faster, quotes cleaner, and hardware choices safer. Print this page or keep it open while gathering details.

Best rule

Do not factory reset equipment, buy expensive hardware, or change account ownership before the current setup is documented.

Choose a service path

I.T. service visit

  • Write down the main issue and when it started.
  • List affected devices, operating systems, and error messages.
  • Know the ISP, router model, Wi-Fi name, and problem rooms.
  • Confirm who owns Microsoft, Google, Apple, ISP, camera, and router accounts.
  • Check whether important files are backed up.
  • Do not factory reset routers, cameras, phones, or PCs unless instructed.

Smart-home planning

  • List current hubs, apps, camera brands, locks, sensors, switches, and speakers.
  • Identify the main control app everyone expects to use.
  • Mark devices that are unreliable, outdated, or owned by someone else's account.
  • Decide privacy expectations for cameras, microphones, locks, and remote access.
  • Check Wi-Fi coverage before adding more smart devices.
  • Plan update and maintenance responsibility before purchase.

Home office setup

  • List required work devices: laptop, dock, monitors, printer, phone, headset, VPN, and shared files.
  • Identify where wired Ethernet is possible.
  • Confirm where modem, router, access points, and switches are powered.
  • Decide which devices need battery backup.
  • Document work account recovery options and admin contacts.
  • Test video calls and printing from the actual work location.

Robotic mowing readiness

  • Estimate total lot size and actual mowable turf separately.
  • Count fenced zones, gates, narrow passages, slopes, and problem edges.
  • Check outdoor Wi-Fi near the charger and around critical yard areas.
  • Identify open-sky areas for RTK/GPS antenna placement.
  • Plan where pets, toys, hoses, tools, and yard debris will be kept.
  • Tier 2 owners should understand they own the robot hardware risk.

Hardware advisory

  • Define the problem before looking at products.
  • List current hardware, model numbers, warranty status, and return windows.
  • Set a realistic budget and install comfort level.
  • Confirm compatibility with existing router, hubs, software, and accounts.
  • Check maintenance expectations: updates, batteries, subscriptions, and cloud dependence.
  • Use affiliate links only after fit and supportability are clear.

Payment and records

  • Expect official invoices or payment instructions through approved business channels.
  • Do not enter card numbers, PayPal credentials, passwords, or recovery codes into public forms.
  • Customer records stay private and require identity confirmation.
  • Keep service notes and photos tied to the correct work order.
  • Ask for terms before recurring robotic mowing or maintenance plans begin.