Managed IT provider
Birchcombe Gate IT · Managed IT provider · Spokane, WA
Ximena Larkspur manages the service desk at Birchcombe Gate IT, a managed IT provider in Spokane, and she tracks each business that writes in from the first web form through discovery, a signed plan and a booked onboarding visit, so no new client waits without a first appointment.
Software and ITIntakeForms4 tables · 6 views · 2 forms · 1 dimension set · 1 booking page · 1 digest · 1 notification · 2 stage rule sets · 1 row action · 1 agent
Use this templateClient board
ClientsEastgate Senior Center
Quillon Bookkeeping Group
Kestrel Plumbing Supply
Marigold Lane Florist
Cairnbrook Title Services
Cascade Foot and Ankle Clinic
Rowan Hale Estate Law
Twin Fir Outfitters
Summit Row Appraisals
Ironwood Cabinetry
Alder & Finch Pediatrics
Copperleaf Coffee Roasters
Bluestem Landscape Builders
Foxglove Property Management
Ninebark Watershed Council
Terrapin Electric
Willowmere Youth Arts
Fenwick Tax Partners
Brightwater Chiropractic
Pemberton-Okafor Law Office
Moonrake Books
Lindgren Hale Realty
Tamarisk Family Dental
Hollinwood Eye Care
Strand Mallory CPAs
Ridgeline Roofing Co.
Harbor Light Food Pantry
Tables
Clients
28 sample rows · 19 columnsEvery business that has written in, from first contact through a signed plan to its first ticket.
| Company | Main contact | Contact email | Contact phone | Kind of office | Staff who use computers | Current IT help |
|---|---|---|---|---|---|---|
| Eastgate Senior Center | Ambrose Tchakounte | ambrose.tchakounte@ospreylanepost.com | (509) 555-0192 | 15 | ||
| Quillon Bookkeeping Group | Yelena Whitcombe-Adeyemi | yelena.whitcombeadeyemi@sandpiperridgeinbox.org | (509) 555-0193 | 8 | ||
| Kestrel Plumbing Supply | Radcliffe Mbeki-Strand | radcliffe.mbekistrand@tamarindcreekmail.net | (509) 555-0194 | 40 | ||
| Marigold Lane Florist | Ottilie Ferraro | ottilie.ferraro@ospreylanepost.com | (509) 555-0195 | 4 | ||
| Cairnbrook Title Services | Zephyrine Lowell-Obuya | zephyrine.lowellobuya@sandpiperridgeinbox.org | (509) 555-0196 | 11 | ||
| Dunmore & Asante Accounting | Barnaby Stellenbosch | barnaby.stellenbosch@tamarindcreekmail.net | (509) 555-0197 | 20 | ||
| Cascade Foot and Ankle Clinic | Vesper Dunleavy-Ortiz | vesper.dunleavyortiz@sandpiperridgeinbox.org | (509) 555-0187 | 21 | ||
| Rowan Hale Estate Law | Cornelius Abernathy-Ife | cornelius.abernathyife@tamarindcreekmail.net | (509) 555-0188 | 6 | ||
| Summit Row Appraisals | Alasdair Nakamura-Boyd | alasdair.nakamuraboyd@sandpiperridgeinbox.org | (509) 555-0190 | 5 | ||
| Twin Fir Outfitters | Saoirse Maldonado | saoirse.maldonado@ospreylanepost.com | (509) 555-0189 | 17 | ||
| Alder & Finch Pediatrics | Rosalind Nwachukwu | rosalind.nwachukwu@tamarindcreekmail.net | (509) 555-0182 | 34 | ||
| Ironwood Cabinetry | Delphine Katsaros | delphine.katsaros@tamarindcreekmail.net | (509) 555-0191 | 27 |
Tickets
28 sample rows · 7 columnsEvery visit or request booked for a client, from the first onboarding visit on.
| Ticket | Client | Kind | Visit time | Status | Technician | Planned time |
|---|---|---|---|---|---|---|
| Tamarisk Family Dental — Onboarding visit | Tamarisk Family Dental | Aug 31, 4:00 PM | Gaspard Oyelaran-Finch | 120 | ||
| Hollinwood Eye Care — Onboarding visit | Hollinwood Eye Care | Sep 4, 5:00 PM | Lorcan Abara-Lindqvist | 120 | ||
| Tamarisk Family Dental — Device setup | Tamarisk Family Dental | Sep 4, 7:00 PM | Marit Haverford-Nunez | 90 | ||
| Tamarisk Family Dental — Email problem | Tamarisk Family Dental | Sep 9, 9:00 PM | Marit Haverford-Nunez | 45 | ||
| Strand Mallory CPAs — Onboarding visit | Strand Mallory CPAs | Sep 10, 6:00 PM | Lorcan Abara-Lindqvist | 120 | ||
| Hollinwood Eye Care — Device setup | Hollinwood Eye Care | Sep 10, 8:00 PM | Marit Haverford-Nunez | 90 | ||
| Hollinwood Eye Care — Email problem | Hollinwood Eye Care | Sep 15, 5:00 PM | Marit Haverford-Nunez | 45 | ||
| Ridgeline Roofing Co. — Onboarding visit | Ridgeline Roofing Co. | Sep 16, 7:00 PM | Marit Haverford-Nunez | 120 | ||
| Strand Mallory CPAs — Device setup | Strand Mallory CPAs | Sep 16, 9:00 PM | Marit Haverford-Nunez | 90 | ||
| Hollinwood Eye Care — Password and access | Hollinwood Eye Care | Sep 17, 8:00 PM | Lorcan Abara-Lindqvist | 20 | ||
| Strand Mallory CPAs — Email problem | Strand Mallory CPAs | Sep 21, 6:00 PM | Marit Haverford-Nunez | 45 | ||
| Ridgeline Roofing Co. — Device setup | Ridgeline Roofing Co. | Sep 22, 5:00 PM | Marit Haverford-Nunez | 90 |
Plans
3 sample rows · 4 columnsThe three service plans, what each user costs per month and how fast the first response is.
| Plan | Price per user | First response within | What it covers |
|---|---|---|---|
| Essentials | $42 | 8 | Help desk during business hours and monthly patching. |
| Standard | $68 | 4 | Everything in Essentials plus device monitoring and backup checks. |
| Complete | $95 | 1 | Everything in Standard plus security training and an after-hours line. |
Also included
- Client board
- Ticket board
- New inquiries
- New inquiryLets the service manager know the moment a business fills in the page.
- Confirm
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