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Tutorial — Run your first IT Assessment

An IT Assessment is a structured on-site IT audit: you walk a customer’s setup, answer category-by-category questions, and record findings — issues, with a severity and a photo. This walkthrough takes you from an empty workspace to a finished IT Assessment you can quote from.

Time: about 15 minutes the first time. You’ll end with: one finished IT Assessment, a handful of findings, each linked to a catalog service — ready to become a quote.

Before you start

Two things make this go smoothly:

  • Sample data loaded. On a fresh dashboard, press Load sample data once. It seeds 13 catalog services, 43 finding templates and 30 default IT Assessment questions in your UI language. Without it you’d be typing every service and question by hand.
  • A customer to audit. You can create one inside the wizard (Step 2), so this is optional up front.

If you skipped the sample data, you can still run an IT Assessment — you just won’t have findings-to-service links to quote from later. Load it; it takes one click.

Step 1 — Open the IT Assessment wizard

From the dashboard, open the Guided IT Assessment wizard. You can also start an IT Assessment from any customer’s detail page — that just pre-fills Step 2.

The wizard is one decision per screen: customer → project → infrastructure counts → category questions → review. You can leave and come back; an IT Assessment auto-saves as a draft after every change, so a dropped Wi-Fi connection or a locked phone screen never costs you work.

Step 2 — Pick or create the customer

Choose an existing customer, or create one without leaving the wizard — company name is the only required field. When you save the new customer, the wizard drops you back exactly where you were.

If the customer prefers a language other than your operator UI, set their preferred language on the customer record. Every PDF, email and share link to them will follow it.

Step 3 — Set up the project and infrastructure counts

A project is the scope of this audit — usually the customer’s whole site. Give it a name.

Then enter the infrastructure counts: how many workstations, servers and users. These numbers matter beyond the audit — when you build the quote later, package templates multiply their per-workstation / per-server / per-user line items straight from these counts. Count carefully now and you won’t touch a calculator later.

Step 4 — Work through the categories

The IT Assessment has eight fixed categories: Security, Updates, Backup, Network, Compliance, Hardware, Permissions, Other. The wizard walks them in order, asking the 30 default questions.

For each question you answer yes / no / unsure. When an answer maps to a known risk — “is the backup tested?” → no — the wizard auto-generates a finding for you. You are not copy-pasting from a library; the audit writes itself as you answer.

Work at the customer’s site, on your phone, standing in front of the rack. That is what the wizard is built for.

Step 5 — Review and sharpen the findings

After the questions, you land on the review screen with every auto-generated finding listed. For each one:

  • Set the severity — how urgent is it, in your judgement.
  • Add a note — the specific detail (“backup job last green 4 months ago”).
  • Attach a photo — the cabling, the error screen, the dust. One photo per finding.

You can also add findings the questions didn’t catch — pull from the 43 finding templates, or write your own.

Step 6 — Link findings to catalog services

This is the step that pays off. For each finding, pick the catalog service that resolves it — “MFA not enforced” → your EDR / identity service, “backup never tested” → your managed backup service.

That link is what makes the next tutorial a single click. Skip it and you can still finish the IT Assessment; you’ll just assemble the quote manually instead of generating it.

Step 7 — Finish the IT Assessment

Hit Finish on the review screen. The IT Assessment is now complete and attached to the customer. You can:

  • Generate a branded IT Assessment report PDF (with an AI executive summary if you’ve configured an AI key).
  • Move straight to a quote — see the next tutorial.

What’s next

→ Turn an IT Assessment into a quote — the one-click path from this finished audit to a sent, branded offer.

Common questions

  • Can I pause an IT Assessment half-way? Yes. It auto-saves as a draft after every change. Close the tab, lock your phone — resume from the dashboard later.
  • Do I have to answer every question? No. “Unsure” is a valid answer and skipping a question is fine — the wizard won’t block you.
  • What if I don’t sell a service that fixes a finding? Leave the finding unlinked. It still appears in the IT Assessment report; it just won’t carry into the catalog-path quote.