Small Business IT Operations Kit

Bring your everyday IT records together in one practical, editable toolkit. Designed for small businesses and independent IT professionals who want a straightforward place to track devices, employee access tasks, maintenance, service requests, invoice differences, and technology changes.

WHAT YOU RECEIVE

• Excel workbook with six trackers: Assets, People Lifecycle, Maintenance, Service Tickets, Invoices, and Changes.

• Editable Word workflow forms for employee access, change planning, and service visits/billing records.

• Word quick-start guide with examples and a weekly review routine.

Built-in spreadsheet formulas calculate maintenance due dates and invoice variances. Dropdowns and 100 prepared entry rows per tracker help keep records consistent.

REQUIREMENTS

Microsoft Excel and Word, or compatible software. Current desktop Excel is recommended; alternative applications have not been verified. ZIP download containing one XLSX and two DOCX files. No macros.

This is a downloadable template kit. Records are entered manually. It does not connect to your systems, send alerts, or include custom IT support. Fictional examples are included for guidance.

LICENSE

Use and modify internally within one purchasing organization. No resale or redistribution of the source templates. Consultants need a separate license for each client organization.