Computer setup: a guide for pros
What customers ask, how to win the job, and what to put on your profile.
Offering computer setup
You set up new computers and move customers' files and software over, so customers judge you on care, speed and a machine that works the first time. A clean setup and a short lesson turn one job into repeat business.
What customers ask
- Will you move my files safely?
- How long will the setup take?
- Will you install my programs?
- Can you show me how to use the computer?
- Will my printer work?
How to win the job
- On the first call, ask the new computer model, the old computer, the files to move, and the programs needed
- Back up the old computer before any transfer and say so on the work order
- Remove trial software and explain what you removed
- Set up accounts, passwords and backups the customer can keep using
- Test the printers and devices before the customer leaves
- Give a short written guide and a brief hands on lesson
What to put on your profile
- Photos of setup work and the clean desk where you do it
- The brands and models you set up most often
- Your data transfer and backup process in plain words
- Your training and insurance details
Follow-up that helps the customer
- Offer a backup check after the first month
- Remind the customer to update the system and passwords on a schedule
- Send a note on keeping the computer clean and safe
Licenses and permits
Computer setup is usually not licensed. Check state and local rules for business registration and for how customer data is handled, and keep your insurance current.
Questions
What do I do if a program will not install?
Check the license and the compatibility, explain the cause to the customer, and suggest a fix or an alternative in writing.
How do I handle a customer who wants to skip the backup?
Explain the risk of losing files during the transfer, and record the customer's decision in writing.
Pro reviewers
Pros who offer computer setup remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.
Edit history
- Oct 29, 2026: Drafted by infinibell to our content guidelines.
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