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PROJECT MANAGER Standard Operating Procedure   1. Purpose This SOP defines the daily and weekly workflow for the Project Manager role at DTC, Inc. It covers how to manage the active project board, maintain consistent client communication, track procurement and...

DTC, Inc.SALES ENGINEERStandard Operating Procedure   1. Purpose This SOP defines the Sales Engineer (SE) workflow at DTC, Inc. — covering system design for server and workstation solutions, procurement coordination for HaloPSA part numbers, and build verifica...

Monthly Forecast Spreadsheet Standard Operating Procedure Version 1.0  |  Owner: Project Manager  |  Updated: April 2026 1. Purpose This SOP defines how to create, maintain, and close out the Monthly Forecast Spreadsheet used by the Project Management and Clie...

DTC Client Onboarding SOP On-Site & Remote Tech Field Guide 1. Purpose & Scope This SOP defines the standard onboarding process for new DTC clients. The goal is a focused, efficient onboarding completed in 2–4 hours that gets the core infrastructure in place a...

Day-of Onboarding Checklist Client: ____________________    Date: ____________    Start Time: ____________ On-Site Tech: ____________________    Remote Tech: ____________________   Phase 1 — Arrival & Quick Network Audit (0:00 – 0:30) ✓RoleTask☐On-SiteCheck in...

Learn the process for scheduling a field visit in the ticketing system. This guide walks you through selecting the correct workflow, setting date and time details, and assigning the task to the appropriate technician. Workflow Configuration 1. Navigate to the ...

DTC, INC. Offboarding & Onboarding SOP Standard Operating Procedure — Milestone Workflow & Role Assignments Owner: Project Manager   |   Applies to: HaloPSA Offboarding & Onboarding templates   |   Version 1.0   |   Effective 2026-09-14 1. Purpose Covers both ...

DTC, INC. Small Projects SOP Standard Operating Procedure — Milestone Workflow & Role Assignments Owner: Project Manager   |   Applies to: HaloPSA Small Project template   |   Version 1.0   |   Effective 2026-09-14 1. Purpose Defines who owns each milestone an...