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New Client Hardware Setup (HaaS)

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New Client Hardware Setup ΓÇö HaaS Program

This guide covers the end-to-end process for provisioning a new device under Kecktech's Hardware-as-a-Service (HaaS) subscription at $149/mo/device.

Overview

HaaS devices are owned by Kecktech and leased to clients. All devices must be:

  • Enrolled in Tactical RMM (monitoring and patching)
  • Recorded in ERPNext as a leased asset
  • Tracked in Vaultwarden with device credentials and RustDesk ID

Step 1 ΓÇö Prepare the Device

  • Perform a clean OS installation (Windows 11 Pro recommended for business clients)
  • Apply all Windows updates
  • Install required software:
- Tactical RMM agent (deploy from rmm.kecktech.net) - RustDesk (for remote support) - Kecktech endpoint baseline (antivirus, backup client, browser policy)
  • Set a unique local admin password ΓÇö store in Vaultwarden

Step 2 ΓÇö Enroll in Tactical RMM

  • Log in to https://rmm.kecktech.net
  • Navigate to Clients ΓåÆ {Client Name}
  • Click Add Agent ΓåÆ Download the installer
  • Run the installer on the new device
  • Verify the agent appears online in the Tactical RMM dashboard
  • Assign the device to the correct Site within the client

Step 3 ΓÇö Record in ERPNext

  • Log in to https://ops.kecktech.net
  • Navigate to Assets ΓåÆ Asset ΓåÆ New
  • Fill in:
- Asset Name: {Device type} ΓÇö {Serial} (e.g., "Dell Latitude 5540 ΓÇö SN12345") - Asset Category: Leased Hardware - Item Code: HAAS-L1, HAAS-L2, or HAAS-L3 (based on tier) - Customer: client's ERPNext Customer record - Serial Number - Purchase Date and Purchase Amount
  • Save and submit

Step 4 ΓÇö Add to Vaultwarden

  • Open https://vault.kecktech.net
  • Navigate to the client's collection
  • Create a new Login item:
- Name: HaaS Device ΓÇö {device name} - Username: local admin username - Password: local admin password - Notes: Serial number, Tactical RMM agent ID, RustDesk ID

Step 5 ΓÇö Deploy to Client

  • Confirm all software and updates are installed
  • Configure user account(s) for the client
  • Run a final check in Tactical RMM ΓÇö verify agent is online
  • Deliver device with a handoff checklist
  • Create a Zammad ticket (group: HaaS) documenting the deployment
  • Create the recurring subscription invoice in ERPNext:
- Item: HaaS Device Subscription (SVC-HAAS) - Frequency: Monthly - Rate: $149/mo

Monthly Maintenance Checklist

  • [ ] Patch status reviewed in Tactical RMM
  • [ ] Backup client log reviewed
  • [ ] Antivirus scan results reviewed
  • [ ] Device health metrics within normal range
  • [ ] Subscription invoice sent and paid