Perfect! Here’s a WordPress-ready version of your Client Wiki Page Template, formatted using Headings (H2/H3) and simple WordPress styling for easy pasting into a page or post. You can copy this directly into the WordPress editor and customize per client.
🗂️ Client Wiki: [Client Name]
🔐 Account Overview
- Company Name:
- Office Locations:
- Primary Contact(s):
- Business Hours:
- Emergency/After-Hours Contact:
- Texas Fixer Point of Contact:
- Onboarding Date:
📡 Internet & ISP
- ISP Provider:
- Account Number:
- Static IPs (if any):
- Circuit ID:
- Modem/Router Model & Login:
🌐 Domain, DNS, and Web Hosting
- Domain Registrar & Login Info:
- DNS Host & Records:
- Website Platform (e.g., WordPress):
- Hosting Provider & Login:
- SSL Certificate Details & Expiry:
🧑💻 User Accounts
- Employee/User Roster:
- Admin Account Info:
- Onboarding/Offboarding Steps:
- Multi-Factor Authentication (MFA):
🖥️ Workstations & Devices
- Device Inventory (Make/Model/User):
- Tag Numbers / Hostnames:
- Local Admin Accounts:
- Antivirus Status:
- Warranties / Leasing Info:
🖧 Network Infrastructure
- Network Diagram Link/Attachment:
- IP Scheme / VLAN Notes:
- Firewall Info (Make/Model/Login):
- Switches & Management Access:
- Wi-Fi SSIDs & Passwords:
- Guest Network Details:
🧑🤝🧑 Server Info
- Server List (Roles, IPs, OS):
- Active Directory / Domain Controller Info:
- File Shares & Permissions:
- Remote Access / VPN Details:
- Patch & Script Scheduling:
- Monitoring Notes:
✉️ Email & Communications
- Email Provider (Microsoft 365, etc.):
- Admin Portal Login:
- Mailboxes / Shared Inboxes:
- SPF, DKIM, DMARC Info:
- Email Backup Provider:
- Phone System Provider (VoIP):
- Extension/User List:
- Fax Provider Info:
🔒 Security & Compliance
- Antivirus / EDR Software:
- Encryption (BitLocker, etc.):
- Firewall Config Notes:
- Password Policy / MFA Setup:
- Backup Provider, Schedule & Retention:
- Compliance Needs (HIPAA, PCI, etc.):
🧾 Applications & Vendors
- Line-of-Business Software (names, vendors):
- License Portals (Adobe, QB, Autodesk, etc.):
- Printer/Copier Vendor & Support Info:
- Alarm/Security System Vendor Info:
🔧 Support History & Notes
- Important Ticket Links:
- Known Issues & Workarounds:
- Special Requests / Client Preferences:
- Notes from Last Tech Visit or Meeting:
🗓️ Projects & Action Items
- Active Projects:
- Next Maintenance / Review:
- Planned Upgrades / Renewals:
You can use this as a template page and duplicate it for each client using WordPress page duplication plugins like Duplicate Page, or manage everything with a custom post type called “Clients” for easier filtering/searching.
Need me to help you implement this in your WordPress site or convert it into a reusable page template or plugin format? Just say the word!