Customer Kiosk System

A front-desk tablet that captures requests cleanly — then routes them into MSP support + ERP workflows.

This kiosk is a simple, locked-down tablet experience designed for busy counters. Customers can check in, request help, and submit details in a clean, consistent format. ITBS sets up the device, locks it down, and connects the kiosk intake to your operational flow so requests don’t get lost.

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Check-In IT Intake ERP Routing Stack Deployment Contact
Goal: stop paper notes and “who took that call?” moments. The kiosk produces structured intake that can be triaged, assigned, and tracked.

1) Front Desk Check-In

Customers enter the basics once — name, contact, reason for visit, and urgency. Your staff sees the same clean structure every time.

What it captures

Consistent fields that reduce back-and-forth.

  • Customer name + phone/email
  • Service type / reason for visit
  • Preferred contact method
  • Urgency / priority
  • Notes / photos (optional, if enabled)

Why it matters

You get better data at the start so the job moves faster.

  • Fewer missed details
  • Faster triage
  • Cleaner handoffs between staff
  • More professional customer experience

Where it routes

Intake can route to email, a ticket, or an ERP record depending on your setup.

  • Email notification to staff
  • MSP help request queue
  • ERP job / task creation
  • Follow-up trigger
Want this tied into your existing workflow? Jump to Stack or Deployment.

2) IT Support Intake (MSP)

For MSP clients, the kiosk can capture a “Help Request” with the exact fields your techs need to start solving immediately.

Structured help request

  • User / workstation name
  • Issue category (email, printing, login, network, etc.)
  • Impact level (single user vs office-wide)
  • Best time to contact
  • Short description

Reduces noise

  • Fewer vague “it’s not working” tickets
  • Less phone tag
  • Faster time-to-triage
  • Clear priority handling

Pairs with monitoring

  • Uptime + alerting for critical services
  • Patch / hardening baselines
  • Identity + access cleanup
  • Documented standards
Kiosk intake is the “front door.” MSP stability is the “support layer.” Together they prevent recurring issues from killing momentum.

3) ERP Routing (Ops Visibility)

The kiosk becomes more powerful when its submissions create structured records that your team can track, assign, and report on.

Turn intake into work

  • Create a job / task from the kiosk submission
  • Assign ownership automatically
  • Add due dates and status stages
  • Log follow-ups and outcomes

Visibility & accountability

  • One place to see all open items
  • Less “who has this?” confusion
  • Audit trail on what happened
  • Better customer communication

Metrics that matter

  • Volume by request type
  • Average time to resolve
  • Most frequent issues (fix root cause)
  • Conversion from visit → job
This is where “small improvements stack quickly.” Intake data becomes operational intelligence.

Recommended Stack

Keep it simple: a reliable tablet + locked kiosk mode + a web form that routes to your preferred destination.

Hardware

  • Budget Android tablet or iPad
  • Wall mount / counter stand
  • Always-on power + cable management
  • Optional barcode scanner (use case dependent)

Lockdown

  • Kiosk mode (single app / single site)
  • Disable settings access
  • Auto-relaunch on reboot
  • Remote management (optional)

Routing

  • Email + inbox rules
  • Ticketing queue (MSP)
  • ERP record creation (ops)
  • SMS alerting (optional)
If you want the kiosk to authenticate users (employees) or integrate deeper with your environment, we can align it with your identity stack.

Deployment Plan (Fast + Clean)

This is a lightweight deployment that doesn’t disrupt daily business.

Step 1 — Design the intake

  • Pick the form fields
  • Define routing (who gets notified)
  • Decide what creates ERP records

Step 2 — Lock down the device

  • Set kiosk mode
  • Auto-launch the kiosk page
  • Prevent exit / settings access

Step 3 — Go live + measure

  • Train staff for 10 minutes
  • Monitor submissions
  • Refine fields and routing
Want this integrated with your ERP site? That’s where intake turns into tasks, follow-ups, and reporting.

Get It Set Up

If you’re in Tallahassee and you want a kiosk that ties into your MSP support and ERP workflows, reach out and I’ll map the best setup.

Email: alogan@itbs-tally.club
(Optional) Phone (Text First): 850-814-7578

Email Me Back to main contact ERP section
You can also request access if you want to see the ERP side in action.