What to Gather Before Requesting Software Support

Here’s a list of what to prepare before reaching out.

Key Information to Have Ready

1️⃣ Describe the Problem Clearly

  • What is happening?
  • What should be happening instead?
  • Is the problem consistent or does it happen randomly?

2️⃣ Provide Screenshots or Videos

Visuals help me understand the problem quickly.

  • Take screenshots of error messages or broken features
  • Use screen recordings if possible (tools like Loom or QuickTime work well)

3️⃣ Note When It Started

  • Did the problem just start today?
  • Was there a recent update or change?
  • Have you had this issue before?

4️⃣ Tell Me Your Setup

Include:

  • What device you’re using (PC, Mac, phone, tablet)
  • Browser and version (Chrome, Safari, Firefox, etc.)
  • Software name and version (if applicable)

5️⃣ Share Login Access (If Safe to Do So)

Sometimes temporary access is needed to troubleshoot directly.

  • If you’re comfortable, provide temporary credentials or use screen sharing so I can assist faster.
  • Never share passwords over email—use secure methods like password managers when possible.

Optional but Helpful

  • Error logs or reports (if your software provides them)
  • A list of recent changes made to the system
  • Any third-party tools you’re using with your software

Need Urgent Software Help?

If your software has completely stopped working, visit the Emergency Section for priority support.

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