A practical guide: Because buying a copier shouldn’t feel like buying a used car
Let’s be honest for a moment.
If you’ve ever been involved in buying office equipment, a photocopier, a printer, a scanner, or a multifunction device, you probably have a few battle scars.
The pushy salesperson. The confusing spec sheets. The pricing that seems to change depending on the day of the week. The hidden costs that appear after you’ve signed. The machine that arrives and doesn’t quite do what you thought it would.
Sound familiar?
Here’s the thing, buying office equipment doesn’t have to be stressful. In fact, with the right approach, it can be straightforward, even enjoyable. You just need a plan.
In this article, I’ll walk you through a complete, step-by-step checklist for buying office equipment without the headaches. This guide will help you ask the right questions, avoid the common pitfalls, and end up with equipment that actually works for your business.
Let’s dive in.
Why Most Office Equipment Purchases Go Wrong
Before we get to the checklist, let’s talk about why these purchases so often go wrong.
Reason 1: You don’t know what you actually need
Most buyers start by looking at machines, not at their own needs. They get drawn in by shiny features, fast speeds, and low upfront prices, without understanding whether those features solve any real problem in their office.
Reason 2: You focus on upfront cost, not total cost
That cheap machine might look great on day one. But what about toner costs? Service contracts? Energy usage? Lifespan? The cheapest upfront machine is often the most expensive.
Reason 3: You don’t ask the right questions
“Do you have anything cheaper?” isn’t the right question. The right questions are: “How much does toner cost per page?” “What’s included in your service contract?” “How quickly can you get someone here if it breaks?”
Reason 4: You rush
Someone’s printer just died. The team is complaining. You need something now. Rushed purchases are almost always bad purchases.
The good news? Our checklist fixes all of this.
Part One: Before You Even Look at Machines
This is the most important part of the entire process. Do this right, and everything else gets easier.
Step 1: Assemble Your Team
Don’t make this decision alone. Involve the people who will actually use the equipment every day.
Who to include:
- The office manager (understands workflows and budgets)
- An IT person or partner (understands network and security)
- Two or three regular users (understand daily frustrations)
- A finance person (understands total cost)
Why it matters: When people feel involved in the decision, they’re more committed to making it work. Plus, they’ll spot needs and concerns you hadn’t thought of.
Step 2: Audit What You Have Now
Before you can know what you need, you need to understand what you have.
Questions to answer:
- What equipment do you currently have (make, model, age)?
- What do you use each device for?
- What problems do you experience regularly?
- What do you like about your current setup?
- What do you hate about it?
- When was the last service call, and why?
Pro tip: Walk around your office with a notebook. Look at every printer, copier, and scanner. Ask users: “If you could change one thing about this machine, what would it be?”
Step 3: Gather Real Usage Data
Don’t guess, measure.
What to track for 2–4 weeks:
- How many pages do you print/copy per week?
- What percentage is colour vs black and white?
- What paper sizes and types do you use most?
- Do you scan? To email? To network folders? To the cloud?
- Do you need finishing features (stapling, hole punching, booklet making)?
- How many people use the machine? Do they queue?
How to get this data:
- Most modern copiers have built-in usage reports.
- Ask your current service provider for usage data.
- Or simply keep a log for two weeks.
Real example: A charity thought they needed a high-volume production machine. Two weeks of tracking showed they actually printed far less than they thought, but scanned constantly. They bought a scanning-focused device and saved £3,000.
Step 4: Define Your Must-Haves vs Nice-to-Haves
This is critical. Be ruthless.
Must-haves (dealbreakers):
- What does the machine absolutely have to do?
- What speed is acceptable?
- What connectivity do you need (network, USB, mobile printing)?
- What security features are required (GDPR, user authentication)?
- What service response time do you need?
Nice-to-haves (would be lovely but not essential):
- Fancy finishing options
- Extra paper trays
- Cloud connectivity
- Advanced reporting
- Colour touchscreen
Pro tip: Share your “must-have” list with every supplier. If they can’t meet those, don’t waste time on a demo.
Step 5: Set a Realistic Budget
Budget isn’t just the upfront price. It’s the total cost over 3–5 years.
What to include in your total cost calculation:
- Upfront purchase or lease cost
- Installation and setup
- Training for your team
- Ongoing service and maintenance
- Toner and consumables
- Energy usage
- Potential downtime costs
Pro tip: Ask suppliers for a “total cost of ownership” calculation. A good supplier will happily provide this. A bad one will avoid the question.
Part Two: The Supplier Selection Checklist
Choosing the right supplier is as important as choosing the right machine. A great machine from a bad supplier is a nightmare. A good machine from a great supplier is a pleasure.
Step 6: Create Your Shortlist
Don’t talk to ten suppliers. You’ll get overwhelmed. Talk to three.
How to choose your three:
- Ask other local businesses for recommendations
- Check online reviews (Google, Trustpilot)
- Look for suppliers who specialise in your size of business
- Prioritise local suppliers (within 30–60 minutes of your office)
Why local matters: When your copier breaks down on a busy Tuesday morning, you don’t want to wait three days for an engineer from 200 miles away. A local supplier can be there the same day.
Step 7: Ask These Questions Before a Demo
Qualify suppliers before you invite them in for a demo.
Essential questions:
- How long have you been in business?
- What brands do you carry (and why those)?
- Do you have experience with businesses like ours (size, industry)?
- Do you have local engineers, or do you subcontract?
- What’s your typical response time for service calls?
- Do you carry spare parts locally?
- Can you provide three references from similar businesses?
Red flags:
- Reluctance to provide references
- Vague answers about response times
- Pushiness about booking a demo before answering questions
- Can’t explain why they recommend one brand over another
Step 8: Check References Properly
Don’t just take the list, actually call them.
Questions for references:
- Did the machine arrive when promised?
- Was installation smooth?
- Is the supplier responsive when you have problems?
- Do their engineers actually fix things, or just temporary patch?
- Would you buy from them again?
Pro tip: Ask for a reference you didn’t get from the salesperson. “Can you put me in touch with a customer who had a problem and how you resolved it?” A good supplier will say yes.
Part Three: The Machine Evaluation Checklist
Now you’re ready to look at actual machines.
Step 9: Get Demos (But Do Them Right)
A demo isn’t a sales pitch. It’s your chance to test the machine in real-world conditions.
What to bring to a demo:
- Your actual documents (the ones you print and copy every day)
- A USB drive with mixed file types (PDF, Word, Excel, images)
- Your “must-have” list
- Two or three team members who will use the machine
What to test:
- Print speed with your actual documents (not their test pages)
- Copy quality (photo, text, mixed)
- Scan speed and quality
- Scan-to-email (does it work with your email system?)
- Scan-to-network folder (can you find it easily?)
- Mobile printing (from your actual phones)
- User interface (is it intuitive? Can your team use it without training?)
Pro tip: Ask to use the machine for 5–10 minutes without the salesperson guiding you. If you can’t figure it out, your team won’t either.
Step 10: Compare the Right Specs
Don’t get distracted by marketing numbers. Focus on what matters.
| Spec | What to look for | What to ignore |
| Print speed (ppm) | Realistic speed for your typical jobs | Maximum possible speed (only for single-sided, low-quality) |
| Monthly duty cycle | 2-3x your actual monthly volume | Huge numbers you’ll never reach |
| Warm-up time | Fast wake from sleep (under 20 seconds) | Time from cold start (irrelevant for most offices) |
| Paper capacity | Enough for your busiest day without refilling | Huge capacity you’ll never fill |
| Scan speed | Fast enough for your scanning workflows | Marketing numbers based on ideal conditions |
Step 11: Check Security Features
With GDPR and cyber threats, security matters.
Security questions to ask:
- Does the machine support user authentication (PIN, card, or code)?
- Are hard drives encrypted?
- Can you overwrite or erase data after jobs?
- Does it support secure print (release at the machine)?
- Can you restrict colour access to certain users?
- Is the firmware regularly updated?
Why it matters: A copier’s hard drive stores every document it prints, copies, or scans. When you return a leased machine or sell an old one, that data needs to be destroyed properly.
Part Four: The Financial Checklist
Money matters. But it’s not just about the lowest price.
Step 12: Compare Total Cost, Not Upfront Price
This is where most buyers go wrong.
Get quotes that include:
- Equipment cost (purchase or lease)
- Delivery and installation
- Training (initial and ongoing)
- Service and maintenance (what’s included, what’s extra)
- Toner (genuine or compatible? how many cartridges?)
- Parts (consumables like rollers, drums, fusers)
- End-of-life or return charges
Pro tip: Ask for a “per-page cost” for both black and colour. This is the single most useful number for comparing quotes. A machine with a higher upfront price but lower per-page cost may be cheaper over 3–5 years.
Step 13: Understand Lease vs Buy
Most businesses lease office equipment rather than buying outright. Here’s how to decide.
Leasing pros:
- Lower upfront cost (often zero)
- Predictable monthly payments
- Includes service and toner (on managed contracts)
- Easy to upgrade at end of term
- No disposal hassle
Leasing cons:
- Higher total cost over time (usually)
- Locked into term (typically 3–5 years)
- Early termination fees
Buying pros:
- Lower total cost over time
- Own the asset
- No monthly payments after purchase
Buying cons:
- Higher upfront cost
- You’re responsible for service and repairs, or your service support provider is.
- You have to dispose of it at end of life
Our advice: Leasing works well for a lot of businesses. Bear in mind however there are two contracts at play with this option. The lease agreement and the support agreement. Two different suppliers, two different T & Cs’. Worst case scenario is you get bad support so stop paying the lease because the equipment is unusable. You will find legally you have to continue paying the lease. With purchasing you get a higher upfront purchase cost but only have one supplier to hold responsible and accountable for both hardware and support. Choose carefully. Always always read all paperwork you are asked to sign. Top tip, upload it to AI. If you want help with this get in touch.
Step 14: Read the Fine Print
Contracts matter. Don’t sign without understanding.
What to look for in a contract:
- Term length (can you get 3 years instead of 5?)
- Early termination fees (what if you close or move?)
- Automatic renewal (does it roll over unless you cancel?)
- Service response time guarantees (what’s actually promised?)
- Exclusions (what’s not covered?)
- Toner policy (genuine or compatible? unlimited or capped?)
- Return conditions (what condition must the machine be in?)
Red flags:
- Pressure to sign without reading
- Reluctance to provide a written contract in advance
- Vague language about service response times, exclusions etc.
- Automatic renewal clauses longer than 30 days
Part Five: The Installation and Setup Checklist
You’ve chosen a machine and signed a contract. Now it’s time to get it working.
Step 15: Prepare Your Office
Before the machine arrives, get your space ready.
Checklist:
- Clear the area where the machine will go
- Ensure there’s a power outlet and network socket nearby (and they have been tested).
- Check the floor is level and can support the weight
- Measure doorways and corridors (will it fit?)
- Arrange parking for the delivery van (important for London!)
- Notify your team about the installation date
Pro tip: If you’re in a central London location with parking restrictions, tell your supplier in advance. Good local suppliers know how to navigate this.
Step 16: Plan for Training
A great machine is useless if no one knows how to use it.
Training checklist:
- Schedule training for all users (not just one person)
- Ask the installer to do hands-on training during setup
- Create simple “how to” guides for common tasks (scan to email, add paper, clear jams)
- Designate one or two “points of contact” as internal go-to people
- Save the supplier’s support number somewhere visible
Pro tip: Record the training session on your phone. You’ll have a video to refer back to when someone forgets how to do something.
Step 17: Test Everything Before the Engineer Leaves
Don’t let the installer leave until you’ve tested everything.
Test list:
- Print from a networked computer
- Print from a laptop (Wi-Fi)
- Print from a mobile phone
- Copy a document (single and double-sided)
- Scan to email (does it arrive?)
- Scan to a network folder (can you find it?)
- Use any finishing features (staple, hole punch)
- Clear a paper jam (so you know how)
- Replace toner (so you know how)
Why it matters: Once the engineer leaves, getting them back might take days. Test everything while they’re still there.
Part Six: The Ongoing Management Checklist
Your purchase isn’t over when the machine is installed. Smart buyers manage their equipment over its whole life.
Step 18: Set Up Regular Reviews
Schedule a 15-minute review every quarter.
What to review:
- Is the machine meeting your needs?
- Any recurring problems?
- Are usage patterns changing?
- Is the service response meeting expectations?
- Any new features or upgrades available?
Step 19: Track Your Costs
Keep a simple log of all costs related to the machine.
What to track:
- Monthly lease or finance payments (if applicable)
- Service call costs (if not included)
- Toner purchases (if applicable)
- Paper costs (if not already tracked)
- Any downtime incidents
Why it matters: When it’s time to renew or replace, you’ll have real data to guide your decision, not just memories and guesses.
Step 20: Plan for End of Life
Start thinking about the end of your lease or machine’s life before it arrives.
Questions to answer early:
- When does your lease end? (put it in your calendar)
- What notice do you need to give?
- What condition does the machine need to be in?
- Who arranges collection?
- Are there end-of-life charges?
Pro tip: Start the replacement process 3–4 months before your lease ends. That gives you time to evaluate options without rushing.
Part Seven: The One-Page Summary Checklist
Print this page and use it for every equipment purchase.
Before You Start
- Assemble your team
- Audit current equipment
- Gather real usage data
- Define must-haves vs nice-to-haves
- Set realistic total-cost budget
Choosing Suppliers
- Create shortlist of 3 local suppliers
- Ask qualifying questions
- Check references (and call them)
Evaluating Machines
- Bring real documents to demos
- Test with your team
- Compare specs that matter
- Check security features
Comparing Quotes
- Compare total cost (not upfront price)
- Understand lease vs buy
- Read the fine print
- Get per-page costs for black and colour
Installation
- Prepare your office space
- Plan for training
- Test everything before engineer leaves
Ongoing Management
- Schedule quarterly reviews
- Track costs
- Plan for end of life (3–4 months before)
Final Thoughts
Buying office equipment doesn’t have to be stressful. In fact, with the right checklist, it can be straightforward, even satisfying.
The key is to do your homework before you talk to suppliers. Know what you need. Know what you use. Know your budget, not just upfront, but total cost over time.
Then choose a local supplier you trust. Ask the right questions. Test everything thoroughly. And set up good habits for ongoing management.
Your team will thank you. Your budget will thank you. And you’ll wonder why you ever found it stressful in the first place.
And if you’re in London, , Essex, Hertfordshire or other Home Counties and you’d like a, no-pressure chat about office equipment, whether that’s a new copier, a service review, or just honest advice, just reach out.
We’re local. We’re independent. And we’re here to help.
