Can you elaborate on going from a larger disk to a smaller disk?
CloneZilla will copy from a 256GB to a 500GB drive with no issue, but it will NOT go from a 500GB to a 256GB drive at all. The intended use is going from drive to another drive of equal size. Great for large company deployments where all the PC's are the same specs.
Also, I want to image the drive because I was told if you clone the drive you have to swap drives to get what you want.
I don't know what you mean by "swap drives to get what you want"...
So you'll need a extra drive (of course) and an adapter like this (2.5"/3.5" drives) or this (2.5" only) to connect the secondary drive.
You use either program (or any program for that purpose really) to duplicate the drives.
If something terribly wrong happens, you use the same program to copy back, OR you can swap the drives...
In my mind though, this is really unnecessary. The copy operation is going to consume 30m-1.5hr easily and you'll most likely never need that kind of backup.
You can easily create a Windows Backup in Safe Mode before you start work on the PC. If things get so bad that you can't boot Windows, you can take their drive out, plug into a laptop with the above linked adapters and get personal files off, worst case scenario.
However, I've very rarely had an issue that couldn't be at least worked around through safe mode. I wrote up this guide a while back to clean off viruses, but in reality, that will get your PC as clean as you possibly can without a complete format of the drive, and there's not much out there that can prevent you from following the steps written.
I'm not saying that guide is the de facto cleaning process, but any PC I've fixed, repaired, or otherwise, I've followed those steps and always been able to get it to a workable state where I could then start the process of transferring files in prep for a format operation as a last resort. Copying the entire drive on a pooched PC is a waste of space, you'll eventually have to dig out their files anyway.
Again, you are free to do as you like, and the above mentioned adapters and programs will accomplish exactly what you want, but I believe that you'll eventually find that they're either not needed, too time consuming, or even unwanted by the customer (you're making a copy of all their files... you're also liable if they have illegal stuff and you even posses that copy).
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