Title Page

  • Document No.

  • Quality Control Check

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Install Date

  • Tech Name

  • Tech Number

  • Job Number

  • Account Number

  • Customer Name

  • Customer Agreement

  • Responses
  • Did you Review Agreement with Customer

  • Did you Review the 30 Day MBG with Customer

  • Was Customer Contact Information Completed

  • Was Customer Welcome Packet Filled Out

  • Was the Contract Filled out and Signed

  • Was the 7 day Familiarization Period Reviewed

  • Was the Alarm Permit Requirements Explained

  • Has the Customer Activated their Portal

  • Emergency Contact Information Entered in Portal

  • Responses
  • CTV 1 (1st Blue Badge)

  • CTV 2 (2nd Blue Badge)

  • CTN 1 (1st White Badge)

  • CTN 2 (2nd White Badge)

  • Password Entered in Touch Screen and Portal

  • Response
  • Entered in Touch Screen

  • Entered in Portal

  • Alarm System Tested

  • Responses
  • Is Broadband Online

  • Is Cell Online

  • Has Wifi Signal Been Verified

  • We're all signals verified in COPS

  • Was the Alarm System and Portal Features Demonstrated to the Customer

  • Technician Signature

  • Have Customer Answer Next Question and Sign.

  • Have all your services been installed to you satisfaction and are working correctly? Is your internet, Television and phone working correctly?

  • Customer Signature

  • Hand IPad back to Technician

  • Did you Install a Thermostat?

  • Was Thermostat heat and cooling working before installation?

  • Was Thermostat heat and cooling working after installation?

  • Technician Signature

  • Customer Signature

  • Comments

  • Did you install a Takeover/Panel Swap.

  • Attach Photo of Panel

  • Did you Install any Outdoor Cameras

  • Attach Photo of Outdoor Camera

  • Did you do any wall fishes

  • Attach Photo of any wall fishes

  • Make sure to attached a screenshot of your completed contract!

  • Attach screenshot of completed contract

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.