Customer Training Checklist


Client Information

MM slash DD slash YYYY

Mobile App/Website

Sent welcome letter via email with login information?(Required)
Sent Responsible Parties Form to customer?(Required)
Walked customer through logging in to app/website?(Required)
Walked customer through how to create secondary logins?(Required)
Walked customer through how to add/delete/edit users?(Required)
Configured Qolsys IQ4 Disarm Photo Upload To App?(Required) Best Practices

Verify their e-mail address?(Required)
Add mobile contact through Users page & add mobile # for SMS messages?(Required)
Set up an arming reminder notification?(Required)
Set up a Geo-Device?(Required)
Attach an advanced device to the customer's account?(Required)
Add an automation rule or schedule from the Customer Website?(Required) Camera System

View Live Camera Feed from Mobile App/Website?(Required)
View Cloud stored video clips?(Required)
View 24/7 Recorded footage?(Required)
Analytics and Rules configured for each applicable camera?(Required)
Recorder and UPS labeled?(Required)

System Inspection

Transformer secured onto wall plate and labeled?(Required)
Keypad/Panel wiring clean and unobtrusive?(Required)
System connected to Wi-Fi/ethernet?(Required)
Central Station account number inside Panel?(Required)
Motion Detectors mounted away from windows & vents?(Required)
Smoke Detectors mounted properly? (3ft away from vents/diffusers)?(Required)
Arming Stay and Away properly?(Required)
Zones and Devices labeled and tagged inside panel?(Required)
Stickers/Signs provided to customer?(Required)
Electrical Inspector Notified?(Required)
Batteries dated?(Required)
Monthly/daily test enabled?(Required)
Master Code updated to customer’s code?(Required)
Confirm billing address?(Required)

Notes & Customer Signature