Customer Training Checklist HiddenEmail(Required) Client InformationName(Required) S/O(Required) Date(Required) MM slash DD slash YYYY Street Address(Required) City(Required) ZIP Code(Required) Mobile App/WebsiteSent welcome letter via email with login information?(Required) Done Not Done N/A Sent Responsible Parties Form to customer?(Required) Done Not Done N/A Walked customer through logging in to app/website?(Required) Done Not Done N/A Walked customer through how to create secondary logins?(Required) Done Not Done N/A Walked customer through how to add/delete/edit users?(Required) Done Not Done N/A Configured Qolsys IQ4 Disarm Photo Upload To App?(Required) Done Not Done N/A Alarm.com Best PracticesVerify their e-mail address?(Required) Done Not Done N/A Add mobile contact through Users page & add mobile # for SMS messages?(Required) Done Not Done N/A Set up an arming reminder notification?(Required) Done Not Done N/A Set up a Geo-Device?(Required) Done Not Done N/A Attach an advanced device to the customer's account?(Required) Done Not Done N/A Add an automation rule or schedule from the Customer Website?(Required) Done Not Done N/A Alarm.com Camera SystemView Live Camera Feed from Mobile App/Website?(Required) Done Not Done N/A View Cloud stored video clips?(Required) Done Not Done N/A View 24/7 Recorded footage?(Required) Done Not Done N/A Analytics and Rules configured for each applicable camera?(Required) Done Not Done N/A Recorder and UPS labeled?(Required) Done Not Done N/A System InspectionWhere is power transformer for Keypad/Panel located?(Required) Transformer secured onto wall plate and labeled?(Required) Done Not Done N/A Keypad/Panel wiring clean and unobtrusive?(Required) Done Not Done N/A Keypad location?(Required) System connected to Wi-Fi/ethernet?(Required) Done Not Done N/A SSID:(Required) Password:(Required) Central Station account number inside Panel?(Required) Done Not Done N/A Motion Detectors mounted away from windows & vents?(Required) Done Not Done N/A Smoke Detectors mounted properly? (3ft away from vents/diffusers)?(Required) Done Not Done N/A Arming Stay and Away properly?(Required) Done Not Done N/A Zones and Devices labeled and tagged inside panel?(Required) Done Not Done N/A Number of Zones?(Required) Stickers/Signs provided to customer?(Required) Done Not Done N/A Electrical Inspector Notified?(Required) Done Not Done N/A Batteries dated?(Required) Done Not Done N/A Monthly/daily test enabled?(Required) Done Not Done N/A Master Code updated to customer’s code?(Required) Done Not Done N/A Confirm billing address?(Required) Done Not Done N/A Notes & Customer SignatureFinal Notes(Required)Client Signature(Required) Δ
