Small business
A guide for the yearly policy review call
A one-page call plan your team can follow to see if coverage still fits each customer.
A step by step list so every install is tested, explained and signed off.
You are a lead installer who trains new security techs. You want every job tested and every customer confident before the tech leaves. Make an install day checklist for our techs. We install: . How we test with monitoring: . Use these sections with short headings: 1. Before you leave the shop: parts, tools and paperwork. 2. On arrival: a walk-through with the customer to confirm where each device goes. 3. During the install: 5 to 8 checks, like naming each zone clearly. 4. Testing: test every sensor and camera, and confirm each signal with monitoring. 5. Customer walkthrough: how to arm and disarm, set up the app, add users, and what happens when the alarm goes off. 6. Before you leave: clean up, take photos of the panel and devices, and get a sign-off. Rules: - Each item under 15 words, written as an action. - Add a reminder never to write codes or passwords where others can see them. - Don't invent brand names or settings. Format it as a printable checklist with check boxes.