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New Account Post-Install Checklist

People will forget what you did, but not how you made them feel.

Customer Name

Date of Install

Post-Install Checklist

Agreement Signed

Agreement Saved

Payment Processed

Payment Set up or Scheduled

Create Invoice in Wave

Create Bill in Wave for PO

Email Agreement to Data Entry

Add Zones and Customer Info to Station

Activate Panel at Monitoring Station

Follow-up Call for CSAT and Notify Online

Email Customer Agreement / Welcome Email

ACH Setup Reminder Scheduled

Save this to Cust File

Issues? Call the office.

Error

Bad respond

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New Customer Checklist

New Agreement Checklist

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Terms of Sale

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support@amssecured.com

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