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New Account Setup Checklist

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

Customer Name

Panel ID Registered

Station ID

Date of Payment

Date of Install

PO Placed

New Customer File Creation Checklist

Create File in Customer Database

ID Captured

Payment Details Captured

Create Customer Interaction Log

Registration Checklist

Register Panel

Assign Account Number

Create In-Progress Account at Station

Save this to Cust File

Issues? Call the office.

Error

Bad respond

New Agreement Checklist

Post-Install Checklist

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support@amssecured.com

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