Carolina Smart - Tech Install Completion Form

To ensure the profeciency and accruacy of every installation, we require techs to complete an Installation Completion Survey. This will significantly decrease the call backs to techs and make everyone's job 100% easier. Please submit with every install.

Be sure to complete these steps

> Take pictures at a reasonable distance of all cameras, locks, thermostats, and doorbells installed and load them into fillquick
> Take picture of panel at a reasonable distance, make sure panel is leveled and in a common sense location, (if wire is showing, explain why wires couldn’t be hidden and make sure wire is secured and straight), load it into fillquick
> Take picture of yard signed placed outside the property, load it into fillquick
>  Obtain confirmation # from BOT system and update it in Fillquick
> Make notes in fillquick as to what was installed
>  If there were any changes to work order, make notes in Fillquick as to who approved them, etc.
> Clean up after yourself and if you removed old equipment, be sure to give them to customer, do not take it upon yourself to dispose of them and be sure to wear a badge and staff shirt
>  If customer does not have Wi-Fi, be sure to install the video devices unless office clears you to wait to do so
> Have customer complete survey and you complete “tech survey”
> Assist customer to gain access to MyADT and sink google if customer has google devices

Thank you, if you have any questions please call or text Luis 803-212-5599

Tech's name*

Customer's name*

Rep's name*

Supporting document (not required unless requested - check notes on fillquick)

Verification purposes

What type of install was this?*

New install, no existing equipmentNew install, but there was old equipment in homeNew install, but took over some equipmentBusiness account

If existing system in the home, was it being monitored?*

New install, no existing equipmentNot being monitoredYes, it was being monitored

If there was an existing system in the home, please provide name of company. (type NA if no existing system)*

Where there any changes to the initial work order?*

No changes, installed as per orderYes, Up-sold equipmentYes, rep approved equip that will be charged to repYes, but could not get a hold of rep - notified office

Did you up-sale? (If customer is paying with CC/Debit card, please be sure to have customer complete payment authorization form*

Yes, customer wrote a check/CC/Debit cardYes, through consumer financingYes, but we need to bill customer, no payment availableNo up-sale

Was all the equipment listed on the work-order installed?*

Yes, all equipment installedNo, have to return due to up-saleNo, have to return due to customer issueNo, have to return, initial order was missing equipNo, have to return due to rep selling more equipment

If we have to return, did you already scheduled the return?*

No return is required, install was finishedYes, return has been scheduled with officeNo, we do need to schedule a return trip

If return trip is required, please tell us what times are best possible for customer (You can select multiple options)*

Office needs to call customerAny time of the week, customer is wide openCustomer is only available in the morningCustomer is only available in the afternoonCustomer is only available after 6pm

If return trip is required, please tell us what possible days are best for customer, (you can select multiple options)*

Did you installed a 5" or 7" command panel or took over an existing command panel?*

Did you learned the panel into the Wi-Fi?*

YesNo, customer did not have Wi-FiNo, was having issues with sinking it

What type of video devices did you installed?*

How many video devices were installed? (Even if customer does not have wi-fi, tech must install all available video devices when possible)*

If you installed a doorbell camera, did you have to install a power supply kit?*

No, I did not installed doorbellNo, doorbell did not need power supplyYes, power supply unit was needed

If you installed a lock, what type of lock?*

Did you take-over any video or automation devices? If so, please remember to make notes on Fillquick*

YES, I TOOK OVER DEVICESNO I DID NOT TAKE OVER DEVICES

If you took over video/automation devices, select the types that you took over?*

Did you take-over any alarm devices? If so, please remember to make notes on Fillquick*

NO I did not take over any alarm devicesYES, I took over alarm devices with Smart-converter.NO, existing command panel, but couldn't take them over

Did you swapped any alarm devices? If so, please remember to make notes on Fillquick*

NO I did not swapped any alarm devicesYES, I swapped alarm devices approved by rep and made notes on fillquick.YES, I swapped alarm devices, did not reached out to rep for approval. Made notes on fillquick

Did you updated zone list on fillquick as it will be crossed referenced with Alarm.com? ONLY DEVICES LISTED ON FILLQUICK ARE APPROVED TO BE PROGRAMMED ON ALARM.COM*

YesNo, but will do shortly (I understand I will not be paid on the install until all processes are completed)No, I do not have access to the account

Was a yard sign placed outside of the home and 4 window stickers provided to customer?*

YESNONO, ran out of signs

Did you provide customer a "YELLOW" contact info sticker with your extension and that of the sales rep?*

YESNO, forgot to give customer oneNO, ran out of yellow stickers

Did you load all required pictures on Fillquick?*

YESNONOT completely

Did customer complete their install survey?*

YESNO

Did you provide the customer a manual for their keypad?*

YESNO

Did you cleaned your working area and disposed of trash?*

YESNOCustomer told me they would take care of it because they were pressured for time

If you installed cameras, did you covered any holes that can be seeing by using caulking or cable bushing?*

YESNO

Did the customer have adequate Wi-Fi speed?*

YESNO, customer does not have internet at the momentNO, signal strength is minimal, I informed the customer to get it upgraded

CUSTOMERS WITH VIDEO DEVICES: Did you confirmed that VIDEO PACKAGE was selected for customers to view cameras on their phone?*

YESNO

Google Doorbell - Did you provided the customer with the "RECHARGE CABLE" and explained to them how to recharge the doorbell*

YESNONO, but will reach back to customer and explain

Google outdoor cameras - Did you secured the outdoor cameras with the approved ADT security cable?*

YESNONO, install not complete, requires a return trip

Did you tested all video and automation devices in front of the customer prior to leaving the premises so that the customer saw they were working properly?*

YESNONO, install not complete, requires a return trip

Do we have to return for any other reason outside of adding equipment? (If so, add it in the comments below)*

YESNO

Did you have to overcome any challenges with the way the sales rep presented the product and services? (If so, we will call you to help us understand)*

YESNO

Does the rep need to contact customer to address any challenges?*

No, install was solidYes, customer has questions for repYes, but office should get involved

On a scale 1 to 5, 5 being the best. How would you rate customer's understanding of the system?*

On a scale 1 to 5, 5 being the best. How would you rate customer's interest with the system? (Whether you believe the customer will be a good paying customer)*

INSTALL COMMENTS.

Signature*

Email

example@example.com