AAA

Onsite Paperwork

Installing Dealer · AAA Smart Home Security

Open here. Every time. “Are you safe? Are you in a secure location? Is everything okay?” Wellbeing before business. Never open with billing, an account, or a price.

This record is not saved Nothing typed here is written to this device. It lives in memory until you print or send it, then it is gone when you close the page. That is deliberate — member details do not sit in a browser overnight. Print or send before you close.

MEMBER

Who and where

What goes here, and what never does Name and service address only, because the member’s copy is useless without them. Never enter an account number, a panel account code, a passcode, a duress word, a date of birth, a social security number, or any payment detail. Those belong in the system of record, not on a page you are about to print and hand over.

Member name

Phone at the premises

Service address

City

State

Work order reference

VISIT

The visit

Date

Arrived

Departed

Installing technician

Installing dealer (DLR #)

Type of work

Reason for the visit, in the member’s words

INSTALLER

Installing dealer

This is the dealer’s record, not the sales record The sale, the scope and the price were settled before today. This page records who installed it, what went in, and that it works. Anything about scope or price that comes up on site gets routed, not renegotiated at the door.

Licence or registration current for this state and this work If you are unsure, stop and route it to Compliance. Never interpret scope or reciprocity yourself. Alarm agent card / work card carried where the jurisdiction requires one Photo identification shown and vehicle identified on arrival Subcontracted labour used on this job

Subcontractor DLR #, if used

Permit / registration responsibility

Monitoring account activated and confirmed with the monitoring centre Confirm activation. Never write the account number or panel code on this page.

WORK

Equipment and work completed

How to fill this Quantity, what it is in plain language, and where it went. No part numbers on the member copy — they do not read them and a wrong one causes a service call.

Work performed, in plain language

TEST

System test

Tick only what you actually tested with the member present. An untested system handed over is a false alarm waiting to happen.

Communication path tested to the monitoring centre Confirmed a signal was received, not just that the panel said it sent one Walk test completed on every sensor installed Siren and sounders verified audible Backup battery present and holding App installed and a live event seen on the member’s phone Monitoring placed back on service before departure If it was put on test, take it off test. This is the most common miss.

EXPLAIN

What was explained to the member

Arming and disarming, including any delay times How to use the app and who else can be given access How to avoid a false alarm, and what to do if one happens Ordinance fines land on the member, not on us. Say it plainly. How to change their own codes Shown, never recorded. No code or duress word is written on this page or spoken over the phone. How to put the system on test before working on it themselves Who to call, and what to have ready when they do

PPW

Paperwork handled on site

Records only This section records which documents were handled. It does not reproduce any of them and it is not the agreement. Terms come from the executed agreement, prepared and reviewed separately. Any question about wording routes to legal review.

Permit or alarm registration number, if one applies

Flag: something here reads as a permit, monitoring or false-alarm ordinance issue Tick it and say so today. Do not work around it. The AHJ has final say.

OPEN

Anything left open

What is not finished

Who owns it

By when

Parts case number

SIGN

Signature and location

Say this before they sign Tell the member you are recording a signature on this device, and that the device’s location and the time are recorded with it. If they would rather not, print the page and have them sign on paper — that is still a valid option and it stays one.

Member signatureNot signed

Finger or stylus. Hand them the device rather than signing for them.

Technician signatureNot signed

Location stamp

No location recorded.

What the stamp is, and is not It records where the device was, to the accuracy the phone reports, at the moment it was taken. It is not proof of who signed, not proof the member was present, and not a verification of the service address. The printed page says so in those words.

SIGN

Member copy

Signed by, printed name

Relationship to the premises

Legal text not loadedThe approved terms block is empty, so the member copy will print without terms. Paste the approved wording into LEGAL_BLOCKS at the top of the script before this goes to a member.

Printing Print Now goes straight to the printer on a laptop. On a phone the browser will not open a print dialog, so it hands you the share sheet — choose Print there for the wireless printer. Same two taps either way. One page. Leave it with them, and scan the signed copy back to the work order.