Create a new alarm installation work order

1. 1

   Select

   Start a work order

   Open Work Orders and choose New Work Order, then select the alarm service kind before choosing a service type.

2. 2

   Enter information

   Select customer and property

   Search and choose the verified customer and exact installation property, checking for an existing alarm system and open work.

3. 3

   Choose an option

   Choose new installation

   Select the new-install service type only when RedFlag Security is installing the primary system rather than taking over existing equipment.

4. 4

   Enter information

   Enter scope and source

   Link the accepted estimate when available and enter the equipment, services, expectations, and office notes needed by preparation and field staff.

5. 5

   Verify

   Confirm wizard and readiness

   Verify the alarm wizard version, required steps, contract path, and any known office-preparable information before creation.

6. 6

   Verify

   Schedule or leave deliberately unscheduled

   Choose a conflict-free visit when availability is confirmed, or leave the job clearly awaiting scheduling with an owner and follow-up.

7. 7

   Verify

   Verify the created job

   Open the resulting work order and confirm customer, property, service type, scope, wizard steps, linked estimate, and visit exactly once.

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