Work orders

Book a change to an existing alarm system

Create the focused existing-system-change workflow for equipment or data changes.

6 stepsAbout 10 minutesVerified 2026-07-22

Before you start

•A focused change work order is linked to the existing system and selected tasks.

• Do not use a generic service call when the work changes live alarm-system equipment or monitoring data.

Step-by-step procedure

Follow in order

1
Verify
Open the existing alarm system
Find the customer, property, and exact system, then review current panel, keypad, communicator, zones, contacts, and open jobs.
2
Select
Choose Book Work
Use Book Work from the customer or system and select Alarm plus Service call for this existing monitored system.
3
Choose an option
Select every requested change
Check each applicable task such as replace panel, keypad, communicator, add or change zone, sensor, contacts, billing, or general service.
4
Enter information
Describe the before and desired state
Record what exists now, the customer’s requested outcome, known parts, faults, and any monitoring or contract impact.
5
Choose an option
Schedule the qualified technician
Choose realistic duration, technician capability, and a conflict-free slot, then review customer and technician notifications.
6
Verify
Verify the focused workflow
Open the resulting work order and confirm its existing-system-change wizard includes scope, current system, field work, acknowledgment, and completion.

Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.

Record keypad type, model, serial, and location on the correct alarm system.

Select the verified customer, work, technician, duration, and conflict-free time.

Review installs, takeovers, service changes, readiness, and closeout.