Work orders

Prepare a work order for the technician

Complete office-known data without falsely completing field verification.

6 stepsAbout 15 minutesVerified 2026-07-22

Before you start

•Office-known data is saved and the technician sees remaining field requirements clearly.

• Office prep saves shared data but must not claim that on-site tests, photos, signatures, or training are complete.

Step-by-step procedure

Follow in order

1
Select
Open the job dossier
Find the work order and open its dossier or office-preparation view, confirming customer, property, service type, and wizard version.
2
Verify
Gather authoritative sources
Use the accepted estimate, customer record, existing alarm system, contract, and verified customer communication rather than memory.
3
Enter information
Enter office-known system data
Fill panel, keypad, zone, contact, account, billing, fees, and contract details only where the office has verified information.
4
Verify
Leave field evidence to the technician
Do not complete installation, test, photo, GPS, customer-training, acknowledgment, or signature fields that require on-site evidence.
False field completion damages audit and safety controls.
5
Verify
Read every readiness blocker
Review missing required data, parts, scheduling, contract, customer, and monitoring blockers, then assign an owner for each office item.
6
Verify
Save without completing field steps
Save office preparation, reopen the dossier, and confirm shared live data updated while technician-only steps remain incomplete.

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

Create one installation job with correct system, scope, wizard, and schedule.

Document existing third-party equipment and apply takeover-specific workflow rules.

Choose a qualified, available technician and preserve scheduling consistency.