Preview and send a monitoring contract
Confirm source data, rendered agreement, signer, and delivery before sending.
Before you start
- •Correct draft contract
- •Verified customer signer and email
- •Source system data complete
You will finish with
- •The correct rendered agreement is sent to the intended signer and delivery is recorded.
Safety and data checks
- • A sent agreement may be signed; all commercial, system, and legal details must be correct first.
Complete the task
- 1Enter information
Open the correct draft
Find the contract by customer, property, system, and status, then confirm it is the active unsigned draft for this work.
- 2Verify
Verify source records
Confirm contacts, zones, billing, fees, term, start date, renewal, panel, and account number in their authoritative records.
- 3Select
Render and preview
Generate or refresh the unsigned contract, then read every page including schedules and signature fields.
- 4Enter information
Verify signer authority
Confirm signer name, authority, email, and any additional signer requirements against the customer and agreement parties.
- 5Verify
Check prior delivery
Read send and reminder history so the office understands whether this is the first delivery, a corrected reissue, or a reminder.
- 6Verify
Stop at final Send
Review recipient, subject, signing link, attachment or preview, and customer message before the final customer-facing confirmation.
The next confirmation sends a legally significant agreement.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.
Related task guides
Review Active Contracts
Find signed, pending, renewal, and stuck monitoring agreements.
Countersign a customer-signed contract
Confirm the customer-signed version and office authority before freezing completion.
Prepare a work order for the technician
Complete office-known data without falsely completing field verification.