Start here
4 min
Start the office day
Use Dashboard priorities to decide what needs attention first.
5 verified stepsUpdated 2026-07-22
RedFlag Hub Training Center
Find the job. Follow the steps. Verify the result.
Every guide explains what to prepare, which controls to use, what should happen, and what to check before you finish. Guided walkthroughs stay beside you inside the Hub while you work.
81 searchable task guides8 resettable practice labs
Task guides
81 matchesCustomers
4 min
Find a customer
Search people, companies, properties, systems, and account numbers.
5 verified stepsUpdated 2026-07-22
Customers
8 min
Create a customer without a duplicate
Search all identifiers, then create one customer with the correct first property.
6 verified stepsUpdated 2026-07-22
Scheduling
9 min
Book a technician visit
Select the verified customer, work, technician, duration, and conflict-free time.
7 verified stepsUpdated 2026-07-22
Support
10 min
Triage and complete an inquiry
Verify the sender, classify the request, connect real work, and close with a complete timeline.
6 verified stepsUpdated 2026-07-22
Support
12 min
Manage a support ticket from intake to resolution
Preserve one complete case history while assigning, communicating, scheduling, and resolving.
6 verified stepsUpdated 2026-07-22
Support
4 min
Open Inquiry Inbox
Triage Website and Email Monitor requests without duplicating work.
5 verified stepsUpdated 2026-07-22
Work orders
12 min
Create a new alarm installation work order
Create one installation job with correct system, scope, wizard, and schedule.
7 verified stepsUpdated 2026-07-22
Support
4 min
Open Tickets
Manage office support requests and their complete history.
5 verified stepsUpdated 2026-07-22
Sales & billing
8 min
Send a secure card payment link
Create a provider-hosted payment request without handling card details.
6 verified stepsUpdated 2026-07-22
Work orders
12 min
Create an alarm takeover work order
Document existing third-party equipment and apply takeover-specific workflow rules.
6 verified stepsUpdated 2026-07-22
Sales & billing
4 min
Open Estimates
Review quotes, approvals, follow-ups, deposits, and QBO readiness.
5 verified stepsUpdated 2026-07-22
Work orders
4 min
Open Work Orders
Review installs, takeovers, service changes, readiness, and closeout.
5 verified stepsUpdated 2026-07-22
Work orders
4 min
Open Materials
Review, source, order, and track required product before scheduled work.
5 verified stepsUpdated 2026-07-22
Work orders
15 min
Prepare a work order for the technician
Complete office-known data without falsely completing field verification.
6 verified stepsUpdated 2026-07-22
Monitoring
9 min
Update monitoring contacts safely
Verify authority, edit the correct system contact list, and preserve dispatch order.
6 verified stepsUpdated 2026-07-22
Sales & billing
12 min
Create an office estimate
Select the verified customer and build a reviewable quote without sending it.
6 verified stepsUpdated 2026-07-22
Scheduling
4 min
Open Scheduler
View visits, availability, assignments, and conflicts.
5 verified stepsUpdated 2026-07-22
Work orders
18 min
Review and approve a completed work order
Inspect evidence, live system data, paperwork, and exceptions before office approval.
7 verified stepsUpdated 2026-07-22
Sales & billing
7 min
Verify a customer payment
Distinguish created, viewed, submitted, verified, failed, voided, and expired states.
5 verified stepsUpdated 2026-07-22
Work orders
10 min
Book a change to an existing alarm system
Create the focused existing-system-change workflow for equipment or data changes.
6 verified stepsUpdated 2026-07-22
Customers
4 min
Open Add Customer
Create a customer and first property from the dedicated form.
5 verified stepsUpdated 2026-07-22
Sales & billing
8 min
Review and send an estimate
Verify the latest quote version, recipient, PDF, and delivery before sending.
6 verified stepsUpdated 2026-07-22
Sales & billing
10 min
Book work from an approved estimate
Confirm acceptance and payment conditions before creating the correct job and visit.
6 verified stepsUpdated 2026-07-22
Work orders
4 min
Open Tasks
Track reminders, customer promises, recurring work, workflow checklists, and technician assignments in one queue.
5 verified stepsUpdated 2026-07-22
Scheduling
8 min
Reschedule an existing visit
Move one verified appointment while preserving work links and resolving conflicts.
6 verified stepsUpdated 2026-07-22
Monitoring
4 min
Review System Health
Find alarm systems missing operationally required information.
5 verified stepsUpdated 2026-07-22
Customers
6 min
Add another property to a customer
Attach a new service address to the existing customer instead of creating another identity.
5 verified stepsUpdated 2026-07-22
Communications
4 min
Work Callbacks
Call voicemail customers and record the outcome once.
5 verified stepsUpdated 2026-07-22
Communications
9 min
Diagnose and retry a failed email
Identify the exact failed stage and avoid duplicate records or replies.
6 verified stepsUpdated 2026-07-22
Sales & billing
4 min
Open Payment Center
Choose hosted card, bank, expiring-card, or failed-payment work.
5 verified stepsUpdated 2026-07-22
Work orders
7 min
Assign or change a work-order technician
Choose a qualified, available technician and preserve scheduling consistency.
5 verified stepsUpdated 2026-07-22
Monitoring
12 min
Preview and send a monitoring contract
Confirm source data, rendered agreement, signer, and delivery before sending.
6 verified stepsUpdated 2026-07-22
Team & approvals
4 min
Review Customer Approvals
Apply or reject portal-submitted monitoring contact changes.
5 verified stepsUpdated 2026-07-22
Monitoring
4 min
Open Contracts
Choose active contracts, templates, or cancellation work.
5 verified stepsUpdated 2026-07-22
Customers
7 min
Add or update an alarm keypad
Record keypad type, model, serial, and location on the correct alarm system.
5 verified stepsUpdated 2026-07-22
Monitoring
4 min
Review Active Contracts
Find signed, pending, renewal, and stuck monitoring agreements.
5 verified stepsUpdated 2026-07-22
Monitoring
10 min
Issue and send a monitoring certificate
Verify customer and system facts, preview the document, then deliver intentionally.
6 verified stepsUpdated 2026-07-22
Communications
4 min
Review Email Monitor
Inspect classifications, automated actions, failures, and retries.
5 verified stepsUpdated 2026-07-22
Monitoring
8 min
Countersign a customer-signed contract
Confirm the customer-signed version and office authority before freezing completion.
5 verified stepsUpdated 2026-07-22
Monitoring
4 min
Review Cancellations
Process customer cancellation requests and contract status changes.
5 verified stepsUpdated 2026-07-22
Monitoring
4 min
Open Certificates
Issue, send, renew, revoke, and track certificate expiry.
5 verified stepsUpdated 2026-07-22
Communications
9 min
Preview and send a customer document
Choose the correct customer, property, template, attachment, and recipient before delivery.
6 verified stepsUpdated 2026-07-22
Communications
4 min
Open Email & Voicemail
Understand the communication workspaces and failure queues.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Open Recurring Tasks
Manage recurring payroll, filing, remittance, and internal obligations inside Tasks.
5 verified stepsUpdated 2026-07-22
Support
4 min
Open Knowledge Base
Choose approved support, sales, or pending-review knowledge.
5 verified stepsUpdated 2026-07-22
Team & approvals
4 min
Review Bypass Requests
Approve or deny technician requests to skip wizard requirements.
5 verified stepsUpdated 2026-07-22
Support
4 min
Manage Support Articles
Search and maintain approved troubleshooting answers.
5 verified stepsUpdated 2026-07-22
Scheduling
6 min
Cancel a scheduled visit
Cancel the correct appointment with reason, notification, and linked-work follow-up.
5 verified stepsUpdated 2026-07-22
Communications
4 min
Read Email Conversations
Follow grouped customer threads and their linked tickets.
5 verified stepsUpdated 2026-07-22
Communications
4 min
Open Documents & Email
Send documents and manage branded customer templates.
5 verified stepsUpdated 2026-07-22
Scheduling
4 min
Manage Tech Schedules
Edit availability, holidays, time off, and after-hours access.
5 verified stepsUpdated 2026-07-22
Team & approvals
4 min
Open Tech Monitor
Review duty, location signals, pings, and technician exceptions.
5 verified stepsUpdated 2026-07-22
Support
4 min
Manage Sales Articles
Maintain approved product and service answers for sales channels.
5 verified stepsUpdated 2026-07-22
Team & approvals
4 min
Review Pending Knowledge
Approve, correct, or reject proposed KB entries.
5 verified stepsUpdated 2026-07-22
Team & approvals
4 min
Open Reviews & Referrals
Manage review requests, recovery, thank-yous, and referral leads.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Open Settings
Search configuration by business domain and visible field language.
5 verified stepsUpdated 2026-07-22
Start here
4 min
Read Analytics
Interpret estimate, conversion, source, and revenue trends.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Manage Contract Templates
Edit reusable monitoring agreement language and merge fields.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Open Users
Manage staff identities, roles, invitations, and access status.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Open Connected Apps
Review QuickBooks, imports, sync logs, and external connections.
5 verified stepsUpdated 2026-07-22
Team & approvals
4 min
Review Field Alerts
Assess deterministic GPS check-in anomalies without assuming wrongdoing.
5 verified stepsUpdated 2026-07-22
Administration
10 min
Change role navigation and feature access
Update a role’s visible Hub features and sidebar layout from one controlled workspace.
6 verified stepsUpdated 2026-07-22
Administration
8 min
Invite a staff user and assign the correct role
Create one staff identity, choose role access, and verify invitation status.
6 verified stepsUpdated 2026-07-22
Technician
4 min
Open My Pickups
Collect all assigned job materials by stop with one confirmation.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open My Jobs
Find confirmed and potential technician assignments.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open My Tasks
Review and complete technician tasks scheduled by the office.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open Technician Today
Review today’s assigned work and field priorities.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open My Tickets
Work technician-visible support tickets assigned to you.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open Technician Knowledge
Find approved support guidance in the field.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open My Schedule
Review technician commitments and request availability changes.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Suggest a KB Entry
Submit field knowledge for office review without publishing it.
5 verified stepsUpdated 2026-07-22
Technician
4 min
Open Technician Profile
Review field identity and technician-specific details.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure Email System Controls
Manage email automation, test mode, rate limits, and default owners.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure Shared Assistant Settings
Manage default chatbot text and behaviour shared across assistants.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure Ticket Settings
Manage ticket assignment, routing, aging, and office email behaviour.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure Sales Assistant
Manage the model, instructions, wording, and style used by the Sales chatbot.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure the Estimate Builder
Manage estimate catalog, prices, rules, flow, and notes.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure General Portal Settings
Manage customer-portal access, wording, and monitoring controls.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Configure Portal Attachments
Manage file types, limits, storage, and portal attachment handling.
5 verified stepsUpdated 2026-07-22
Administration
4 min
Use Database Reset Safely
Review controlled database reset tools without removing production data.
5 verified stepsUpdated 2026-07-22
Practice Lab
Practise complete office scenarios with synthetic examples. Each lab gives immediate explanations, prevents unsafe choices from advancing, and can be reset without touching customer or production data.
New caller or existing customer?
Practise duplicate prevention and correct property placement with synthetic records.
4 decisions · 5 min · resettable
Customer calls about an open problem
Practise preserving one complete ticket and scheduling from the verified record.
4 decisions · 5 min · resettable
Book around a technician conflict
Practise customer, work, technician, duration, and conflict decisions without creating a visit.
4 decisions · 6 min · resettable
New install or takeover?
Practise choosing the correct alarm workflow and documenting existing equipment.
4 decisions · 6 min · resettable
Sensitive monitoring contact change
Practise identity, authority, system selection, dispatch order, and audit confirmation.
4 decisions · 6 min · resettable
Customer signed the wrong contract version
Practise preserving signed records and choosing correction rather than deletion.
4 decisions · 5 min · resettable
Customer wants to pay an estimate deposit
Practise provider-hosted payment, duplicate prevention, and status verification.
4 decisions · 5 min · resettable
Technician submits an incomplete job
Practise evidence review, bypass decisions, live-data comparison, and return instructions.
4 decisions · 7 min · resettable