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1

ADT Dealer Representative

Who's on the appointment

2

Customer Information

Contact and address details

3

Safety & ADT Setup

Verbal password and emergency contact

4–10 letters, no numbers. Easy to remember, hard to guess — customer-chosen.
Must be different from the customer's phone number.
4

Equipment

Preloaded with equipment for your convenience, modify as needed

Equipment Total (0 items) $0.00
5

Service Plan

Plans adjust automatically based on equipment selected

6

Install schedule

When the install team should arrive

Optional — leave blank if customer hasn't decided.
9 – 11 AM
Morning
12 – 2 PM
Midday
3 – 5 PM
Afternoon
5 – 7 PM
Evening
7

Fees

Activation and install fees collected today

$
$
8

Work Order Details

Anything the admin or install team should know

9

Payment

Charged after install completes

Send payment link via SMS & email →
Encrypted. Payment info is never stored on this device.
CARD
Saved
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