Vivint Welcome Kit
Animated publication
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WORK SHEET | VIVINT SMARTHOME SERVICES
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Background Check Results, Disputes and Questions Procedures
Can agents request a copy of their background check from DSI ? Yes - By the disclosure agreement within our background check consent form that each agent signs they are allowed to request a copy of their background check from DSI within a reasonable period of time after the background check is completed. Any background checks older than 1 year would not be released to agents as this is outside the reasonable period of time and is then considered expired by our background check company. How does an agent request a copy of their background check results? Agents can submit a written request for a copy of their background check directly to LeAnna at leanna.herndon@dsisystemsinc.com . This request must include wording similar in nature to “I first and last name am requesting a copy of my completed background check ran by DSI. Please have a copy emailed to me at agents email address . This request must contain a physical signature. We will not accept electronic signatures for these requests. Please note that we can only release background checks directly to the agent that they are in regards to; we cannot copy anyone else on the email or release the background check to anyone else even if the agent requests we do so. – Once the agent receives the copy of their background check they can provide a copy to anyone they fell the need to as it is theirs at that time. Can an agent submit a testimonial in regards to a charge for further consideration and possible approval of their background check? Yes - If an agent feels that, there is an explanation for a charge on their background check that they would like be considered they can submit that in writing to LeAnna at leanna.herndon@dsisystemsinc.com . The explanation needs to include the charge, the situation surrounding the charge, any reform that resulted from the charge that the agent has completed to try to better themselves or their lives. Any additional information they believe is relevant to their situation. LeAnna will review the charge with the explanation at that time and determine if we are able to pass the background check at that time. Please note that submission of a testimonial does not guarantee that their background check will pass. What should an agent do if they believe that a charge showing on their background check does not belong to them? Submit their middle name – if the agent provides their middle name it can be compared to those on the charges to try to determine if the charge is actually the agents or not Submit a Photo ID - If an agent believes that a charge on their background check does not belong to them they should submit a copy of their photo ID to LeAnna at leanna.herndon@dsisystemsinc.com o We can submit this to our background check company and they will then review deeper into the charge to determine based on items such as photos to determine if the charge was indeed the agent in questions. Submit any other proof to LeAnna at leanna.herndon@dsisystemsinc.com that a charge was determined to not be the agents or was dismissed. – This can include legal or police documents showing they have disputed this before and it was determined to not be the agent in question.
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TWOWAYS TO PLACE AN ORDER
• Vivint Call Center
• Order Entry Tool
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VIVINT CALL CENTER
(877) 852-2170 • Expert Sales People
• Take Sale From Start to Finish
• Great Learning Opportunity
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VIVINT CALL CENTER
BEST PRACTICES
• Always make a Vivint pitch to the consumer, building value in the Vivint product, prior to calling in with the consumer.
• Never give the phone number to the consumer and have them call in by themselves.
• Always stay on the line with the consumer and Vivint for two reasons:
• Shows the consumer you are committed.
• Allows you to hear the way Vivint presents and positions their product which will allow you to present and position Vivint better in your next sale. • Make sure you have your DSI Dealer Number when you call in - never call in without the correct number. This is how dealers are matched up with their sales.
• Make sure to always call in to DSl's special number
(TFN) 1-877-852-2170
• Always make sure to ask for the Opportunity Number. This is the most important number at Vivint. This number stays with the consumer all the way through the process and allows you to make sure you are paid correctly.
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VIVINT CALL CENTER
ORDER FOLLOWUP
• Create a habit of making sure that the consumer confirms the installation appointment. Vivint calls the consumer a day before to confirm an appointment. If the consumer does not answer, they send a text. In many cases, the customer does not respond.
BEST PRACTICE
• Retailers should call the transaction team and verify if the orders have been confirmed for that day. You will be surprised how many sales they would save by staying proactive.
TRANSACTION TEAM: (855) 273-8527
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VIVINT ORDER ENTRY TOOL
PLACE YOUR OWN ORDERS
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RESETTING AND UNLOCKING YOUR ACCOUNT
CORRECT SITE
• Please make sure you are accessing the correct site when trying to login. There are two addresses which can appear on some correspondence from Vivint which are not correct. The correct site to login, reset your password, or unlock your account is at channel.vivint.com
• Please do not enter www or https in front of the web address above.
Enter only as shown.
https://signin.vivintpartners.com/ is not a correct address for processing orders or managing your account
https://signin.vivint.com is not a correct address for processing orders or managing your account
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LINKS
OEWalk Through
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UNLOCK ACCOUNT
• Before attempting to reset a password first check to see if your account is unlocked.
• If you attempt to access your account 5 times unsuccessfully your account will lock up and you, will you not be able to reset your password until you unlock your account.
• Go to channel.vivint.com and click “Need Help Signing In” • A list of choices will open up. Click the link called “Unlock Account”
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RESET PASSWORD
STEP 1
• Click “ Need help Signing In ”
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RESET PASSWORD (CONTINUED)
STEP 2
• Click “ Forgot Password ”
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STEP 3 Type in username and the click either reset via SMS (text message) if phone number has been configured previously. If not, an email will be sent using the email given to DSI create credentials. RESET PASSWORD (CONTINUED)
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RESET PASSWORD (CONTINUED) STEP 4
Confirmation Sent – check your texts or your email
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UNLOCK ACCOUNT
• Type in your username and a text message will be sent to your phone with code to unlock your account. • Once your account is unlocked you may then follow the steps to reset your password
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OE TOOL INSTRUCTIONS
Signing in for the first time
If you have not requested credentials for the OE To sign in to the Partner OE Tool, Please Click on this link to request credentials You may request up to 5 sets of credentials. Your administrator will be able to add or subtract credentials at their convenience. If you are the administrator, please make sure you download the Okta App from your App store of choice. You will need to add this to your device so you can access all of the users assigned to your account. If you are not an administrator, you do not need to download this app to your device.
As the administrator you will receive an email from Okta once your account is created. You do not need to click into anything on this email.
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OE TOOL INSTRUCTIONS Signing in for the first time
Once you receive this email please go to channel.vivint.com (this address does not contain www) to start managing your account. Please do not go to www.channel.vivint.com or signin.vivint.com . Both sites are incorrect sites which will not allow you login correctly or manage your account.
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Channel.vivint.com for everything you sign in. It will auto direct you to signin.vivint.com which needs to occur in order for the correct profile to load into the system. OE TOOL INSTRUCTIONS Signing in for the first time
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OE TOOL INSTRUCTIONS Signing in for the first time
Input the user name that has been created for the user
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OE TOOL INSTRUCTIONS Signing in for the first time
Then enter in the temp password given and select sign in
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OE TOOL INSTRUCTIONS Signing in for the first time You will need to update the password first inputting the temp password and then entering your secure password of your choice, and then re enter it in again.
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OE TOOL INSTRUCTIONS Signing in for the first time
Select change password tab
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OE TOOL INSTRUCTIONS Signing in for the first time
The phone number can be enter in now, or later for system recovery
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OE TOOL INSTRUCTIONS Signing in for the first time This is the view in the Partner portal where the dealer is able to see all deals created under their profile. They are also able to go to the order entry tab to utilize the sales portal.
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SALES PORTAL VIEW
Input the user name that has been created for the user
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OE TOOL FOR ADMIN
The Admin for the Dealer office is able to added new users by selecting the Users tab.
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OE TOOL FOR ADMIN They will then have to input their log in information and set up the Admin profile using the same login information used when logging into Channel.vivint.com
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OE TOOL FOR ADMIN
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OE TOOL FOR ADMIN
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OE TOOL FOR ADMIN
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OE TOOL FOR ADMIN Here is the page that it for the first time logging in, go to the Admin tab to finish set up for the first time or the relog in to create new users, reset passwords for users, or to delete users.
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OE TOOL FOR ADMIN For the admin profile they will need to setup up Okta Verify.
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OE TOOL FOR ADMIN Select the type of phone that they have and download the okta verify app on the phone using the apps store.
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OE TOOL FOR ADMIN Once the app has been downlaoded the QR code will need to be scanned. The app is requiered use each time the admin profile is used, generating a code that will need to be inputted.
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OE TOOL FOR ADMIN If unable to scan code they can manulaly generate input a code VS scanning the QR Code
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OE TOOL FOR ADMIN This is the screen that will promte you each time you log in to the admin profile to generate a code.
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OE TOOL FOR ADMIN View for the Admin page in okta to add users, select the three lines by the OKTA tab
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OE TOOL FOR ADMIN From this page you will be able to select add new user, reset their password, or remove current user.
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OE TOOL FOR ADMIN View of page to add new user
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OE TOOL FOR ADMIN How to input information needed to create new user
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OE TOOL FOR ADMIN Once new user has been created, select on their profile, select edit and add the dealer code at the second to last field listed on the dropdown for their profile labeled partneruniqueID This step must be completed in order to properly attribute the sale to your Dealer office.
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OE TOOL FOR ADMIN
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OE TOOL FOR ADMIN View of what is shown in the groups tab for the user, you should never need to adjust this.
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OE TOOL FOR ADMIN View of what the portal when sales and or quotes have been created. Opportunities will show in this system for 30 days. If an account does not sale at the time it is created the dealer should be able to select on the opp and resume the sale.
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OE TOOL FOR ADMIN If you need to review accounts searching other than the opportunity number this can be done by exporting the current list to a CSV file which will create an excel file for you to be able to seach.
• When user is signed in the top right corner shows the user’s name • Clicking the user’s name will open a dropdown menu of uncommon tasks (sign out and theme change) • Menu tabs highlight current location • List is in “Opportunity Date” descending order by default • Ability to search, filter, order, and export the list • Link on opportunity number to open opportunity in the OE Tool • 50 items loaded by default
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OE TOOL FOR ADMIN If the user needs to rest the password they would need to select it from this sign in screen.
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OE TOOL FOR ADMIN This is the screen that will popup, select on the Reset password link.
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Registration Process
Go to dsiuniversity.com Follow the instructions on screen to get to “Sign Up”
Fill out the required information: a. First and Last name b. Email address
c. Create a password (save it somewhere!) d. City e. State f. Dealer name g. DSI dealer number
You’ll see this reminder to check your email and verify your account.
Click on “Confirm Your Account”.
Click on the course.
Once you open the course, click on either “Start My Course” or “Click Here to Get Dealer Courses”.
Click on “Load my Dealer Courses”.
Click on “Confirm Your Account”.
Thank you for signing up!
You will be redirected to dsiuniversity.com
Your courses will be available within 24 hours
Friday signups after 3pm Central Time will be available by 12 noon the following Monday.
You will be noti ed by email when your courses are ready.
You will get an email notification once your courses are ready. Log back in to take your course.
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DEALER COMPENSATION
DSI pays commissions weekly. Bonus payments are made monthly. We have a tool to reconcile your payments, see the status of your orders and check your co-op advertising balance. We call this tool OneStop. Please refer to the following instructions and register for your OneStop account today ONESTOP
Register at OneStop
REGISTRATION & LOGIN
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Home Services
Directors
Dallas Kish Director of Sales Dallas.Kish@ dsisystemsinc.com 716.867.5777
Jeff Myrland Senior Director of Sales Jeff.Myrland@ dsisystemsinc.com 407.257.9565
Account Executives
David Ailsworth Account Executive David.Ailsworth@ dsisystemsinc.com 205.532.2197 Jason Angell Account Executive Jason.Angell@ dsisystemsinc.com 801.300.2148
Jesse Garcia Account Executive Jesse.Garcia@ dsisystemsinc.com 707.803.3594 Chris Emery Account Executive Chris.Emery@ dsisystemsinc.com 615.594.4203 Ivan Lopez Account Executive Ivan.Lopez@ dsisystemsinc.com 786.351.1561
Lisa Betti Account Executive Lisa.Betti@ dsisystemsinc.com 216.978.7402
Jason Angell
Chris Emery
Lisa Betti
Jesse Garcia
David Ailsworth
Ivan Lopez
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Inside Sales
Akshay Saxena Director of Inside Sales Akshay.Saxena@ dsisystemsinc.com 646.286.6646 Sheli Gray Inside Sales Representative Sheli.Gray@dsisystemsinc.com 972.432.6314 Laurie Cartmell Inside Sales Representative Laurie.Cartmell@dsisystemsinc.com 803.940.7566
Britt Moore Inside Sales Manager Britt.Moore@dsisystemsinc.com 972.432.6416 Brian Fisher Inside Sales Representative Brian.Fisher@dsisystemsinc.com 515.251.5013
Sheli Gray
Brian Fisher
Britt Moore
Laurie Cartmell
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Commissions and Packages
All comissions are paid weekly. All bonus payments are paid monthly. as of - March 5th, 2024 Activation Commissions
$59.99 Package $54.99 Package $49.99 Package $44.99 Package $39.99 Package $29.99 Package $599.99 Starter Kit
$44.99 Package $39.99 Package $34.99 Package $29.99 Package $24.99 Package $19.99 Package $1,799.00 Starter Kit
Commission
Number Of Cameras
Commission
Number Of Cameras
$575.00 $550.00 $525.00 $475.00 $425.00 $150.00 $625.00 $675.00
$680.00 $630.00 $605.00 $580.00 $530.00 $480.00 $730.00
4 3 2 1 0 0 5 6
5 4 3 2 1 0 6
$64.99 Package $69.99 Package
$49.99 Package
Failed Credit Offering Packages
Failed Credit Offer Package
Equipment
Up Front Cost
RMR
Bundle #1
Smart Hub 1 Doorbell Camera Pro 1 Yard Sign 1 Sticker Pack 6 Security Sensors Smart Hub 1 Indoor Camera Pro 1 Yard Sign 1 Sticker Pack 6 Security Sensors
$399.99
$44.99/month
Bundle #2
$399.99
$44.99/month
Bundle #3
Smart Hub 1 Yard Sign 1 Sticker Pack 6 Security Sensors
$299.99
$44.99/month
Company will have the ability to discount the total ticket amount by up to $300.00. As stated above, any discount applied will reduce the total ticket amount for the purposes of commission. Company will also receive a reduction in commission according to the table below for any discounts applied Calculated after taxes and discounts have been removed.
Each Starter Kit comes with
Up to 6 Smart Home Cameras may be included
+
Discount Applied $0.00 - $100.00 $101.00 - $300.00
$0.00 $1.00 - $200.00 dollar for dollar Reduction in Commission
4 Door Sensors 1 Motion Detector
Vivint Smart Hub $599.99
Ping Camera
Outdoor Camera
Chargebacks • Chargeback period: 180 days from the point of activation (months 1 - 6 of the customer’s contract/agreement with Vivint). • Chargeback amount 100%. • Holdback balances are used first to pay any chargeback balances. • In the event there are no holdback funds to cover a chargeback or chargeback balance, the dealer must immediately pay outstanding balances. • Failure to pay balance may result in DSI withholding any future commissions until outstanding balance is satisfied.
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Vivint
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“ Like good technology, the experience is magical. ”
“ The Vivint home system gives you unprecedented control of your entire house. ”
- TechRadar
“ Vivint is a home automation leader. ”
-Security System News
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vivint.com
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We ’ ve got the most comprehensive
available, and people are talking.
*
Consumers Digest rated the Vivint Smart Complete package a “ Best Buy. ”
best performance and aesthetics I ’ ve seen from a doorbell cam to date. ”
“ Instead of piecemeal gadgets and apps, Vivint Sky streamlines home automation with a comprehensive system. ”
“ Vivint is the closest a company has come to truly automating a home in a meaningful and harmonious way. ”
“ Consider it Caller ID for your front door. ”
Vivint is one of 500 companies in the U.S. to make the Forbes list of “ America ’ s Best Employers. ”
Vivint Doorbell Camera wins an Electronic House Best Product of the Year award for 2016.
PC Magazine names Vivint Sky one of the best products of 2015.
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used under license. For award information, visit consumersdigest.com.
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vivint.com
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Vivint SkyControl ™ : Your smart home all in one place
Full Home Access Access your whole home from the panel
Get a text if anything changes at home
Remote Access Control your system from your smartphone Video Watch live or recorded video from your cameras on the panel or smartphone Tamperproof Design No phone line for an intruder to cut
7 ” Touchscreen Easy to use display to manage your entire system Weather Alerts Get early tornado warnings Vivint Live ™ Speak directly to a Smart Home Specialist through your panel
™
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Over 1,000,000 happy customers and counting
Introducing the Vivint Smart Home Arena !
Home of the Utah Jazz and the region ’ s premier concert and entertainment venue.
Follow us online
Pete and Debbie - Oklahoma With Vivint I can turn lights on, see inside the home, change the thermostat and receive weather alerts quickly. It is so nice to focus back in on the home with the tools that we have like our cellphones and computers. The technology speaks for itself.
( c ) 201 4 NBA Entertainment. Photo by Gene Sweeney Jr / NBAE / Getty Images.
Kimme - British Columbia
With Vivint, we don ’ t have to worry about home security. We just know that we ’ re safe whether we ’ re away or home and that ’ s exactly what I wanted.
Krystal - California
Somebody tried to break in right after we got the system. Knowing that my husband was deployed in Afghanistan and I was by myself, Vivint called and checked in on me every day. Vivint treated me like family when I didn ’ t have anyone around to do that.
Shawn - New Brunswick
keys for in - laws or siblings. Now, we can just either unlock the door or they have a code.
Mark and Sandy - Indiana
Tami - Texas
The best thing about the system is that there ’ s always somebody monitoring when I ’ m not paying any attention to it. Talk about peace of mind knowing that you have a system that is dependable.
I was the victim of a home invasion. The intruders put a gun to my head and took
“ The Utah Jazz and the arena have been an incredible economic engine for this region, and have created a tremendous sense of pride among Utahns. This agreement extends far beyond a typical ‘ logo - on - the - building ’ arrangement – it ’ s a true partnership built around innovation, community impact and the drive to elevate the prominence of Utah. ”
Vivint monitoring representative came over the intercom. I hoped he could hear the panic in my voice. I told him I didn ’ t know the code and he dispatched the police. As soon as the gunmen heard about the police they left. The monitoring rep stayed on the line to reassure me that the police were on their way. It gave me peace to know that someone else was with me. I can honestly say Vivint helped save my life.
Kim and Sean - Florida
It ’ s unusual when you really get someone who wows you in terms of their customer service and our Vivint representatives did that right from the very beginning.
- Todd Pedersen, CEO of Vivint Smart Home ™
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vivint.com
Alerts &
Many insurance companies will give you a discount just for having a monitored security system installed. To learn about even more savings opportunities, visit libertymutual. com / vivint or call 888.253 6535. Homeowner ’ s insurance
Savings
Support
Warranty
Moves
Online account
Military
For only $ 99 we ’ ll move your system
If any part of your system requires service, we ’ ll repair or replace your equipment. *
Vivint is honored to serve military
With Vivint Smart Home you can lower your monthly utility bill by saving energy. Try out our energy - saving
To manage your bill, your personal contact information, and so much more with one simple dashboard, visit account.vivint.com .
Access and manage your system from anywhere with smartphone and tablet apps. They ’ re available on the Apple App Store, and the Google Play Store.
Visit support.vivint. com for product
to your new home. If you ’ ve been in your current contract for more than a year and elect to renew it, you may qualify to have your system moved at no cost. Additional conditions and fees may apply. Visit vivint. com / moves for more information.
families. Visit vivint. com / military families to view our military policy for families serving our country. Contact military support at 855.368.8568.
tutorials and videos or to chat with our Smart Home Specialists.
schedules on your Smart Thermostat.
* Warranty covers ordinary wear and tear and excludes abuse, neglect, and acts of God. $4 9 trip fee may apply.
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With Smart Home Pros ™ , your experience isn ’ t
What to expect during your Smart Home Pros ™ installation
Completing the pre - installation review
What we ’ ll be doing together
Completing the customization of your system Completing agreement
Completing a walkthrough of your home
Installing your system What you ’ ll be doing
What I ’ ll be doing
Watching videos about how to control your smart home from the panel
Installing your system Testing your system
Interacting with your system
What you ’ ll be doing
What I ’ ll be doing
Making sure you ’ re comfortable using your system Cleaning up Completing the installation and system activation
Setting up your online account Using your Vivint Sky app Controlling your smart home from the panel
Got a referral? Log in to your account center at account.vivint.com or contact an authorized Vivint Smart Home Pro to refer a friend.
Vivint Smart Home Pro
Verbal passcode
System 4- digit PIN
Name
Online app login
Why do so many customers love our Smart Home Pros? They live and work right in your community, so they can best match your individual home needs. They will provide the perfect blend of smart home solutions through an in home consultation and walkthrough. Plus, if you ever have a problem, they are available to help you anytime.
Online app password
Phone number
We Make Smart Home Simple ™ .
800.216.5232 customersupport @ vivint.com support.vivint.com
Smart Home Pros ™ is a licensed trademark of Smart Home Pros, Inc
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