Scheduling with Vivint on the Proposal

1. On the proposal, open the sidebar and navigate to Preferred Adders.
   
2. Click Customer Check. This will verify the customer's address and ensure that the address does not already have a Vivint account tied to it. 
   
3. Once the customer is verified as Eligible, select the Vivint package you'd like to use. Then click Update.
   
4. Before scheduling, signed installation documents are required. Request documents for your proposal using this step by step HERE. 
   1. Scheduling will unlock on the proposal once the customer's status is Contract Signed. This means that all parties must sign the documents before proceeding. 
5. Navigate to the Scheduling section of the Vivint page on the proposal. 
   
6. Select the customer's desired Appointment Date, then select the appointment time. Then Confirm Appointment!