On-Site Installation
On-site installation guide for Selora Homes installers covering pre-installation, SeloraBox setup, device installation, integration support, and handoff.
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Getting Started
Purpose of this guide
This guide standardizes how Selora Homes installers prepare, install, support install-day integration work, validate, and hand off a customer system.
It is organized around 5 stages of an install and explains the general steps the installer must complete in each phase before moving to the next.
Who this guide is for
This guide is for Selora Homes installers and field technicians responsible for:
- Setting up SeloraBox on-site.
- Installing supported smart home devices.
- Helping a Selora Homes Customer Support Engineer integrate new and existing smart devices into Home Assistant OS.
- Validating system readiness before customer handoff.
- Escalating install-day issues to a Selora Homes Customer Support Engineer.
What this guide is used for
- Planning field work before arriving on-site.
- Executing installation tasks in the correct order.
- Validating system readiness before customer handoff.
- Escalating issues using consistent support standards.
Required Skillsets
- Ability to install common smart devices safely.
- Basic handyman ability for mounting, placement, and light physical install work.
- Basic computer and web-app skills for SeloraBox setup and account-linking steps.
- Basic home network skills to connect SeloraBox to Ethernet and verify local connectivity.
- Ability to help a Selora Homes Customer Support Engineer identify device-specific information during setup and testing.
Installation Stages
The installation is broken down into 5 stages. Each stage has its own step-by-step guides available below.
- Pre-Installation — Prepare before dispatch.
- SeloraBox Setup — Place, connect, and claim the SeloraBox.
- Device Installation — Install and set up devices on-site.
- Integration Support — Assist the Customer Support Engineer during integration.
- Handoff — Walk the customer through the completed work.
Support
Escalate when blocked by any computer errors, security concerns, or repeat failures across installations. You can call a Selora Homes Customer Support Engineer with the number provided in your installation plan during the installation. You can also check the Troubleshooting Guides for common issues.
1. Pre-Installation
Review the installation scope, confirm equipment, and prepare before dispatch.
- Review Project Installation PlanReview the project installation plan before dispatch so the installer knows what is being installed, where it goes, and what support will be needed.Installer Installation-Plan Pre-Installation Planning
- Tools and MaterialsBaseline field kit for Selora Homes installers, including Selora Homes equipment, computer access, handyman tools, wiring tools, and mounting hardware.Installer Tools Materials Equipment Pre-Installation
- Project Installation Plan ExampleExample installation plan showing how Selora installers should review rooms, devices, integrations, and install notes before a project visit.Installer Plan Planning Installation
2. SeloraBox Setup
Place, connect, and claim the SeloraBox to the customer's profile.
3. Device Installation
Install new devices, verify placement, and review category-specific requirements.
- Device Category RequirementsInstallation requirements by device category for Selora Homes installers working on-site.Installer Devices Requirements Categories On-Site-Installation
- Communication Protocol Device InstallationInstall and support communication-protocol devices one at a time with a Selora Homes Customer Support Engineer.Installer Zigbee Z-Wave Matter Communication-Protocols
- Device Placement and General RequirementsUse these placement and general installation requirements before finalizing any device on-site.Installer Devices Placement Requirements On-Site-Installation
4. Integration Support
Assist the Customer Support Engineer during device integration.
5. Handoff
Complete the customer walkthrough and hand off the system.