Selora Homes Selora Homes

Customer Walkthrough and Handoff

Use this walkthrough at the end of the install to confirm the customer understands the completed work and support path.

Installer Handoff Walkthrough Customer-Support

Use this procedure at the end of the install before you leave the site.

Confirm with the customer

Confirm with the customer:

  1. All new devices are installed in the correct locations.
  2. All devices expected in the project scope were installed and their integration status was explained.
  3. Priority devices are working as expected.
  4. Any remaining issues, skipped items, or follow-up work have been clearly explained.

Make sure the customer knows how to

  1. Log in to Home Assistant in the browser at homeassistant.local:8123 .
  2. Log in to the Home Assistant mobile app, if installed.
  3. Request support from the right-hand menu in the Selora Homes Dashboard at connect.selorahomes.com/support .

Before you leave

Before leaving, confirm:

  1. Priority devices are working.
  2. The customer understands the current state of the project.
  3. Remaining issues and next steps have been explained to the customer and confirmed with a Selora Homes Customer Support Engineer.
  4. The customer knows how to reach Selora Homes support.