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
5. Handoff
Installer, Handoff, Walkthrough, Customer-SupportUse this walkthrough at the end of the install to confirm the customer understands the completed work and support path.For Installers › On-Site Installation › 5. HandoffUse this procedure at the end of the install before you leave the site.
Confirm with the customer
Confirm with the customer:
- All new devices are installed in the correct locations.
- All devices expected in the project scope were installed and their integration status was explained.
- Priority devices are working as expected.
- Any remaining issues, skipped items, or follow-up work have been clearly explained.
Make sure the customer knows how to
- Log in to Home Assistant in the browser at homeassistant.local
.
Installations set up before Home Assistant 2026.8 still default to port
8123, so use homeassistant.local:8123 for those. - Log in to the Home Assistant mobile app, if installed.
- Request support from the right-hand menu in the Selora Homes Dashboard at connect.selorahomes.com/support .
Before you leave
Before leaving, confirm:
- Priority devices are working.
- The customer understands the current state of the project.
- Remaining issues and next steps have been explained to the customer and confirmed with a Selora Homes Customer Support Engineer.
- The customer knows how to reach Selora Homes support.
Last modified September 27, 2026: chore(deps): update dependency sharp to v0.35.5 (470a20c)