Project Installation Plan Example

Use this example plan as a model for what installers should expect to receive before arriving on-site. Installers use this plan to understand what must be installed, how devices should be set up, and what work is expected to be completed on-site.

Plan Scope

What is included in the plan:

• Customer and project context.
• A number to call to contact a Selora Homes Customer Support Engineer.
• Floor plan scope by floor and room.
• Selora Homes devices required for the project.
• Device inventory and install status.
• Device-to-room mapping.
• Integration plan for each device.
• Integration setup requirements needed for install work.
• Automation requests that affect install-day setup.
• Dashboard requirements that affect install-day setup.
• Placement notes and installer notes.

What the plan should answer

Before install day, the plan should clearly tell the installer:

• Which home and customer this project belongs to.
• Which floors and rooms are in scope.
• Which Selora Homes-provided equipment is assigned to the project.
• Which devices are assigned to each room.
• Which devices still need to be installed.
• Which Home Assistant integration each device or device group should use and what information is needed from either the customer or installer.
• What special notes or customer preferences apply.

Example Project Summary

Example Floor Plan Scope

Example Device Plan by Room

Selora Devices

The plan should include all Selora Homes-provided hardware required for the project, including the SeloraBox and any required communication protocol dongles.

Entry

Living Room

Kitchen

Garage

Example Integrations

Use this section to know which integrations will be completed with the help of a Selora Homes Customer Support Engineer.

Example Integration Setup Requirements

The plan should show what is needed for install without storing the secret itself.

Example Special Instructions

• Customer prefers final naming by room first, then device type.
• Keep the SeloraBox and protocol adapters in the first-floor network closet.
• Do not enable remote access until customer walkthrough is complete.
• Customer wants mobile remote access setup completed before handoff.

Installer Checklist Before Arrival

• Review room-by-room device list.
• Confirm all required integrations are listed.
• Note which integrations need customer credentials.
• Confirm SeloraBox placement location.
• Flag unclear placement notes before the visit.