Customer Projects
Create customer projects in Selora Connect plan each install in its installation manifest, and run it on site as a guided installation.
Every Selora Homes installation starts as a project in Selora Connect . The project is the shared workspace between you, the customer, and Selora Homes. It holds the customer details, the installation manifest, uploaded files, project messaging, and the questions you send the homeowner.
Work through these guides in order:
- Create a Project for a Customer : Set up the project, invite the customer, and share project files with Selora Homes.
- Send Questions to the Homeowner : Ask the homeowner about their house and read the answers in the project.
- Build the Installation Manifest : Plan the floors and areas, devices, integrations, scenes, automations, and dashboard before install day.
- Build the Manifest with Selora Assistant : Describe the home, or paste a call transcript, and review what the assistant proposes.
- Run a Guided Installation : Claim the hub on site and follow the live runbook built from the manifest.
- Create a Project for a CustomerCreate a new customer project in Selora Connect, invite the customer to their Selora Homes profile, and share project files ahead of system design.Installer Projects Selora Connect Customer-Onboarding
- Send Questions to the HomeownerWrite a questionnaire in Selora Connect, send it to the homeowner, and read their answers in the project, with no third-party form tool.Installer Projects Selora Connect Questionnaires Customer-Onboarding
- Build the Installation ManifestPlan a customer project in its installation manifest: floors and areas, devices from the Selora catalog, integrations, and the scenes, automations, and dashboard the home should have.Installer Projects Installation-Manifest Planning System-Design
- Build the Manifest with Selora AssistantDescribe the home to Selora Assistant, or paste the transcript of a call with the homeowner, and review the floors, areas, devices, and integrations it proposes for the installation manifest.Installer Projects Installation-Manifest Selora Assistant AI Planning
- Run a Guided InstallationClaim the Selora Hub on site and follow the guided installation: a live runbook built from the installation manifest that detects devices as they pair, builds the planned scenes, automations, and dashboards, and keeps Selora Assistant at your side.Installer Projects Installation-Manifest Guided-Installation Installation Selora Assistant