Customer Projects
Create customer projects in Selora Connect and build the installation manifest that drives system design and install-day planning.
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, and project messaging.
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.
- Build the Installation Manifest : Map floors, rooms, devices, integrations, automations, and dashboards for the install.
- 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
- Build the Installation ManifestBuild the installation manifest for a customer project (floors, rooms, devices, integrations, automations, and dashboards) so Selora Homes can plan the install.Installer Projects Installation-Manifest Planning System-Design