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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:

  1. Create a Project for a Customer : Set up the project, invite the customer, and share project files with Selora Homes.
  2. Send Questions to the Homeowner : Ask the homeowner about their house and read the answers in the project.
  3. Build the Installation Manifest : Plan the floors and areas, devices, integrations, scenes, automations, and dashboard before install day.
  4. Build the Manifest with Selora Assistant : Describe the home, or paste a call transcript, and review what the assistant proposes.
  5. Run a Guided Installation : Claim the hub on site and follow the live runbook built from the manifest.

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