Project Installation Support
Internal runbook for Selora Homes Customer Support Engineers supporting active installation-day calls and escalations.
Search results
Review the public Installation and the
Project Installation Plan Example alongside this hub when preparing for an active install.
Project’s Install Workflow
Before the Install Window
- Confirm the project has an active Installation Plan.
- Confirm the installer has the correct support number and project information.
- Review known blockers, project notes, and any open support issues.
- Be ready to coordinate with engineering if the install includes known Selora product issues.
During the Install
- Monitor for inbound installer calls and project escalations.
- Respond when the installer reaches a required call-in point or becomes blocked.
- Document what was attempted, what failed, and the next action in the Installation Plan.
- Escalate to engineering immediately if a Selora product or core install flow is at risk.
After the Install
- Confirm all unresolved issues are documented in the Installation Plan.
- Record customer-impacting notes for future support.
- Confirm the installer has a clear path for any remaining follow-up work.
When to escalate install issues internally
Escalate internally when:
- The installer cannot complete core SeloraBox setup.
- A claim or registration issue blocks install progress.
Secure Network Nodeaccess cannot be established when it is required.- A dashboard or account issue prevents required install-day actions.
- A repeat Selora product issue appears during a live customer install.
- A priority device cannot be made operational before walkthrough.
- The customer handoff is at risk.
Required Installer Call-In Points
The installer will call the assigned Selora Homes Customer Support Engineer at specific points during the install.
1. During SeloraBox Setup
This call happens after the installer:
- Places and powers on the SeloraBox.
- Claims it to the customer profile.
- Confirms it appears in the Selora Homes Dashboard and is healthy.
- Completes the Home Assistant onboarding flow.
In this phase, a Selora Homes Customer Support Engineer is responsible for:
- Confirming that the SeloraBox is fully set up and healthy.
- Sending the
Secure Network Nodeaccess request and having the customer approve it. - Guiding the customer through remote access setup in both the browser and the Home Assistant Companion App.
- Establishing Selora Homes admin access in the customer’s Home Assistant instance.
- Downloading and installing the standard set of Apps and Integrations needed to help with installation.
Please use the further readings below for detail directions on each one of the above steps.
2. During Communication Protocol Device Installation
This call happens after the installer:
- Has completed the SeloraBox hardware setup and support has finished the protocol receiver setup in Home Assistant.
- Has connected the required communication protocol dongles to the SeloraBox.
- Has installed or located a communication protocol device that is ready to be paired.
This is separate from manufacturer direct integrations because these devices usually need to be placed into pairing, inclusion, or commissioning mode and are easiest to bring online one at a time.
The installer will call a Customer Support Engineer when Zigbee, Z-Wave, Matter, or other communication-protocol
devices are being brought online one at a time.
Support should:
- Confirm which protocol is being used for the current device.
- Tell the installer when to power on, reset, wake, or place the device into pairing mode.
- Capture any QR codes, setup codes, labels, or serial numbers needed during pairing.
- Once the required information has been collected, use Home Assistant to directly integrate the device.
- Confirm the device appears in the correct room or area once paired.
- Record which devices were completed, skipped, or blocked in the Installation Plan.
3. During Direct Integration Configuration
Use this call when devices connect through Home Assistant directly instead of through a local radio.
Support should:
- Review the Installation Plan to confirm how the integration is found and installed.
- Tell the installer what information is needed from the physical device.
- Ask the customer to join when credentials, MFA, account approvals, or vendor logins are required.
- Use NetAlertX or other tools to confirm IP addresses when needed.
- Record the integration result in the Installation Plan.
4. When the install is blocked or needs support
Use this checkpoint when the installer is blocked by pairing, account, network, power, dashboard, or safety issues.
Support should:
- Confirm the exact step where the install is blocked.
- Decide whether the installer should keep moving, skip the item, or pause.
- Record the block, attempted steps, and next action in the Installation Plan.
- Escalate immediately if the issue affects Selora products, core setup, or repeat product behavior.
References
Last modified April 2, 2026: Add Installer Field Support Guide (c5d759b)