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What should I do when visiting an existing member's home?

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Written by Chelsie Salib

Whether you're there for a repair or routine maintenance, completing these tasks helps retain members and catch potential breakdown issues early.

Finding the Member

  1. Open the SmartAC.com Pro App

  2. Tap Members on the bottom menu

  3. Search for the member by name or address

  4. Tap Open Property Details


Check and Replace Sensor Batteries

Replace batteries during every visit, even if they aren't fully depleted. The only exception is if batteries were changed very recently. This prevents future service calls for offline sensors.

To check battery status:

  1. From Property Details, tap the sensor icon or go to Devices

  2. Scroll down to view each sensor's battery level

If a sensor is missing or damaged, document the issue and contact Pro Support at 832-377-0830 to arrange a replacement.

For battery replacement steps, see: How do I replace a sensor battery for a homeowner?


Mark Tune-Up Complete

After completing HVAC maintenance:

  1. From Property Details, go to the Units tab

  2. Tap Update next to Last Tune-up

  3. Select the date of service

  4. Tap Save

This updates the member's maintenance history, resets tune-up reminders, and affects breakdown risk assessments.


Replace Filter and Update Records

When changing a member's air filter:

  1. From Property Details, go to the Filters tab

  2. Tap Replace Filter

  3. Select the date of replacement

  4. Select the MERV rating (Standard MERV 8, Plus MERV 11, or Premium MERV 13)

  5. Tap Save


Verify Hub Status

  • Solid blue = Connected and working

  • Flashing blue = Connecting to WiFi

  • Red = Offline or error

If offline, check power, verify WiFi is working, and reboot the Hub (unplug 30 seconds, plug back in).


If You've Replaced an HVAC System

If you installed a new HVAC system for the member, see: How do I update the Pro App after replacing a member's HVAC system?


Questions?

Contact the SmartAC.com support team:

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