The SmartAC Pro app is downloaded on your phone.

Your login. Sign in with your email, or with your company account if your company has SAML enabled.

Tap Members in the bottom menu.

Search for the homeowner by name or address.

If they already have a profile, open it to review their details instead of creating a duplicate account.

From the home screen, tap New Member.

Enter the homeowner's first name, last name, phone number, and email, then tap Next.

Enter the service address. This should be the address where the equipment is located. The address auto-populates as you type, and the city, state, and zip code fill in when you select it.

On the Select type of onboarding screen, choose Application Only. Choose Hardware Kit only if you are installing sensors.

Select the homeowner's plan. Plan names and pricing vary depending on your company's offerings.

Tap + next to Last Service Date.

Select the date of the most recent service visit from the calendar.

Tap + next to HVAC Units.

Select the system type: Split System, Packaged Unit, or Furnace Only. The workflow differs for each, so choose carefully.

Select where the air handler or furnace is located (Attic, Basement, Closet, Garage, or add your own).

Add the condenser nameplate. Tap Add Nameplate, take a photo, then tap Looks good! and Save. The photo should be clear, legible, and show the data plate from top to bottom. If the plate is missing or faded, check Manually Add Details instead.

Tap Add Furnace and repeat for the furnace/air handler nameplate.

Name the unit (for example, "Entire House" if one system serves the whole home), then tap Finish.

Tap + next to Thermostat Zones.

Select the zone the thermostat controls (Upstairs, Downstairs, Entire House, East Side, West Side, or add your own).

Select the HVAC unit that controls this zone.

Select the thermostat type: Basic or Smart/Learning.

Tap Finish.

Tap + next to Filters.

Select the thermostat zone associated with the filter.

Select where the filter is located (Hallway, Master Bedroom, Kitchen, Living Room, At the equipment, or add your own).

Select where the filter is in the room: Wall, Ceiling, or Floor.

Select Single or Double grille.

Select the filter type: Standard/Other, Electrostatic, or Zephyr.

Enter the filter size, MERV rating, and when it was last replaced. If the size isn't listed, tap Enter Manual Sizes.

Tap Finish.

Once every required item is complete, tap Tap to Finalize.

A QR code appears on screen. Have the homeowner scan it to download the SmartAC homeowner app and sign in.