Onboarding Homeowners
Everything for getting a homeowner set up
16 articles
- What equipment is required for setup?
- How do technicians add a homeowner to a plan?
- Can a member account be setup manually if I am not able to finish the setup in the app?
- How do members Self-Onboard to the Connect plan?
- How do I check member onboarding status (sold/pending vs completed)?
- How do I send out a member self-onboarding invite or campaign?
- What if the homeowner's condenser nameplate is illegible or missing?
- How can I add a nameplate from the Partner Dashboard?
- Can I install multiple Filter sensors on one HVAC system?
- If a customer has multiple units, do we need a kit for each?
- I have a vertical configuration indoor unit, with no exposed drain pan. Where should the leak sensor be placed?
- I have a vertical configuration indoor unit, with a narrow filter access door at the bottom. How do I place the Filter sensor?
- Where should I place the Filter sensor with a media filter in the attic?
- I have an in-unit air filter that is 1" thick, where do I mount the Filter sensor?
- How many sensors do I need for a multi-zone system?
- What sensors are required for packaged units?