The Installation Management feature in EasyHub's platform allows property managers and EasyHub's support team to oversee and streamline device installations. Installers are registered in the portal, and service orders are linked directly to their EasyHub mobile app. This ensures seamless installation, pairing, and synchronization of devices between the properties and the EasyHub platform.
Understanding the Installation Management Dashboard
The dashboard is divided into multiple interactive components:
Filters:
Unit No.: Enter a specific unit number to search for a property.
Unit Type: Use this dropdown to select the type of unit (e.g., Single Family, Multi-Family, Vacation Rentals).
Community: Filter by specific communities (e.g., "Mapro").
Installation Status Tabs:
The dashboard organizes installation progress into the following tabs:
Can Be Ordered: Lists units ready for installation orders.
Pending Installation: Shows units where installation orders have been created but work has not started.
Under Installation: Displays units where device installations are in progress.
Pending Confirmation: Lists units where installations are complete but await final approval.
Columns Overview:
Unit No.: Property identification (e.g., "4974 Windermere Ave – Storey Lake").
Unit Type: Indicates the type of unit (e.g., Vacation Rental).
Installed Devices: Displays the current number of devices installed.
Actions: Provides options to Install or view Details of the property.
Step-by-Step: Creating an Installation Order
Step 1: Select a Unit
In the Can Be Ordered tab, find the desired unit for installation.
Click the Install button in the Actions column.
Step 2: Configure the Installation Order
A dialog box will appear where you configure the installation order:
Selected Units:
Confirm the selected unit is listed under the "Selected Units" section.
Example: "4974 Windermere Ave – Storey Lake."
Select Installation Type:
Free Installation: Choose this option if you want to create a manual installation order. Device configurations will be set up individually through the Construction App, making this option ideal for flexible installations across different device types.
With a Template: Select this for batch installations. Templates allow you to pre-set device names, locations, switch buttons, and other information, enabling streamlined and consistent installations across similar unit types. (Note: This option does not support creating shared automation scenes across multiple units.)
Assign an Installer:
Use the Installer dropdown to assign an installer from the list of registered users. Example: “John Bernardino ([email protected]).”
If the required installer is not listed:
Click Add an Installer to register a new one.
Provide the new installer’s name and email address.
Step 3: Confirm and Submit
Once all configurations are complete, review the details carefully.
Click OK to finalize the installation order. The order will now appear under the Pending Installation tab.
Installer Workflow
Step 1: Receive Installation Details
The installer will receive the service order on the EasyHub mobile app.
The app provides step-by-step instructions, including pairing processes and configuration settings.
Step 2: Perform Installation On-Site
The installer uses the mobile app to:
Pair smart devices such as thermostats, noise sensors, cameras, and smart locks with the EasyHub Installers App (Required to install and pair EasyHub smart devices)
Verify that all devices are functioning correctly and integrated with the EasyHub system.
Step 3: Sync with the Portal
After completing the installation, the installer syncs the data with the EasyHub portal.
The updated information will appear under the Under Installation or Pending Confirmation tabs for review.
Monitoring and Managing Installation Progress
Track Installation Status:
Navigate between tabs (e.g., Pending Installation, Under Installation) to monitor the progress of each unit.
View Installation Details:
Click the Details button under the Actions column for a detailed breakdown of the devices installed, configurations applied, and installation logs.
Review Pending Confirmations:
After the installer has completed the installation, review the unit under the Pending Confirmation tab.
Confirm that all devices are correctly installed and functioning before approving the order.
Best Practices for Efficient Installation Management
Leverage Templates for Batch Installations:
Pre-configure templates for frequently installed devices to reduce setup time across multiple units.
Ensure all device settings (e.g., switch buttons, naming conventions) are accurately defined.
Assign Qualified Installers:
Regularly update the installer database to ensure the correct personnel are available for assignments.
Utilize the Mobile App:
Ensure all installers use the EasyHub mobile app for real-time syncing and accurate data logging.
Resolve Issues Quickly:
Use the Connection Query button in the dashboard to troubleshoot connectivity or pairing issues during installation.
Tips for Maximizing EasyHub's Installation Management
Real-Time Updates: Always ensure the installer’s mobile app is connected to the unit Wi-Fi 2.4 GHz to sync progress in real time.
Comprehensive Logs: Use the portal's detailed view to review installation reports and logs for any troubleshooting needs.
Automations: Once devices are installed, explore creating custom automation scenes (e.g., Night Mode, Occupied Mode, Vacant Mode) to enhance the property's efficiency.