PROJECT NAME:
DATE:
CUSTOMER:
PROPERTY ADDRESS:
PROJECT CATEGORY:
(Security / Energy / Automation / Smart Living / Pets / Other)
CUSTOMER GOAL:
CURRENT ENVIRONMENT:
Existing Devices:
Existing Providers:
Existing Automations:
PROJECT SUMMARY:
RECOMMENDED SOLUTION:
RECOMMENDED DEVICES:
RECOMMENDED APPS:
RECOMMENDED INTEGRATIONS:
INSTALLATION REQUIREMENTS:
DIY Possible:
(Yes / No)
Contractor Recommended:
(Yes / No)
IMPORTANT:
SmartHomeConcierge.ai does not perform physical installations. Customer may complete installation themselves or hire a contractor.
POST-INSTALLATION SERVICES:
□ App Setup
□ Device Configuration
□ Notifications
□ Automations
□ Integrations
□ Ongoing Support
PROJECT PHASES:
Phase 1:
Phase 2:
Phase 3:
PRODUCTS TO PURCHASE:
1.
2.
3.
ESTIMATED IMPLEMENTATION ORDER:
1.
2.
3.
POTENTIAL RISKS OR LIMITATIONS:
NEXT ACTION:
CUSTOMER APPROVAL REQUIRED:
(Yes / No)
PREPARED BY:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article