Smart device setup: a guide for pros
What customers ask, how to win the job, and what to put on your profile.
Offering smart device setup
You set up smart devices in homes, so customers judge you on devices that work reliably and stay secure. Clean setup, strong passwords and a short guide make the work easy to live with.
What customers ask
- Will the devices work with my voice assistant?
- Is my camera secure?
- Can you set up my routines?
- What if the device stops working later?
- Do you need my network password?
How to win the job
- On the first call, ask the devices, the apps or voice assistant used, and the network setup
- Check the network and signal at each device location before setup
- Change default passwords and turn on the security options for each device
- Set up routines and voice control that the customer asked for, and test them
- Explain which device data is shared with the manufacturer
- Give a written guide and a short walk through for daily use
What to put on your profile
- Photos of finished setups with clean mounting
- The brands and device types you set up most often
- Your password and security process in plain words
- Your training and insurance details
Follow-up that helps the customer
- Offer a check of firmware updates after the first month
- Remind the customer to change passwords after a sale of the home
- Send a note on new devices that work with the setup
Licenses and permits
Smart device setup is usually not licensed. Wiring that touches the home's electrical system may need a licensed electrician, so check state and local rules, and keep your insurance current.
Questions
What do I do when a customer wants a lock installed that needs wiring?
Tell the customer the wiring must be done by a licensed electrician where required, and handle only the setup you are permitted to do.
How do I handle a customer who asks for the default password to stay?
Explain the security risk, set a strong password, and record the change in the handover guide.
Pro reviewers
Pros who offer smart device setup remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.
Edit history
- Oct 29, 2026: Drafted by infinibell to our content guidelines.
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