New Construction Lead Flow
- 1Lead fills out inquiry for a new build project
- 2System sends a design questionnaire to capture square footage and preferences
- 3Calendar link sent for a showroom demo after the questionnaire is completed
Systems for Smart Home Installers
Streamline Your Smart Home Installation Operations
Smart home integrators bring in revenue through design fees, high end hardware sales, and technical labor for complex low voltage deployments. Profit often leaks during the transition from rough in to trim out when unrecorded change orders and missing components delay the final occupancy handoff.
Home Services
- Change Order Approval
- Punch List Automation
- Client Onboarding Portal
- Renewals Tracker
- Recall Campaigns
Also for: Smart Home Installers
How the business actually works
How the work flows, start to finish.
- 01
Consultation
Qualifying home owners on their specific needs for lighting control, climate, and distributed audio.
- 02
System Design
Producing the bill of materials and drafting the low voltage wiring plan for the architect.
- 03
Rough In
Pulling cable and installing backboxes before the drywall is hung by the general contractor.
- 04
Trim Out
Terminating wires and installing faceplates, touchscreens, and rack mounted hardware.
- 05
Programming
Writing the logic for scenes and ensuring third party device drivers are communicating correctly.
- 06
Commissioning
Testing every sensor and switch to ensure the system meets the original design intent.
- 07
Handover
Training the client on the user interface and providing the final documentation package.
- 08
Service Plan
Transitioning the project into a recurring maintenance agreement for firmware updates and support.
Where it leaks
Common problems for home automation companies.
01
Scope Creep
Clients frequently ask for one more camera or an extra zone of audio while the technician is on site. Without a formal digital change order process, these additions often go unbilled and eat your margin.
02
Programming Delays
When a technician arrives to program the rack but the network is not live or the ISP has not arrived, hours of billable time are wasted. Coordination between trades is difficult without automated check ins.
03
Inventory Mismatches
Missing a single specialized connector or a specific bridge can stall an entire installation day. Manual tracking of small components across multiple vans leads to frequent trips to the warehouse.
04
Poor Handover Documentation
If the client does not remember how to use the guest settings or party mode, they call the office for free support. Failing to provide a clear digital user guide leads to endless unbilled phone calls.
05
Lost Service Revenue
Integrators often forget to follow up when a project warranty expires. This leaves thousands in potential recurring service agreement revenue on the table every year.
What LATTICE can build
Systems built around how you work.
Change Order Approval
Technicians can generate a quick addendum on a tablet for the client to sign before installing extra equipment.
Punch List Automation
Automatically notify the project manager when the final device is online and the system is ready for the final walkthrough.
Client Onboarding Portal
A secure area where owners can view their network maps, device passwords, and video tutorials for their specific system.
Renewals Tracker
Triggers automated reminders for clients to renew their remote monitoring and maintenance subscriptions before they expire.
Recall Campaigns
Segment your client list to send alerts when specific firmware updates or hardware upgrades become available for their installed models.
Missed Call Text Back
Ensures that high value leads looking for custom theater or security quotes are engaged immediately even if the team is in a rack closet.
Review Requests
Sends a feedback request automatically once the commissioning report is signed by the client.
Example systems
What it looks like in practice.
Service Agreement Enrollment
- 1Final payment is received for a new installation
- 2System waits ninety days then sends an invite for a remote monitoring plan
- 3Digital contract and payment link sent automatically for the preferred tier
Programming Prep Workflow
- 1Technician scheduled for final programming
- 2Automated text sent to client twenty four hours prior confirming internet service is active
- 3Reminder sent to technician with the specific IP range and network credentials
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from home automation companies
How do we handle different labor rates for design versus installation?
The system allows you to categorize labor types so that your invoices accurately reflect the specialized engineering time versus the physical labor for pulling cable. This ensures your project cost tracking shows exactly where your high margin hours are spent.
Can this help manage service calls for existing systems we didn't install?
Yes, you can create specific intake forms for takeover projects. This allows you to collect system photos and current hardware lists before a technician is even dispatched for an assessment.
How do we stop clients from calling our personal cell phones for support?
By routing all communications through a central portal and professional SMS line, you establish boundaries while ensuring every request is logged and tracked as a ticket. This keeps your personal time private and ensures no service request is lost in a text thread.
Can we use this to sell hardware upgrades to old clients?
You can tag clients by the year their system was installed or the brand of processor they use. When a new generation of hardware is released, you can send a targeted message to just those clients offering an upgrade package.
Does this manage the documentation we give to the client at the end?
The client portal serves as a permanent digital binder where you can upload IP tables, wiring diagrams, and warranty documents for their easy access at any time.