Home / Blog / Installers & partners
Installers & partners

The Smart Home Installation Process, From Enquiry to Handover

A job board on an installer's workbench showing a smart home installation running in stages from enquiry and site survey through commissioning to the handover pack

Answer up front — Ten stages, in order: enquiry and qualification call, site survey, written quote, product selection, ordering, installation, first fix and making good, commissioning, client walkthrough, handover pack. Two of them — the survey and the written quote — are the ones that prevent the other eight going wrong. Everything else is execution, and execution is only hard when those two were skipped.

This is the post to bookmark. It is the process, in order, with what happens at each stage, who owns it, and what document comes out of it. If you are a wireman, an automation installer, or a main contractor who subcontracts automation, this is the shape of a job that runs properly.

The stage table

#StageWhat happensWho is responsibleThe output you keep
1Enquiry and qualification callFind out what the client is actually trying to fix, not what device they think they want. Ask what is already installed, what has been tried, whether the job is a renovation or a finished house, and whether the decision is finalYouA short written summary of the enquiry, back to the client the same day
2Site surveyRoom by room. Open the boxes. Record neutral present or absent, box depth, conductor count, existing switches and fittings, hub position and signal, and the ceiling situation. Count every positionYou, with a registered wireman if mains work is likelyAn annotated position list — the single most important document in the job. See how to survey a Malaysian home before quoting
3Written quoteDevices, labour by room with positions counted, first fix, second fix, commissioning, consumables. Anchored to the dated survey, with a variation clauseYouA signed quote referencing the survey by date
4Product selectionEvery device chosen against the survey findings, not against what is on the shelf. The switch in room 3 is a no-neutral decision because the survey said there is no neutral in room 3YouA device schedule mapped to the position list
5Ordering and lead timeOrder the full schedule in one go, including spares of the most failure-prone type. Confirm the supply lead time on the day you order and pass that to the client in writingYou, with Synchroweb for stock and lead timeAn order confirmation, and a date you can actually hold
6InstallationDevices fitted, terminated, and checked one at a time. Fixed mains work is done by a Suruhanjaya Tenaga-registered wireman — Act 447Registered wireman for mains; you for the restA working system, position by position
7First fix and making goodOn a renovation this happens in the main contractor's programme, not yours: chasing, conduit, new or deeper back boxes, network runs, trunking, making goodMain contractor and electrician, per your first-fix listPhotos of every closed position, and a signed-off first-fix list
8CommissioningPairing, scenes, automations, naming, and testing. Not a favour — a deliverable with an hour count against itYouA commissioned system that passes the walkthrough. See commissioning and handover testing
9Client walkthroughSit with the client, on their phone, with their own account. Go through every scene. Show them what to do, what not to do, and how to add a deviceYouA client who can operate it without you
10Handover packThe document set the client keeps: device list with model and where it is installed, how to operate it, who to call, what is and is not covered, warranty route, and the survey and quote as the record of scopeYouThe pack. It is the end of your liability and the start of your reputation

Two stages carry the whole job

Stage 2, the survey, and stage 3, the quote. Everything else in the table is execution. Execution is only hard when the first two were rushed.

The survey is where the cost is either found or invented. A house wired before roughly 2000 can have a neutral at the kitchen switch and none at the bedroom switch two rooms away, because parts were wired or altered at different times. Malaysian wiring is not consistent, and the only reliable answer is to open the boxes and look. A quote built on an assumption about neutrals is a quote you will revisit on installation day, and a client does not enjoy hearing the number has moved.

The survey is also where the box depth, the conductor count and the existing fittings are recorded. A smart module plus the existing conductors may not go into a shallow Malaysian back box. Finding that on a survey is a line in the quote. Finding it on installation day is a callback, a plaster repair and a bad review.

The quote is where the survey gets turned into something checkable. Structure it in blocks — devices, labour by room with positions counted, first fix, second fix, commissioning, consumables — and anchor it to the dated survey. The counting is what makes it checkable: a client can walk their own house and count the switch positions, so they can tell whether the number is sensible. That is the whole argument against the quote looking padded. How to quote a smart home project covers the structure in full.

On ordering, say what you can control

Do not promise a delivery or an installation date you do not control. We do not publish a supply lead time, and neither should you — not in a brochure, not in a first reply, not as an assumption in a tender.

What you can do is useful and honest:

  • Confirm the current lead time on the day you place the order, and give the client that date in writing.
  • Order the whole schedule in one go. Partial orders are how a house ends up with one room on a different hub generation from the next.
  • Hold a small stock of the most failure-prone device type. It is cheaper than a warranty callback, and if you quote it as a line the client sees it is deliberate rather than padded.
  • Give the client an installation date that depends on your availability, not on a warehouse. If stock is late, that is your problem to absorb, not theirs.

When the survey and the install day disagree

It will happen. Someone moved a switch, someone added a socket, someone painted over an access panel. The handling is what separates a professional from an amateur:

  1. Stop and look. Do not force a device into a position that does not match the survey.
  2. Photograph it, with the position list in frame, before anything is changed.
  3. Tell the client the same day, in writing, with the position, what was found, and the two options: adapt the design, or vary the scope and the price.
  4. Record the variation, signed. This is why the variation clause is in the quote from stage 3.

A client told on day two of a two-day job is usually fine. The same client told on day nine is not, and neither are you.

The handover is the job, not the end of it

Two habits separate a job that gets recommended from one that gets forgotten.

Handover pack. The device list, how to operate it, who to call, what is covered and what is not, the warranty route, plus the survey and quote as the record of scope — laid out in full in the customer handover pack. Hand it over on paper or as a PDF, and walk the client through it — stage 9 is not optional and not a phone call.

A named contact. A phone number that a human answers, in Malaysian time. The installer resource hub has the specification and compatibility detail you need when something does not behave, and commissioning and handover testing has the test list to run before you hand over at all.

If the job was a renovation, add one more item to the pack: the as-built position list, updated for anything that moved during first fix. That is the document that stops the next tradesman opening a wall and finding something nobody can explain.

Planning a project?

Tell us about your space. Our B2B team will reply within one business day with a recommended setup and quotation.

WhatsApp us →
[email protected]
+603-5880 5486