What information do I need to collect?

The minimum information you need to collect in order to design a Devicebook Smart Home depends on the specific smart home solution(s) to be designed.

In general, you need the following information:

For each room, how many devices of each device type will need to be installed here?

For each room, which optional features of a smart home solution does the client want? For those optional features, which additional devices will need to be installed here?

You may also want to take photographs of the areas of the home where devices are to be installed.

You can learn about the specific devices and optional features to consider for each smart home solution from the "Designing & Installing" articles available here.

How do you recommend this information be collected?

The best way to collect the client's requirements is whichever way works best for you, whether it's taking notes on paper, or on a note-taking app on your phone or tablet.

If you do not already have a preferred note-taking method, we recommend using Devicebook's Smart Home Designer to collect requirements and design the smart home in real time. This is easiest to do in real time on the large touchscreen of an iPad or other tablet. In this case, we recommend you create an empty smart home design for the client before visiting their home, based on a floor plan of their home. Learn to use the smart home designer here: Using the Smart Home Designer.