Smart Home Move-In Checklist

Practical steps to secure & transfer your smart home systems

Internet & Network Setup

  • Call ISP to activate/transfer internet account
  • Confirm speed package matches household needs (streaming, gaming)
  • Update Wi-Fi SSID & password to a secure unique name
  • Confirm router, switches & access points are working and labeled

Smart Home System Takeover

  • Obtain system details (Control4, Crestron, Savant, etc.)
  • Request administrator login credentials for system apps/controllers
  • Confirm devices are unlinked from previous owner accounts
  • Reset controllers/hubs and re-provision under new ownership (if required)
  • Verify firmware & software updates are installed

Security & Access

  • Change codes on smart locks, garage door controllers & alarm
  • Update camera credentials & cloud storage subscriptions
  • Test door sensors, motion detectors & alarm notifications
  • Ensure backup batteries are installed & functioning

Streaming & Media

  • Remove previous owner's streaming accounts from TVs & devices
  • Add your own credentials (Netflix, Disney+, Spotify, etc.)
  • Verify whole-home AV mapping/distribution is correct

Climate & Comfort

  • Reprogram thermostats with preferred schedules
  • Link HVAC control to the smart system (if supported)
  • Update lighting, shade, and climate scenes

Support & Documentation

  • Collect manuals, warranty info, and integrator contact details
  • Label key devices (rack, switches, remotes, APs)
  • Schedule a system orientation session with an AV integrator
  • Confirm monitoring/support plans are transferred/renewed