HomeTech Transfer

Sample report / September 2026

Home Tech
Passport.

The equipment. The handoff.
The details that make it yours.

Here’s what your report looks like: a room-by-room record of the technology, the work completed and the next steps to keep.

Download the sample PDF
Sample report · HTT-SAMPLE-001Prepared September 19, 2026
01

Home Tech Passport / Sample report

The handoff at a glance.

The home was handed over with a working internet connection and equipment in place, but with incomplete manuals and little explanation of the audio and lighting setup. The agreed visit covered inventory, authorized account changes, everyday function checks and a buyer walkthrough. No electrical alterations or concealed-equipment investigation were included.

12components recorded
5control platforms
7 of 9checks responded
3follow-up items
Outcome

Everyday controls transferred.
Three items stay visible.

The buyer can manage the home network, thermostat, main lighting controls and Sonos audio. The Ring doorbell still needs the seller's account release. A secondary lighting remote and the identification of two ceiling speakers remain on the follow-up list.

The visit

Property
Two-story home · Dallas–Fort Worth
Visit window
September 18, 2026 · 10:00 a.m.–1:30 p.m. CT
Agreed work
Complete Home Tech Handoff · 12 components · 5 platforms
Report reference
HTT-SAMPLE-001

People and permissions

  • Seller available remotely for account decisions; buyer present for setup and the walkthrough.
  • Possession and permission checked before the agreed account changes. Credentials stayed on the owners' devices.
  • The property-specific written scope included the linked audio components and secondary lighting control shown in this report.
O-01 / Before buyer enrollmentRelease the Ring doorbellView next step ↗O-02 / Routine follow-upRestore the secondary kitchen controlView next step ↗O-03 / Documentation follow-upIdentify the ceiling speakersView next step ↗
02

Home Tech Passport / Sample report

Know what came with the home.

Every component has a room, an identifier and a place in the system. Hubs, remotes and installed speakers are recorded separately.

ID / locationEquipment / identificationRole / handoff status
D-01Study · media cabineteero Pro 6ES010001Source: Label

Gateway connected to the internet service handoff; eero app.

Buyer network active
D-02Upstairs landingeero Pro 6ES010001Source: Label

Second mesh node serving upstairs; eero app.

Node online
D-03Front entryRing Wired Doorbell ProFormerly Video Doorbell Pro 2Source: Supplied equipment record

Wired video doorbell; Ring app and existing doorbell power. Electrical compatibility not evaluated.

Account release pending
D-04Main hallwayecobee Smart Thermostat PremiumSmart Thermostat PremiumSource: Device information / record

Main thermostat; ecobee app and existing HVAC equipment.

Buyer control observed
D-05Study · media cabinetLutron Caséta Smart HubL-BDG2-WHSource: Label

Ethernet connection to the home network; Lutron app.

Hub online
D-06Kitchen · main controlLutron Diva smart dimmerDVRF-6L-WHSource: Installer equipment schedule

Kitchen ceiling lights; wall control and Lutron app.

Wall / app response observed
D-07Dining roomLutron Diva smart dimmerDVRF-6L-WHSource: Installer equipment schedule

Dining pendant lighting; wall control and Lutron app.

Wall / app response observed
D-08Kitchen · patio-side wallLutron Pico remotePJ2-3BRL-GWH-L01Source: Supplied equipment record

Secondary wireless kitchen lighting control.

No response observed
D-09Family room · media cabinetSonos AmpAmpSource: Label / Sonos app

Drives D-11 and D-12; room named Family Room in Sonos.

Playback observed
D-10Office · shelfSonos Era 100Era 100Source: Label / Sonos app

Standalone room speaker; room named Office in Sonos.

Playback observed
D-11Family room · ceiling leftInstalled passive speakerMake / model unconfirmedSource: Visual position only

Physically left ceiling speaker driven by D-09; channel routing unverified. Grille left in place.

Sound observed; model open
D-12Family room · ceiling rightInstalled passive speakerMake / model unconfirmedSource: Visual position only

Physically right ceiling speaker driven by D-09; channel routing unverified. Grille left in place.

Sound observed; model open

Swipe the table to see all details.

How the systems connect

Home networkeero gateway D-01 → upstairs node D-02 + connected devices
LightingLutron hub D-05 → dimmers D-06 / D-07 + Pico D-08
Family Room audioSonos Amp D-09 → left / right ceiling speakers D-11 / D-12
Office audioEra 100 D-10 → standalone Sonos room
03

Home Tech Passport / Sample report

What responded. What needs attention.

Nine agreed checks. Seven responded, one needs attention and one is blocked by account access. Results describe the visit conditions, not future performance.

CheckWhat was observedOutcome / limits
C-01 · D-01Internet accessBuyer phone joined the agreed network and opened a public webpage in the study.RespondedConnection observed at the visit; no speed or security certification.
C-02 · D-02Upstairs connectionSecond node showed online. Buyer phone loaded a webpage on the upstairs landing.RespondedNo whole-property coverage survey or stress test.
C-03 · D-04Thermostat controlsDisplay and app reflected the buyer's accepted setpoint change; original setpoint restored.RespondedHVAC capacity, refrigerant, wiring and safety controls not assessed.
C-04 · D-05 / D-06Kitchen lightingMain wall control and buyer app turned the agreed lights on/off and changed brightness.RespondedNormal controls only; no electrical testing or wall-plate removal.
C-05 · D-05 / D-07Dining lightingWall control and buyer app changed the pendant brightness; prior setting restored.RespondedNo load-compatibility or electrical diagnosis.
C-06 · D-08Secondary kitchen controlPico button press did not change the kitchen lights. Main wall control continued to work.AttentionBattery condition and pairing were not established. See O-02.
C-07 · D-09 / D-11 / D-12Family Room audioBuyer-authorized source played through both ceiling speakers. Volume and pause responded.RespondedBrief listening check; no speaker removal, calibration or hidden-wiring inspection.
C-08 · D-10Office audioOffice speaker played independently; a brief group/play/pause check with Family Room responded.RespondedStreaming entitlement and internet availability remain buyer responsibilities.
C-09 · D-03Doorbell buyer accessBuyer enrollment and live-view check held because the device remained linked to the seller.Not testedNo seller recordings viewed or copied. See O-01.

Swipe the table to see all details.

04

Home Tech Passport / Sample report

The accounts, handed over carefully.

Account release, local settings, cloud history, integrations and subscriptions each have their own record.

Passwords, Wi-Fi keys, access codes and recovery codes stay with the authorized account owners. They are not stored in the Passport.

05

Home Tech Passport / Sample report

Your first week, made simpler.

The room names below match the walkthrough. Use these notes alongside the exact-model references in the document folder.

01

Your network

Open the eero app to view the gateway in the study and the upstairs node. The network name and password remain in the buyer's app. Keep the gateway and upstairs node powered; a router replacement can affect other devices.

02

The thermostat

Use the hallway thermostat or ecobee app for normal temperature changes. The buyer's preferred schedule was reviewed during the walkthrough. A control responding in the app does not establish the health of the HVAC system.

03

Kitchen and dining lights

The kitchen's main Diva wall control and the dining Diva control work locally. The same rooms appear in the Lutron app. The patio-side Pico did not respond; use the working kitchen wall control until O-02 is resolved.

04

Music in two rooms

In Sonos, choose Family Room for the ceiling speakers or Office for the Era 100. Start with a low volume. The buyer demonstrated play, pause and volume, and a brief room group. Personal music services belong to the buyer.

05

The front door

Ring buyer setup remains pending. This report does not represent the doorbell as available for buyer viewing. Complete the seller-release action in O-01 before arranging the buyer-access check.

Before replacing a router or resetting a device

Keep this inventory and the account-owner record handy. A change can affect connected equipment, schedules or room configuration. Use the relevant manufacturer guidance and the named provider for work beyond everyday controls.

06

Home Tech Passport / Sample report

The manuals, back with the home.

Official references are matched to the identified equipment. The two ceiling-speaker models remain unconfirmed; a similar-looking speaker manual is not substituted.

D-01 / D-02eero setup & network guideProduct-family support guide · eeroD-03Ring Wired Doorbell Pro / Pro 2 guideSelect the Pro 2 / Wired Doorbell Pro entry · RingD-04Smart Thermostat Premium manualModel-matched installation / user manual · ecobeeD-05Lutron Smart Hub quick-start guideL-BDG2 / L-BDGPRO2 family guide · LutronD-06 / D-07Diva smart dimmer referenceDVRF-6L model family; -WH is white finish · LutronD-08Pico lighting remote referencePJ2-3BRL-GWH-L01 lighting variant · LutronD-09Sonos Amp user guideExact product guide · SonosD-10Sonos Era 100 user guideExact product guide · Sonos

D-11 / D-12 · Ceiling speaker manuals

Not located. Exact models are not established. O-03 assigns the installation-record request and next identification step.

Warranty & support record

EquipmentEvidence availableCoverage finding
eeroPurchase evidence not suppliedManufacturer transfer limitation flagged: eero says warranty is voided for a recipient when hardware is given away. Do not assume coverage transfers with this network; confirm the applicable terms with eero.
RingPurchase evidence not suppliedRemaining coverage and transfer eligibility unconfirmed. Device ownership release does not confirm warranty or subscription status.
ecobeeThermostat identified; receipt not suppliedRegistration in the buyer's account does not establish remaining coverage or transfer eligibility.
LutronInstaller model schedule availableEquipment identification is supported; purchase date and any installer workmanship terms still need confirmation.
Sonos / installed speakersSonos models identified; speaker models openNo remaining warranty term confirmed. Speaker documentation depends on O-03.

Swipe the table to see all details.

Official documentation reviewed September 19, 2026. A manual is not proof of purchase. Coverage depends on the applicable terms, purchase evidence and manufacturer confirmation.

Ownership and support references
07

Home Tech Passport / Sample report

A clear next step for every open item.

The visit can end with useful progress and remaining work. Each item below has an owner, a closing condition and a defined scope boundary.

O-01D-03

Before buyer enrollment

Release the Ring doorbell

Seller account association still present. Buyer access not tested.

Responsible party
Seller / current Ring account owner
Next step
Complete Ring's official device-release process. The buyer then attempts enrollment through the official route; a provider records the buyer-access check when authorized.
Close when
Buyer enrollment and the agreed live-view/doorbell response are recorded. If a manufacturer blocker remains, this item stays open.

Any return visit or added support requires the agreed follow-up terms.

O-02D-08

Routine follow-up

Restore the secondary kitchen control

Pico press did not operate the lights; main wall and app controls responded.

Responsible party
Qualified lighting provider
Next step
Confirm remote model, battery condition and association before proposing corrective work. No wiring diagnosis is inferred from the observed symptom.
Close when
The agreed remote-control check responds and the completed work is recorded. An accepted repair quote alone does not close this item.

Parts, replacement and additional investigation are outside the completed checks.

O-03D-11 / D-12

Documentation follow-up

Identify the ceiling speakers

Both speakers produced sound, but no model record was available and the grilles were not removed.

Responsible party
Seller / original audio installer, then AV provider if needed
Next step
Request the installation schedule or purchase record. Match exact models before attaching their manuals or proposing replacements.
Close when
Exact model evidence and matching documentation are added. If identification remains unresolved, this item stays open.

Physical inspection or concealed-equipment investigation was outside this handoff and would be agreed before that work begins.

Walkthrough & delivery record

  • Buyer demonstrated the network/app overview, thermostat adjustment, working lighting controls and Sonos room playback.
  • Buyer was shown the Ring block, the nonresponsive Pico and the two unidentified ceiling speakers. No unresolved item is marked completed.
  • Passport recipient: buyer. Agent receives the approved summary; seller receives the account-action list. Credentials, serial numbers and exact property address are omitted from this public sample.
  • Follow-up uses report reference HTT-SAMPLE-001 and the relevant device/open-item ID. Actual jobs identify the contracted provider and approved customer contacts privately.

This report records the agreed scope and observations at the stated visit. It is not a home inspection, electrical or security certification, guarantee of future performance, promise of complete historical-data removal or extension of manufacturer coverage.

A useful record, long after moving day.

Make the next handoff
feel this clear.

Build my handoff plan

This sample shows the report format. Your home's equipment, handoff steps and findings determine your Passport.