HomeTech Transfer Plan my handoff

Dallas–Fort Worth · For buyers

Smart-home handoff.
For your new home.

The house is yours. Now get to know the technology that came with it: what is installed, how to use it and which accounts still need attention.

Your plan comes before contact details. No appointment or payment is taken by the planner.

A dimensional illustration of a speaker, thermostat and hub organized as individual devices.
From unfamiliar equipment to a useful record.
Know what stayed
Learn the controls
Keep the know-how

For the home you are inheriting

Make the everyday
feel familiar.

Ceiling speakers without instructions. Switches with unknown scenes. A doorbell still linked to the seller. We help give those loose ends a clear next step.

Identify what is there.

Build a room-by-room record of the agreed equipment, visible model details, apps and known connections. Unknown devices remain marked for confirmation.

Learn how it works.

Walk through the agreed everyday functions, from a lighting control to a room’s audio. Keep short operating notes, available manual references and the results we observed.

Coordinate account changes.

Identify the current account owner and the steps needed for buyer enrollment. Releases, local resets, historical data and subscriptions each keep their own status.

Serving Dallas–Fort Worth. Your written proposal confirms the equipment, work, complete price and visit arrangements.

Before, during and after the move

A little coordination.
A clearer arrival.

How the service works
  1. Start with what you know.

    Use the planner to describe the systems and the stage of your move. You can choose “Not sure.” The plan appears before contact details; the written proposal confirms the work and price.

  2. Bring the right people together.

    Agree access and possession timing, account-owner participation, internet changeover and any original-installer involvement before making changes.

  3. Walk through the agreed systems.

    At the authorized visit, we carry out the agreed handoff and orientation. Your Passport records the outcomes, untested functions and people needed for remaining work.

Illustration of the Home Tech Passport with manual references and separate observed and still-to-do findings.
Illustration. Explore the sample to see the record format.

Your Home Tech Passport

The home’s know-how.
Yours to keep.

Your Home Tech Passport brings the handoff into one usable record, so you have somewhere to look after moving day.

  • Device models, locations and the apps or controllers behind them
  • Everyday operating notes and available official manual references
  • Completed account actions, observed checks and unresolved items
  • Supplied installer contacts and warranty-transfer findings

A device we could not identify or a function we did not test stays visible. The record describes the agreed work and observed results.

Explore the sample Passport

Before you start

A few useful
answers.

I already moved in. Can you still help?

Yes. Start with the equipment and information you have. We can plan an inventory and orientation around the agreed systems. If the seller still owns an account, that step may require their participation or the manufacturer’s process; we record the dependency.

What if I do not know any of the brands or model numbers?

You do not need a finished inventory to start. “Speakers in the ceiling and an unknown box in the cabinet” is useful information. We document visible identifying details during the agreed work and keep uncertain matches separate from confirmed models.

Can you transfer a device without the seller’s password?

We coordinate the manufacturer’s process with the authorized account owner. The seller and buyer use their own accounts and devices; passwords and access codes do not belong in the planner or Passport. A device that is still owned by another account may remain pending until the required release is complete.

What if the home has Control4, Savant, Crestron or an AV rack?

Include it in the plan. The controller, connected equipment, project information and installer history matter together. The proposal identifies what the handoff covers and any programming, cabling or other work that needs the original installer or a qualified provider.

Does the handoff include repairs or new equipment?

Any repair, replacement or additional specialist work is identified in the written proposal before you decide. A handoff check records what responded during an agreed test; it is not a comprehensive home inspection or a guarantee of future operation.

How much does a buyer handoff cost?

The complete price depends on the property’s systems, scope and account or installer dependencies. Start with the handoff planner. A written proposal confirms the work and price before a visit; completing the planner does not reserve an appointment or take payment.

A little preparation

Worth knowing.

Explore the Journal

Your next step

Start with the home.
We’ll help with the details.

Tell the planner what is staying and what you would like to understand. You can begin without knowing every device.

Build my handoff plan