Identify the shade and power type
Start with the manufacturer and product details, then note the power type for the selected shade. Available power and installation requirements vary by product and home, so these details need to be confirmed for the project.
Include the openings involved and any relevant site or access information. If the installation depends on a specific mounting condition, call that out when discussing project fit.
Describe controls and integration needs
Share the control method and any smart-home integration requirements that are part of the plan. Product and home-system compatibility can vary, so do not assume that a requested integration or setup is included without confirming the scope.
If the customer needs a walkthrough or other setup support, mention that before scheduling. The product-specific testing scope is also confirmed before the visit.
- Manufacturer and motorized shade model
- Power type and available project information
- Controls or integration requirements
- Any setup, testing, or walkthrough needs to discuss
Confirm the work before scheduling
Once the product, power, controls, and site details are available, confirm which installation and setup tasks are in scope. Requirements vary, so the agreed project details—not a generic checklist—guide the visit.
Window treatment companies can share the product and project timing when discussing a job. Designers and design studios can include the same information when coordinating with the installation team.