Smart Lock Checklists

📋 Pre-Installation Checklist

Door Measurements

• Door thickness measured
• Backset distance (2-3/8" or 2-3/4")
• Bore hole diameter (2-1/8" standard)
• Edge to center distance verified
• Door swing clearance checked

Lock Selection

• Compatibility confirmed with calculator
• Power source determined (battery/wired)
• Connectivity chosen (Bluetooth/WiFi)
• Physical key override verified
• Weather resistance rating checked

Tools & Materials

• Drill bits (hole saw, spade bits)
• Screwdrivers (Phillips, flathead)
• Tape measure & level
• Wire strippers & crimpers
• Safety glasses & gloves

🔧 Installation Checklist

Preparation

• Work area cleared and protected
• Old lock removed (if replacing)
• Door cleaned and inspected
• New lock parts organized
• Instructions read completely

Mounting

• Template aligned and taped
• Pilot holes drilled
• Exterior assembly installed
• Interior assembly mounted
• Strike plate installed and aligned

Wiring (if applicable)

• Power source identified
• Fuse installed near source
• Wires routed through protected areas
• Connections secured with ferrules
• Wire management completed

Testing

• Manual operation tested
• Bolt extends/retracts smoothly
• Door closes without binding
• App connected and configured
• All features tested

🔌 Power System Checklist

Battery Installation

• Correct battery type installed
• Polarity verified (+/-)
• Contacts clean and tight
• Battery cover secured
• Installation date recorded

12V System Setup

• Buck converter mounted securely
• Input voltage verified (12V)
• Output voltage tested (5V)
• Inline fuse installed (1A)
• Wiring labeled at both ends

Solar Installation

• Panel mounted at optimal angle
• Charge controller configured
• Battery connected to controller
• Load connections secured
• System tested under load

📅 Monthly Maintenance

Visual Inspection

• Check for loose screws
• Inspect weatherstripping
• Look for corrosion or rust
• Check wire condition
• Verify strike plate alignment

Functional Test

• Lock/unlock 5 times
• Test physical key
• Check app connectivity
• Verify battery level
• Test all user codes

Cleaning

• Wipe exterior with damp cloth
• Clean keypad with alcohol wipe
• Remove debris from strike area
• Check for insect nests
• Lubricate if needed (dry graphite)

🌤️ Seasonal Checklist

Spring (March-May)

• Check for winter damage
• Replace batteries if needed
• Clean solar panels
• Reseal exterior penetrations
• Test after temperature changes

Summer (June-August)

• Check for heat expansion issues
• Ensure battery ventilation
• Adjust solar panel tilt
• Check for insect activity
• Verify operation in high heat

Fall (September-November)

• Prepare for cold weather
• Install fresh batteries
• Adjust solar for winter angle
• Check weather seals
• Test battery backup system

Winter (December-February)

• Monitor battery level weekly
• Keep snow/ice cleared
• Check for condensation
• Have backup access ready
• Test in extreme cold

📱 Travel & Transport

Before Moving (THOW/Van)

• Remove lock batteries
• Engage manual deadbolt
• Secure interior components
• Add door brace if needed
• Document current settings

After Arrival

• Inspect for damage
• Reinstall batteries
• Check alignment
• Test all functions
• Reconnect app if needed

Extended Absence

• Install fresh batteries
• Enable vacation mode
• Set trusted neighbor access
• Notify monitoring service
• Test remote access