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COMING SOON!

Summary

In an effort to reduce the time it takes to set up HAVEN in a home, we’re introducing a new “Pre-install configuration” workflow. This allows the service manager or technician to pre-populate an installation ahead of time, from the Pro Portal. Our ultimate vision is to take this a step further, being able to integrate it into the top Field Service Management tools so you don’t have to duplicate customer contact or dwelling address details.

With the new workflow, the Pro can complete as much or little of the customer, dwelling and equipment setup as they want to remotely. This leaves ideally only the physical installation steps to be completed onsite (connecting devices to WiFi or completing the activation tests to ensure the equipment has been wired up correctly) or details that the person back at the office may not have access to (for example: exact duct or filter dimensions).

 

Problems solved

  • The technician is likely pressed for time, wanting to get in and out as quickly as possible. This makes it so any extra steps required during the configuration of HAVEN devices are prone to mistakes, and end up creating friction and frustration with the technician.

  • The technician performing the installation may not always be the best person to handle data entry or the exact controls configuration for the equipment based on the goals of the homeowner.

 

What steps can be completely remotely with the Pre-install Configuration?

  • Create a new dwelling

  • Create a new install
    • Select the IAQ and HVAC equipment that will be installed alongside HAVEN Monitors and Controllers

    • Accept new default equipment interlocks (new!) or customize them

    • Accept new default equipment automations or customize them

  • Invite homeowner to become dwelling admin

After initially set up in the Portal, the technician still has access to all of the preconfigured fields while completing the installation onsite so that changes can be made if necessary.

 

Create a new dwelling

  • From the Customers List, click "Create new dwelling

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  • Fill in the requested address fields & click "Create"

 

Create a new install

  • Click into a Customer Dwelling 
  • Go to "Customer info", then select "New Install"

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  • Follow the steps to set up the zone, installation, HVAC & IAQ equipment and HAVEN devices. 

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  • For the Monitor, you'll be asked to select what blower it is associated with. Choose the air handler or fan that the Monitor is installed in the return duct of. This is usually the primary equipment that circulates the air in the zone. 
    • If you don't have all the details about the equipment, duct or filter at this point, the technician will be able to add any missing details when they are at the home performing the physical installation steps. 
  • When selecting equipment to wire up to the Controller, you'll be able to see which equipment is associated with the blower. It's recommended to connect this to one of the Controller relays so HAVEN can manage a circulation schedule that supplies the Monitor with airflow throughout the day for sampling purposes, as well as regularly moving the air for comfort purposes. This will also allow HAVEN to use this connection in automations that get set up in later steps. 

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  • HAVEN will also show you any equipment that is already connected to a Controller relay as well as the full selection of new equipment types. 

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  • You can connect as many Controllers as are needed for controlling all accessory equipment. 

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  • Based on the equipment selected in the previous step, HAVEN will suggest which pieces need to be interlocked. This is based on the equipment that doesn't have the ability to move air on its own. For example, when connecting an Outdoor damper and an Air handler fan, HAVEN will suggest that the damper be interlocked with the fan, to help it be as effective as possible during automations. The defaults are editable, but are helping to streamline the setup process. 

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  • Based again on the equipment selected, HAVEN will also suggest default automations in the 3 pillars, where applicable: humidity, ventilation, filtration.

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  • Automation Rule edits can be made, if desired. HAVEN will always default to activating equipment to maintain "Good" ranges in each pillar. 
  • If there are equipment conflicts, e.g. a dehumidifier and humidifier are both installed, HAVEN won't let you overlap the setpoints and deadbands. This is to prevent harm to the equipment and the home. 
  • Outdoor cutoffs are now available in any pillar, however we recommend using them primarily for ventilation automations, as this is where they will matter the most. 

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  • Outdoor cutoff options & default values (Defaults based on a combination of best practices set out by EPA, ASHRAE, and building science experts)

    • Outdoor AQI (Air Quality Index) - Default: 1-50 (good range)

    • Outdoor Temperature range - Default: 50–78ºF = 10–25ºC 
    • Outdoor Dewpoint range - Default: 40–60ºF = 4–16ºC 
    • Outdoor Relative Humidity range - Default: 30-60%

 

  • The final step is setting up any applicable schedules. The exciting piece here is that there are no longer restrictions on the type of equipment that can be scheduled (other than humidifiers). If you want to set up ventilation schedules with the equipment, you can do so! 

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  • Click "Finish". You'll get brought back to the "Customer Info" section. 

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  • Make sure to Invite Customer to the home before the technician does the physical installation. This will send an email to your customer and prompt them to create a HAVEN account, completing their name and contact details. 
  • When the technician gets to the home to perform the physical installation, they can simply search for the customer/dwelling. It will pull up the installation and point out any pieces of information that the service manager left out during the Pre-Install Configuration. For the most part, they will be able to focus on the PHYSICAL installation steps only, thereby streamlining the experience and cutting down their time significantly in the home. 

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