---
title: Pre-Install Checklist
description: Pre-install points for installers to help make the onsite experience even simpler
---

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1. [Knowledge base](https://help.homelyenergy.com/knowledge?hsLang=en)
2. [Installer Resources](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en)
3. [Configuring Homely](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en#configuring-homely)

# Pre-Install Checklist

Before attending an installation, ensure the following points have been addressed:

 

**Sign Up and Training**

- Download the **Homely Installer App** and complete the registration process.

 

**Heat Pump Model & Compatibility**

- Confirm that the **make and model** of the heat pump is compatible with Homely - more information [here](https://www.homelyenergy.com/compatibility/).
- Check if any **additional parts** are required for integration:
  
    - **All installs** – **Belden 9841** OR **stranded CAT-5** cable is required.
    - **Samsung** – Requires an **MIM-B19N** board. For fixed speed pumps a Relpol relay (R15-2012-23-5230-WTL) and Relpol socket (GZ8-01) are also required
    - **Daikin** – Requires a **DCOM-LT/MB** board and a **separate power supply**.

 

**System Compatibility**

- Homely **is not compatible** with **hybrid or cascade systems**.
- Ensure your system design is compatible with the Homely system - more information [here](https://help.homelyenergy.com/knowledge/homely-compatibility-overview?hsLang=en)

 

**Wi-Fi Availability**

- Does the property have **Wi-Fi**?
  
    - If not, full setup **cannot** be completed on-site, and the customer will need to connect Homely to Wi-Fi later.
    - Wi-Fi must have the option for **2.4 GHz**

 

**Homely Unit Placement**

- Have you identified **where the Homely unit will be mounted** on the wall?
  
    - Ensure there is a **plug socket for a three-pin plug** near the installation site.

 

**Heat Pump Installation & Operation**

- Has the heat pump been installed **according to the manufacturer’s instructions**?
- Can the heat pump operate **independently of Homely**?
- We **strongly recommend** confirming the heat pump is **fully functional** before connecting Homely.
- Ensure the heat pump can **directly control any valves or pumps** included in the system design.
- Homely **only controls the heat pump**, so any additional valves or pumps must be controlled by the heat pump itself.

 

Completing this checklist before installation will help ensure a **smooth and efficient setup process**.

- [Getting Started](https://help.homelyenergy.com/knowledge/getting-started?hsLang=en#main-content)

    - [Your Homely System](https://help.homelyenergy.com/knowledge/getting-started?hsLang=en#your-homely-system)
    - [Before you buy](https://help.homelyenergy.com/knowledge/getting-started?hsLang=en#before-you-buy)
    - [Benefits of Homely](https://help.homelyenergy.com/knowledge/getting-started?hsLang=en#benefits-of-homely)
    - [Heat Pump Functions](https://help.homelyenergy.com/knowledge/getting-started?hsLang=en#heat-pump-functions)
- [Using Homely](https://help.homelyenergy.com/knowledge/using-homely?hsLang=en#main-content)

    - [Setting up your Preferences](https://help.homelyenergy.com/knowledge/using-homely?hsLang=en#setting-up-your-preferences)
    - [Smart+ Features](https://help.homelyenergy.com/knowledge/using-homely?hsLang=en#smart-features)
    - [Account Management](https://help.homelyenergy.com/knowledge/using-homely?hsLang=en#account-management)
    - [Usage Data](https://help.homelyenergy.com/knowledge/using-homely?hsLang=en#usage-data)
    - [Solar Sense](https://help.homelyenergy.com/knowledge/using-homely?hsLang=en#solar-sense)
- [Homeowner Troubleshooting](https://help.homelyenergy.com/knowledge/homeowner-troubleshooting?hsLang=en#main-content)

    - [FAQs](https://help.homelyenergy.com/knowledge/homeowner-troubleshooting?hsLang=en#faqs)
    - [Hardware](https://help.homelyenergy.com/knowledge/homeowner-troubleshooting?hsLang=en#hardware)
    - [Switching to Heat Pump Controller](https://help.homelyenergy.com/knowledge/homeowner-troubleshooting?hsLang=en#switching-to-heat-pump-controller)
    - [Heat Pump Errors](https://help.homelyenergy.com/knowledge/homeowner-troubleshooting?hsLang=en#heat-pump-errors)
- [Installer Resources](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en#main-content)

    - [Why Homely](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en#why-homely)
    - [Configuring Homely](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en#configuring-homely)
    - [Compatibility and System Design](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en#compatibility-and-system-design)
    - [Manuals](https://help.homelyenergy.com/knowledge/installer-resources?hsLang=en#manuals)
- [Connect](https://help.homelyenergy.com/knowledge/connect?hsLang=en#main-content)

    - [About Connect](https://help.homelyenergy.com/knowledge/connect?hsLang=en#about-connect)
    - [Managing Installations](https://help.homelyenergy.com/knowledge/connect?hsLang=en#managing-installations)
- [Installer Troubleshooting](https://help.homelyenergy.com/knowledge/installer-troubleshooting?hsLang=en#main-content)

    - [Homely](https://help.homelyenergy.com/knowledge/installer-troubleshooting?hsLang=en#homely)
    - [Troubleshooting with Connect](https://help.homelyenergy.com/knowledge/installer-troubleshooting?hsLang=en#troubleshooting-with-connect)
    - [Samsung](https://help.homelyenergy.com/knowledge/installer-troubleshooting?hsLang=en#samsung)

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