7. Walk through the Setup Interview with your customer
Most of the Pro Setup questions are easy for a professional to answer, but your customer should
answer some of the questions like preferred temperatures and Wi-Fi passwords.
8. Allow the Nest Thermostat to update
If there’s a necessary software update, the Nest Thermostat will start downloading it as soon as it
connects to the internet. The update can take several minutes depending on the speed of the internet
connection, so take advantage of this time to explain some of Nest Thermostat’s key features to your
customer.
9. Test heating and cooling
This is vital to any installation in order to prevent a callback. After setting up the Nest Thermostat, run
each part of the system for a few minutes. This will ensure that the Nest Thermostat is installed
correctly and there aren’t any HVAC compatibility issues. See page 18 for additional details on
performing post-installation testing.
10. Help your customer pair the Nest Thermostat with the Nest App
If your customer already has a Nest product and is using the Nest App, show them how to add the
thermostat to their Nest account. If it’s your customer’s first Nest product, show them how to download
the Nest App, create an account and then add the Nest Thermostat.
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