Smart Lock Installation Questions for Locksmiths, Dealers, and Integrators

A reliable smart-lock proposal begins with the door, not the feature list. Locksmiths, dealers, door professionals, and integrators can prevent avoidable change orders by collecting the opening dimensions, existing hardware, access workflow, power plan, and site constraints before recommending a model.

Use these questions during discovery, quoting, and pre-installation review. Exact requirements vary by product, door, jurisdiction, and use case.

1. What is installed now?

• Is the opening prepared for a single deadbolt, double bore, mortise lock, or multipoint system?
• What manufacturer and model markings appear on the door, lock body, faceplate, cylinder, or multipoint hardware?
• Are there existing electric strikes, maglocks, exit devices, door closers, alarms, contacts, or access-control components?
• Is the opening fire-rated, part of a required egress path, or subject to a door or hardware warranty?

Photograph both door faces, the full door edge, the frame and strike, hinges, labels, and any nearby trim or glass. A marketing photo of the front of the door is not enough for a compatibility decision.

2. What are the critical measurements?

• Door thickness
• Face-bore diameter and the number of bores
• Center-to-center spacing between bores
• Backset
• Edge-bore or mortise-pocket dimensions
• Faceplate height, width, corner shape, and screw locations
• Spindle, cylinder, and handle locations where applicable
• Interior and exterior clearance around trim, glass, weather seals, and screens
• Handing and swing direction

Use the door compatibility checklist and the double-bore vs mortise guide to structure the survey.

3. Does the door operate correctly before electronics are added?

Open and close the door several times. Verify that the latch and bolt move freely without lifting, pushing, or pulling the door into position. Check hinge condition, sag, frame movement, weather-seal pressure, and strike alignment. A motorized lock should not be expected to correct a binding door.

Record any remediation separately in the scope. If the opening needs carpentry, reinforcement, frame work, a strike change, or manufacturer approval, resolve that before promising a final installation date.

4. Which users and credentials are required?

Document the people, duration, and operating rules behind access. A single residence, multifamily property, vacation rental, office, hotel, and dealer demonstration site have different needs.

• How many residents, employees, guests, vendors, or administrators need access?
• Which people need biometric, PIN, temporary code, RFID, mobile-app, or physical-key access?
• Who can enroll or remove users?
• How quickly must credentials be revoked?
• What fallback is acceptable if a preferred credential is unavailable?

Keep the product's stated credential capacities and administration method in the proposal. Do not imply integration with a third-party platform unless the exact combination has been verified.

5. What power and connectivity assumptions are being made?

Confirm the battery type, charging method, expected service owner, low-power response, emergency-power procedure, and physical-key plan. Discuss how traffic, wireless use, video activity, temperature, and door alignment can affect service intervals.

If Wi-Fi or an app function is in scope, survey the actual location rather than assuming coverage from a nearby room. Document account ownership and what happens if the responsible phone, employee, or administrator changes. See the battery and emergency-power guide.

6. What privacy and policy questions apply?

When biometric access is considered, the buyer should define enrollment authorization, administrator permissions, notice or consent, retention, user removal, recordings, incident response, and applicable legal review. The installer should distinguish verified product behavior from the customer's organizational policy.

Ora FacePass MY26 product materials state that biometric templates are stored on the device. That fact does not replace the buyer's responsibility to establish appropriate operating procedures. Share the privacy and security evaluation guide during discovery.

7. What does commissioning include?

1. Verify mechanical fit and smooth locking with the door open and closed.
2. Confirm handing, calibration, fastener torque, cable routing, and weather sealing according to applicable instructions.
3. Enroll authorized test credentials and verify each intended access method.
4. Test denied access, credential removal, low-power response, emergency power, and physical-key operation.
5. Transfer administrator ownership securely.
6. Provide training, model and serial records, photos, and a documented support path.
7. Obtain customer sign-off and record any exceptions.

8. What is excluded from the quote?

Make exclusions visible: door repair, electrical work, network remediation, third-party software integration, code evaluation, permits, fire-door work, after-hours support, travel, finish matching, and hardware outside the surveyed condition. Clear boundaries protect both the customer and the installer.

Ora FacePass model-fit starting point

The FP01 MY26 uses a double-bore deadbolt-and-latch architecture. The FP02 MY26 is a compact single-deadbolt model. The FP03 MY26 is intended for compatible Pella multipoint entry doors. Use the model comparison as a starting point, then verify the exact opening.

Send a project for review

Online checkout remains disabled while Ora FacePass builds its ecommerce channel. Dealers, locksmiths, integrators, and property teams can submit door photos, measurements, quantity, user requirements, and timeline through the project consultation form.