Control4 Dealer of Record Change (Smart Home Pro) Scenarios
There are three main scenarios when changing a Control4 customer's dealer of record. If your scenario doesn't match the listed scenarios, contact tech support.
Note: You must be Control4 certified and have your Control4 account linked in OvrC.
You're taking over a customer's system
You have two options:
A new customer has inherited a system you installed
Follow the instructions in Changing a Control4 system's owner.
You're taking over a system that's new to the customer
Because the original owner isn't around, you have to perform an on-site OvrC system takeover. Then, follow the instructions in Changing a Control4 system's owner.