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Control4 Project Takeover Checklist

August 17, 2026 by
Control4 Project Takeover Checklist
Tabita Castro

Before the Takeover

Walk the customer through the Control4 Dealer of Record (Smart Home Pro) Change Process.

After the change request

  1. Create a new customer site in OvrC.
  2. Connect an OvrC Pro device to the network and go through the System Takeover process.
  3. Scan the network.
  4. The Controller should still be registered to the customer’s customer.control4.com account. If not, or if you need to change the customer account, follow the steps below.

Claiming the Controller

  1. Using Composer Pro or Express, unregister the Controller from the previous customer account.
  2. In OvrC go to the Customer's Location > Categories > Manage, verify the primary controller, and click Register.
  3. The account is now in Temp Credentials mode for you to work on and make any changes.