Today, an improved and refined workflow is now available that allows you to transfer existing customers’ OvrC Pro devices (Control4 Controller, OvrC Pro Hub, or Araknis/Pakedge router) to a new customer or to Inventory, eliminating the need to delete and reclaim OvrC Pro devices in order to transfer between locations.

CUSTOMER-OF-RECORD CHANGES

There are times when one of your customers wants to transfer account ownership to a new customer. For example, an existing customer has sold their residence or retail/commercial space, along with their system, to a new homeowner or business. As you are already the dealer-of-record for the account, a system takeover is not necessary. Instead, the existing customer account needs to be transferred to a new customer account.  

We have implemented two new enhancements in OvrC that will greatly simplify and streamline that process.  

OVRC PRO AGENT TRANSFERS

Until now, a customer account transfer required a separate OvrC Pro Device, like the OvrC Pro Hub, to execute a SYSTEM TAKEOVER to claim devices from an existing system in order to move them to a new customer site.  

Today, OvrC Pro Devices can now be transferred to INVENTORY, like all other exclusive brand devices. This allows you to:

• More easily reuse a single OvrC Pro Hub for the next customer account takeover.

• Transfer a previous customer’s OvrC Pro Device to a new customer location and execute a network scan, which will effectively transfer all scanned devices to the new customer account.  

SYSTEM TAKEOVER MATRIX

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To simplify the complexity of account ownership, dealer permissions, and security requirements, the SYSTEM TAKEOVER button in OvrC now includes a matrix survey to identify the correct process required. To access, navigate to the CATEGORIES page from the top menu, select REMOTEMANAGEMENT, and then PROTOOLS.

• Are you currently listed as the dealer-of-record for this system?

• Are you taking over this system because the end-customer has changed?

• Is Control4 already installed on this system.  

Based on your responses, you will be prompted with the next steps to complete the request.  

For a complete guide for the System Takeover Matrix, with descriptions for each required process, check out the following scenarios and their recommended next steps:

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