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How are you Eero setting up clients on the Dashboard?
This thread has 22 replies. Displaying posts 1 through 15.
Post 1 made on Wednesday April 22, 2020 at 21:55
PSS
Select Member
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December 2002
1,520
We've only done a couple so far so trying to find out the best way as a dealer to "hand off" to account to clients OR is it best to not to hand it off.
What are the pros and cons? The Eero tech line guy seemed a bit pissy when I started to ask to many questions.
Bottom line what are you guys doing?
Post 2 made on Wednesday April 22, 2020 at 23:02
bricor
Advanced Member
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March 2006
902
Hand it off.
If client wants the app, I set them up.
If they don't care, I don't bring it up again.
Either way, I can monitor things with the dealer dashboard.
Post 3 made on Wednesday April 22, 2020 at 23:41
punter16
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It depends on what works best for you. If you want to be able to monitor the network on your phone, don't hand it off. Ex: I was hiking on a mountain the other day and I got a network troubleshooting call. I was able to see what was going on with my phone. I prefer the phone where one of our other guys likes using the dashboard.

NOTE: They just changed it where now it is either/or. You can either see it on the dashboard OR on the phone but not both. This means that if you have it on your phone, you can't see it on the dashboard.
See our Youtube page for info about smart homes, great audio and more.

[Link: youtube.com]
OP | Post 4 made on Thursday April 23, 2020 at 03:46
PSS
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On April 22, 2020 at 23:41, punter16 said...
It depends on what works best for you. If you want to be able to monitor the network on your phone, don't hand it off. Ex: I was hiking on a mountain the other day and I got a network troubleshooting call. I was able to see what was going on with my phone. I prefer the phone where one of our other guys likes using the dashboard.

NOTE: They just changed it where now it is either/or. You can either see it on the dashboard OR on the phone but not both. This means that if you have it on your phone, you can't see it on the dashboard.

What do you lose when you "hand it off"? I'm looking at the dashboard from one I handed off from Eero Pro (on my computer) and can't see the current wifi password but it looks like I can change it. Does this sound right? Wondering what I lose by doing this.
Post 5 made on Thursday April 23, 2020 at 08:44
MediaImageAV
Long Time Member
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June 2012
366
After handoff - you can view the dashboard from your PC and from a web browser on your phone. You can't use the app after handoff but the optimized browser from an iPhone gives you the same info you get from a PC web browser.

On April 22, 2020 at 23:41, punter16 said...
It depends on what works best for you. If you want to be able to monitor the network on your phone, don't hand it off. Ex: I was hiking on a mountain the other day and I got a network troubleshooting call. I was able to see what was going on with my phone. I prefer the phone where one of our other guys likes using the dashboard.

NOTE: They just changed it where now it is either/or. You can either see it on the dashboard OR on the phone but not both. This means that if you have it on your phone, you can't see it on the dashboard.
Post 6 made on Thursday April 23, 2020 at 09:58
punter16
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On April 23, 2020 at 08:44, MediaImageAV said...
After handoff - you can view the dashboard from your PC and from a web browser on your phone. You can't use the app after handoff but the optimized browser from an iPhone gives you the same info you get from a PC web browser.

^^^ True. I should have been more clear about my statement "can't use the phone". You can't use the app is what I meant.
See our Youtube page for info about smart homes, great audio and more.

[Link: youtube.com]
Post 7 made on Tuesday May 5, 2020 at 13:02
imt
Long Time Member
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466
On April 22, 2020 at 21:55, PSS said...
We've only done a couple so far so trying to find out the best way as a dealer to "hand off" to account to clients OR is it best to not to hand it off.
What are the pros and cons? The Eero tech line guy seemed a bit pissy when I started to ask to many questions.
Bottom line what are you guys doing?

I have stuff in both stages. Personally, I like using the App better then the dashboard. Would have been perfect if they would have just given us the dashboard as an app with everything being the same view, etc.

One thing missing I believe from the dashboard is the ability to view the WiFi password. You can enter a new one but can't retrieve the current. Unless I am looking in the wrong place. Its avail in the customer app. Have had this happen where the family member who is the owner is unavailable and someone in the household needed the WiFi password. Same with Guest network too.

Had issues when I tried to use the Dashboard to setup a new Eero Network ahead of time for a customer. Supposed to be doable but wasn't working and I just used the App instead.
Post 8 made on Tuesday May 5, 2020 at 15:07
goldenzrule
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July 2007
8,479
I was handing them off but clients calling and asking me to check this or change that, it's just easier to keep that within the app on my phone, so unless they ask for control, I just keep it in my account.  I do wish you could name each network something besides the SSID though.  That is a pita with keeping accounts all in your app
Post 9 made on Tuesday May 5, 2020 at 16:29
imt
Long Time Member
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On May 5, 2020 at 15:07, goldenzrule said...
I was handing them off but clients calling and asking me to check this or change that, it's just easier to keep that within the app on my phone, so unless they ask for control, I just keep it in my account.  I do wish you could name each network something besides the SSID though.  That is a pita with keeping accounts all in your app

Good point. The dashboard at least shows you both customer name assigned the account and the WiFi Name.
Post 10 made on Tuesday May 5, 2020 at 21:42
FunHouse Texas
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June 2013
596
If a customer wants the ability to set up their own profiles or manage the network without me do I lose all visibility to the network? I can’t find anything within my app that allows me to hand it off to the customer after I set it up. Do I just set it up on their device?
I AM responsible for typographical errors!
I have all the money I will ever need - unless i buy something..
Post 11 made on Tuesday May 5, 2020 at 22:18
goldenzrule
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On May 5, 2020 at 21:42, FunHouse Texas said...
If a customer wants the ability to set up their own profiles or manage the network without me do I lose all visibility to the network? I can’t find anything within my app that allows me to hand it off to the customer after I set it up. Do I just set it up on their device?

Hit settings and then Transfer network. You will not have access from your app. You will have access from your Pro Dashboard
Post 12 made on Wednesday May 6, 2020 at 07:41
imt
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466
On May 5, 2020 at 22:18, goldenzrule said...
Hit settings and then Transfer network. You will not have access from your app. You will have access from your Pro Dashboard

This assumes you have already signed up as an integrator to have the transfer option in the app.
Post 13 made on Thursday May 7, 2020 at 01:45
BrettLee3232
Long Time Member
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December 2009
423
The last 10 or so eero Install’s I haven’t handed them off. I did not like the dashboard. Until eero releases a Pro app I will just keep them on my phone.
Knowing that Gold went up a few K makes me think "well now I have to do a better job on selling more equipment".

-Me... Jan. 2014
Post 14 made on Thursday May 7, 2020 at 04:57
Don Heany
Senior Member
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September 2008
1,178
Make sure the client completes the transfer or nobody can touch it. Just had one system that had to be transferred back to me, then transferred again to the client so we could work with it. There is also some speculation as to the maximum allowable systems the app will hold. Lastly, port forwarding and DHCP reservations can only be done in the portal.

One thing rubbed me the wrong way about this situation was that legal implications were brought up about needing a waiver of sorts to have full control over a clients network. Something we’ve always had, and never considered to be a liability. I’ve personally viewed it as Sonos-esque in that they want to market direct to our clients.
Post 15 made on Thursday May 7, 2020 at 07:26
imt
Long Time Member
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On May 7, 2020 at 04:57, Don Heany said...
Make sure the client completes the transfer or nobody can touch it. Just had one system that had to be transferred back to me, then transferred again to the client so we could work with it. There is also some speculation as to the maximum allowable systems the app will hold. Lastly, port forwarding and DHCP reservations can only be done in the portal.

I have one that I did yesterday and is mid transfer. Customer said that they aren’t getting any codes and will wait to see today if it works. However, I can pull it up in the portal and can view and do anything. Just says “pending transfer”.

Port forwarding and DHCP reservations are both avail in the app as well. At least on iOS.
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