Site Survey Checklist

A thorough site survey is the foundation of a successful Matter lighting installation. This checklist ensures you gather all necessary information to plan and execute the project efficiently.

Purpose of Site Survey

The site survey serves multiple critical functions:

• Identify potential challenges before installation day
• Verify infrastructure readiness (power, network, physical access)
• Document existing conditions for planning and liability purposes
• Establish customer expectations based on actual site conditions
• Create accurate quotes with realistic time and material estimates

A well-executed site survey reduces installation time by 30-50% and minimizes costly surprises.

Pre-Visit Preparation

Customer Questionnaire

Before visiting the site, gather this information from the customer:

Basic Information

• Site address and access instructions (gate codes, parking)
• Primary contact name and phone number
• Best time to visit (considering business hours, occupancy)
• Building type (residential, commercial, industrial)
• Approximate square footage of installation area

Network Information

• Current internet service provider
• Router brand and model (if known)
• Number of existing connected devices
• Any known Wi-Fi dead zones
• Is IT department involvement required? (commercial sites)

Electrical Information

• Age of electrical system
• Known electrical issues or recent upgrades
• Location of electrical panels
• Available circuit capacity

Project Scope

• Number of fixtures to install
• Desired features (dimming, color temperature, color changing)
• Integration with existing smart home system
• Timeline expectations

On-Site Assessment Checklist

Wi-Fi Coverage Mapping

Tools Needed:

• Smartphone with Wi-Fi analyzer app (see Tools Required)
• Laptop for more detailed analysis (optional)
• Floor plan or building layout

Testing Procedure:

Signal Strength Targets:

Power Availability Check

• Locate all electrical panels
• Verify circuit breaker ratings
• Check available capacity on relevant circuits
• Identify any shared circuits with high-draw appliances
• Note wiring type and condition (ROMEX, conduit, knob-and-tube)
• Document any code violations or safety concerns
• Photograph panel labels for reference

Physical Access Assessment

• Ceiling height and access method (ladder, lift required)
• Fixture mounting surface type (drywall, concrete, wood)
• Obstacles: HVAC ducts, pipes, structural elements
• Clearance requirements for fixture installation
• Access to junction boxes and wiring
• Lighting conditions for working (temporary lighting needed?)

Environmental Factors

• Temperature extremes (unconditioned spaces, near ovens)
• Humidity levels (bathrooms, kitchens, outdoor areas)
• Dust or debris exposure (workshops, garages)
• Vibration sources (near machinery)
• Water exposure risk (outdoor, pool areas)
• Sunlight exposure (UV considerations for fixtures)

Fixture Placement Planning

• Mark proposed fixture locations on floor plan
• Verify mounting surface can support fixture weight
• Check for obstructions in light path
• Consider maintenance access for future servicing
• Plan cable routing for non-integrated drivers
• Document any required modifications to existing infrastructure

Documentation Template

Create a site survey report containing:

Site Information

• Address, date, contact details
• Building type and construction date
• Electrical system overview

Network Assessment

• Router location and model
• Signal strength map with readings
• Recommended network improvements

Power Assessment

• Panel locations and available capacity
• Circuit assignments
• Required electrical work

Fixture Schedule

• Location, type, and quantity of fixtures
• Special requirements per location
• Estimated installation time per fixture

Photos and Diagrams

• Floor plan with annotations
• Electrical panel photos
• Problem areas and proposed solutions

Recommendations

• Required pre-installation work
• Suggested equipment upgrades
• Risk factors and mitigation strategies

Common Pitfalls to Avoid

1. Skipping the network test - Never assume Wi-Fi coverage is adequate
2. Underestimating electrical work - Older buildings often need updates
3. Ignoring ceiling access - High ceilings may require specialized equipment
4. Not documenting existing damage - Protect yourself from liability
5. Rushing the survey - Thoroughness now saves hours later
6. Forgetting about future maintenance - Consider long-term accessibility

Red Flags Requiring Escalation

Immediate Escalation Required:

• Knob-and-tube or aluminum wiring
• Signs of electrical fire damage
• Non-compliant DIY electrical work
• Structural damage affecting mounting surfaces
• Active water leaks near installation areas

Discuss with Project Manager:

• Router more than 5 years old
• Less than 50% circuit capacity available
• No existing neutral wires (in switch locations)
• Customer wants incompatible integrations
• Timeline exceeds customer expectations significantly

Involve IT Department:

• Commercial/enterprise networks
• VLAN configurations present
• Firewall restrictions
• Multiple access points with roaming
• Existing building management systems