STEP-BY-STEP
CO-DA PROCESS
EXPLORE
At CO-DA, we pair world-class technology integration with clear, consistent communication. We offer this transparent, step-by-step look at what to expect after signing your contract—from scheduling and installation to training and service. Whether you’re building a home, upgrading a business, or enhancing a worship space, our goal is to minimize surprises and guide you with clarity from start to finish.
We recommend reading through the full process, as it answers many common questions about timelines, invoicing, and ongoing support.
COMMUNICATION
IS KEY
At CO-DA, we believe world-class technology integration should come with world-class communication. This page is here to give you a transparent, step-by-step look at what happens after you sign your contract—from scheduling and installation to training, service, and beyond.
YOUR SPACE
YOUR VISION
We’ve crafted this process to minimize surprises and maximize clarity, giving you confidence from day one to system handoff. Whether you’re building your dream home, upgrading your office, or creating the perfect worship environment, we’re honored to bring your vision to life.
IMPORTANT
IMFORMATION
We strongly encourage you to read through this page in full—it answers many of the most common questions clients have about the project timeline, invoicing, installation, and our ongoing support.
INCEPTION TO COMPLETION
PROCESS OVERVIEW
PAPERWORK & KICKOFF
PHASE ONE
STEP #1
PROJECT PROPOSAL
STEP #1
PROJECT PROPOSAL
CUSTOM
SCOPE
We tailor your technology plan to your space, your goals, and your lifestyle or operations.
TECHNOLOGY
PLAN
Your proposal includes clearly outlined systems, functionality, and phases.
TRANSPARENT
BUDGET
All costs are documented and explained—no guesswork or vague estimates.
STEP #2
CONTRACT SIGNED
STEP #2
CONTRACT SIGNED
Welcome
Onboard
This step locks your project into our system and timeline.
Internal
handoff
Your project transitions from Sales to Project Management.
PROJECT
TIMELINE BEGINS
Milestones and communication cadence start here.
STEP #3
WELCOME EMAILS
STEP #3
WELCOME EMAILS
CO-DA SHIELD
INTRO
Our Service team introduces technology support options and outlines what post-install care looks like.
PROJECT
MANAGEMENT INTRO
Meet your dedicated PM team, who will guide your project from planning through project completion.
WHAT TO
EXPECT
These emails give you a clear roadmap of what’s ahead, how we’ll communicate, and who to contact throughout your project.
STEP #4
FIRST INVOICE SENT
STEP #4
FIRST INVOICE SENT
BILLING
STARTS
The first payment in your project schedule is issued.
PAYMENT
OPTIONS
We make it easy to pay and track invoices online.
DEPOSIT =
ACTIVATION
Your deposit triggers the scheduling and planning engine.
BILLING
STARTS
The first payment in your project schedule is issued.
PAYMENT
OPTIONS
We make it easy to pay and track invoices online.
DEPOSIT =
ACTIVATION
Your deposit triggers the scheduling and planning engine.
ACTIVATION & SCHEDULING
PHASE TWO
STEP #5
INITIAL DEPOSIT RECEIVED
STEP #5
INITIAL DEPOSIT RECEIVED
WE'RE
LIVE
Once received, your deposit puts the wheels in motion behind the scenes.
TEAM
ALIGNMENT
PMs, service, and logistics begin collaborating.
NEXT STEPS
RELEASED
You’ll start seeing forms, timelines, and planning items coming your way.
WE'RE
LIVE
Once received, your deposit puts the wheels in motion behind the scenes.
TEAM
ALIGNMENT
PMs, service, and logistics begin collaborating.
NEXT STEPS
RELEASED
You’ll start seeing forms, timelines, and planning items coming your way.
STEP #6
PROJECT ACTIVATION FORM
FORM SENT
TO YOU
This form confirms key information like preferred contact methods, access instructions, and any system preferences you may have.
WHY IT
MATTERS
From keypad labels to network settings, this form helps us build a system that actually fits how you live or work.
FILL IT OUT
PROMPTLY
Delays in completing this form can slow down progress—so we appreciate you knocking it out as soon as possible.
STEP #6
PROJECT ACTIVATION FORM
FORM SENT
TO YOU
This form confirms key information like preferred contact methods, access instructions, and any system preferences you may have.
WHY IT
MATTERS
From keypad labels to network settings, this form helps us build a system that actually fits how you live or work.
FILL IT OUT
PROMPTLY
Delays in completing this form can slow down progress—so we appreciate you knocking it out as soon as possible.
STEP #7
EQUIPMENT ORDERED
Hardware
Secured
We stick to the specs—every item ordered reflects your unique system design.
NO
DELAYS
Ordering early helps us stay ahead of supply chain challenges.
INVENTORY
STAGED
Products are received, tested, and prepped in-house.
STEP #7
EQUIPMENT ORDERED
Hardware
Secured
We stick to the specs—every item ordered reflects your unique system design.
NO
DELAYS
Ordering early helps us stay ahead of supply chain challenges.
INVENTORY
STAGED
Products are received, tested, and prepped in-house.
STEP #8
INSTALLATION SCHEDULED
DATES
LOCKED IN
We confirm install dates based on your schedule and jobsite readiness.
GC
COORDINATION
If applicable, we sync directly with your general contractor.
TIMELINE
CONFIRMED
You’ll have visibility into installation phases and durations.
STEP #8
INSTALLATION SCHEDULED
DATES
LOCKED IN
We confirm install dates based on your schedule and jobsite readiness.
GC
COORDINATION
If applicable, we sync directly with your general contractor.
TIMELINE
CONFIRMED
You’ll have visibility into installation phases and durations.
INSTALLATION & HANDOFF
PHASE THREE
STEP #9
SYSTEM INSTALLATION
CLEAN &
PROFESSIONAL
From prewire to trim-out, our team works with precision and respect for your space.
CERTIFIED
TECHNICIANS
Our skilled team installs everything to spec.
PROGRESS
COMMUNICATION
You’ll get regular updates as we move through the process.
STEP #9
SYSTEM INSTALLATION
CLEAN &
PROFESSIONAL
From prewire to trim-out, our team works with precision and respect for your space.
CERTIFIED
TECHNICIANS
Our skilled team installs everything to spec.
PROGRESS
COMMUNICATION
You’ll get regular updates as we move through the process.
STEP #10
IN-PERSON SYSTEM TUTORIAL
HANDS ON
WALKTHROUGH
We guide you through each system and device.
INTERFACE
TRAINING
We make sure you know how to control everything from your phone or touchpanel.
CUSTOMIZATION
REVIEW
We confirm automations, favorites, and settings are dialed in to your needs.
STEP #10
IN-PERSON SYSTEM TUTORIAL
HANDS ON
WALKTHROUGH
We guide you through each system and device.
INTERFACE
TRAINING
We make sure you know how to control everything from your phone or touchpanel.
CUSTOMIZATION
REVIEW
We confirm automations, favorites, and settings are dialed in to your needs.
STEP #11
START DAY 1 + CPP BEGINS
OFFICIAL
HANDOFF
Congrats! You now have full control of your new tech ecosystem.
COMPLIMENTARY PRIORITY
PERIOD (CPP)
This is a minimum 30-day window that includes remote support, after-hours help, and priority service appointments.
ADJUST &
FINE-TUNE
If something needs tweaking, now’s the perfect time to ask.
STEP #11
START DAY 1 + CPP BEGINS
OFFICIAL
HANDOFF
Congrats! You now have full control of your new tech ecosystem.
COMPLIMENTARY PRIORITY
PERIOD (CPP)
This is a minimum 30-day window that includes remote support, after-hours help, and priority service appointments.
ADJUST &
FINE-TUNE
If something needs tweaking, now’s the perfect time to ask.
FINAL STEPS & SUPPORT
PHASE FOUR
STEP #12
FINAL INVOICE SENT
FINAL
BILLING
Sent after walkthrough and handoff are complete.
SIMPLE &
CLEAR
No unexpected charges—everything matches the contract.
WRAP-UP
DOCUMENTS
Includes manuals, login info, and reference materials.
STEP #12
FINAL INVOICE SENT
FINAL
BILLING
Sent after walkthrough and handoff are complete.
SIMPLE &
CLEAR
No unexpected charges—everything matches the contract.
WRAP-UP
DOCUMENTS
Includes manuals, login info, and reference materials.
STEP #13
CHOOSE A SERVICE PLAN
CO-DA
SHIELD
Choose a service plan to keep your system healthy long-term.
REMOTE
SUPPORT
Many issues can be resolved without a truck roll.
ONGOING
VALUE
Shield gives you peace of mind, upgrades, and maintenance built in.
STEP #13
CHOOSE A SERVICE PLAN
CO-DA
SHIELD
Choose a service plan to keep your system healthy long-term.
REMOTE
SUPPORT
Many issues can be resolved without a truck roll.
ONGOING
VALUE
Shield gives you peace of mind, upgrades, and maintenance built in.
WE LOVE OUR CONTENT
CO-DA STUDIOS
ON-SITE
CAPTURE
You may see our in-house media team capturing photo or video during installation.
FINAL
PRODUCTION
After move-in, we may reach out to schedule finished photos or a walkthrough shoot.
CLIENT MEDIA
ACCESS
Let us know if you’d like a copy of the content—we’re happy to discuss.
WE LOVE OUR CONTENT
CO-DA STUDIOS
ON-SITE
CAPTURE
You may see our in-house media team capturing photo or video during installation.
FINAL
PRODUCTION
After move-in, we may reach out to schedule finished photos or a walkthrough shoot.
CLIENT MEDIA
ACCESS
Let us know if you’d like a copy of the content—we’re happy to discuss.
