Thank you for choosing ButterflyMX for your property access needs! Below is an overview of the installation process to ensure a smooth and successful setup.

Pre-Installation Preparation

• Select Your Installer: All installers must be ButterflyMX certified. Assistance with certification or a list of certified installers in your area is available.
• Site Visit & Quote: A selected installer should conduct a site visit to assess installation requirements and provide a written quote.
• Order Shipment: Full payment is required on the ButterflyMX hardware invoice prior to shipment. 

Installation Process

• Schedule & Notify: Once installation is scheduled, inform your ButterflyMX Implementation Project Manager at least 2-4 weeks in advance.
• Access Point Labeling: If installing at multiple access points, inform your installer how each access point should be labeled in the ButterflyMX app. An example of this may be “East Car Gate”,  “2nd Street Entrance”, or “Lobby Elevator West”.
• Onboarding Specialist Introduction: Your Onboarding Specialist will assist with resident upload, admin training, and any intercom preferences.
• Admin Portal Access: A registration link will be provided for logging into the admin portal. Continue access by clicking on the “Sign In” link on ButterflyMX.com.
• PMS Integration: If integrating with a Property Management System (PMS), notify your Onboarding Specialist.
• Fob and Windshield Tags: Fobs or Windshield Tags should be delivered to the property well in advance of the installation. Programming resources are available on the Property Managers page. Ask your installer about correct placement of resident Windshield Tags. 
• Administrative Resources: There are helpful links on the ButterflyMX website to get you started; Property Managers and Residents and Tenants 
• Installation Support: Your Implementation Project Manager will be the primary contact for your installer in case of any issues.
• System Activation: Once hardware is installed, the installer must contact the ButterflyMX Support Team at (800) 398-4416 x2 while on-site to activate and test the system.
• Power & Network Identification: Have your installer show you the power supply location, the specific outlet connected to the intercom system, and the router the system is connected to. This will assist with future troubleshooting.
• Intercom Key: Ask your installer for the intercom key prior to the end of installation for ongoing maintenance.

Post-Installation Steps

• Resident Onboarding: Residents will receive invitations to download the ButterflyMX mobile app and set up their accounts. Registration emails are automatically sent out to the residents once the first device is installed. If needed, your Onboarding Specialist can also send out registration emails earlier if you would like.
• Client Success Manager Introduction for Administrators: Building administrators will be introduced to their Client Success Manager, who will be their primary contact for all post-installation needs.
• Resident Support: If residents have questions regarding app usage, they can reach out to the ButterflyMX Support Team for assistance.
• Additional Windshield Tags and Fobs: These can be ordered via the ButterflyMX store

We appreciate your partnership and look forward to enhancing your property’s access experience!