Guided Setup Option

This option is for buyers who want their new hardware installed correctly the first time, without guessing at alignment or torque specs. Instead of handing over a box of parts and a manual, we walk through each step with you: checking the door frame, confirming the backset and bore hole dimensions, and setting the latch position before anything is mounted.

The real value here is the decisions we make together before a single screw goes in. For a mortise lock, that means verifying the pocket depth and the spindle length. For a panic bar, it means measuring the door width and confirming the push pad height matches your building's traffic flow. These are the details that turn a frustrating afternoon into a clean installation.

You also get a clear view of the tradeoffs. A keypad lock with a thicker body may not suit a narrow stile door. A heavy-duty closer needs a frame that can handle the spring tension. We flag these constraints early, so you are not discovering them halfway through the job.

What the Setup Covers

The guided session is structured around the specific product you have selected, not a generic checklist. For each item, we cover the same core areas but adapt the detail to the hardware in front of you.

  • Frame and door preparation: checking for square, level, and adequate clearance
  • Hardware compatibility: confirming screw hole patterns, spindle sizes, and strike plate fit
  • Mounting sequence: the order of operations that avoids rework and stripped threads
  • Adjustment points: where to tune the closer speed, latch throw, or keypad sensitivity
  • Final function test: verifying that the lock engages cleanly and the exit device releases without binding

What You Walk Away With

By the end of the session, you have a working installation and a clear record of what was done. We note the model, the settings used, and any quirks of your particular door so that future maintenance is straightforward. If you are managing multiple units, the same notes help your team replicate the setup on the next door without repeating the trial-and-error phase.

This is not a remote tutorial or a video you watch on your own. It is a live session where your questions get answered in the moment, and the installation is verified before we close out. For property managers and facility teams, that means fewer callbacks and a consistent standard across every entry point.

Before booking, have your door's rough opening dimensions and the existing hardware model on hand. That gives us a head start on compatibility checks and keeps the session focused on the actual work.

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