November 11, 2026 · 6 min read · Control4
What do I need to give a new Control4 dealer?
A printable checklist: the account, the project, the equipment, the network, the remotes and panels, and what has worked.
The short answer. Give a new Control4 dealer the email on your Control4 account, whatever paperwork you have for the equipment, the network details and logins, a list of your remotes and panels, and a plain list of what works and what does not. The account matters most. IntegrateIT is a Control4 Platinum Dealer in Overland Park, serving the Kansas City metro, and we start every takeover with an on-site assessment, so the list does not have to be perfect.
Most owners arrive with less than they think they need. A partial list still saves time. Print this page, tick what you have, and write the rest as “unknown.” Unknown is a useful answer.
The checklist
1. The account owner
- The email address on the Control4 account, and who can sign in to it today (you, the seller, the old dealer).
- Whether the project was handed off to you. Control4 says a customer cannot change the dealer unless it has been.
- Whether a remote-access subscription is active, and whose it is.
- The old dealer’s name and contact details, even if they no longer answer.
2. Project access and paperwork
- Any passcodes you know for the system, panels or apps.
- Any copy of the project or a backup the old dealer gave you. Bring it unopened and unchanged.
- The proposal, the invoices and the warranty terms from the original install.
- Manuals or notes the installer or the previous owner left behind.
3. The equipment list
- Where each controller is, and how many there are.
- Touch screens, keypads and remotes, room by room.
- The lighting, shade, thermostat, lock, camera and doorbell systems, as far as you know them.
- The audio and video gear in each room, and whether a streaming box or cable box was part of it.
- Photos of the rack and of each model label you can reach. A photo does more than a description.
4. The network
- Your internet provider, and who set up the router and the switches.
- The router and switch brands, and where they are.
- The Wi-Fi network names, and who has the logins for the router and the access points.
- Any addresses someone wrote down or labeled in the rack.
- Whether an IT person or the internet provider manages any of it.
5. Remotes and panels
- Every remote, touch screen and keypad, and the room it serves.
- Which ones are flaky, slow or dead, and which charge on a base.
- Anything you added yourself, such as a second remote or a loose speaker.
6. What worked and what did not
- The problems, in your own words, and roughly when each started.
- What changed before they started: an outage, a new router, furnace work, a move, a renovation.
- Things that never worked right, and things that work but you dislike.
- What you want added or changed once the system is stable.
Do not factory reset anything, and do not unplug devices to see what happens. Either can break the link between a device and the project.
Why each part matters
The account decides how the project moves. Control4’s help says the new integrator must be Control4 certified, and that claimed devices and their configuration move with the change. Whether you hold the account or the old dealer does changes the route. The equipment and network lists let us arrive knowing what we are looking at. The problem list tells us where to look first.
Send the list, but keep the logins for the visit
Email the checklist and photos ahead if you like. Give passwords in person at the assessment rather than in a message. Then we confirm everything against what is actually installed. Programs and paperwork drift from the house over the years.
What happens after you hand it over
The steps for the account change itself are in how to change your Control4 dealer. If the dealer has closed, start with what to do when your Control4 dealer goes out of business. We do not repeat either here. Our system takeover page sets out how we take over a system another company installed, and our Control4 repair page covers the repair side.
If you also own a house that came with the system, I bought a house with Control4 covers the first steps in order.
About IntegrateIT. We have integrated hundreds of homes across the Kansas City metro since 2021, and work across the Midwest and South Florida by scheduled trips. Our showroom and design center at 15108 Glenwood Ave, Overland Park, is a Control4 Certified Showroom with Lutron lighting and shades and Josh.ai working in it, and a large Coastal Source selection. Visits are by appointment. Control4 Platinum Dealer with a Control4 Certified Showroom · Crestron dealer · Lutron Certified Dealer, HomeWorks Certified and Ketra Certified · Josh.ai dealer. Five years of workmanship warranty from the final invoice.
Daniel Alon, co-founder, IntegrateIT. Overland Park, KS. November 2026.
Further reading
Where to go next if this article gave you the framework but you want the brand- or install-specific depth.
- Article: how to change your Control4 dealerThe dealer of record, step by step.→
- Article: my Control4 dealer went out of businessWhat still works and what to find first.→
- Article: I bought a house with Control4Getting online and moving the account to your name.→
- Article: can I use Control4 without a dealer?What an owner can change and what needs a dealer.→
- Article: what Control4 4Sight is and whether you need itWho holds the subscription.→
- Service: Control4 repair · Kansas CityRepair and service for systems another company installed.→
- Service: system takeoverHow we take over a system another company installed.→
Ready to hand over a Control4 system?
Bring what you have to a no-cost on-site assessment. We fill in the rest from the equipment itself.
More on this topic: System takeover in Kansas City.
Call (913) 804-7575 Text us about your system Text us: my Control4 dealer is gone Request an estimate
Questions
Questions we hear
Do I need everything on the list before I call?
No. Call with what you have. The on-site assessment documents the controllers, panels, devices and network, so missing items get filled in at the visit. The account email and the old dealer’s name are the two most useful items to find first.
What if I do not have the Control4 account login?
Control4’s help says a customer cannot change the dealer unless the project has been handed off to them, and that where the original owner is not around, the new dealer takes the system over on site. Tell us what you know, and we will tell you which route fits.
Should I email my passwords to the new dealer?
Give them in person at the assessment instead. A message sits in inboxes for years. Bring the passcodes you know, and tell us where each one came from.
Do I need the old dealer’s project file?
Not always. Control4 says a dealer change moves claimed devices and their configuration. If you hold a copy of the project or a backup, bring it unchanged, and we will say whether it helps.
What if the old dealer will not answer?
Write down when you asked and how. Then book the assessment. Control4’s help describes an on-site takeover for systems where the original owner is not available, and our takeover page lists the steps we follow.
Who takes over a Control4 system in Kansas City?
IntegrateIT, a Control4 Platinum Dealer with a Control4 Certified Showroom in Overland Park. Call or text (913) 804-7575 to book a no-cost on-site assessment anywhere in the Kansas City metro.
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