Installing a smart deadbolt is one of the most straightforward smart home upgrades you can make. Unlike many smart devices that require electrical wiring or professional installation, a smart deadbolt swap typically needs only a screwdriver and about 20–30 minutes of your time.
This guide covers the two main installation approaches: full lock replacement (Schlage and Yale) and retrofit adapter (August), plus everything you need to know about checking your door's compatibility and avoiding common pitfalls.
What You'll Need
Tools
- Phillips-head screwdriver (most common for deadbolts)
- Flathead screwdriver (for prying off interior escutcheon plates)
- Measuring tape
- Flashlight or phone light (to see inside the lock cavity)
- Paper and pen (to document your existing wiring before removal)
Materials
- Your new smart deadbolt (Schlage Encode, August Smart Lock, Yale Assure Lock, etc.)
- Included hardware pack (mounting screws, strike plate, etc.)
- Optional: drill with small bit (only if you need new holes beyond existing ones)
Information Gathering
- Door backset measurement (more on this below)
- Your WiFi network name and password
- Smartphone with Bluetooth (for app-based setup)
Step 1: Measure Your Door Backset
Before you buy or install anything, verify your door's backset — the distance from the edge of the door to the center of the lock hole. This is critical.
How to measure:
- Unlock and open your door
- Look at the hole on the edge of the door where your deadbolt currently sits
- Measure from the edge of the door to the center of the hole
- You'll get either 2-3/8 inches or 2-3/4 inches (some older homes have 2-1/8")
Write this down. Most smart deadbolts come in 2-3/8" backset as standard, and many also offer a 2-3/4" option. If your door is non-standard, you may need an adapter kit or a different lock model.
Why this matters: Installing a lock with the wrong backset means the deadbolt won't throw fully, or the interior hardware won't fit inside the door.
Step 2: Check Your Door Thickness
Smart deadbolts work on doors between 1.5" and 2.5" thick. Standard interior doors are usually 1.375", exterior doors 1.75–2.125".
How to check:
- Close your door
- Use your measuring tape to measure the thickness at the edge
- If it's within the 1.5–2.5" range, you're good
Very thick doors (3"+) or very thin doors may require special hardware or longer screws than included.
Step 3: Choose Your Installation Method
Full Lock Replacement (Schlage Encode, Yale Assure Lock)
Best for: Complete security refresh, renters with landlord permission, anyone wanting a fully integrated smart lock
What you're doing: Removing the old deadbolt cylinder and interior/exterior escutcheons entirely and replacing them with the smart lock assembly.
Retrofit Adapter (August Smart Lock)
Best for: Renters, people who want to keep their existing keys working, minimal door modification
What you're doing: Keeping your existing deadbolt and sliding a motorized adapter over the interior thumb turn.
Trade-off: The adapter style is bulkier and requires your existing deadbolt to have a standard thumb turn. It also may not work with some decorative interior hardware.
Full Lock Replacement Installation (Schlage Encode Plus / Yale Assure Lock)
Step 4: Remove the Existing Deadbolt
- Unlock the door and open it wide
- Remove the interior escutcheon plate (the decorative ring on the inside of the door). Use a flathead screwdriver to gently pry it off. On some locks, there's a small setscrew underneath that you'll need to unscrew first.
- Locate and remove the screws holding the interior mechanism to the exterior. You'll see 2–4 screws on the inside. Remove all of them.
- Pull the exterior knob/cylinder out from the outside of the door. It should slide out easily once the interior screws are removed.
- Remove the strike plate (the metal piece on the door frame where the deadbolt catches). Unscrew the 2–3 screws holding it and pull it free.
Pro tip: Take a photo of your old lock's wiring and terminals before removing it. If anything goes wrong, you can reference this.
Step 5: Inspect the Door Cavity
Once the old lock is out, look into the cavity:
- Is it clean? If it's rusty or has buildup, wipe it out with a dry cloth
- Are there any obstructions or extra wood inside the hole?
- Does the hole match the backset measurement you took earlier?
If the hole is damaged, too large, or doesn't match your backset, you may need to fill it and drill a new hole. Most smart locks come with a drilling template for this. This is rare but happens on older doors.
Step 6: Install the Interior Mechanism
Each brand has slightly different assembly steps, so follow your lock's manual closely. Generally:
- Insert the interior assembly (the side with the keypad or touchscreen) through the hole from the inside
- Line up the screw holes on the interior and exterior
- Insert the exterior cylinder from outside
- Install the connecting screws (usually 2–3 short screws that bind the interior and exterior together)
- Tighten the screws with a Phillips screwdriver. Do not over-tighten; snug is enough
Step 7: Install the Interior Escutcheon Plate
- Position the interior ring (escutcheon) flush against the door
- Install the decorative screws or setscrew as indicated in the manual
- Ensure it sits flush and doesn't bind the mechanism
Step 8: Install the Strike Plate
- Position the new strike plate (included with your smart lock) over the mortise hole in the door frame
- Screw it in place using the provided hardware
- Test the deadbolt — lock and unlock it a few times to ensure smooth operation
Step 9: Calibrate the Lock
Most smart locks (especially Schlage Encode) require a calibration step after installation:
- Open the app on your smartphone
- Select "Calibrate" or "Set Up Lock"
- Follow the on-screen prompts — this usually involves locking and unlocking via the keypad/app a few times
- Wait for confirmation that calibration is complete
Calibration helps the lock understand its throw distance and ensures it knows when it's fully locked or unlocked.
August Smart Lock (Retrofit Adapter) Installation
The August Smart Lock is different because it mounts on top of your existing interior deadbolt thumb turn.
Step 4A: Remove Existing Interior Hardware (if any)
August works best with a simple interior thumb turn. If you have a decorative escutcheon plate that sits flush, you'll need to remove it:
- Pry off any interior trim ring using a flathead screwdriver
- Do not remove the deadbolt itself — August stays on top of it
Step 5A: Install the Mounting Bracket
August comes with an adhesive backing and screws. You can use either method:
Screw method (recommended):
- Position the bracket so it's centered on your interior thumb turn
- Mark screw holes with a pencil
- Drill small pilot holes (1/16" bit) at the marks
- Screw the bracket to the interior plate with provided hardware
Adhesive method:
- Clean the interior plate with a dry cloth
- Peel backing off the bracket's adhesive
- Press firmly onto the plate for 30 seconds
Step 6A: Mount the Smart Lock
- Slide the motorized assembly over your thumb turn (it should slide smoothly)
- Align the mounting holes on the assembly with the bracket
- Tighten the set screws to secure it in place
Step 7A: Connect to the App
August connects via Bluetooth directly to your phone for initial setup:
- Open the August app
- Tap "Add Lock"
- Scan the QR code on the back of your device or enter the device code manually
- Select your WiFi network (August supports 2.4GHz and 5GHz, unlike Ring)
- Follow prompts to create your smart home routines and access levels
August also offers a separate WiFi Connect bridge if you want remote access beyond Bluetooth range.
Post-Installation: Testing and Troubleshooting
Lock Function Tests
- Manual operation: Lock and unlock using your key (or old key, if applicable) and the interior mechanism
- App operation: Lock and unlock via the smartphone app — it should respond within 2–5 seconds
- Keypad (Schlage/Yale): Enter your user code and test lock/unlock
- Voice assistant: If set up, test Alexa/Google Home integration
Adjust Motion Sensing (if applicable)
Some models, like Schlage with a sensor, let you adjust auto-unlock sensitivity to avoid false triggers.
Common Mistakes and What Can Go Wrong
Issue 1: Deadbolt Doesn't Throw Fully
Cause: Backset mismatch or the lock is over-tightened
Fix:
- Verify you measured the backset correctly before buying
- Loosen the connecting screws slightly and test
- If it's truly the wrong backset, you may need to return the lock and purchase the correct size
Issue 2: Calibration Fails
Cause: Interior mechanism is binding or screws are too tight
Fix:
- Loosen the connecting screws by a quarter-turn
- Re-attempt calibration
- If it persists, try a hard reset of the lock (see manual for button hold time)
Issue 3: Door is Too Thick
Cause: Screws included aren't long enough to reach through the full door thickness
Fix:
- Measure your door thickness again
- Purchase longer fasteners (usually available at hardware stores)
- Consult the manual or brand support for screw length recommendations
Issue 4: WiFi Connection Fails (Schlage/Yale)
Cause: 5GHz only network, special characters in password, or lock out of range
Fix:
- Ensure you're connecting to a 2.4GHz network (most smart home locks don't support 5GHz yet)
- Change your WiFi password temporarily to simple alphanumeric if testing
- Move the lock closer to your router during initial pairing
Issue 5: Existing Key No Longer Works (Full Replacement)
Cause: You've replaced the lock cylinder; old keys don't fit
Fix: This is expected with Schlage and Yale. August is designed to preserve your existing key functionality because it's an adapter. If you need the old key to work, use an August lock or ask your lock brand about rekeying services.
Key Differences Between Brands
| Feature | Schlage Encode | August 4th Gen | Yale Assure Lock 2 |
|---|---|---|---|
| Installation | Full replacement | Retrofit adapter | Full replacement |
| Keeps old key | No | Yes | No |
| WiFi built-in | Yes (Plus model) | Optional (bridge) | Yes |
| Keypad | Yes | Optional (app only) | Yes + fingerprint |
| Exterior wiring | None | None | None |
Affiliate Callout
If you're still deciding which smart deadbolt to buy, see our guide to the best smart locks. We compare features, pricing, and installation difficulty across 8+ popular models.
Final Tips
- Document everything: Before you begin, take photos of your existing lock and door measurements
- Take your time: This isn't a race. A 30-minute installation beats a 2-hour struggle
- Read the manual: Every lock has slightly different hardware. Spend 10 minutes reviewing your specific product manual before you start
- Test thoroughly: Lock and unlock several times before declaring success
- Keep the packaging: Smart locks sometimes need warranty returns; keep the box and original contents for at least a year
Smart deadbolts are one of the highest-value smart home upgrades: they're durable, secure, and genuinely convenient. With this guide, you're ready to tackle the installation yourself.
