Coolaroo Custom - Outdoor Roller Shade Manual

INTRODUCTION

Coolaroo's Signature Color Commitment

Correct installation is essential to ensure your new shades continue to look and function great for years. Please review this booklet carefully and follow the step-by-step instructions and troubleshooting guidance.

Coolaroo's Signature outdoor textiles are where sustainability meets style. Offering the widest range of outdoor roller shade colors, our unique sun-safe, toxin-free fabric is infused with pigments mixed directly as the material forms. Which means we don't do any post-fabrication dyeing and our yarns aren't superficially adhered with color. Our fabrics ARE the color. So, you can expect lasting, day-one vibrancy through years of rain or shine.

Driven by Safety & Comfort

Our fabric and hardware technology constantly evolves to deliver shade systems that provide you with weather protection and relief. From cool-touch fabric to ergonomic operating mechanisms, we want you to prioritize enjoying every outside area of your home and leave any sun worries to us.

Going Beyond Expectations

Our hardware and Signature fabrics are tested in extreme environments and the hottest climates to consider effects beyond the sun. Our materials are mold and mildew resistant, so your home and family stay safe in high-humidity climates. We also salt spray test our hardware so you can be confident every part of your Coolaroo roller shade will withstand the intense heat of the sun, the smallest salt grain, and everything in between.

Easy, Breezy Care

Our roller shades' cutting-edge performance textiles have redefined the demands of fabric care. Coolaroo's stain-resistant yarns can be easily cleaned with mild soap or non-abrasive cleaners, hosed down with water, and left to air dry. Gone is the need for rigorous cleaning and unhealthy solvent solutions. For full details on how to get the most out of your Coolaroo roller shade, visit Coolaroo.com/care.

IDENTIFY MOUNTING AND SHADE TYPES

Shade Types

Before beginning the installation process, please review and identify the shade type based on your order. Basic terms have also been defined to make the installation process easier.

1. Lift Operation
   Solar-Powered
   OR
   Removable Wand
   OR
   Continuous Motor Chain Loop
2. Finishing Coverage
   Cassette
   May be Solar-Powered Motor or Wand Operated.
   OR
   Standard
   May be Wand or Continuous Chain Loop Operated.
   

Mounting Placements

Before mounting the installation brackets, review and identify the mounting placement of your shade. Properly identifying your mount type will make the rest of the installation quick and easy.

Top or Wall Mount

Top Mount
Shade bracket mounts to top of opening.

OR

Wall Mount
Shade bracket mounts to wall of opening.

Inside or Outside Mount

Inside Mount (IM)
Shade fits inside of opening.

OR

Outside Mount (OM)
Shade is mounted outside of opening.

Left or Right Control Position

Left Side Control

OR

Right Side Control

Continuous Chain Loop and Removable Wand lifts can be operated on either the right or left side.
To change control side, contact Coolaroo Customer Service for guidance.

PRODUCT PARTS

Continuous Chain Loop — No Cassette

Removable Wand — No Cassette

Removable Wand with Cassette

Solar-Powered Motor with Cassette

TOOLS NEEDED

MEASURING MARKING DISTANCE: Standard Shade Only

The Marking Distance is from the center of the shade to each bracket. To calculate Marking Distance, you will need to know the Bracket-to-Bracket Distance. The Bracket-to-Bracket Distance is the distance between the outside edges of the brackets that hold the shade in place.

1. Determine the desired center of the shade opening and mark the center (fig. A).
   
2. Calculate and write down your purchased shades Bracket-to-Bracket Distance:
   For OUTSIDE Mount = Ordered width.
   For INSIDE Mount = Ordered width minus 1⁄8".
3. Determine and write down your Marking Distance: The Marking Distance is from the center of the shade to each bracket. To calculate Marking Distance, take your Bracket-to-Bracket Distance and divide by 2.
   FOR EXAMPLE: An inside mount shade with ordered width of 96" would have a Bracket-to-Bracket distance of (96" – 1⁄8") = 95 7⁄8" and a Marking Distance of (95 7⁄8" ÷ 2) = 47 15⁄16".
4. Measure from the center point to each bracket end using the Marking Distance calculated and mark the ends. Confirm the distance between both ends equals the Bracket-to-Bracket Distance of your shade. If not, adjust end marks equally until it is.

INSTALLATION

STANDARD Shade — TOP Mount

The installation brackets are supplied in pairs: Control Side and Idle Side. Identify which side of the shade each of the brackets will go on based on your order.

Note: Removable Wand control is shown, but Continuous Chain Loop follows the same installation instructions.

STEP 1: Mount the Brackets

• Check the orientation of the control side. For wand shades, the Wand Eyelet hangs down from bracket. For Continuous Chain Loop, the Chain hangs from the bottom of bracket (fig. A).
  
• Measure the Marking Distance and use the results to mark the locations for mounting the brackets.
• Place the outside edge of the brackets on the marks and mark the screw holes.
• Check that the top of the installation brackets are at the desired height, level, and aligned.
  
  A minimum 2 1⁄8" mounting depth is required to mount brackets (fig. B).
  
• Ensure the mounting surface is level and drill pilot holes using a 3⁄32" drill bit, then use provided screws to attach installation brackets.
  
  Must be mounted into wood/metal studs or concrete anchors. Mounting with drywall anchors is NOT recommended.
• Install Bra cket Covers: Align the bracket with the channels in the Bracket Cover and slide onto the bracket (fig. C).
  

STEP 2: Install the Shade

• Insert the Control End Plug onto the mechanism of the Wand or Clutch Bracket Assembly of the roller shade (fig. D).
  
• Sliding it from front to back, insert the Idle End Plug into the Idle Bracket Assembly and click the Idle End Plug into place (fig. E).
  

• Check that the shade is level, and that side-to-side movement does not exceed 1⁄ 16".
• If side-to-side movement does exceed 1⁄ 16", remove the shade (see how to remove) and loosen the screw on the idle side, slide the bracket inward, retighten screws, and then reinstall the shade.

STEP 3: Install Tension Device (Continuous Chain Loop Only)

If your custom shade came with a Chain, a Tension Device must be installed. Please ensure that chains and pull cords are not accessible to small children and are secured with a Tension Device at all times.

Failure to use a safety tension device will void product warranty. Do not allow for any slack. Do not twist, cross, or slant the chain.

• Position the Tension Device on a flat surface so that the Chain and Tension Device does not interfere with the raising and lowering of the shade.
• Ensure the Chain is taut but operable.
• Mark the positions for the pilot holes and pre-drill two 3⁄ 32" holes.
• Use provided screws to attach the Tension Device (fig. F).
  
• Cut off the cable tie and dispose of it properly.

Shade will NOT operate unless cord tensioner is secured. Each shade includes a cord tensioner installation kit. Please follow all instructions in the kit to properly secure the cord tensioner.

Window Blind Cord Strangulation Risk
A damaged, loose, or missing tension device poses a strangulation risk to children. Remove from use and repair or replace if tension device is damaged, loose, or missing.

STANDARD Shade — WALL Mount

The installation brackets are supplied in pairs: Control Side and Idle Side. Identify which side of the shade each of the brackets will go on based on your order.

Note: Removable Wand control is shown, but Continuous Chain Loop follows the same installation instructions.

STEP 1: Mount the Brackets

• Check the orientation of the control side. For wand shades, the Wand Eyelet hangs down from bracket. For Continuous Chain Loop, the Chain hangs from the bottom of bracket (fig. A).
  
• Measure the Marking Distance and use the results to mark the locations for mounting the brackets.
• Place the outside edge of the brackets on the marks and mark the screw holes.
• Check that the top of the installation brackets are at the desired height, level, and aligned.
  
  A minimum 2 1⁄8" flat, vertical surface is required to mount brackets (fig. B).
  
• Ensure the mounting surface is level and drill pilot holes using a 3⁄32" drill bit, then use provided screws to attach installation brackets.
  
  Must be mounted into wood/metal studs or concrete anchors. Mounting with drywall anchors is NOT recommended.
• Install Bracket Covers: Align the bracket with the channels in the Bracket Cover and slide onto the bracket (fig. C).
  

STEP 2: Install the Shade

• Insert the Control End Plug onto the mechanism of the Wand or Clutch Bracket Assembly of the roller shade (fig. D).
  
• Sliding it from front to back, insert the Idle End Plug into the Idle Bracket Assembly and click the Idle End Plug into place (fig. E).
  

• Check that the shade is level, and that side-to-side movement does not exceed 1⁄ 16".
• If side-to-side movement does exceed 1⁄ ₁₆", remove the shade (see how to remove) and loosen the screw on the idle side, slide the bracket inward, retighten screws, and then reinstall the shade.

STEP 3: Install Tension Device (Continuous Chain Loop Only)

If your custom shade came with a Chain, a Tension Device must be installed. Please ensure that chains and pull cords are not accessible to small children and are secured with a Tension Device at all times.

Failure to use a safety tension device will void product warranty. Do not allow for any slack. Do not twist, cross, or slant the chain.

• Position the Tension Device on a flat surface so that the Chain and Tension Device does not interfere with the raising and lowering of the shade.
• Ensure the Chain is taut but operable.
• Mark the positions for the pilot holes and pre-drill two 3⁄ 32" holes.
• Use provided screws to attach the Tension Device (fig. F).
  
• Cut off the cable tie and dispose of it properly.

Shade will NOT operate unless cord tensioner is secured. Each shade includes a cord tensioner installation kit.
Please follow all instructions in the kit to properly secure the cord tensioner.

Window Blind Cord Strangulation Risk
A damaged, loose, or missing tension device poses a strangulation risk to children. Remove from use and repair or replace if tension device is damaged, loose, or missing.

CASSETTE Shade — TOP Mount

STEP 1: Mount the Brackets

• Three installation brackets are required.
• To find the bracket locations mark 3' in from each side for two of the bracket locations and mark the center between the two end brackets for the third (fig. A).
  

The front edges of the installation Cassette Brackets must be level and aligned with each other. The minimum depth required for mounting is 3'. Fully recessed mounting requires at least 4' depth for Cassette to be flush with opening (fig. B).

• Center the Brackets over your three bracket marks, ensuring the spring-loaded Release Tab is accessible for easy removal and mark the screw holes (fig. C).
  
  
  Must be mounted into wood/metal studs or concrete anchors. Mounting with drywall anchors is NOT recommended.
• Drill pilot holes using a 3⁄32" drill bit.
• Level the mounting surface and shim the brackets if necessary, then attach brackets using the screws provided (fig. C).

STEP 2: Install the Shade

Click the shade onto the Cassette Brackets, placing the back of the channel onto the bracket. Push up on the full Cassette and push in the Release Tabs until they snap into place (fig. D).

CASSETTE Shade — WALL Mount

STEP 1: Mount the Brackets

• Three installation brackets are required.
  
  The front edges of the installation Cassette Brackets must be level and aligned with each other. A minimum of 4' flat, vertical surface is required to mount brackets. The top of the installation Cassette Brackets should be installed 1 9⁄16" below the ordered height (fig. B).
• To find the bracket locations measure and mark the center of the opening where you want to mount the shade. That will be the Center Bracket Mark (fig. A1).
  
• Find the Marking Distance by measuring the width of the entire Cassette and dividing by 2 (fig. A2).
• Mark the Cassette Edges by measuring the Marking Distance from the center point outward on each side (fig. A3).
• Mark 3" in from each Cassette Edge for the other two bracket locations (fig. A4).
• Center the Brackets over your three bracket marks, ensuring the spring-loaded Release Tabs are pointed down for easy removal and mark the screw holes (fig. C).
  
  
  Must be mounted into wood/metal studs or concrete anchors. Mounting with drywall anchors is NOT recommended.
  
• Drill pilot holes using a 3⁄32" drill bit.
• Level the mounting surface and shim the brackets if necessary, then attach brackets using screws provided (fig. C).

STEP 2: Install the Shade

Click the shade onto the Cassette Brackets, placing the top of the channel onto the bracket. Push down on the full Cassette and push in the Release Tabs until they snap into place (fig. D).

Solar Panel and Battery (Solar-Powered Motor Only)

STEP 1: Mount the Solar Panel

• Position Solar Panel in a location that receives at least 8 hours of sun per day.
• Mount the Solar Panel and Battery within 3 feet of the wired end of the shade to ensure wires connect.

Make sure the wires are clear of the shade so that they do not interfere with its movement.

• Using the measuring guide above (fig. A),
  
  mount the Wall Brackets with 4mm flathead screws (fig. B).
  
• Attach the Angled Brackets to the Solar Panel by using the provided Rivets. The Rivets should go through the holes on either side of the Solar Panel and attach to the Angled Bracket (fig. C).
  
• Clip the Angled Bracket onto the Wall Bracket (fig. D).
  

Don't mount to a surface that can reach temperatures above 158°F.

NOTE: Place in an open area so that it can get as much uninterrupted sun as possible.

Do not drill directly into the Solar Panel's holes.

STEP 2: Mount the Battery

• Locate where you would like to mount your Battery. Use the above measuring guide to pre-drill the holes for the mounting screws (fig. E).
  
  
  The cables and connectors must be protected from the shade movement
• Mount your Battery using the provided 5mm wood screws.
• Snap the Battery Covers onto the Battery (fig. F).
  

STEP 3: Attach the Wires

• Connect the female wire of the battery to the male wire of the shade motor (fig. G).
  
• Connect the male wire of the solar panel to the female wire from the shade motor (fig. G).

NOTE: Do not connect the Solar Panel to the battery. They both connect to the shade motor.

Solar Panel Care

Do not put anything on the Solar Panel that could filter the sun's rays, such as paint. Clean the photovoltaic cells at least once a month by wiping them with a soft, wet cloth to avoid scratching them. In the winter, do not allow snow to build up on the panel.

Bungee Tie Downs and Receivers

Bungee Tie Downs

Two optional tie downs are provided to secure your shade in windy conditions.

Install Bungee Tie Downs

1. Thread the Bungee through the Bottom Rail Endcap hole on the shade (fig. A).
2. Feed the ball end back through the loop to make a knot (fig. A).
3. Attach the ball end to the receivers to secure the shade (fig. A).

Receivers

Two Receivers are provided to work with the Bungee Tie Downs.

For Frame Mount Receivers:

• Install the Receivers approximately 5" below where the shade will stop to allow for proper tension of Bungee cord (fig. B).
  
• Position the screw holes toward the floor.
• Pre-drill two 3⁄32" holes and then screw in the Receiver.
• Attach the Bungees to the Receivers to secure the shade.

For Flush Mount Receivers:

• Find the center point on the floor below the Bungees on each side of shade. Dry fit where the Receiver will mount into the surface.
• With a hole saw, cut a 2.75" hole.
• Insert the Receiver into the hole. Pre-drill two ^3⁄₃₂" holes and then screw in the Receiver to floor (fig. C).
  
• Attach Bungee by sliding the ball end into the hole.

HOW TO OPERATE YOUR SHADE

Roll up your shade when not in use or before strong winds to prevent damage.

Removable Wand Operation

• Lower the shade by holding the handles with both hands and rotating the Wand clockwise.
• Raise the shade by holding the handles with both hands and rotating counterclockwise.

NOTE: When not in use, remove and store the wand out of the elements.

Continuous Chain Loop Operation

• Lower the shade by pulling down on the back of the chain loop until the shade is at the desired height.
• Raise the shade by pulling down on the front of the chain loop until the shade is at the desired height.

Solar-Powered Motor Operation

• A pre-programmed remote is included with every solar-operated shade.
• Tap the up or down arrows to raise or lower shade to the desired height.
• Save a favorite height using the 'my' button and then hold arrows for 3 seconds to automatically adjust shade to the saved height.

For additional remote control programming instructions, please refer to the Somfy manufacturer manual included with your solar panel.

NOTE: When not in use, keep the remote dry, covered, and protected from the elements.

TROUBLESHOOTING

If your shade is not operating correctly, refer to the following troubleshooting procedures for specific solutions for your shade. If questions remain, please call/text Coolaroo USA at 1-800-560-4667 or visit Coolaroo.com.

Problem	Solution
Shade not raising/ lowering evenly	Ensure the installation brackets are level and aligned and shim the brackets, if necessary. Roll up the shade until the bottom is fully raised, then reinstall the shade.
Shade not operating	Ensure that the Chain loop or Wand is hanging straight down from the Wand or Clutch Bracket Assembly.
Solar-Powered Remote not functioning correctly	See included Somfy remote manual for additional instructions.
Orientation of the bracket mount needs to be changed	Remove the two screws from both brackets. On Idle End keep the opening facing out and rotate the bracket to desired orientation. On the Control End, keeping the Wand Eyelet or Chain hanging straight down, rotate the bracket to desired orientation. Put the screws back in.

SHADE REMOVAL

Standard Shade Removal

Using too much force when removing the roll can cause the Idle Bracket Assembly to break. If it breaks, please contact customer service for a replacement part.

• Roll the shade up fully.
• With a flat head screwdriver, press upward in the opening on the Idle Bracket Assembly while pulling forward on the idle side of the shade.
• Once the shade is released from the bracket, slide the Control Side of the roller shade out.

Roll up your shade when not in use or before strong winds to prevent damage.

Cassette Shade Removal

• Roll the shade up fully.
• While holding the Cassette, press on the Release Tabs on all three mounting Cassette Brackets one at a time releasing each one. Be sure to secure the shade while doing so.
• Roll the Cassette off the brackets and remove.

Roll up your shade when not in use or before strong winds to prevent damage.

SHADE MAINTENANCE AND CLEANING

Lightly clean by hosing down with water. For stubborn stains, scrub with soap or any non-abrasive cleaner. Leave your shade rolled open to air dry. In humid climates or moist areas, roll shade down frequently to air out.

Use of solvents or abrasive cleaners may damage the fabric and will void your warranty. Do not use bleach or chlorine.

SCAN FOR STEP-BY-STEP 3D GUIDE

Coolaroo.com/CustomRollerShades

Documents / Resources

References

• Outdoor Roller Shade Care | Coolaroo
• Outdoor Shade and Garden Solutions | Coolaroo
• Custom Outdoor Roller Shades | Coolaroo

Download manual

Here you can download full pdf version of manual, it may contain additional safety instructions, warranty information, FCC rules, etc.

Download Coolaroo Custom - Outdoor Roller Shade Manual