Don't start your conversion without this checklist. Every step from choosing parts to your first safe test ride, with tools, torque specs, and safety checks.
E-bike conversion has dozens of steps, and missing any one of them can lead to poor performance, component damage, or safety issues. This checklist walks through the entire process in order, from research to first ride, with specific tools, torque specs, and safety checks for each step.
Print this checklist (or save it to your phone) and check off each item as you complete it. If you follow this guide step by step, your conversion will be safe, reliable, and perform exactly as expected. Skip steps at your own risk.
Phase 1: Research & Planning (1-2 weeks before build) →
Phase 2: Pre-Build Preparation (day before) →
Phase 3: Disassembly (30-60 minutes) →
Phase 4: Motor Installation (30-90 minutes) →
Phase 5: Electronics Installation (60-90 minutes) →
Phase 6: First Power-On & Static Test (15 minutes) →
Phase 1: Research & Planning (1-2 weeks before build)
Before buying anything:
- Choose your motor type. Mid-drive for hills/cargo/performance, hub motor for flat terrain/budget/easy install. See our buying guide.
- Verify donor bike compatibility. Threaded 68-73mm bottom bracket for mid-drive. Standard wheel size (26", 700C, 20") for hub motor. No carbon fiber frames.
- Set your budget. $400-550 budget, $600-900 mid-range, $900-1,400 premium. See our cost breakdown.
- Choose your kit. Read our best kits guide and individual reviews. We recommend BAFANG BBS02 for most riders.
- Choose your battery. Match voltage to motor (48V or 52V). 13-15Ah for commuting, 20Ah+ for cargo/touring. HAILONG is our recommended brand.
- Order tools. See our tools checklist. Budget $50-130 for specialty tools.
- Watch install videos. Find at least 2 YouTube tutorials for your specific kit. Watch them completely before starting.
Phase 2: Pre-Build Preparation (day before)
The day before your build:
- Clean the donor bike thoroughly. Dirt and grime make every step harder.
- Inspect the frame for cracks, especially around the bottom bracket and head tube.
- Check tire condition. Replace worn tires before conversion — you'll be riding at higher speeds.
- Check brake pads. Replace if under 50%. E-bike speeds require good brakes.
- Photograph the bike from multiple angles. Reference photos help during reassembly.
- Lay out all tools and kit components in a clean, well-lit workspace.
- Charge your battery to 100% if it arrived. You'll need it for testing.
- Print this checklist and have it ready.
Phase 3: Disassembly (30-60 minutes)
Removing existing components:
- Remove the right crank arm using a crank puller. For mid-drive installs only.
- Remove the bottom bracket using a BB wrench. For mid-drive installs only.
- Remove the front wheel (front hub) or rear wheel (rear hub). For hub motor installs.
- For rear hub: remove the cassette using a lockring tool and chain whip.
- Remove the chain if installing a mid-drive (you'll likely need a new, shorter chain).
- Remove any accessories that might interfere (fender stays, kickstand, water bottle cages).
- Clean the bottom bracket shell threads and apply fresh grease (mid-drive).
- Clean the fork dropouts and inspect for cracks (hub motor).
Phase 4: Motor Installation (30-90 minutes)
Installing the motor:
For mid-drive (BBS02/BBSHD/TSDZ2/TSDZ8):
- Thread the motor into the BB shell, hand-tight first.
- Use the BAFANG wrench to tighten to 40 N·m. DO NOT overtighten — aluminum threads crack.
- Install the fixing plate and locknut on the non-drive side, 30-40 N·m.
- Install the chainring with threadlocker on the bolts.
- Reinstall the cranks using the crank puller, 40 N·m.
For hub motor:
- Install the motor wheel in the fork/frame dropouts.
- CRITICAL: Install the torque arm on the drive side. Mandatory for all hub motors.
- Tighten axle nuts to 30-40 N·m, alternating between sides.
- For rear hub: reinstall the cassette on the motor wheel, 40 N·m.
- Reinstall the chain (adjust length if needed).
Phase 5: Electronics Installation (60-90 minutes)
Mounting and wiring:
- Mount the controller in a protected location (under down tube or behind seat tube).
- Mount the display on the handlebar within easy thumb reach, 3-5 N·m.
- Mount the thumb throttle on the right side of the handlebar.
- Install the PAS sensor magnet ring on the crank arm, 2-5mm gap to sensor.
- Install brake cutoff sensors (if included). Critical safety feature.
- Route all cables along the frame, secured with cable ties every 6 inches.
- Apply dielectric grease to EVERY electrical connector before plugging in.
- Connect motor phase wires (3 thick wires, usually color-coded).
- Connect Hall sensor wires (small connector, usually 5-pin).
- Connect display, throttle, PAS, and brake cutoff sensors.
- CRITICAL: Double-check polarity on battery connection before plugging in.
- Connect the battery LAST, after all other connections are verified.
Phase 6: First Power-On & Static Test (15 minutes)
Testing before riding:
- Turn on the battery (key switch or power button).
- Turn on the display. Check for error codes.
- Cycle through assist levels (1-9). Display should respond.
- Lift the front wheel (front hub) or rear wheel (rear hub/mid-drive) off the ground.
- Apply throttle gently. Wheel should spin smoothly, no unusual noises.
- Test brake cutoff sensors: squeeze brake while applying throttle. Motor should cut instantly.
- Test PAS: rotate cranks slowly. Motor should engage after half a pedal rotation.
- Check all connections for heat (should be cool to touch).
- Verify display shows correct battery voltage (48V battery should show 50-54V fully charged).
- If ANY test fails, do not ride. Diagnose and fix the issue first.
Phase 7: First Test Ride (15-30 minutes)
Your first ride:
- Find an empty parking lot or quiet street. Do NOT ride in traffic yet.
- Start in assist level 1 (lowest). Pedal gently. Feel the motor engage.
- Test throttle at low speed. Should be smooth, not jerky.
- Test braking from 10mph. Should stop firmly with motor cutoff.
- Gradually increase speed through assist levels 2, 3, 4.
- Test full-speed braking from 20mph. If brakes can't stop you, upgrade before riding more.
- Ride for 10-15 minutes, listening for unusual noises.
- Check all bolts and connectors after the test ride. Vibration loosens things.
- If everything feels right, you're ready for real riding. If anything feels wrong, diagnose before continuing.
Phase 8: Post-Build Maintenance Schedule
Ongoing maintenance:
After 50 miles: Re-torque EVERY bolt. Check all electrical connectors. Inspect chain for stretch.
Weekly: Lubricate chain. Check tire pressure. Squeeze brakes to test.
Monthly: Clean drivetrain. Check chain stretch (replace at 0.5% on mid-drives). Inspect all connectors for corrosion.
Every 500 miles: Replace chain on mid-drive. Inspect cassette and chainring.
Annually: Replace brake pads. Bleed hydraulic brakes. Inspect motor internals (mid-drive). Battery capacity test.
Following this schedule ensures your converted e-bike gives you 5-10 years of reliable service.