Next: heating or cooling load.
Readiness is a completeness score from what is on the job file. It is not a close-rate prediction.
File checklist
- Stage has moved past a raw lead
- Homeowner name is on the file
- State is known so rebates can resolve
- Heating or cooling load is on the file
- A system is selected
- An installed price is computed
- State or utility incentives are on the quote
- Validation is clean
- The close is signed
- A deposit is captured
Plan for this house
Replacing an existing heat pump: reuse compatible distribution, confirm line-set and electrical, upgrade to a cold-climate line.
Lead with Heat pump replacement / cold-climate upgrade: Upgrade to an inverter cold-climate unit that holds capacity to design temp instead of leaning on backup. Present the 1 brand-neutral fallback option(s) only if the homeowner declines the heat pump, and always price the lit option beside any fallback.
- Run is 0.4 ft past the 24.6 ft factory pre-charge: add refrigerant per the model charge rate (see refrigerantChargeEstimate) and weigh it in.
- Confirm the O/B reversing-valve orientation against the equipment (most energize O on cool).
- A C (common) wire is required for modern wifi / smart controls. Verify a true common is landed, not a jumper.
- Maintain condenser clearances: ~12 in sides, 24 in service side, 60 in overhead, 6 in back. Confirm exact values against the model install manual.
- Confirm the condensate path: gravity drain if a downhill route exists, otherwise a condensate pump with a float safety switch.
- Snow region: mount the condenser on a stand/riser above the expected snow line, keep the base-pan drain clear, and protect from roof-shed ice. Wall brackets help in heavy drift.
- Coastal / salt air: specify a corrosion-protected coil and schedule periodic fresh-water coil rinses to fight salt corrosion.
- Heat pump: ensure the condenser base and pad drain freely so defrost meltwater cannot pool and refreeze under the unit.
Coverage on this house
Parts term and labor term are what this shop writes on the contract. Flex does not assume a manufacturer labor term is present on this house.
Available is not the same as present. Register the system if the program requires it. Do not invent a second service plan. Do not quote a dead federal credit.
You claim the program that serves your address, not the total. Confirm current terms with each program before counting on an amount. ZIP only confirms the state. Name the utility before you tell the homeowner which program is theirs.
Close line for this house
That is a valid path and the compare tool will price it honestly. What it will not do is cut the gas bill or unlock the heat-pump incentive stack. Put both numbers on one page and let them choose.
Do not hide the cheaper path. Hidden alternatives kill trust and come back as chargebacks.