Next: stage has moved past a raw lead.
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
Electric resistance/baseboard: a heat pump cuts heating cost the most here. Ductless if no ducts, ducted if good ducts exist.
Lead with Electric resistance / baseboard to heat pump: The single biggest heating-bill cut of any retrofit: 2 to 3x the heat per kWh of resistance. 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.
- Ductless multi-zone: no dampers, no bypass, no zone panel. Do not apply ducted damper air rules or a hydronic zone control.
- 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.
- Ductless head: no 24V R/C thermostat. Use the OEM wired wall controller or IR remote on the manufacturer communication bus.
- 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.
- Multi-zone: label each lineset and zone at the condenser so future service maps heads to ports.
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 Do not quote a dead federal credit.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
A furnace quote is the box. This quote is the heating and cooling plant for the next 15 years, with the state and utility programs already netted. Walk the operating-cost compare, then the net after incentives. Do not apologize for the sticker.
Do not invent a monthly savings number. Run Compare on this address and use that sheet.