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
Furnace home keeping fossil backup: dual fuel gives heat-pump savings with furnace security on the coldest days. Set the balance point.
Lead with Dual fuel (heat pump + existing furnace): Heat-pump savings for most of the year, furnace security on the coldest nights, nothing removed. Present the 2 brand-neutral fallback option(s) only if the homeowner declines the heat pump, and always price the lit option beside any fallback.
- Supply the electric rate, fuel price, and HP COP to compute the economic switchover. Without them the switchover is set on capacity (thermal) alone.
- Heat pump meets the load to the tested floor. No capacity switchover needed; the furnace is redundancy or pure economic backup. Set the switchover on economics if rates are supplied.
- 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.
- Dual fuel requires a dual-fuel-capable control with an outdoor sensor to stage heat-pump-to-furnace on outdoor temperature. Do not run the furnace and heat pump together.
- 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.
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 Do not quote a dead federal credit.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
Programs change. Equipment lead times change. The number on this page is today. If they wait, re-run the job before you honor it. Offer to hold the file on Command so the next visit starts from a live quote, not a napkin.
Do not lock a price you cannot hold. Do not invent a deadline that is not on the program page.