Use this in the field or right before a sales call. It maps a lead to the right job type, the right paperwork, and the right financing path.
This is a decommissioning job. Required for the Con Edison Clean Heat rebate.
- Gas boiler → see Gas boiler decommissioning
- Oil tank → see Oil decommissioning
- Oil decom is always full tank removal plus an electric water heater swap — see Oil decommissioning
Decommissioning jobs:
- Always need a site survey
- Need electrical + mechanical + plumbing permits (see Permits)
- Qualify for the Con Edison rebate based on number of meters
- Heat pump central air defaults to 5 tons to cover full-home BTU
- Can use NYSERDA / EFS financing (caps at $13K financed; see NYSERDA)
This is a non-decommissioning install. See Non-decommissioning install.
- Only needs an electrical permit
- Site survey often skippable for confident consultants under 5 units
- Cannot use NYSERDA / Clean Heat — must use Green Sky, Synchrony, or lease
- Central air can stay at the existing tonnage (no need to upsize to 5 tons)
Hybrid scenario. See Hybrid: keep gas + add heat pump. Treated as non-decommissioning — boiler is untouched.
| Location | Permit speed | Install timing |
|---|---|---|
| NYC boroughs (Bronx, Queens, Brooklyn, Manhattan) | 1–2 days | Next-day install possible |
| Westchester | 2–3 weeks | Moderate |
| Yonkers | 2–3 weeks | Moderate + violation risk |
Full breakdown: Permits by jurisdiction. For Yonkers or Westchester, confirm current permit capacity with management before promising timing.
Yonkers + active solar inspection = stop. If the homeowner has solar pending inspection, you must pull HVAC permits before install or they get a violation. Fines start at $8,000 and go up to $32,000. See Solar interaction.
- Mini split: preferred for sectional heating/cooling. Available sizes 9K / 12K / 18K / 24K. The 7K is currently out of stock until further notice — upsize tiny rooms to 9K. See Mini splits and Sizing rules.
- Central air: when ductwork already exists. See Central air.
- Brand: default to Gree. See Brand selection for when Midea or Mitsubishi is appropriate.
Check the nameplate.
- R32 refrigerant → can stay (if recently installed)
- 410A refrigerant → must be consultantlaced. Non-negotiable with Con Edison. See R32 vs 410A.
Pick the simplest match. Full guide: Choosing the right option.
| Homeowner says… | Recommend |
|---|---|
| ”I’ll pay cash but no lump sum, no interest” | Synchrony 0% / 25 mo |
| Standard credit, wants long-term low payment | Green Sky or Lease |
| Doesn’t want a credit hit, wants service included | Lease (Palmetto/Lightreach) |
| Low credit + smaller deal | NYSERDA / EFS |
| Need to fill a $2K–$4K gap on top of another loan | Wisetack |
| Cash deal | Cash — collect $1,000+ deposit |
- Layout entered accurately into the Newtonian app (left side / right side at minimum)
- Locations agreed with homeowner using blue tape if surveying
- Front-facade vs back-routing expectation set on fully attached homes (see Site survey)
- Common-area unit offered if multi-family with big common space (see Common areas)
- Old 410A units flagged for consultantlacement
- Utility bill photo(s) and electric panel photo(s) collected; boiler/mechanical-area photos added if decommissioning
- Deposit collected if cash deal — check made out to Bienestar HVAC, photo to Jonathan
Esta página es parte de la biblioteca de capacitación de Bienestar HVAC. Resume el tema Deal-type decision tree para que el consultor pueda explicar el proceso con claridad, evitar promesas incorrectas y preparar cada oportunidad para una instalación limpia.
Nota para el consultor: use esta página como guía de campo. Antes de prometer reembolsos, fechas, financiamiento o alcance de instalación, confirme elegibilidad, permisos, capacidad del equipo y documentación requerida.