Use this while the consultant is with the homeowner. The goal is to leave with a clean scope, the right expectations, and no hidden change order waiting for install.
In-home scoping path
Is this a decommissioning job?
If yes, a site survey is required and the Con Edison submission needs full load details.
- Rule
- Decommissioning jobs require site survey, Manual J / cool calc, and electrical + mechanical + plumbing permits.
- Next action
- Open the site survey checklist before leaving the home.
Are there bedrooms, empty rooms, or small rooms with beds?
Rooms with door + bed need units; tiny rooms can be exempted only if the bed is removed or covered.
- Rule
- Skipping livable rooms is a Con Edison approval risk and a change-order risk.
- Next action
- Check room requirements and photograph/mark exceptions clearly.
Is the home attached, solar-pending, or panel-constrained?
These conditions change expectations before install timing is discussed.
Do not promise next-day install when permits, solar inspection, or electrical work may block it.
Next action: Set expectations and document the constraint in notes.- Rule
- Attached-home routing, solar inspection status, and sub-panel needs must be surfaced before the consultant leaves.
- Next action
- Set expectations and document the constraint in notes.
Esta página es parte de la biblioteca de capacitación de Bienestar HVAC. Resume el tema In-home scoping — avoid change orders 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.