Use this when the customer has said yes. A sold deal is not done until it is install-ready.
Deal handoff readiness
Are financing documents complete?
Finish the lease, loan, or cash deposit first.
- Rule
- Do not request the install contract until financing is fully done.
- Next action
- Complete financing with the homeowner while still in the home.
Has the install contract request been submitted?
Use submit.nyheatandacpros.com to request the install contract and schedule survey preference.
- Rule
- Jonathan sends the install contract to the homeowner email after the form is submitted.
- Next action
- Wait for DocuSign completion before leaving.
Does the post-install package apply?
For Palmetto / Lightreach lease workflows, the install package must be clean before funding.
- Rule
- Funding is tied to post-install packet completion and flag resolution.
- Next action
- Use the Palmetto install package workflow after install.
Esta página es parte de la biblioteca de capacitación de Bienestar HVAC. Resume el tema Install handoff — make a sold deal install-ready 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.