Shop Kit · 6 steps
Install handoff done right
Every promise from the sale reaches the crew, the customer knows what to expect, and the job closes with a walkthrough and a report.
- Who it’s for
- Comfort advisors, install managers and install leads.
- Time
- About 1.5 hours to set up, then 20 minutes per install
- How to use it
- Follow one sold job from the kitchen table to the completion report.
Shop details
Fill these once and they go into every step below. Everything stays in your browser.
Used in 3 of 6 steps
- Never paste: Customer addresses, phone numbers or emails, financing applications or credit info, card numbers, gate/lockbox codes, or photos of the inside of someone's home showing family or personal items.
Write the post-sale handoff for the install team. Job: [job #, equipment sold, accessories] Home details: [location of equipment, attic/crawl access, electrical, drain, line set, duct changes] Customer notes: [pets, parking, preferred times, concerns] Promises made: [thermostat placement, cleanup, start time] Permit: [needed, status] Organized checklist the install manager can schedule from without calling me. - Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.
Build an install job packet for the crew. Job: [job #, equipment, accessories, materials list] Site: [equipment locations, access, electrical, drain, venting, line set reuse/replace, duct changes] Customer notes: [pets, parking, start time, promises made] Permit and inspection: [#, inspection date] One-page packet with a materials checklist and a 'promises we made' section. -
Step 3 of 6
Send the customer install-day prep email
The customer knows what to expect on install day.
Never paste: Customer addresses, phone numbers or gate/lockbox codes, employee pay rates, card numbers, or permit portal logins.Write an install-day prep email for the homeowner. Install date and start time: [ ] Crew lead: [first name] What to expect: [hours, power/water/gas off for X hours, noise, attic access] What they should do: [clear path to equipment, pets secured, parking, someone 18+ home at start and end] Inspection: [date/window] Friendly, organized, under 200 words. - Never paste: Customer addresses, phone numbers or gate/lockbox codes, photos showing house numbers, family members or personal items, or card numbers.
Create a pre-install walkthrough checklist. Job: [equipment, location] Promises from the sale: [paste] Site concerns: [attic access, floors, pets, parking, fragile items] Checklist to walk with the homeowner: confirm scope, thermostat location, equipment placement, protect floors, note existing damage (photos), start/finish time. - Never paste: Customer addresses, phone numbers or gate/lockbox codes, photos showing house numbers, family members or personal items, or card numbers.
Write a 5-minute handoff walkthrough script. Equipment: [system, thermostat model] Key things to show: [thermostat basics, filter location and size, what's normal (noise, defrost on heat pumps), warranty registration, who to call] Promises: [cleanup, follow-up visit] Friendly, plain English, a checklist I can follow. - Never paste: Customer addresses, phone numbers or gate/lockbox codes, photos showing house numbers, family members or personal items, or card numbers.
Turn my notes into an install completion report. Equipment installed: [model, serial for each] Work done: [line set, electrical, drain, ducts, thermostat] Startup readings: [static pressure, temp split, refrigerant charge (SH/SC), gas pressure, amps] Issues: [anything found] Pending: [inspection, return trips] Clear report for the office and the customer file.
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