Site
Provide context about the home and the reason for considering a change.
One system.
Two seasons.
Begin with a conversation about your home, existing setup and goals. A provider can define the assessment needed before proposing equipment or work.
System
Discuss the existing setup and what the provider needs to review.
Next steps
Agree the assessment scope and what a proposal will include.
What an assessment can cover
- 01
Home context
Your broad goals, home type and the practical details that a provider asks you to confirm.
- 02
Existing setup
The current heating and cooling arrangement. A qualified provider determines what needs to be assessed in person.
- 03
Proposed scope
The information needed for a written proposal, including responsibilities, exclusions and next steps.
Illustrative service content. Equipment selection, installation requirements and suitability need a qualified provider’s assessment. No savings, eligibility or performance result is promised here.