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Sunny HVAC Rep Guide
V.1 · Internal Rep Resource

Sunny HVAC— Sales RepGuide.

The complete operating manual for selling, scoping, and closing every Sunny HVAC install. Written for the field, not the conference room.

What brings you here today?
  1. 01

    You're new here.

    The first-hour path: classify the job, learn the non-negotiables, pick financing, and avoid the traps that create bad promises.

  2. 02

    You're in the home.

    Run the scoping path: rooms, permits, solar, panel, survey, photos, and the expectations that prevent change orders.

  3. 03

    You're pricing a deal.

    Match the homeowner to the right payment path, check dealer-fee risk, and use the calculator before presenting the number.

  4. 04

    You hit an objection.

    Use the right script for monthly payment, permits, trust, and switching away from gas or oil without losing control.

  5. 05

    You see a risk flag.

    Oil tank, 410A, Yonkers solar, NYSERDA eligibility, permit timing, or Con Edison approval: stop conditions first.

  6. 06

    The deal is sold.

    Make it install-ready: financing, install contract request, DocuSign, survey path, and post-install packet readiness.

  7. 07

    You need retention.

    Daily 3 and monthly pitfalls: active recall for the rules and sales moves reps have to remember under pressure.

How this guide is organized

Section titled “How this guide is organized”

Topics are cross-linked aggressively. The same concept (e.g., R32 refrigerant, NYSERDA, Con Edison rules) shows up wherever it’s relevant — not buried in one section. Two callout styles to watch for everywhere:

Pitfall callouts flag the recurring mistakes that cost us deals or trigger change orders.

Con Edison rule callouts flag non-negotiable requirements from Con Edison’s Clean Heat program. If you ignore these, the job won’t get approved.

What this guide does not replace

Section titled “What this guide does not replace”
  • The in-app pricing calculator for exact rebate, DAC, and home-type math.
  • The Newtonian app (newtonian.app) for accurate room-by-room layouts during the sales appointment.
  • A real conversation with the install team when the deal has unusual constraints.

Sunny ops at a glance

Section titled “Sunny ops at a glance”
Crew capacityConfirm current dispatch capacity before promising speed
ScheduleWeekend / holiday availability is capacity-dependent
NYC permits1–2 day turnaround
Service responseWithin 24 hours
Smaller NYC dealsSales-to-install in 1–2 days

Built for speed, but do not promise timing blindly. Check permit path, crew capacity, and dispatch confirmation before making a hard commitment.