Use this while the rep is with the homeowner. The goal is to leave with a clean scope, the right expectations, and no hidden change order waiting for install.
Decision flow
In-home scoping path
01
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.
02
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.
03
Is the home attached, solar-pending, or panel-constrained?
These conditions change expectations before install timing is discussed.
Stop condition
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 rep leaves.
Next action
Set expectations and document the constraint in notes.
