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Sunny HVAC Rep Guide
01 Field Moments

Install handoff — make a sold deal install-ready

Use this when the customer has said yes. A sold deal is not done until it is install-ready.

Decision flow

Deal handoff readiness

01

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.
02

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.
03

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.