Project Summary
Brief project description, address, and installer name. Include model numbers, rated capacity, and primary performance metrics such as HSPF and SEER to document the installed equipment and its rated efficiency.
A clear handout reduces misunderstandings between homeowner, installer, and program administrator by standardizing technical data, timelines, and required proof for incentives. It helps speed permit and rebate reviews, supports consistent recordkeeping, and documents the basis for expected energy savings estimates.
Brief project description, address, and installer name. Include model numbers, rated capacity, and primary performance metrics such as HSPF and SEER to document the installed equipment and its rated efficiency.
Annual and seasonal energy savings estimates with assumptions (baseline equipment, local climate data, and usage). Note methodology used for projection and any caveats about occupant behavior or weather variance.
List required local permits, inspection steps, and relevant code references. Indicate who is responsible for permit submission and the expected inspection schedule to help comply with jurisdictional requirements.
State, utility, and federal incentives that may apply. Specify documents required for rebates (itemized invoice, proof of installation date, certificate of efficiency) to avoid delays in funding.
Step-by-step installer actions and verification points (refrigerant charge, airflow, electrical connections). Include sign-off lines for installer and homeowner with dates to record completion.
Manufacturer and installer warranty terms, emergency contact numbers, and recommended maintenance intervals. Clarify who provides warranty service and how to submit a claim.
| Field | Configuration |
|---|---|
| Project fields | Make required and validated for numeric and date formats |
| Document attachments | Allow PDF, JPG, PNG uploads; require invoice and spec sheet |
| Signature order | Set installer then homeowner then program reviewer |
| Notifications | Auto-notify parties at each completed step |
Choose settings that balance signer convenience with verification needs, and retain a tamper-evident audit trail for program audits.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Each party benefits from a consistent, signed record: installers reduce follow-ups, administrators speed reviews, and owners preserve proof for warranties and resale.