Walk in. Ask the right questions. Leave with a complete file.
Start with the house: measurements, equipment, electrical details, and photos. Save incentive eligibility and the financial conversation for the end when you sit down with the customer.
What to say at the door
“Hi, I’m Kaileb with Rocky Coast Electric. I’ll first look at the home, heating system, electrical panel, and possible equipment locations. Once I have the field information, we can sit down and go through the system, price, financing, and any incentive options that apply.”
Customer
Why are they interested?
Quick customer value points
Discovery conversation
Ask which rooms are hardest to keep comfortable, what they currently heat with, what they spend most of their time doing in the home, and whether they want the heat pump to become their primary heat source. Do not lead with equipment — lead with the problem you are solving.
Home
Current heating
Placement conversation
Prioritize the living space and bedrooms the customer cares about most. Look for a clear throw of air into open space, practical line-set routing, condensate drainage, service access, and a safe outdoor location. A location under a deck or busy walkway should trigger installer review because winter condensate can freeze.
Indoor areas / heads
Outdoor unit location
Electrical snapshot
Site photos
Photos are compressed on the phone and stored with this visit. They can be included in the office PDF and saved back to your phone at any time.
How to explain sizing
“I’m estimating the home’s peak heating load, then comparing it with what the proposed equipment can actually produce at the local cold-weather design temperature. This gives us a fast field starting point before the installer makes the final equipment decision.”
Heat-load estimate
Heat-pump equipment
Transition to the sale
“Based on what you told me, this is the setup that best addresses your comfort and heating goals. Here is the estimated project amount and the deposit needed to move into scheduling. Next, we can check incentives and household eligibility if you want to use them.”
Corey’s Samsung price book — preloaded
Corey’s current Samsung Max Heat single-zone base prices are already loaded below. The app uses the higher standard selling price by default. Only edit these base prices if Corey changes the official price list.
Automatic quote builder
Close & next step
Optional customer review acknowledgement
Internal commission snapshot
Internal only — not included on the customer PDF. Financing bonus is not calculated until Corey gives you the exact amount.
Efficiency Maine for this job
How to explain Efficiency Maine
Keep it simple: the rebate is based on qualifying equipment, household eligibility, whole-home sizing, and correct installation by a registered vendor. Single-zone units on Efficiency Maine’s list can be rebate eligible. Multi-zone capacity can count toward sizing, but the multi-zone system itself is not rebate eligible. Final approval comes from Efficiency Maine.
Income / eligibility
Equipment eligibility confirmation
Primary-heating acknowledgements
Estimated rebate
Review the file before you leave.
The app will flag the biggest missing items, then create an office PDF that mirrors the information needed for the Efficiency Maine claim workflow.