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Comfort Plan: Installation Submission Checklist

Updated over a week ago

Palmetto is committed to an exemplary customer experience, grounded in best-in-class asset quality and consumer support. Driving this asset quality are our robust quality control standards. Our enhanced ownership experience starts with appropriate system sizing, high quality installation, and start-up procedures.

In this guide, you’ll get come to understand the full scope of our quality control requirements. In this article we will present photo requirements, descriptions, and examples needed to complete the Install Package submission. It covers three key components:

  • Install Package Documentation

  • New System Photos

  • Start Up and Commissioning Photos

To complete Install Package submission under the Comfort Plan program, every project must include a Work Order or Home Improvement Contract, Load Calculation Report and Installer Checklist or Supporting Documents.

Item

Deliverable

Work Order or Home Improvement Contract

  • Upload a copy of your contract with the homeowner. This is most often an Install Contract, but can also be a Home Improvement Contract, a Work Order, signed Invoice, or similar document with installed equipment details and pricing.

Load Calculation Report

  • Complete report, in PDF format.

    • No screenshots please.

Use the links and examples in this article to ensure your submission meets LightReach’s internal review standards.

Indoor System Photos

Item

Deliverable

Indoor System Overview Photo(s)

A single photo or multiple photos, if needed, to show the following items:

  • Furnace

  • Air Handler and Coil

  • Mounting and Orientation of equipment

  • Duct connections

  • Low voltage wiring

  • High voltage wiring

  • Venting (if applicable)

  • Auxiliary drain (if applicable)

  • Condensate pan (if applicable)

In situations where the full scope of work cannot be seen in one photo, multiple photos will be required

Click for example

Indoor View

Indoor Overview

Furnace/Air Handler Data Tag

Model and Serial number required

A single photo of the data tag or data plate from the furnace or air handler should clearly show the model number, serial number, and any OEM technical data (if applicable).

Click for example

Furnace Data Plate-Model and Serial Number

Air Handler Data

Evaporator Coil Data Tag

Model and Serial number required

A single photo of the data tag or data plate from the evaporator coil should show the model number, serial number, and any OEM technical data (if applicable).

Click for example

Coil Data Tags

Coil Data Tags

Outdoor System Photos

Item

Deliverable

Condenser/Outdoor Unit Photo

A single photo showing the whole condenser from 5 feet away taken from in front or beside the equipment. This photo should include the following:

  • Condenser Clearances

  • Refrigerant Lines

  • Electrical Connection

Click for example

Condenser with Electric and Lineset

Outdoor Unit

Outdoor Unit

Data Plate

Model and Serial number required

A single photo of the data tag or data plate from the Condenser or Outdoor Unit should show the model number, serial number, and any OEM technical data (if applicable).

Click for example

Data Tags

Data Tags

Accessory Photos if applicable:

See our Accessory AVL for more details

Item

Deliverable

Accessories (if applicable)

Photos of accessories are to be included in the install package when accessories are present in the work order or system design. Include photos of the data tag (if applicable) to show the model and serial number of the installed accessory. In the event a data tag is not present on an accessory the minimum photo requirement is to show an overall photo of that accessory after it has been installed.

Click to view accessories

  • Media Cabinet - The filter size should be shown in the photo or written on the commissioning documents.

  • UV Light - When applicable the model and serial number of the UV light should be provided via photo. When no data tag is present a photo of this accessory installed correctly will satisfy the photo requirement.

  • Humidifier - When applicable the model and serial number of the humidifier should be provided via photo. When no data tag is present a photo of this accessory installed correctly will satisfy the photo requirement.

  • Dehumidifier - When applicable the model and serial number of the dehumidifier should be provided via photo. When no data tag is present a photo of this accessory installed correctly will satisfy the photo requirement.

  • Other: Accessories not listed above, but approved by LightReach will fall under the same requirements as all other accessories listed above.

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