E) Documentation + Customer Setup
- ✓ Permits/inspection scheduled or completed
- ✓ Warranty registration completed (WR-2024-0089)
- ✓ Thermostat programmed + customer shown basic operation
- ✓ Filter size/type labeled; replacement schedule explained
- ✓ Photos captured (nameplate, wiring, duct transitions)
Event Checklist - Install / Replacement
- ✓ Equipment match (model numbers, AHRI match)
- ✓ Airflow and static pressure within acceptable range
- ✓ Charge verification completed
- ✓ Condensate management verified
- ✓ Electrical verified
- ✓ Thermostat configured and customer trained
- ✓ Membership offer presented and recorded (Accepted)
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