01
Confirm the plan before the team arrives
Review the approved equipment and scope with the office. Ask about the arrival window, access, expected interruption to cooling or heating and how a schedule change will be communicated. Tell the team about gates, parking limitations and pets. Keep an accessible contact number for the day. You should know who can answer a question and how additional work would be approved if the crew encounters an unexpected condition.
02
Prepare access without doing technical work
Clear a practical path to the thermostat and known equipment access points. Move fragile personal items from the immediate work area and make a plan for pets and children. Leave equipment disconnection, electrical access and refrigerant-related work to the professionals. If you do not know where a component is located, tell the office. Preparation should make the visit smoother without asking you to enter unsafe areas or dismantle anything.
03
Understand the work behind the equipment
Prime’s documented installation process includes nitrogen purging, pressure testing and evacuation verification, along with photo and video records. Ask how the applicable steps will be documented for your project and what information you will receive. ENERGY STAR also emphasizes correct installation and verification of the system as a whole. A new cabinet in place is not, by itself, a complete account of equipment setup, airflow and operating checks.
04
Know how changes are handled
If the crew identifies work outside the approved scope, ask for the reason, the additional price and its effect on the schedule before approving it. Keep the updated scope with the original proposal. For permits and inspections, confirm which jurisdiction applies and who is responsible for each step. Ask what happens if an inspection or other required follow-up remains after the equipment is operating. A clear responsibility is more useful than assuming every task is already complete.
05
Use the walkthrough to learn your system
Ask for a demonstration of the controls, filter access and basic operating instructions. Collect the equipment model and serial numbers, warranty and registration information, and service recommendations. Tell the team if an original comfort concern still needs to be discussed. You do not need to independently verify technical readings, but you can ask what was checked and where the result is recorded. Save the final invoice and project documentation together.
06
Make quality control part of the handoff
Coby leads Prime’s service and installation teams. Prime’s installation process includes a next-day quality check. Ask the office how that follow-up will be arranged for your project and which details remain open. If you notice a new noise, control question or comfort concern, contact the team with a clear description. Quality control is a chance to review the completed work and questions, not a promise that equipment can never need future service.
KEEP THIS FOR YOUR NEXT CONVERSATION
Your homeowner checklist.
- Confirm access, timing and the day’s contact.
- Keep children, pets and fragile items clear of work areas.
- Approve scope changes before extra work proceeds.
- Learn controls and filter access at the walkthrough.
- Keep documentation and confirm follow-up details.
Source & further reading
Technical background checked October 3, 2026. Product terms and program information can change.
ENERGY STAR: quality installationCommon questions.
Confirm the applicable jurisdiction and responsibilities in your written proposal and with the office before work starts.
They are separate steps. Prime’s installation process includes a next-day quality check. Any required jurisdiction inspection has its own responsibilities and timing. Ask the office which follow-up applies to your project, who arranges it and whether anything remains open after the equipment starts operating.
Bring your questions to Prime.
Tell us what you’ve noticed and which system serves your home. We’ll help you arrange the next step.
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