Install Only Quote Tutorial

Create professional install only quotes using the Cooledge mobile app.

Video Tutorial

This video demonstrates how to quote install-only installations for customer-supplied equipment.

Before You Start

Prerequisites:

• Customer has already purchased air conditioning equipment
• Equipment specifications and model details available

Recommended Reading:

• Install Only Field Reference - Complete field and options reference
• Quoting Basics - General quoting fundamentals

Step-by-Step Process

1. Equipment Documentation

• Brand: Record customer's equipment brand
• Size: Enter system capacity
• Model Number: Optional but recommended for warranty and support

2. Installation Configuration

• Installation Type: House or Apartment (same options as split systems)
• Power Supply: Assess and configure electrical requirements
• Mounting: Select appropriate outdoor unit mounting

3. Installation Requirements

• Piping: Configure refrigerant piping and connection requirements
• Drainage: Set up condensate drainage solutions
• Electrical: Factor in any electrical work required

4. Labor and Pricing

• Installation Labor: Configure time allowance for installation work
• Additional Services: Include any extra services (electrical, mounting, etc.)

Important Considerations

Equipment Verification:

• Compatibility Check: Verify indoor and outdoor unit compatibility
• Installation Requirements: Ensure equipment suits installation location

Warranty Limitations:

• Equipment Warranty: Customer responsible for equipment warranty claims
• Installation Warranty: Provide warranty on installation workmanship only

Pro Tips

Customer Communication:

• Equipment Inspection: Inspect customer equipment upon delivery

Risk Management:

• Equipment Inspection: Check equipment for damage before installation
• Compatibility Verification: Ensure all components work together

Related Resources

• Install Only Field Reference: Complete technical reference
• Quoting Basics: General quoting principles