HVAC: Installation Requirements | Palmetto Installer Guides

All Comfort Plan projects must meet a short list of required items to be approved for funding. This guide outlines what needs to be submitted to the Palmetto portal and why it matters:

Confirm the sale is valid and complete
Avoid delays, rework, or rejections during install review
Support smooth project progression through the Palmetto ecosystem

Key Disclaimers:

AVL: Installed equipment must be on the Palmetto AVL, without exception.

Customer Sign-Off: Completed by the customer via their home.palmetto.com account.
- Review and confirm key details about your system through a simple checklist. This ensures that items such as installation completion, system functionality, and job conditions are completed satisfactorily.
- Document will auto-approve after 3 days if not completed by customer.

All requirements must be satisfied to achieve funding. Requirements are uniform across our ecosystem, Palmetto does not grant exceptions by request.

Rejections can include: Code violations, or violations of manufacturer specification, egregious workmanship issues, high submission error rates, etc.

1	System Install Date	Input the installation date Click for Visual
2	All Installation Documentation	Upload all documents and photos collected during the new system installation. These typically include a Install Commissioning Document(s), and New System Photos. Comfort Plan: Installation Submission Checklist Click for Visual
3	System	Equipment & Materials -Update applicable Equipment & Materials for the proposal. Accessories -Update applicable Accessories for the proposal. Zoning -Update applicable Zoning for the proposal. Click for Visual
4	AHRI Number	Click for Visual
5	Incentive Attestation	Confirmed during the submission process by the Certified Installer. Attests that: I attest that the customer has been informed of all potential incentive eligibility, and that their system is not eligible for tax credit Click for Visual
5	Permit Attestation	Confirmed during the submission process by the Certified Installer. Attests that: I attest that I have or will apply for any and all necessary permits with the local authority having jurisdiction Click for Visual
6.	Submit for Review	If everything has been submitted, hit Submit Click for Visual

Customer Sign Off

Completed by the customer via their home.palmetto.com account.

Access: The checklist becomes available in the customers app as soon as the project reaches the NTP milestone, customer will receive reminders on the Consumer App.
Complete the Checklist: After the Install Package is submitted, customer will have 3 days to complete their sign-off or reach out to your contractor if changes are needed. If no action is taken within 3 days, the Customer Sign-Off will be marked as complete, and the Install milestone will be finalized.

Click for Visual

Click on "Confirm Installation"

Click on "I confirm", type name in the digital signature and hit submit

Submitting In the Portal:

Installation milestones is a specific section within the portal that requires a full set of uploads and a formal submission.

Installation: Formal submission section + button

The Installation section is clearly marked in the Palmetto portal. Follow these easy steps to submit.

Click here for a Step-by-Step guide

1. Access the customer account and scroll down to the Install package

2. Upload all requirement sets

3. When ready, finalize by clicking "Submit"

Rejection Process

Statuses for rejections range from below. Once all necessary items are corrected, upload the adjusted document(s) and click the Submit button.

Not Completed: Item not uploaded
Missing Documentation: Missing part of a required item
Illegible Documentation: Blurry or low resolution uploads
Incorrect Documentation: Wrong item uploaded

Section	Flag Reason	Issue	Requirement
Customer Contract/ LightReach Contract	Incorrect Documentation	Incorrect Address	More than one primary address was added to the customer's Palmetto contract. Please void the quote, edit the address on the account to reflect the correct information, and have the customer re-sign.
Install Contract	Missing Documentation Illegible Documentation Incorrect Documentation	Install contract missing Missing or Incorrect total financed amount	To clear this flag, provide an install contract or work order that clearly states the total cost of the installation. Total cost should equal the amount financed by Palmetto ± $100. Deviations of more than $100 will be rejected for further clarification from the partner.
Load Calculation	Missing Documentation Illegible Documentation Incorrect Documentation	Load Calculation not present Incorrect Address or Address Not Provided Full report not provided Unapproved software	The address/ location where the load calculation was performed must be clearly stated on the uploaded documentation. The address on your load calculation should always match the address shown on the Palmetto account. Upload your complete load calculation report in PDF format. Ensure the document includes the customer’s address, total heat loss, and total heat gain (broken down by sensible and latent gain)