Item | Requirement | Proof Method |
Permit | Installation permitted where required by local AHJ | Installer Attestation
|
Water & Gas Leak Testing | System tested and verified leak-free post-install |
|
Code Compliance | Install aligns with applicable local code (e.g., Mixing valves in certain states). |
|
Warranty Eligibility | Installation meets warranty requirements |
|
Manufacturer Registration | Info needed to register the unit | Confirmation Required (We handle registration but need the necessary deliverables) |
Startup & Safety Checks
Installers complete standard startup and safety checks per manufacturer guidance, including system fill, initial operation, and temperature setpoint confirmation.
Preventative Maintenance
Installing partners will offer customers an annual preventative maintenance / health check for the leased system. This may be completed onsite or remotely, depending on system capabilities and partner or customer preference. Customers may opt out of maintenance in any given year.
Supported Models
Option A — Annual Preventative Onsite Visit*
Light-scope visit at the home for diagnostics and any maintenance activities. Opportunity for routine visibility and support for customers.
Option B — Annual Preventative Remote Check*
Remote diagnostics (when supported by equipment) and/or guided customer walkthrough. Remote findings should be used to determine if an onsite visit is recommended.
Option C — Annual Appointment Offered; Customer Opts Out
Maintenance is offered annually but is not mandatory. Customers may decline entirely or skip individual years.
*Options A and B are paid for by Palmetto at standard or pre-agreed rates for the applicable system.
Additional Notes on maintenance
One maintenance opportunity per system to be offered per year. Can align with installer service cycles and scheduling.
Partners may recommend onsite vs. remote vs. no maintenance needed based on site conditions, equipment, and local factors (e.g., water quality)
Goal is to enable regular customer touchpoints and proactive system care without requiring excessive scope or forcing unwanted visits