Overview
Every residential geothermal lease project must include the following four design documents. Submit all items prior to installation for project approval.
Installation is the final operational milestone. The Certified Developer is signaling to LightReach that installation is physically complete, and accurate documentation has been uploaded.
NOTE: Installers will need to complete the Loop Field submission prior to submitting the installation package.
Key Disclaimers:
AVL: Installed equipment must be on the Geothermal: Approved Vendor List (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.
Required Photos
Requirement | Description |
Equipment Data Plate | Photo must show manufacturer's data plate with serial number, model number, and capacity rating clearly visible |
Mechanical Room Wide Shot | Photo must show the complete heat pump unit and surrounding installation area, including connections, clearances, and piping |
Flow Center | Photo must show flow center / circulator installation with connections to loop field and indoor unit |
Loop Field Photo | Photo must show loop field installation, ideally before backfill. For Loop Field milestone submissions, this is required before backfill. |
Electrical Disconnect | Photo must show electrical disconnect for the geothermal system, properly installed and accessible |
Thermostat | Photo must show thermostat installed and configured for geothermal system operation |
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 for Visual
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
Click here for a Step-by-Step guide
Click on the + Install Package
2. Confirm equipment & materials
3. Upload all photos in this section:
4. Check the Project Attestation and click "Submit for Review"
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) |