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Request a Service in Just One Step

Tell us what you need, and we’ll take care of the rest!

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Step 2 | Custom Design & Proposal

A tailored heat pump solution designed for your home—not from a template

Once your home consultation is complete, we move into the most critical phase of the process: designing the perfect system for your unique space. At SumZero, we don’t believe in cookie-cutter installs. Every heat pump solution we deliver is built to match your home's structure, comfort needs, and performance goals.Our design team uses the real-world data collected during your 90-minute consultation to engineer a system that’s efficient, effective, and built to last.

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Room-by-Room Comfort Mapping

Your system starts with the layout of your home. We evaluate how each room is used, its insulation quality, airflow patterns, and specific heating and cooling demands to build a true whole-home solution.

Rebate-Aware System Design

As part of our proposal, we incorporate all the best practices to ensure you're eligible for the highest possible incentives through programs like Mass Save®. We explain the tradeoffs of each model and help you understand how to maximize both savings and comfort.

Transparent, Step-by-Step Proposal

We deliver a written proposal that lays everything out:

  • The system design and layout
  • Equipment specs (including available upgrade options)
  • Project milestones and timelines
  • Expected Mass Save® rebates and incentives
  • Clear investment breakdown—no hidden surprises

Why This Step Matters

Most HVAC contractors give you a “best guess” based on general assumptions. At SumZero, our designs are built using detailed load data, Massachusetts-specific rebate structures, and your actual comfort priorities. We don’t install anything we wouldn’t install in our own homes.

Did You Know?

A correctly sized and designed heat pump system can reduce energy consumption by up to 30%. But if it’s not designed properly, it may cost you more and underperform—no matter how “high-efficiency” it claims to be.

Review Your Proposal, Ask Questions, and Move Forward with Confidence

Once you receive your custom proposal, your Comfort Specialist or Project Coordinator will walk you through every detail. We’re here to answer questions, adjust the design if needed, and make sure you feel 100% confident before moving ahead.

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Frequently Asked Questions About Your Heat Pump Proposal

Get clarity on how your system is designed and why every detail matters.

Will I receive more than one system option?

Yes. We often include a few system configurations based on efficiency,performance, or brand preferences. You’ll always have options.

How do you decide where the indoor units go?

We base it on airflow, insulation levels, room usage, and aesthetic preferences. It’s part science, part strategy, and part listening to you.

Are the models listed in the proposal eligible for rebates?

Yes. We only include equipment that qualifies under the current Mass Save® program. We also handle all paperwork to secure your rebate.

Can I adjust the proposal if I change my mind about something?

Of course. We can make changes based on your preferences or budget. We’ll explain how any changes affect performance or rebate eligibility.

Will I see a timeline in the proposal?

Yes. We outline your full project timeline, including permit filing, equipment order, installation dates, and inspection coordination.

Do I need to choose the most expensive option to get the best performance?

Not necessarily. Our proposals prioritize balance—matching performance to your comfort needs, not just pushing top-tier pricing.

How are ductless vs. ducted options explained?

We break this down clearly and offer pros and cons for each, depending on what’s feasible for your home layout and structure.

Can I use the proposal to apply for the HEAT Loan?

Yes. Your proposal includes the information required to start the 0% HEAT Loan application process if you choose to finance your project.

How long is my proposal valid?

Typically 30 days, but we can honor the terms longer if Mass Save® rebate deadlines or permit cycles require flexibility.

Do I need to sign anything to move forward?

Yes. Once you’re ready, we send an electronic agreement that outlines everything from the proposal. It’s quick and easy to sign digitally.

Mass Save Concierge on Rebates and Financing
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Connect with us

We're Your Guide to Rebates and Financing

Embark on your MassSave journey with us by your side. Our expertise ensures you maximize your rebates and financing options, turning complex processes into simple steps.

A woman is sitting on a couch and doing a yoga pose.

We're Your Guide to Rebates and Financing

Embark on your MassSave journey with us by your side. Our expertise ensures you maximize your rebates and financing options, turning complex processes into simple steps.

A woman is sitting on a couch and doing a yoga pose.