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Step 1 | 90-Minute Consultation & Site Survey

A data-driven first step that ensures comfort, clarity, and confidence

At SumZero Energy Systems, everything starts with precision. Our 90-minute in-home consultation isn’t just an estimate—it’s the foundation of a well-designed, high-performance heat pump system. No rushing. No guesswork. Just a detailed evaluation designed to uncover what your home truly needs for optimal comfort and energy savings.

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What Happens During the Visit?

We send a qualified Comfort Specialist to your home to perform a thorough assessment of your current system and home energy conditions. This visit includes:

System Evaluation

We examine your existing heating and cooling system—its age, performance, and compatibility—to understand what stays, what changes, and how your comfort can improve.

Home Energy Snapshot

We assess your insulation, windows, airflow, and energy loss zones to understand how your home performs as a system.

Energy Usage Review

We analyze past utility bills and usage patterns to ensure we understand your actual needs and comfort habits.

Introduction to Mass Save® Program

We walk you through the rebates, incentives, and 0% HEAT Loan options available through Mass Save®. We also explain how to qualify and how we’ll help you apply.

Load Calculation and Data Collection

This step is what sets SumZero apart. We gather room-by-room heating and cooling data to ensure your future system is based on real numbers—not assumptions. This data drives every design decision we make.

Why This Step Matters

Your heat pump system is only as good as the information it’s built on. That’s why we invest the time and expertise up front. The 90-minute consultation ensures your solution is fully customized—engineered around your home, your needs, and your goals.

Did You Know?

A rushed estimate often leads to the wrong system size, poor comfort control, and high energy bills. Our 90-minute visit is designed to prevent those problems from the start.

We make it easy. One visit. One expert. Complete clarity.Call us today or book your consultation online and take the first step toward the right solution for your home.

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Frequently Asked Questions About Your First Visit

Everything you need to know before, during, and after your 90-minute consultation.

Why does the consultation take 90 minutes?

Because we go deep. We assess your home thoroughly to ensure that every design decision is based on accurate, site-specific information.

Is there a cost for the consultation?

No. This is a no-cost, no-obligation visit designed to educate and inform you about your options.

Will I receive a quote during this visit?

Yes. With our exclusive quoting software, we’re often able to generate a proposal on the spot.

What should I prepare before the visit?

Have a copy of your most recent utility bill ready and ensure we can access the areas where your heating and cooling systems are located.

Do I need to be home during the entire visit?

Yes. Our expert will need to walk through different areas of your home and speak with you to understand your comfort goals.

Can you assess homes that already have heat pumps?

Absolutely. We frequently assess homes with older heat pumps to determine if upgrades or improvements are needed.

What if I’m not ready to install yet?

No problem. This consultation helps you plan ahead and understand your options without pressure.

Will you check insulation and air sealing?

Yes. These factors significantly affect system sizing and performance, so we take them into account.

How soon will I receive the proposal after the visit?

Typically within 3–5 business days, depending on system complexity.

Is this part required to qualify for rebates?

Yes. A professional site assessment with proper documentation is often required for Mass Save® rebate and loan programs.

Mass Save Concierge on Rebates and Financing
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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.