Step 3 | Client Onboarding
Organized, transparent, and personalized—your heat pump installation starts with structure
Once your proposal is approved, the project officially begins. Our onboarding process sets the tone for a seamless experience by aligning timelines, assigning your dedicated Project Coordinator, and getting every critical detail in place. At SumZero Energy Systems, we don’t leave anything up to chance—we plan it, track it, and walk with you every step of the way.
Meet Your Dedicated Project Coordinator
From this point forward, you’ll have one consistent point of contact.
Your Project Coordinator is here to:
- Keep you informed at every step
- Answer questions about permits, rebates, or timelines
- Schedule walkthroughs and inspections
- Ensure your project stays on track
We believe the best experience is a guided one. You’ll never have to chase updates or wonder who to talk to.
Locking in Your Installation Timeline
During onboarding, we confirm:
- Your preferred installation dates
- Any timing sensitivities or access notes
- Inspection requirements and permit processing windows
This phase allows us to prepare both our teams and your household for a smooth installation experience, free of surprises.
Building Your Project File
Every project has a centralized file built by your coordinator. It includes:
- System specifications and design documents
- Communication history
- Mass Save® paperwork and HEAT Loan prep
- Permit and inspection timelines
This file ensures that everyone involved—office, installers, and design—has a real-time understanding of your project status.
Why This Step Matters
Behind every smooth installation is an organized system. Onboarding is where that system starts. It’s what allows SumZero to deliver consistent, high-quality work that respects your time, home, and expectations.
Did You Know?
Most HVAC companies hand you off to the next person with little communication. At SumZero, your Project Coordinator stays with you from planning to final walkthrough. It’s the biggest reason customers say our process "just feels easier."
Ready to Move Forward with Confidence?
We’re not just installing a heat pump—we’re managing your experience from start to finish. Our onboarding process is where it all comes together, and your comfort becomes our shared mission.
SCHEDULE YOUR CONSULTATIONFrequently Asked Questions About Onboarding
Everything you should expect once your project officially kicks off.
They’re your main point of contact from this point forward. They manage scheduling, communication, documentation, and coordination with our internal teams.
Yes. We lock in your preferred date and give you a full project timeline, including inspections and key milestones.
No. We take care of all permitting and inspection scheduling. Your coordinator will keep you informed as approvals come through.
Rarely, but we monitor town-specific permitting schedules and work closely with local officials to minimize delays.
Yes. Before installation begins, we schedule a Project Designer walkthrough to confirm final placement and answer questions.
You’ll receive their direct contact information, and you can reach them via email, phone, or text during regular business hours.
Yes. Your coordinator will send over your full project packet, which includes your final scope, rebate documents, and system layout.
It typically takes 1 to 2 weeks to complete onboarding, depending on permit lead times and your availability for scheduling.
That’s no problem. Let your coordinator know as early as possible so we can shift the schedule without affecting other project steps.
If you're using the 0% HEAT Loan or any other financing option, this is when we help you finalize your application and submit supporting documents.
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.
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.