Our Process
At SumZero, our process is built around one simple goal: clarity from start to finish.
When you're investing in a whole-home heat pump solution, you deserve more than a smooth-talking estimate and a quick install. You deserve a partner who slows down to listen, designs with precision, and walks with you through every stage — from site survey to system start-up and beyond.
This page outlines the exact steps we follow to ensure every project is done right the first time — and why we’ve earned the trust of over 1,800 Massachusetts homeowners.
90-Min Consultation & Site Survey
Your journey begins with a comprehensive home visit where we evaluate your current system, energy usage, and insulation levels. We assess feasibility, introduce the Mass Save® program, and gather detailed load data to build a system around your home—not a template.
Your journey towards energy efficiency and savings starts with a detailed home visit from our team of experts. During this visit, we will conduct a thorough evaluation of your existing energy system, including your current energy consumption patterns and the insulation levels of your home. This assessment allows us to determine the feasibility of implementing energy-saving solutions and introduce you to the benefits and incentives offered by the Mass Save® program.
As a crucial part of this evaluation, we will collect comprehensive load data specific to your home. This data will enable us to design a customized energy-saving system that is tailored to your unique needs and requirements, rather than relying on a one-size-fits-all approach.
Fact: A 90-minute consultation is a key to uncovering the real issues and opportunities in your home. Rushing this step risks missing critical details that could impact comfort, efficiency, and long-term performance.
Custom Design & Proposal
We specialize in creating a custom heat pump solution that is specifically designed to meet the unique layout and performance requirements of your home. Our comprehensive proposal will not only include an optimized system design tailored to your needs but also highlight rebate-eligible options that can help you save money. Additionally, we provide a clear and detailed step-by-step breakdown of your installation journey, ensuring that you are well-informed and comfortable throughout the entire process.
Fact: Our priority isn’t chasing the last drop of efficiency—it’s delivering the right solution for your home. Every system is thoughtfully designed to respond to your home’s unique layout, room-by-room comfort needs, and overall performance goals. No one does it like SumZero!
Client Onboarding
We meticulously align the project timeline, establish key milestones, and assign a dedicated Project Coordinator who will be your main point of contact throughout the process. This crucial phase is where we schedule installation dates and walkthroughs, initiate the necessary permits and rebates, and begin constructing the comprehensive project file.
This file is essential for ensuring that every aspect of the project is organized and ready, ultimately leading to a seamless and efficient execution of your project from start to finish.
Fact: You’re paired with a dedicated coordinator who guides you through the entire process—so you’re not stuck chasing updates or talking to a dozen different people.
Mass Save® Kickoff
Navigating the Mass Save® program can often feel like a daunting task, but we are here to simplify the experience for you. Our dedicated Concierge Team takes care of every aspect of the process, ensuring a seamless journey from start to finish. We handle everything from scheduling assessments to submitting all necessary paperwork on your behalf. Additionally, we assist you in applying for the 0% HEAT Loan, and once your project is completed, we take care of processing the rebate documentation for you, making it hassle-free.
Fact: Most homeowners don’t realize how nuanced this step is—until it’s done. After installation, it's often the part they're most grateful for. We simplify a complex process so you don’t have to navigate it alone.
Project Designer Walkthrough
Prior to the installation process, a dedicated SumZero Project Designer will come to your home to verify the final placement of your project. During this visit, they will address any questions you may have and ensure that no detail is overlooked. This thorough approach guarantees that you have complete clarity and confidence in the project before any work begins, setting the stage for a successful outcome.
Fact: Your Project Designer is the brain behind the build—responsible for carrying your project to completion. Working closely with your coordinator and install team, they make sure everything goes in as planned and you get exactly what you paid for.
Installation Execution
Our dedicated installation teams are committed to providing clean and efficient work while ensuring minimal disruption to your daily routine. Once the installation is complete, your system will be thoroughly commissioned and tested. We will then guide you through a comprehensive system walkthrough, ensuring you are fully acquainted with its features and functionalities.
Fact: 95% of installations are completed within three days, with every crew trained in respectful, in-home best practices.
Post-Installation Care
We take care of closing out all necessary permits, registering warranties for your peace of mind, and enrolling you in our exclusive Comfort Club, which provides ongoing maintenance services. Additionally, we make it a priority to follow up with you to ensure that you are completely satisfied with our services. We also extend an invitation for you to join our referral community, where you can connect with others and share your positive experiences.
Fact: Every customer receives a post-install check-in call and ongoing access to priority service through Comfort Club.
We don’t believe in disappearing after the job is done.
We believe in ongoing support, proactive communication, and being the kind of company that answers the phone months — or years — after the install.
Whether you’re ready to start your own project, or just want to see if a heat pump is right for your home, let’s talk.
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