17-Point Sales and Installation Process

1. To start, a basic phone interview will be conducted in order to gather your information and have a general idea of what 

type of a system you are looking for.

2. We will then schedule a convenient date and time for your evaluation.

3. Introduction at the front door and the Comfort Consultant will ask for a place to sit down and go over the Comfort 

Concerns survey.

4. Once all Comfort Concerns have been addressed, the Comfort Consultant will measure your home in order to properly 

design your system.

5. A computerized load calculation will be generated at your home and 

reviewed by your Comfort Consultant.

6. A detailed inspection of your current heating and cooling system as well as a visual inspection of your duct system.

7. Your Comfort Consultant will design with you a complete comfort system that is based on the results of the Comfort 

Concerns survey, the computerized load calculation and the evaluation of your current heating and cooling system.

8. Once you have selected your new comfort system, an installation date and approximate completion time will be agreed 

upon.

9. The morning of the scheduled installation, the Install Professional will contact you to introduce him self and confirm 

the arrival time of his team.

10. Your Comfort Consultant will be at your home when the install team arrives in the morning to go over the installation 

details of your new comfort system.  This allows us all to be on the same page eliminating the chance for any confusion.

11. Upon arrival, the installation team will lay down cloth protectors throughout the work areas of your home.

12.During the installation, if any concerns should arise, the Installation Professional will advise you as well as your 

Comfort Consultant to discuss an appropriate solution.

13. All work areas will be cleaned to your complete satisfaction at the conclusion of the installation. All equipment and 

related debris will be removed from your home and disposed of properly.

14. Upon Completion of your new comfort system, all components will be tested by the Installation Professional to 

perform to manufacturer specifications.  This is accomplished by using McHenry Heatings rigorous inspection followed 

by a complete review and your signature showing your complete satisfaction.

15. The following day, the Office will make a follow up call with you to make sure your new comfort system is working 

properly, ask if you have any questions and make an appointment for the Comfort Consultant to come back to perform a 

quality audit.

16.To wrap up, your Comfort Consultant will come back to your home a week later to review your new comfort system and 

answer any questions you may have.

17. Finally, now you can sit back and enjoy many years of comfort and energy savings from your new comfort system.