Sales & Marketing Materials

Find the best practices to better market and sell cold-climate heat pumps.

Project Pricing Checklist

Downloadable checklist for installation planning and writing work-bids.

Project Pricing Checklist

This Project Pricing Checklist, geared towards newer heat pump installers, guides the user to include ancillary items in their installation planning and work-bid. This includes items such as snow-stands, snow-shields, line-hide, and refrigerant line protection.

Inflation Reduction Act (IRA) 25C Tax Credit Guide

Help customers understand how available tax credits can offset part of their project costs.

IRA 25C Tax Credit Guide

Max out your customer’s incentives by using both NYS Clean Heat program incentives and the IRA tax credits. The IRA – 25C Tax Credit Guide explains equipment eligibility requirements for the Inflation Reduction Act’s (IRA) heat pump tax credits and how they can stack with NYS Clean Heat incentives.

Buying and Owning a New Heat Pump

Customer buying and owning information handouts, customizable with your logo.

NEEP Air Source Heat Pump Buying Guide

This overview is best for customers that like to do their research before committing. It gives them an overview of the technology and questions to ask their contractor. By hitting all the points in Part 2: How to Proceed - Shop Like a Pro, you will come off as being thorough and having the customer’s best interest in mind.

Residential Heat Pumps: Buyer’s Guide

This easy-to-understand buyer’s guide can be used as a leave-behind for any customer.

Residential Heat Pumps: Why Air Source Heat Pumps are a Better Choice – You Compare

This two-sided factsheet gives customers a quick look at how cold-climate air source heat pumps compare to other commonly used heating and cooling systems.

Residential Heat Pumps: Options

This two-sided factsheet gives customers a quick look at the differences between ground-source (geothermal) and cold-climate air source heat pumps for residential properties, including how they work and key benefits of each.

Residential Heat Pumps: Best Practices for Your New Heat Pump

This guide is intended to give new heat pump owners easy-to-follow tips and tricks for getting the most comfort and efficiency out of their new system. Topics include: choosing the right heat pump settings, simple maintenance to-do’s, and seasonal considerations.

Heat Pump Water Heaters: For Residential Properties

Do you install residential water heating systems as well? This one-pager gives customers an introduction to heat pump water heaters, including how they work and key benefits.

Heat Pump Planner

Interactive customer education tool with illustrations of heat pump systems by home type.

Heat Pump Planner

The NYSERDA Heat Pump Planner can be used to show customers how heat pumps might look in their home. A short quiz shows consumers the likely configurations that work for their home type. The planner is best used as an introductory tool to show the different indoor unit possibilities and configurations.

Selling Comfort & Health Concerns

Customer handout and separate contractor guide on heat pump health and comfort benefits.

Cold-Climate Air Source Heat Pumps: Better Health, Better Comfort, Better Home (customer) (PDF)

Selling Comfort & Health Concerns

Health and comfort are the customer’s top concern. Improve sales of heat pumps by helping your customers understand home-health and indoor comfort benefits inherent to heat pumps. Contractor’s sales agents and comfort consultants should use this guide to improve how they convey these benefits to customers during the sales process. Provide your customers with a simple and easy to read fact sheet that covers the benefits that come with heat pump systems.

Service Plans

Customer handout and separate contractor guide on post-installation services.

Service Plans

Service plans are a best-practice business model to increase revenue, deepen customer relationships, and create shoulder-season work hours. They also are the best way for both homeowners and contractors to ensure heat pump system maintenance and performance — for improved efficiency, longevity, and reliability. Explore the advantages of service plans for you and your customer.

Sales & Marketing Video Series

Myth Busting: Cold-Climate Heat Pumps Work in the Winter

Targeting the Home Improvement Customer

Explore Other Top Resources

Outdoor Heat Pump

Sizing & Design Materials

Resources on sizing for cold-climates, weatherization, zoning, split systems, ducted systems, electrical services, and more.

Heat Pump Installer Installing Heat Pump

Installation Materials

Resources on flare fitting, refrigerant use, protection from electrical surges, commissioning, installing in cold climates, and more.

Man on Laptop

Helpful Links

Keep building your heat pump toolkit with these additional resources from trusted leaders in residential heating and cooling.