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.
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.

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
Business Case for Heat Pumps
Business Case for Heat Pumps — Key Takeaways
- With the passage of the Climate Act and growing consumer demand, heat pumps are the future of residential heating in New York. Don’t get left behind in an exciting new market — the time is now to diversify your HVAC business.
- Heat pumps allow you to deliver two systems in one, which means more value for your customers.
- Heat pump technology has improved dramatically in recent years and more efficiency means more savings for customers who switch from oil, propane, or electric resistance heating.
- Heat pump installations and service calls are simpler, cleaner, and more enjoyable than installations and service for fossil fuel systems.
- If you’re open to learning, heat pumps can help your business grow — and NYS Clean Heat has the tools and resources to help you along the way.
Myth Busting: Cold-Climate Heat Pumps Work in the Winter
Myth Busting: Cold-Climate Heat Pumps Work in the Winter — Key Takeaways
- Modern cold-climate heat pumps do work for year-round heating in cold climates. Improvements in technology have transformed the marketplace, and homeowners do not need backup heat with ccASHPs.
- Trust the NEEP ratings and your Manual J. Use best practices in sizing and design for happy customers and avoiding call-backs. Remember, a tight building envelope will help your customers lower their heating costs, be more comfortable, and see results with a smaller system.
- The market for ccASHPs is substantial and still growing. They are low maintenance, incentivized, and many homeowners are motivated to get off fossil fuels.
- Heat pump installations are an important way that HVAC contractors can decarbonize our energy system for customers that are eager for clean heating and cooling technology.
Targeting the Home Improvement Customer
Targeting the Home Improvement Customer — Key Takeaways
- The most cost-effective time to upgrade your customer’s home comfort is while they are already making home improvements.
- Now is a great time to buy a heat pump — prices are going down while loans and incentives are readily available and accessible to most homeowners.
- Heat pumps are a great way for your home improvement customers to invest into the long-term value of their home.
- Heat pumps have no chance of carbon monoxide leaks and they are the best option to improve indoor air quality and home comfort.
- The housing market is shifting towards efficient homes with a small carbon footprint.
- The best choice your customer can make to fight the climate crisis is home electrification. The investment will save them money long-term, increase their comfort, reduce indoor pollutants, and dramatically lower their carbon footprint — all in one.
Selling Heat Pumps Instead of AC Units
Selling Heat Pumps Instead of AC Units — Key Takeaways
- Heat pumps provide consistent, efficient, year-round comfort.
- For a little more in their upfront investment, your customer can get one system that provides both heating and cooling.
- Heat pumps let homeowners enjoy potential future savings — the costs of fossil fuels are frequently changing and the systems that run on them are getting more expensive.
- A well-installed heat pump system will be very reliable for a very long time.
- Enjoy those nice days outside again! Heat Pumps will eliminate the loud noise associated with traditional AC systems.
Explore Other Top Resources

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

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

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