Setting Expectations For Homeowners

Set clear & realistic expectations for the day of install & beyond.

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Written by Alicia Gibbs
Updated over a week ago

Greet the customer.

  • Knock on the door and greet the homeowner when you arrive.

  • Introduce yourself as a Palmetto Partner.


Walk the homeowner through the installation.

  • Verify you are speaking to the homeowner.

  • Walk them through the design, timeline, and process.


Review safety concerns and protocol.

  • Remind the homeowner to keep children and pets away from the worksite.


Post-install, show the homeowner the installed system.

  • Walk them through the system and design.

  • Make sure the homeowner is satisfied with the installed system.


Tell the homeowner what comes next.

  • Give a clear timeline for follow-up visits and inspections.

  • Leave a Palmetto door hanger as a guide for the customer after you leave.


Explain the PTO process.

  • Remind the homeowner that the system will not be turned on until they reach PTO.

  • Let them know how to reach Palmetto if there are any concerns.

If you have any issues, please contact the Palmetto Install Hotline

[email protected] or (843) 258-5389.

Hotline hours are 8 a.m. to 5 p.m. EST, Monday through Friday.

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