Rooftop Unit Replacement in 2026 for Owners and HVAC Sales Teams

January 1, 2025 was the manufacture-and-import cutoff for covered self-contained air-conditioning products containing refrigerants with a GWP of 700 or greater. It was not a deadline to remove every R-410A rooftop unit. EPA’s current sector tables distinguish those products from field-assembled systems, and that distinction changes what a contractor can offer in November 2026.

An owner with six units needs a plan for the equipment on that roof, including which unit deserves another repair and which replacement can wait until the tenants have agreed to a shutdown. Start with those decisions. A letter claiming the whole fleet is suddenly illegal will not answer them.

Build the sales campaign around an equipment survey and a replacement budget. Ground Control by PorchRocket supplies the starting list: buildings in your territory with visible rooftop fleets. Your technicians establish equipment age and condition, and your estimator puts a number on the work the owner can approve.

Which EPA dates apply to rooftop replacements in 2026?

EPA applies different deadlines to factory-finished products and field-assembled systems, while its May 2026 revision preserves installation of qualifying pre-2025 system inventory.

Technology Transitions is EPA’s program under the American Innovation and Manufacturing (AIM) Act for restricting HFC uses in specified sectors.

EPA defines a self-contained product as functional when it leaves the factory: the refrigerant circuit is finished and charged, ready for its intended use. Electrical hookups or other work that does not open that circuit do not make it a field-assembled system. For a packaged RTU, establish that classification before applying the dates. Equipment assembled or charged in the field follows the system rules. Have the supplier identify the category on the selection sheet.

The following timeline separates the deadlines that are often folded into one vague claim about the R-410A phase out. For these covered residential and light commercial air-conditioning categories, the restriction applies at a GWP of 700 or greater. GWP means global warming potential.

Date or period	Covered equipment or action	Consequence for a 2026 quote
January 1, 2025	Newly manufactured or imported covered self-contained AC products must use refrigerants below 700 GWP	Check factory and import records for older R-410A inventory
January 1, 2026, formerly	Installation deadline for qualifying older residential and light commercial system components	This deadline was removed by the May 2026 revision
May 26, 2026; effective July 27, 2026	EPA published its reconsideration rule	Qualifying systems whose specified components were all manufactured or imported before January 1, 2025 can be installed without the former deadline
January 1, 2028	Sale, distribution and export restriction for affected higher-GWP products with the January 2025 manufacture/import date	Do not confuse this product sell-through date with a mandatory replacement date for installed equipment
Equipment already in service	Existing products and systems	Continued use and repair remain allowed under Technology Transitions

The inventory change comes from EPA’s May 2026 final rule. The change took effect July 27, 2026 and covers qualifying older system inventory. Factory-finished products retain their separate manufacture and sell-through restrictions. Check the date records for the equipment being offered.

For an existing fleet, EPA’s HFC questions confirm that repairs can continue, including major component replacement. Keep repair and new-equipment decisions separate in the estimate. Identify the refrigerant beside the proposed scope and attach the supplier’s applicable documentation.

Request the last two years of invoices. Use those records to discuss the work the owner has already paid for, including any problem that remains unresolved after a repair, before bringing an equipment deadline into the first sales conversation. If the owner already has a planned replacement, the inventory rules become a purchasing question for that specific model.

R-454B, R-32 and the A2L equipment decision

R-454B and R-32 are A2L refrigerants, so select a compatible equipment package and service plan instead of treating either as a refill option for R-410A equipment.

UL identifies both refrigerants as A2Ls, a classification with flammability characteristics different from the A1 refrigerants familiar to many owners. EPA also says mildly flammable refrigerants cannot be used in equipment that was not designed for them. A refrigerant substitution is not a shortcut around buying the right unit.

For the owner, compare two proposed replacements by installed scope and service support. Put the refrigerant beside the model number. The service manager should review training with the supplier, choose the parts to stock and confirm warranty coverage before either proposal goes out. A unit the department can support promptly belongs ahead of one with an uncertain service path.

Assign the first fault call to a named service contact. Budget an installation-to-service handoff that reviews the unit schedule and commissioning record. File the control sequence where the dispatch team and field technicians can find it. The replacement estimate should include that handoff time.

The best R-454B RTU for a particular building is the selected model that meets the verified load and installation requirements, supported by a crew prepared to maintain it. Choose the alternative proposal if its service coverage and documented operating performance fit the property better. Compare the service-response commitment and parts availability alongside the installed price.

Keep the owner’s proposal readable. Show each unit’s refrigerant and specified capacity beside its efficiency rating, with the served space identified on the same row. Put the detailed safety and installation documents behind the schedule for the field team. The buyer needs to know what is being purchased and who will support it.

DOE efficiency standards from 2023 through 2029

DOE’s 2023 minimums remain applicable in 2026 for covered commercial air-cooled equipment, with new standards scheduled for equipment manufactured from January 1, 2029.

For air conditioners in the following capacity bands, 10 CFR 431.97, table 1 gives these minimum integrated energy efficiency ratios. The table excludes double-duct equipment. Heat pumps have separate rows and heating requirements.

Cooling capacity	AC with electric resistance heat or no heat	AC with other heating types, including gas
At least 65,000 and below 135,000 Btu/h	14.8 IEER	14.6 IEER
At least 135,000 and below 240,000 Btu/h	14.2 IEER	14.0 IEER
At least 240,000 and below 760,000 Btu/h	13.2 IEER	13.0 IEER

These are equipment-class minimums, not a replacement order for the installed fleet. Identify the cooling capacity and heating category before comparing a quoted model with a regulatory row.

DOE’s current standards page confirms the January 2029 compliance date and the newer IVEC and IVHE metrics. Those measures address integrated ventilation, economizer and cooling performance, and integrated ventilation and heating efficiency. Treat them as different metrics, not interchangeable names for IEER.

On a 2026 proposal, show the proposed model’s rating under the applicable test method. Keep the selection sheet with the estimate so the purchaser can compare like equipment. If one bidder offers a heat pump and another offers gas heat with electric cooling, ask for the heating inputs as well as the cooling comparison.

Give the owner a compliant base selection and one better-performing alternative where the operating analysis supports it. Price the difference. If the premium unit costs more, show the owner how that extra expenditure relates to the building’s operating profile or a documented incentive, and let the buyer decide whether the additional investment fits the approved budget.

Read both scopes side by side. Before comparing the totals, require each bidder to identify the served spaces and commissioning work so the owner can see whether one price includes a controls project that the other bidder has left for someone else. Record the difference in the bid comparison.

How long do rooftop units last?

DOE’s rooftop-unit campaign material uses 15 to 20 years as a typical RTU life, making a 15-year fleet a sensible survey priority rather than an automatic replacement order.

That range comes from a DOE technical presentation. Use it for planning. A technician’s findings and the owner’s service records should decide whether a particular unit belongs in this year’s budget.

Building age offers a way to sort an initial prospect list. In EIA’s 2018 CBECS Table B2, the median commercial building was 36 years old. The median was 39 years for food-service buildings and 43 for retail buildings other than malls. These describe the 2018 building stock, not equipment ages measured in 2026.

A building erected in 1987 could have received new units last year. Record its construction vintage as background, then request installation records. Do the same for a newer building with several service invoices. The age of the building and the age of each unit belong in separate fields.

Assign every surveyed unit an identifier tied to the space it serves, photograph its nameplate, and have the owner reconcile the installation date with invoices or an asset register before putting an age beside that unit in the replacement proposal. Mark missing dates “unverified” and assign the records request to the account owner.

Give each unit a next action. That might mean continued maintenance, investigation of a documented problem, or a replacement quote. Include the reason and review date. A six-unit roof might need one immediate repair and two capital estimates while the remaining equipment stays on its maintenance schedule.

This also makes the next visit easier to scope. The service manager can authorize an investigation on RTU-4 without commissioning another survey of the entire property. Keep photographs and invoices attached to that identifier so future recommendations can be checked against the same equipment.

Repair versus replacement on a 15-year RTU

A 15-year rooftop unit deserves a written repair-versus-replace comparison that includes the installed project cost, the repair scope and the owner’s tolerance for another interruption.

Say a 38,000-square-foot retail property in Fort Worth has six rooftop units. One 10-ton unit is 15 years old and has a repair quote of $4,890. The owner wants a replacement budget before approving the repair. Use the following selling prices to build the comparison.

Replacement budget line	Assumed selling price	Evidence to obtain before a firm proposal
Selected unit, delivered	$14,850	Supplier selection, freight and quote expiration
Curb adapter and roof work	$2,375	Measured curb and agreed roofing scope
Crane and rigging	$1,640	Site-specific lift quote
Installation labor	$4,180	Crew hours and agreed access window
Electrical and controls work	$1,325	Verified connections and control scope
Permit allowance, startup and closeout	$1,190	Local requirements and acceptance tasks
Defined contingency allowance	$810	Written trigger for spending the allowance
Total installed budget	$26,370	Confirm inclusions before authorization

The immediate difference is $26,370 minus $4,890, or $21,480. Attach the technician’s diagnosis to both options. The repair scope should identify the failed component and the checks needed to return the unit to service. Record unresolved findings separately, with their estimated costs, so the owner sees which expenses remain after paying for the repair.

Put the shutdown window in writing, including the deadline for restoring service. Agree on who can authorize temporary cooling if the swap runs late and how that work will be priced. Have the owner identify the tenant or operating areas affected by the outage and supply an estimate of the financial exposure.

Show the owner’s business-loss estimate separately from energy savings. A restaurant owner might provide a supported estimate of lost sales, while an empty suite might have little immediate operating exposure. Use the buyer’s records and operating estimates, with the buyer’s approval, for that part of the comparison.

For a six-unit fleet, quote the troubled unit separately from later replacements. Ask the crane provider to price one coordinated lift against separate mobilizations for the proposed phases. Carry each quoted crane cost into its matching option. Measure every curb and assign electrical work by unit; the second replacement can have a different installation scope from the first.

A repair can be the better choice when the findings support continued operation and the owner has a short holding period. Replacement becomes more persuasive when documented condition problems put the owner’s operating plan at risk. Show both scopes with their exclusions. State when the owner must decide to secure the proposed installation date.

What an IEER improvement saves in dollars

In this ratio model, an improvement from 12 IEER to 16 IEER reduces cooling electricity by 25% before site-specific operating effects.

The old unit uses 18,000 kilowatt-hours of cooling electricity annually at a marginal energy charge of $0.143 per kilowatt-hour. Hold the cooling load and operating schedule constant.

The model is new cooling electricity = old cooling electricity multiplied by old IEER divided by new IEER. Thus, 18,000 × 12 ÷ 16 = 13,500 kilowatt-hours. The estimated reduction is 4,500 kilowatt-hours, worth 4,500 × $0.143 = $643.50 per year.

Measure in this screening example	Existing unit	Proposed unit
Assumed IEER	12	16
Annual cooling electricity	18,000 kWh	13,500 kWh
Energy charge used	$0.143/kWh	$0.143/kWh
Estimated annual cooling energy cost	$2,574.00	$1,930.50

Use the owner’s bills to set consumption and tariff inputs before presenting a project estimate. IEER describes rated part-load performance; weather, controls and ventilation affect the building’s consumption. Calculate heating and demand-charge changes separately. Use a site-specific energy analysis when those items drive the purchase.

At $643.50 a year, recovering the $21,480 difference between repair and replacement would take about 33.4 years on cooling energy alone. Base the replacement decision on documented condition and the owner’s operating needs. Cooling savings alone leave a long recovery period.

The comparison changes when replacement is already necessary. Then compare the additional price of a higher-efficiency selection with a compliant base replacement, using the ratings for those two new units. Do not use the old unit’s entire energy bill to justify the upgrade premium.

Put the calculation inputs beside the result. Let the owner change the electricity rate or operating estimate during the review, especially if the proposed schedule differs from how the tenants expect to use the space after the replacement is installed. If fewer operating hours make the premium unattractive, quote the base selection.

Section 179, bonus depreciation and incentives in late 2026

Section 179 can cover qualifying nonresidential HVAC improvements in 2026, but bonus depreciation has a separate eligibility test and Section 179D now has a construction-start cutoff.

IRS Publication 946 includes HVAC improvements placed in service after the nonresidential building was first placed in service. For tax years beginning in 2026, the Section 179 maximum is $2,560,000, reduced when qualifying property placed in service exceeds $4,090,000. Business-income and other eligibility limits also apply.

Have the owner’s tax adviser establish the eligible amount. A deduction reduces taxable income; it is not a rebate for the purchase price. Say the owner can claim a $26,370 deduction at a 24% marginal rate. The tax reduction is $6,328.80. Include the tax benefit only after the adviser confirms the owner can use the deduction this year.

Bonus depreciation needs its own classification

The 2025 law restored 100% bonus depreciation for eligible property acquired and placed in service after January 19, 2025. IRS guidance issued January 14, 2026 explains the change. Do not use the former general phase-down schedule for qualifying new acquisitions.

Publication 946 generally limits eligible tangible property to recovery periods of 20 years or less and defines qualified improvement property around interior improvements. Section 179 eligibility alone does not establish bonus eligibility for an exterior rooftop HVAC replacement. Ask the tax adviser to classify the specific asset and allocate the eligible costs before calculating bonus depreciation.

Send the adviser the scope, acquisition records and expected placed-in-service date. Request the cost allocation before adding a tax-adjusted figure to the proposal, and keep the gross contract price visible. An equipment deposit does not establish that a unit is placed in service; Publication 946 uses readiness and availability for its intended use. Agree on the commissioning and acceptance schedule before the owner relies on a year-end deduction.

Section 179D after June 30, 2026

The IRS Section 179D page excludes property whose construction begins after June 30, 2026. Earlier qualifying projects still need to satisfy the applicable energy and certification requirements. Build a new replacement campaign starting in November around this construction-start cutoff.

For an earlier project, request the adviser’s review of its construction-start evidence. Establish eligibility from the construction-start evidence rather than an old budget. Attach the adviser’s determination to the specific project and use that determination in the building estimate.

Utility rebates belong beside the equipment selection

Start the utility search in the DSIRE program database. Before authorizing the equipment order, verify the current program with its administrator using the service address and selected model, and obtain written confirmation of the application timing and any preapproval the project needs to receive the proposed incentive. Save that response with the estimate.

Carry an unconfirmed rebate as zero in the owner’s base budget. Once eligibility and the amount are established, show the benefit separately and identify who files the paperwork. The owner can then compare the contract total with the documented incentive and see the benefit separately.

Curb adapters, crane days and A2L commissioning

A replacement proposal should resolve the curb, lifting plan and shutdown sequence before the owner approves it, with A2L commissioning tied to the selected equipment’s instructions.

Measure the curb. Have the estimator document its support and supply-and-return openings, then compare those findings with the proposed unit’s installation drawings before asking the appropriate trades to price the structural or connection work that belongs in the replacement scope. Assign the roofing work too.

Addison’s R-454B installation manual illustrates why model-specific documents matter: it addresses curb dimensions and leveling, lifting provisions and refrigerant detection equipment. Use the instructions for the selected unit, rather than copying details from a previous swap.

Divide the job plan into work done before the crane arrives and work done while the building is without that unit. Require the adapter and other ordered parts to be checked before scheduling the lift. Get the crane provider’s site assessment and identify who controls the access area. Price after-hours work when the owner requires it.

Make the proposal assign responsibility for roof weatherproofing and for restoring the occupied space to service. If separate subcontractors handle those tasks, name their roles in the scope without leaving a gap between removal and installation. Include an escalation contact and a weather rescheduling plan.

For A2L equipment certified to UL 60335-2-40, UL’s refrigerant-detection guidance explains that detection requirements depend on the equipment listing. Where required, the detection system is evaluated with the equipment and installed according to the manufacturer’s instructions. Check the required arrangement for the selected model.

Require the startup record and safety-control verification in the closeout package. Add the final equipment schedule. Before closing the job, give the owner the operating instructions and service contact, then have the service department acknowledge that it received the same documents and knows where to find them when a technician is dispatched.

For buyers searching for rooftop replacement contractors “near me,” this is a way to compare proposals. Who performs the survey? Who handles the first service call? Require each bidder to assign those responsibilities and the commissioning work in its written scope, alongside the confirmed schedule and any exclusions that could change the total.

Which buildings belong on a replacement prospect list?

Start with buildings carrying 5+ visible rooftop units inside a territory your service department can support, then qualify equipment age and buying authority through records and a survey.

Begin with retail properties and restaurants when the crew already understands those accounts. EIA’s 2018 CBECS table reports median operating hours of 80 per week for food-service buildings and 55 for retail other than malls, compared with 45 for offices. Business hours are a screening cue, not measured compressor runtime.

For a first campaign, write the filters before buying a list. Pick the business types and a building-size band that fit the department’s staffing. Select 5+ visible rooftop units for a fleet campaign, or 2+ when smaller accounts fit the route. Use construction vintage from property records as a research field, then establish unit ages separately.

Prioritize the address with an accessible budget owner over a larger building where nobody can authorize a survey. Find the person who approves spending. Then establish who receives the utility bill and who controls access, recording those roles against the property so the salesperson can invite the right people to review a repair or replacement proposal after the survey.

The commercial HVAC leads guide covers the first conversation with those prospects. For this campaign, keep the offer narrow: identify the fleet and prepare a replacement-priority schedule. A maintenance discussion can follow when the survey supports it.

Give the salesperson permission to stop. If the owner has already replaced the fleet or the service manager cannot cover the territory, close the prospect and record the reason instead of scheduling another call that cannot lead to work the department should accept. Respect a contact who declines further discussion.

Keep “5+ visible rooftop units” as the initial match reason. After the survey, add a separate equipment register with unit identifiers and verified dates. Preserve the match reason so the salesperson can distinguish what selected the address from what the technician found on the roof.

The five-year value of one six-unit account

A six-unit property can justify targeted prospecting through recurring maintenance and separately approved replacement work. Build the acquisition budget around retention and future purchases.

In this account-value model for the same type of Fort Worth property, a preventive maintenance (PM) agreement sells for $315 per unit per year, with six units covered. First-year revenue is 6 × $315 = $1,890. Set annual renewal probability at 80%. Hold pricing steady and use a 40% gross margin after direct service costs.

Contract year	Probability the agreement remains active	Expected PM revenue
1	100%	$1,890.00
2	80%	$1,512.00
3	64%	$1,209.60
4	51.2%	$967.68
5	40.96%	$774.14
Five-year total	Annual renewal applied successively	$6,353.42

The sum before rounding is $1,890 × (1 + 0.8 + 0.8² + 0.8³ + 0.8⁴) = $6,353.424. At that margin, the agreement produces $2,541.37 in expected PM gross profit before acquisition costs and company overhead.

Add an unconditional 25% chance of one $26,370 replacement sale during those five years, with a 22% gross margin. Its expected gross-profit contribution is 0.25 × $26,370 × 0.22 = $1,450.35. Combined with PM, the model produces $3,991.72 before acquisition costs and overhead. Other repair sales are excluded. Prices stay fixed, and future receipts have not been discounted.

The replacement probability measures the chance of winning one future job from the account; unit failure rates are a separate measure. Use your own account history. For the recurring-service scope, use the commercial HVAC maintenance agreement guide.

The same 50 sales hours on better-fit buildings

Say a salesperson has 50 hours for research, outreach and initial surveys, at an internal cost of $42 an hour. The labor budget is $2,100. Compare two batches of 100 accounts, with two signed PM accounts from an unfiltered batch and four from a building-matched batch. The two close rates are 2% and 4%.

Acquisition model	Unfiltered batch	Matched building batch
Accounts worked	100	100
Total sales and survey labor	$2,100	$2,100
Property-list expense	$0 assumed	$1,000 to $2,000 at Ground Control’s published range
Signed PM accounts assumed	2	4
Acquisition cost per signed account	$1,050	$775 to $1,025
Signed accounts per 50 hours	2	4

This model excludes optional contact-research add-ons and includes contact research in the labor allowance. Use your quoted add-on price if you purchase that research. At three signed accounts, the targeted batch costs about $1,033 to $1,367 per account. At two, it costs $1,550 to $2,050. Track the number signed before expanding the order.

Say a wasted visit takes 50 minutes of driving, 45 minutes at the property and 25 minutes preparing and closing the visit. That is two hours, or $84 at the same internal rate, before any separate vehicle expense. Confirm the property fit and access before dispatching.

Track hours as well as signed accounts during the pilot. Compare the appointments produced against the time spent: twice the estimating time changes the acquisition cost. Keep the campaign open long enough to record signed work, then compare acquisition cost with the gross profit your department can deliver.

A 90-day campaign from first letter to budget approval

Use the first 90 days to qualify a defined group of rooftop fleets, deliver equipment surveys and establish dated replacement decisions with the people who control spending.

Start with 100 buildings only if the department can follow up on that many. A smaller batch is better when technicians cannot support the survey calendar. Keep the salesperson responsible for scheduling and records so the technician’s site time produces a report someone will read.

Campaign period	Work to finish	Evidence required before the next step
Days 1 to 10	Choose territory and building filters; review the returned list	Match reason for each property and an assigned account owner
Days 11 to 25	Send letters and make first calls	Correct purchasing contact, access process and permission for the next conversation
Days 26 to 45	Scope and perform authorized equipment surveys	Unit schedule, documented findings and service records supplied by the owner
Days 46 to 60	Price the justified repairs and replacements	Supplier selections, site-specific installation scope and owner review meeting
Days 61 to 75	Resolve budget questions and incentive eligibility	Written decision criteria and any confirmed application requirements
Days 76 to 90	Obtain approvals or record a later decision date	Signed work, a documented deferral or a closed prospect with a reason

The first letter can be short. Use this as draft wording, with the property details verified before sending:

Your property at [address] appears to have several rooftop HVAC units. We are scheduling equipment inventories in [area] to help owners budget repairs and replacements. The survey identifies the units and documents findings for a review with the person responsible for the HVAC budget. Please direct us to that person so we can discuss access, scope and a price.

On the follow-up call, ask whether an equipment register already exists. If it does, request the owner’s permission to review it before proposing another inventory. If there is an incumbent contractor, ask what planning work the owner still needs. A second opinion on one documented problem might be a better first assignment than a fleet proposal.

Agree on the survey deliverable before dispatch. Include photographs with the unit schedule and record installation dates where verified. Add a short list of findings that need estimating or further investigation. State what the visit includes and what additional diagnostic work would require authorization. Charge for the scope your department can deliver.

Book the review before dispatch. When the survey is scheduled, ask the owner to invite the person who can approve capital spending so the technician’s findings can be discussed with someone able to authorize work or explain what the budget process requires. Put the meeting on both calendars.

At the review, show the repair decision first. Present a replacement alternative where the findings justify it, then discuss timing. Record whether the owner wants a firm installation date, a budget for the next fiscal year or more evidence before deciding. Each answer calls for different follow-up work.

Measure how many contacts became authorized surveys and how many surveys produced paid work. Also record the reason for losses. A budget deferral calls for a later review. A fleet that was already replaced calls for better qualification before the next survey. Track jobs beyond the crew’s capabilities separately so the next list fits the department.

Public HVAC replacements for schools and local agencies

Bid Control by PorchRocket provides a separate route to school, city and county HVAC replacement opportunities, with bid documents and deadlines attached to the work. Use the HVAC Bid Control page to find opportunities that fit your crew, then review the procurement requirements in the HVAC government contracts guide and the school district bids guide. For help deciding which opportunities deserve estimating time, talk to Rafael. Keep this public-work process separate from the private-owner survey campaign and follow the buyer’s stated communication and site-visit instructions.

The fastest way to find buildings with rooftop fleets

Ground Control by PorchRocket delivers a list of commercial properties with 5+ visible rooftop units in your chosen service area for equipment-survey outreach. Combine rooftop-HVAC visibility with business type and building-size filters through Ground Control for commercial HVAC. Commercial properties cost $10 to $20 per building, with orders starting at 10 buildings. Delivery is within 48 hours after payment, often sooner. Every property includes why it matched, and a wrong match receives a credit within 30 days. Owner information and decision-maker research are available as priced add-ons.

Planning a replacement list in Ground Control

Ground Control gives your service department a defined group of buildings to approach, with visible rooftop-fleet criteria and a match explanation for every property delivered.

Place the first order around one campaign the estimator can support. Choose the service territory and building types, then set the visible-unit threshold. If the crew already maintains retail RTUs along a particular route, begin with that route and review the first results with the service manager.

In the commercial property ordering flow, the replacement campaign can use these specific choices and deliverables:

• A selected service area and business types such as retail, restaurant, office or warehouse.
• Rooftop-HVAC presence, 2+ visible units or 5+ visible units, combined with available building-size bands.
• A reason each property matched, so the salesperson can see why the address belongs in this campaign.
• Optional owner information and decision-maker contacts, with role, email and phone where found; a contact that is not found is not charged.
• CSV and Excel files your team can import into its account workflow, then annotate with findings from authorized surveys.
• A visible price before payment and delivery within 48 hours afterward, with a credit for a wrong property match within 30 days.

The list is buildings that fit, not people asking for quotes. Assign a salesperson to confirm the responsible buyer before offering a scoped equipment survey. Add verified ages and the replacement-priority schedule after the site work. Bring the owner a decision they can fund before the next unit fails.