CALL THE CUSTOMER
WHEN EN ROUTE
Take pictures of the indoor unit. Make sure you get shots of the gas line, regulator, drainage assembly, & exhaust pipe.
Take pictures of the supply & return plenum. Make sure you get shots of all side of the plenums.
Take pictures of the existing equipment model & serial #. Also, get good shots of the location and surrounding environment. Make sure you get shots of the line set, penetrations, disconnect, and low voltage wiring.
Don't forget to discuss thermostat features as well as Nest products.