Start with the bids
Add the information as it appears in each written proposal. Leave unclear items blank.
Compare the layout
For each room, record the indoor unit and installation path each bidder proposes—or mark it unclear.
Check what the proposal says
“Clear” means it is described in writing; it does not mean the design or work is correct. Use “Not stated” when you cannot find it.
Differences to resolve
This sheet reports only what you entered. It does not decide which proposal is best or whether a price is fair.
Use the sheet to ask, not to diagnose.
Zone by Zone organizes written proposals. It does not size equipment, verify model compatibility, judge workmanship, estimate local prices, or recommend a contractor.
- Ask the installer to explain room sizing and equipment selection for your home.
- Have the installer confirm the exact approved indoor/outdoor combination and relevant performance data.
- Ask who handles permits, electrical work, condensate, finish repairs, startup, and warranty registration.
Reference points
These independent sources explain why room layout, sizing, placement, and written scope matter. They are guidance—not an endorsement of this worksheet or any installer.
- ENERGY STAR: ductless heating & cooling — sizing, placement, airflow, and outdoor-unit location.
- DOE Building America: sizing & selecting air-source heat pumps — professional sizing and multi-zone design cautions.
- NEEP Cold Climate ASHP Product List — public equipment information; confirm model details with the installer and manufacturer.