# Mini split planning worksheet for Portland homes

> A printable mini split planning worksheet for Portland and Vancouver homes: the rooms, what to photograph, questions for each estimate, permits and rebates.

URL: https://firlandsportlandminisplits.com/resources/

Printable worksheet

Two printable pages for planning a mini split, from the first list of rooms to the final inspection.

Not sure where to start with a mini split? This worksheet from [Firlands Portland Mini Splits](https://firlandsportlandminisplits.com/) helps you describe the house once, in the same terms for every estimate, across Portland, Oregon and Vancouver, Washington.

## What's on the worksheet?

Four short sections, each with boxes to tick and, where useful, lines to write on.

- **List the rooms.** One line per room that needs heating or cooling.
- **What to photograph.** Photos let us give you a range by phone before the visit.
- **Questions for the estimate.** Ask everyone who quotes the same questions and note each answer.
- **Permits and rebates.** Check these off before the work starts and as it finishes.

## Why plan room by room?

Because each room with its own head adds equipment, lines and a drain, and each head is sized for its own room. A list of rooms with their sizes, floors and problems is the start of every estimate.

The [size calculator](https://firlandsportlandminisplits.com/tools/mini-split-size-calculator/) gives a planning BTU range for each room, and the [cost calculator](https://firlandsportlandminisplits.com/tools/mini-split-cost-estimator/) shows our typical range for the system.

## How should you use it?

- Fill in section 1 and take the photos in section 2 before the first call.
- Take section 3 to every estimate and note each answer.
- Tick off section 4 as the permits close and the paperwork arrives.

The [Portland permit guide](https://firlandsportlandminisplits.com/guide/mini-split-permit-portland/) explains the inspections, and the [Oregon rebates guide](https://firlandsportlandminisplits.com/guide/mini-split-rebates-oregon/) covers Energy Trust of Oregon.

## Download the worksheet

Send the short form and the download link appears right under it once the request has gone through. Add a note about your house if you'd like us to take a look.

(971) 458-4515