Mini split planning worksheet for Portland homes

Not sure where to start with a mini split? This worksheet from Firlands Portland Mini Splits 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 gives a planning BTU range for each room, and the cost calculator 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 explains the inspections, and the Oregon rebates guide covers Energy Trust of Oregon.