Gather equipment details
Have the model, approximate age, and any available service history ready. Explain whether the unit still works or is actively leaking.
Describe access
Mention stairs, narrow doors, storage around the heater, and any restrictions on entering the property. Do not move or disconnect the appliance yourself.
Confirm what is included
Discuss the proposed unit, connections, venting assessment, removal of old equipment, and any site-specific requirements. Confirm scheduling and how long the water service may be interrupted.
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