Route the buyer and urgency. Ask planned upgrade versus failed unit, active leak, current fuel and tank, approximate age and capacity, household demand, location, access, hot-water status, electrical panel context, gas equipment, and incentive interest. Divert active damage, gas odor, smoke, or electrical warnings to the appropriate urgent path.
Screen household and model fit. Explain how the contractor reviews first-hour rating, recovery, tank size, operating modes, resistance backup, peak-use behavior, manufacturer specifications, and climate and location conditions. Do not equate nominal gallons across unlike systems without checking delivery.
Screen the installation space. State how air volume or ducting, clearances, temperature range, sound, cool-air effect, condensate drainage, pan and relief discharge, floor support, service access, vehicle exposure, and nearby rooms are assessed. Avoid one minimum that pretends to apply to every model.
Map the conversion scope. Distinguish electric-tank replacement, gas-to-electric conversion, and unusual site conditions. Assign plumbing, electrical, gas capping, vent changes, framing, permit, inspection, disposal, and patching responsibilities before presenting a fixed price.
Define startup and ownership. Include level and connection checks, condensate and relief paths, electrical and leak checks, initial heating state, mode and temperature orientation, filter and condensate maintenance, app or utility setup if offered, warranty registration, documentation, and who handles callbacks.
Test the estimate path. Submit an electric-tank replacement and a gas conversion on mobile. Verify service-area logic, photos and equipment details, price boundary, incentive disclaimer, callback timing, appointment status, confirmation, call fallback, error recovery, and that the form does not promise eligibility or a final model remotely.