1) First contact: goals, basics, and timing

When you call (256) 386‑7577 or request a quote online, we gather the essentials in minutes: address, building type, your goals (comfort, efficiency, hot‑water capacity), and any must‑haves (brand preferences, timeline). We’ll also note pain points like hot/cold rooms, low water pressure, or frequent clogs so we can diagnose the root cause on site. BTI serves Florence, Muscle Shoals, Sheffield, Tuscumbia, and nearby communities, so we’ll fit you into the first available window.

2) On‑site assessment: measure first, recommend second

HVAC: We check the existing equipment, ducts, returns/supplies, electrical and gas connections, attic/crawlspace conditions, and the building envelope. For right‑sizing, we perform a Manual J residential load calculation (the industry standard for sizing) and consider Manual S (equipment selection) and Manual D (duct design). Proper load calculation is referenced by national codes and helps avoid short‑cycling, humidity issues, and high bills.

Plumbing: We verify water pressure and fixture counts, inspect supply and drain lines (including material and condition), assess venting and combustion air for gas water heaters, and look for code/safety concerns. If gas lines or sewer replacements are in play, we’ll scope them and document layout options.

3) Clear options (Good/Better/Best) with line‑item pricing

We present 2–3 scoped options so you can balance upfront cost, efficiency, and lifespan. For HVAC, that might include a standard efficiency, a high‑efficiency upgrade, and an option with enhanced humidity control or smart thermostat integration. For plumbing, options might compare tank vs. tankless water heaters, fixture grades, or reroute vs. spot repairs.

4) What’s included (and excluded)

Every quote spells out:

Scope & materials (equipment model, capacity, accessories; pipe types/fittings)

Labor (demo, install, start‑up/commissioning, cleanup)

Permits & inspections where required

Warranties (manufacturer + BTI workmanship)

Scheduling (target install date and estimated duration)
Anything that’s not included (e.g., unforeseen code upgrades behind walls) is identified upfront and handled with a written change order only if needed.

5) Scheduling & prep

When you approve, we lock in your install date, order materials, and share any prep tips (e.g., clear 3–4 feet around the indoor/ outdoor HVAC areas, move stored items near water heater or main shutoff). For outdoor condensers, keeping vegetation trimmed improves airflow; DOE also recommends trimming foliage back around the unit to ensure adequate airflow.

6) Installation day: safety, quality, and cleanup

We arrive on time, protect floors, complete the install to code, and verify operation. HVAC systems are started up, tested, and balanced; plumbing installations are leak‑checked and flushed. We haul away debris and old equipment.

7) Walkthrough, documentation, and follow‑up

You’ll get a quick run‑through on operation (thermostat basics, filter type/size, shutoffs), warranty details, and recommended maintenance intervals. We’ll check back to ensure everything’s performing as expected.

Ready to get started? Call (256) 386‑7577 or hit Get a Quote. BTI is licensed (AL#21025) and serves The Shoals & surrounding areas.