These notes are educational, not an engineering review or endorsement of any contractor. Verify material details in writing with a qualified professional.
Step 1: Separate the categories
Create rows for price, model numbers, capacity, efficiency, installation scope, permits, exclusions, warranty and payment conditions.
Step 2: Preserve exact wording
Record the source document and the contractor’s wording. Avoid guessing what a vague phrase means.
Step 3: Flag gaps neutrally
Use “not documented” for an unspecified detail. A gap in writing is a reason to ask, not evidence of wrongdoing.
Step 4: Ask both contractors
Prepare a short comparable set of questions and keep the answers connected to each contractor.
Step 5: Revisit revised quotes
Compare updated terms to the original versions. Confirm whether the written proposal reflects verbal promises.
Step 6: Keep a decision record
Document the differences, resolved issues, and items you still want to verify with qualified professionals.
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