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Comfort Plan: Water Heater Installation Requirements

Updated today

Install Verification & Quality Standards

  • Professional, installation by licensed contractors, following manufacturer requirements

  • Installation verification focused on safety, startup, and code-compliance

  • Photos of key safety and compliance items and for service needs

  • Warranty registration info and permit where required

Key Disclaimers:

  • AVL: Installed equipment must be on the Palmetto AVL, without exception.

  • Customer Sign-Off: Completed by the customer via their home.palmetto.com account.

    • Review and confirm key details about your system through a simple checklist. This ensures that items such as installation completion, system functionality, and job conditions are completed satisfactorily.

    • Document will auto-approve after 3 days if not completed by customer.

All requirements must be satisfied to achieve funding. Requirements are uniform across our ecosystem, Palmetto does not grant exceptions by request.
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Rejections can include: Code violations, or violations of manufacturer specification, egregious workmanship issues, high submission error rates, etc.

Installation Verification & Documentation

To support safety, code compliance, and warranty eligibility, installers are expected to document key elements of the installation at time of completion.

Required Photos (All Installations)

  • Equipment Data Plate: Clear photo showing model and serial number.

  • Wide Installation View: Photo of the installed unit and surrounding area, confirming proper clearances and no nearby combustible materials

    • Best Practices for Documentation

      • Venting (Gas & Tankless Systems): Vent connector, pipe pitch, and termination points visible.

      • Temperature & Pressure (T&P) Relief Valve: Valve and discharge piping visible and installed per code.

      • Drain Pan & Drain Line (where installed): Pan and drain line visible where applicable.

      • Stand for Water Heater: Photo showing the water heater location on a metal stand.
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  • Project Attestation: completed in the Installation Package

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