1. Observe and protect
Document symptoms, limit further damage where it is safe to do so, and collect relevant history.
2. Evaluate the house and site
Connected load, fuel supply, transfer equipment, pad elevation and drainage, clearances, utility coordination, permits, startup testing, and maintenance access shape a dependable installation.
3. Put it in writing
Prep, protection, materials, access, permits, testing, cleanup, finish work, exclusions, and change-order pricing should all be spelled out.
4. Weigh the bids
Check credentials first, then compare the reasoning behind each proposal -- not just the number at the bottom.
5. Confirm the finish
Testing, cleanup, paperwork, warranty terms, and ongoing upkeep should all be nailed down before you call it done.