VerifiMe for hvac & home comfort

Home comfort sales the homeowner actually agreed to.

Furnace, air conditioner, heat pump and water heater sales and rentals are closely watched by consumer protection regulators. VerifiMe gives every homeowner a clear, independent way to confirm their equipment and their terms.

Sample record · illustrative data

The challenge

Where sales go wrong in hvac & home comfort.

Rental and lease agreements

Long-term equipment rentals carry monthly charges and buyout terms that homeowners can misremember. Confirmed, signed terms avoid disputes years down the road.

Regulatory restrictions on in-home contracting

Provinces across Canada regulate in-home and door-to-door sales of home comfort equipment, from cancellation rights to outright restrictions, such as Ontario's 2018 limits on contracting for water heaters, furnaces and air conditioners at the door. Documenting how and when the customer agreed matters more than ever.

Rebate and program eligibility

Heat pump and efficiency programs come with eligibility rules. Confirming what the customer was told keeps expectations realistic.

Commission integrity

When commissions depend on a clean sale, a verified customer confirmation gives operations, sales and accounting one shared source of truth.

Across Canada

Home comfort rules are tightening across Canada.

Several provinces now ban or restrict door-to-door sales of furnaces, air conditioners and water heaters, and all of them give customers the right to cancel direct sales. A VerifiMe questionnaire for each province confirms how the sale started, what the customer was told and what they agreed to.

ProvinceWhat appliesWhat your customers can confirm
British ColumbiaLegislation passed in 2025 (Bill 4) prohibits direct (door-to-door) sales of furnaces, air conditioners, water heaters, water treatment equipment, duct cleaning and similar products, and bars suppliers from arranging credit for those sales.That the customer contacted you or visited your showroom, the equipment, and the financing terms.
AlbertaUnsolicited door-to-door sales of household energy products, including furnaces, water heaters, air conditioners and windows, have been banned since January 1, 2017.That the customer invited you, the equipment and the full price.
SaskatchewanDirect sellers must be licensed under The Direct Sellers Act. Customers have 10 days to cancel, and home renovation deposits are capped at 15% until that period ends.That cancellation rights were explained and the deposit taken.
ManitobaCustomers have 10 days to cancel a direct-sale agreement with a licensed seller, and up to one year with an unlicensed seller.Cancellation rights, the seller's licence details and the equipment purchased.
OntarioUnsolicited door-to-door contracting for furnaces, air conditioners, water heaters and similar products has been restricted since March 1, 2018. Since June 6, 2024, notices of security interest on these goods can no longer be registered on a home's title.Who initiated contact, the 10-day cooling-off period, and rental, lease or financing terms.
QuebecItinerant merchants need a licence from the Office de la protection du consommateur, and customers can cancel itinerant contracts within 10 days. New warranty-of-good-working-order rules, including six years for air conditioners and heat pumps, are scheduled to take effect on October 5, 2026.That the legal warranty was explained before any extended warranty, and the cancellation period. Customers can verify in French.
Atlantic CanadaProvincial consumer protection laws give customers the right to cancel direct sales, and heat pump rebate programs vary from province to province.Cancellation rights, and exactly what the customer was told about rebates.

General information as of October 2026, not legal advice. Rules change; confirm current requirements with your regulator or legal counsel.

Sample questionnaire

What your customers confirm.

Values are pre-filled from your system. Questions marked red fail the verification if answered the wrong way.

Example only. Your questionnaire is built around your own contracts, products and obligations.

Question / fieldExample valueRule
Equipment96% AFUE gas furnace + 2-ton heat pumpConfirm
Agreement typePurchase with financingConfirm
Monthly payment$149.95 for 120 monthsConfirm
Did you contact us, or did we contact you?Multiple choiceFlag
Did you receive a copy of your agreement?Yes / NoFail on No
Preferred installation windowWeekday morningsRecord

Workflow

How it fits your process.

  1. Sale or rental booked

    Your comfort advisor completes the sale, and it's recorded in your CRM or field service system.

  2. Homeowner verifies

    The customer receives a text, confirms equipment and terms, and signs on their phone.

  3. Operations gets the green light

    Passed verifications move to installation scheduling. Failures alert your manager.

  4. Records are filed

    The PDF goes to the homeowner and your file. The audit trail supports any future inquiry.

When something's wrong

A fail rule, in practice.

The customer is reassured, your team is alerted, and the issue is documented, all within seconds of the answer.

About fail rules
Fail rule · example
Customer answers “No”
Failed
Question
Did you receive a copy of your agreement?
Customer sees: Thank you for telling us. We'll email a copy of your agreement today, and installation will not be scheduled until you've had a chance to review it.
Alert sent within seconds
Email to Operations; SMS to Comfort Advisor's manager
Alert

FAQ

Questions we hear often

Does VerifiMe make us compliant with consumer protection law?
VerifiMe is a verification and record-keeping tool, not legal advice. It helps you document that disclosures were made and that the customer confirmed their terms. Your questionnaires should be reviewed against the rules that apply to your business.
We sell in several provinces. Can the questions change by province?
Yes. Run a separate questionnaire for each province so customers confirm the disclosures and cancellation rights that apply where they live. Your CRM sends the right one automatically based on the customer's address.
Can we confirm the install appointment as well?
Yes. You can run a separate questionnaire for scheduling, or include appointment preferences in the sales verification.

Let's build your hvac & home comfort verification.

Send us a sample contract. We'll turn it into a working questionnaire and show your team the customer experience, the report and the audit trail.