Stacking projects saves trips to the attic — but wrong order creates change orders. Use this planner with our savings finder and HEAR guide.
What this checklist helps with
Stacking roof, HVAC, water heater, panel, and solar projects saves mobilization costs — but wrong order triggers change orders and voids rebates. This planner sequences envelope work first, then electrical capacity, then major loads, then solar. Set your state in the location bar for localized HEAR links and labor-adjusted calculator outputs.
Safety notes
Panel upgrades, gas line changes, and refrigerant work require licensed pros. Do not size heat pumps from rule-of-thumb tonnage — demand Manual J documentation.
Common situations
- 1960s home: attic insulation and roof tune-up before 4-ton heat pump upsize.
- EV + solar planned: confirm MPU and load calc before ordering inverter and charger.
- Rural co-op member: verify interconnection timeline before signing solar install date.
How to use it with RoofingHut tools
Print this page or save as PDF from your browser. Cross-link your photos and notes with our calculators — location-aware labor adjustments apply in all 50 states when you set state and ZIP in the header bar.
FAQs
Should I replace the roof before insulation blow-in?
Fix active leaks first — wet insulation is wasted money and can hide decking rot.
When is solar last in the sequence?
After roof decision, panel capacity, and major electrical loads are scoped — unless lease timing forces otherwise.
Related guides
Step 1 — Envelope & roof
- Roof age and leak status documented (photos + attic check)
- Attic insulation and ventilation plan before HVAC upsize
- Decide repair vs replace — use Should I Replace My Roof Now framework
Step 2 — Electrical & plumbing
- Panel capacity for heat pump, EV charger, or solar (Manual J / load calc)
- Water heater type — heat pump vs tank vs tankless
- Permit path for gas line changes if switching fuel
Step 3 — HVAC & efficiency
- Manual J sizing in writing before equipment order
- Duct sealing scope — not just outdoor unit swap
- Thermostat and rebate-eligible AHRI equipment matched
Step 4 — Solar (if applicable)
- Roof inspection passed — roof-before-solar checklist complete
- Utility interconnection timeline vs install date
- ITC basis confirmed with tax preparer — roof alone usually excluded
Rebate stack
- HEAR/HOMES pre-approval before purchase where required
- Utility rebates filed with model numbers
- Rebate prep checklist completed