Blog/first_step_v2 criteria: the first step towards renovation
Argile product

March 31, 2026

5 min read

first_step_v2 criteria: a guide for renovation tradespeople

On site, it's not the technical work that wastes time, it's hesitation at the moment of deciding. When you set a clear framework from the start, you secure the quote, align the client, and avoid the backtracking that eats into your margins. Here's a simple method for choosing the right criteria, in the right order, and moving forward without ambiguity.

Contents

Understanding first-step in 2026: what the first_step_v2 criteria are for when building a renovation scenario

What we mean by a "scenario": objectives, energy gains and constraints of the home

A scenario is a coherent trajectory of work. You set a performance, comfort and budget target, then choose the trades in the right order. The aim is measurable gains (kWh, euros, CO2), without overlooking the home's real constraints. For example: insulation, airtightness, ventilation, then heating. Otherwise, you risk shifting the problem instead of solving it.

The essential information to collect on site to make your scenario reliable

On site, a few well-taken measurements are worth more than a spreadsheet filled in at random. For a reliable scenario, secure the basics.

  • Surface areas and orientations (roof, walls, floors, windows).
  • Condition and makeup of the walls, existing insulation, visible thermal bridges.
  • Heating, domestic hot water, controls, emitters, output, age, maintenance.
  • Ventilation, air inlets, wet rooms, signs of moisture.
  • Site constraints. Access, services, drainage, outdoor unit location.

What changes in practice with first_step_v2: watch points to avoid inconsistencies

first_step_v2 is used to frame the criteria that trigger or block choices. The idea is to spot inconsistencies early. An insulated surface that doesn't match the measurements, a heat pump proposed without checking the emitters, improved airtightness without suitable ventilation. In 2026, this rigour helps produce a scenario that's administratively solid for the funding schemes, and avoids backtracking at the quote stage. To limit rejections, you can also rely on a guide to avoiding rejected applications.

first_step_v2 criteria: the parameters that (really) change a scenario

Envelope: insulation, airtightness, thermal bridges, the impact on your scenario

On the envelope, a scenario changes as soon as you touch the thermal resistance of the walls. Loft, walls, ground floor. The more you reduce heat loss, the more the heating output drops. Airtightness limits infiltration, but it must go hand in hand with properly managed ventilation. Poorly treated thermal bridges push needs back up and can create condensation.

Systems: heating, domestic hot water, ventilation, weighing performance, cost and ease of installation

On systems, the scenario depends on the generator/emitter pairing. A well-sized heat pump, with controls, can cut the bill, but requires a consistent hydraulic network or suitable indoor units. For domestic hot water, a heat-pump water heater or solar system changes the budget and footprint. Mechanical ventilation, single- or dual-flow, weighs up air quality, gains and installation complexity.

Constraints and feasibility: surface area, ceiling height, access, electrical supply, exposure, EPC

Finally, feasibility sorts out the blocking points. Surface area available for insulation, ceiling height, loft access, space for the outdoor unit. Check the incoming supply rating and the duct routing. The site's exposure and the EPC band guide sizing and priorities. A robust scenario respects these constraints, otherwise it stays on paper.

Building a coherent renovation scenario: a field method for registered tradespeople

Starting from priorities: addressing heat loss before sizing the system

On site, start by identifying where heat escapes. Loft, walls, floors, air leaks. A coherent scenario addresses this heat loss first with insulation, airtightness and thermal bridges. Only then do you resize heating and hot water. You avoid an oversized heat pump that's more expensive and less efficient: to go further, rely on the heat-loss method.

Thinking in variants: "essential," "comfort," "whole-house renovation" scenarios

Offer 3 clear variants. "Essential" with loft insulation and adjustments, plus minimal ventilation. "Comfort" with wall insulation, windows, high-performance mechanical ventilation and controls. "Whole-house retrofit" with envelope, ventilation and system (heat pump, boiler, solar) and possible phasing. For each scenario, give the budget, the funding and the order of work.

Avoiding common mistakes: oversizing, forgotten ventilation, material incompatibilities

Classic traps. Oversizing comes from a calculation done before insulation. Forgotten ventilation creates humidity and mould after airtightness improves. Material incompatibilities, such as a poorly placed vapour barrier or unsuitable insulation in an older building, can trap moisture in the walls. Validate the interfaces, the applicable standards and the emitter balancing.

From site visit to quote: turning your scenario into a signable proposal (with funding)

Clear pricing: trades, options, phasing and evidence for the client

After the visit, turn your scenario into a readable quote. Break it down into distinct trades (insulation, ventilation, heating), add 1 or 2 options, and specify the phasing when work items depend on each other. Attach simple evidence. Photos, measurements, technical data sheets, markers on the plan. The client understands what they're buying and why.

Factoring in the funding at the right time: impact on what the client pays

Calculate the funding before signing and, above all, before starting work. The schemes in practice require a file with compliant documents (quote, proof of registration, references). Show clearly what is left to pay, line item by line item, and plan a financing option if upfront cash flow is a barrier. To go further, rely on a practical guide to the funding schemes.

Presenting the results: expected gains, summer/winter comfort, and a commitment on performance

Present the gains as ranges. Savings, targeted energy label, and winter comfort. For summer, explain what you're acting on. Insulation, solar protection, ventilation. Frame the commitment with measured assumptions (usage, settings, maintenance), rather than an unsustainable promise.

How Argile helps you produce reliable scenarios with first-step, without wasting time

Diagnosis in under 5 minutes: quickly comparing several renovation scenarios

With first-step, you go from an address to a clear scenario in a few clicks. Argile estimates the baseline condition, proposes several combinations of work (insulation, ventilation, heating) and helps you compare the energy gains, without a spreadsheet or calculations to redo. The sorting happens upstream, when the most relevant measures are proposed from the home's characteristics and the client's objectives.

Feasibility analysis: automatically spotting the technical constraints at the address

Argile cross-references open data with your site-visit information to flag the points that can derail a scenario. Building footprint, existing system, space for a heat pump, condensate drainage, condominium constraints. You prioritise what's achievable, before making promises.

Preliminary quote and final quote: generating pricing with funding calculated in, and securing the paperwork

You turn the chosen scenario into a preliminary quote, then a final quote. Argile includes the calculation of the funding according to current rules, and lists the key documents (proof of registration, measure specifications, certificates). The result: coherent pricing and a file that's easier to get approved. On the client's side, what is left to pay and the monthly instalments appear in the costing before signature.

Key figures

< €10,000

Controlled budget

fast, visible gain

Objective

Frequently asked questions

Prepare at minimum a compliant retrofit assessment or EPC, the plans and surface areas (roof, walls, floors, windows), the technical data sheets for the systems, and dated before/after photos. Check the consistency of the declared surface areas, the targeted U-values and the sizing (heat pump, emitters, ventilation): these are frequent causes of requests for additional documents. Keep detailed quotes per trade and proof of registration to secure the review.

Share this article

Louis Meneteau

Louis is CPO of Argile. An engineer by training, he spent four years validating calculation software in systems engineering, then three years in software product. He turns the installer's daily reality into product workflows: technical survey, sizing, quotes and subsidy files. His articles describe field gestures rather than principles, because he watches them on site before specifying them.

Further reading

Camille Martin

/

Works plan

/

Financing

Whole-house retrofit

Generate the quote

Works

Financing

Cost of works and grants

Total cost of works

4 jobs

INSULATION

External wall insulation

18 400,00 €

Windows

3 260,00 €

HEATING AND HOT WATER

Air-to-water heat pump

14 900,00 €

Heat-recovery ventilation

1 840,00 €

Total amount

38 400 €

Grants

3 grants

MaPrimeRénov’

9 200,00 €

Energy saving certificates

3 480,00 €

Regional grant

1 520,00 €

Add a grant

Total grants

− 14 200 €

Remaining cost

Cost of works

38 400 €

Grants deducted

− 14 200 €

Grants land once the works are done: the financing plan covers the advance.

Remaining cost

24 200 €

Financing plan

How the works are paid for before the grants land at the end of the site

Loans

1 loan

Prêt Ecair

24 200 € · 15 ans · 3,4 %

Instalment

212 €

Ecair

Empruntis

Sofinco

Total borrowed

24 200 €

Advances on the grants

3 grants

The grants are advanced to the customer so they do not wait for the end of the works.

MaPrimeRénov’

9 200,00 €

Energy saving certificates

3 480,00 €

Regional grant

1 520,00 €

Total advanced

14 200 €

Personal contribution

No contribution asked on this project

Total contributed

0 €

With argile

The out-of-pocket cost, announced without nasty surprises

Public grants, energy-saving certificate bonuses and financing built into the pricing: the customer sees the real cost of their project, what is left to pay and their monthly instalments before signing.

With argile

The right works, suggested by AI as soon as you qualify

From the home's characteristics and the customer's goals, Argile suggests the most relevant renovation jobs.

ContractorsMay 4, 2026
First step of a renovation: where to start on a limited budget?

With a tight budget, your clients mainly expect quick wins, visible on their bills, without getting lost in ten different work items. Your value lies in making a simple diagnosis, treating first the points that leak the most kWh, then planning the rest in coherent stages. You secure comfort and performance, without overpromising or oversizing.

5 min read

Reveal your expertise

One demo, and you see your expertise proven.

Contact us