These notes are educational, not an engineering review or endorsement of any contractor. Verify material details in writing with a qualified professional.
Before you compare totals
Check that each proposal describes a similar home, system type, and scope of work. Record the quoted total, expiration date, and any stated conditions.
Equipment details
Look for manufacturer, complete model numbers, capacity, efficiency rating (using the appropriate metric for that system), and whether both indoor and outdoor components are included.
Installation work
Ask whether removal and disposal, refrigerant line work, condensate drainage, thermostat changes, electrical upgrades, ductwork, and commissioning are included.
Permits and inspections
Confirm who will obtain any required permits and coordinate required inspections. Rules vary by location.
Warranties and terms
Separate equipment and labor coverage. Note registration requirements, exclusions, payment milestones, financing terms, and change-order language.
Document unclear items
An omitted detail is not necessarily omitted work. Ask a neutral question and request written confirmation before treating offers as equivalent.
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