Heat Pump Installer Checklist
Find qualified HVAC contractors and avoid costly mistakes. This comprehensive guide helps you evaluate installers, ask the right questions, and get quality installation.
80%
of heat pump issues stem from poor installation
$3,000+
average cost difference between quotes
15-20
year lifespan with proper installation
🚩 Red Flags to Avoid
These warning signs indicate you should look elsewhere:
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Door-to-door sales — Reputable contractors don't need to solicit door-to-door
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Pressure to sign today — "Limited time offers" are sales tactics, not legitimate business
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No proper licensing — Always verify state HVAC licensing and insurance
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Unusually low bids — If it's 30%+ below others, they're cutting corners somewhere
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Cash-only payments — Legitimate businesses accept multiple payment methods
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No written estimates — Everything should be documented in writing
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Skips load calculations — Proper sizing requires Manual J load calculations
✅ Installer Qualification Checklist
Licensing & Insurance
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✓
Valid HVAC license for your state
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✓
General liability insurance ($1M+ coverage)
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✓
Workers' compensation insurance
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✓
Bonded for your protection
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✓
EPA 608 certification for refrigerant handling
Experience & Reputation
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✓
5+ years heat pump installation experience
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✓
Local references from recent customers
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✓
Better Business Bureau A+ rating
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✓
Manufacturer certifications (Mitsubishi, Daikin, etc.)
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✓
NATE certification (North American Technician Excellence)
❓ Essential Questions to Ask
Technical Expertise
- How do you perform load calculations? (Should mention Manual J)
- What size system do you recommend and why?
- How will you handle ductwork modifications?
- What refrigerant lines and electrical work is needed?
- How do you ensure proper refrigerant charge?
- What commissioning tests will you perform?
Business & Warranty
- Can you provide 3 recent local references?
- What's your installation warranty period?
- Who handles warranty service calls?
- What permits will you pull?
- When can you start and finish?
- What happens if there are cost overruns?
📋 Quote Comparison Guide
What Every Quote Should Include
| Item | What to Look For | Red Flag |
|---|---|---|
| Equipment Details | Specific model numbers, SEER/HSPF ratings, tonnage | Vague "high-efficiency unit" descriptions |
| Load Calculation | Manual J report showing BTU requirements | Sizing based on square footage alone |
| Ductwork | Detailed duct modifications, sealing, insulation | "Existing ducts are fine" without inspection |
| Electrical Work | New circuit requirements, disconnect switches | No mention of electrical upgrades |
| Permits & Inspections | All required permits included in price | "Permits not needed" or extra charges |
| Warranty | Equipment + installation warranty terms | Equipment warranty only |
🔍 Licensing Verification
State Licensing Boards
Verify HVAC contractor licenses through your state's licensing board website. Most states have online lookup tools.
- Check license status (active/expired)
- Verify license classification
- Review any disciplinary actions
Insurance Verification
Request certificates of insurance directly from their insurance company, not just copies from the contractor.
- General liability coverage
- Workers' compensation
- Current policy dates
Better Business Bureau
Check BBB ratings and read complaint history. Look for patterns in customer complaints.
- Overall BBB rating
- Number of complaints
- How complaints were resolved
💰 Understanding Pricing
Typical Price Ranges (2025)
- Ducted Systems: $8,000 - $20,000
- Ductless Mini-Splits: $3,000 - $12,000
- Geothermal: $15,000 - $35,000
Prices vary significantly by region, home size, and complexity. Always get multiple quotes.
What Affects Installation Cost
- System size and efficiency rating
- Ductwork modifications needed
- Electrical panel upgrades
- Refrigerant line length
- Permit and inspection fees
- Local labor rates
Need Help Finding Qualified Installers?
Our specialists can connect you with pre-screened, licensed HVAC contractors in your area. Get personalized recommendations based on your specific needs.
📝 Installation Day Checklist
What to Expect During Installation
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Pre-installation meeting to review work plan and timeline
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✓
Proper equipment protection during transport and installation
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Clean work area with drop cloths and debris removal
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✓
Refrigerant leak testing before system startup
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✓
System commissioning with performance verification
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✓
Homeowner training on system operation and maintenance
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✓
Warranty documentation and maintenance schedule provided