Planning your HVAC project

Prepare the right details before discussing cooling, heating, or mini-split work.

Start with your goals

Describe why you are considering cooling, heating, or mini-split work, the problems you want to address, and your preferred timeframe. Separate essential work from optional upgrades.

Prepare property information

Have your property address, relevant measurements, current condition, and photos ready. Note any access limitations and questions for the provider.

Clarify the proposed scope

Discuss equipment selection, installation scope, ductwork or electrical work, controls, and maintenance terms. Ask which items are included and which require a separate estimate.