| Schedule an estimator to come to your home. There should be no cost, no pressure and no obligation. All reputable contractors will require an inspection of your home never make your decision based on phone bids.
Obtain a written proposal. Eliminate companies that write their special price on the back of a business card. If a company takes shortcuts with your proposal, they will take shortcuts on the installation too. The proposal should include a detailed description of work to be done, warranties, prices, etc. Make sure the proposal shows the companys license number and includes a clause that says contractor will obtain all required permits & inspections and lead installer will be licensed. Insist on sales brochures. Request prices on many different options 80% & 90% furnace, 2-stage furnace, variable speed blower, 12 & 14 Seer air conditioner, programmable thermostat, humidifier, electronic air cleaner, hi-efficiency air filter, duct cleaning, attic insulation, etc.
Demand a full heating & cooling load calculation on your home. If a salesman asks you the square footage of your home to determine equipment size send them away. There are many more factors that are important (insulation, direction windows face, quality of construction, etc). Be sure they check your ductwork and registers/grills. Consumer Reports says: To be sure of correct sizing [of equipment], choose a contractor who agrees to take the time to calculate heating [& cooling] needs using an industry-standard calculation, such as found in the Air Conditioning Contractors of Americas Manual J.
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Require references no exceptions to this. Require at least 50 names and phone numbers. Call several names from the list. Ask if drop clothes were used, was trash cleaned up, were technicians professional, were there any surprises, did the system meet expectations, how were problems resolved.
Determine how long the company has been in business with its current ownership. Many local companies have the same name they had years ago, but have had several changes of ownership. Be sure the company has been in business (with its current owners) for at least 10 years the more years, the better.
Learn about the equipment being offered. There are several excellent brands, and several cheap brands. Most good brands also offer a builders model (low cost, low quality) avoid these. Be sure you understand the warranties. Exclude any equipment that the contractor has been installing for less than 5 years (they may be trying a new brand).
Visit the contractors office. See the equipment being proposed. Meet the office personnel and notice the overall atmosphere of the contractors business.
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