Some smart preparation can mean a quicker, easier, and altogether less stressful installation experience — without extra visits to your home. Getting everything ready before your technician arrives isn’t difficult, it’s just a matter of knowing what you need. Here’s a list to help you get ready for your consultation with an estimator.
6 Steps to a Quick and Successful HVAC Consult
1. Be prepared to identify important elements in your home.
When you call a technician, they’ll ask you some information about your current unit. Usually, they need to know your type of system (a central air conditioner, furnace, mini split, etc.), and how old it is.
These questions are easier asked then answered. It’s not every day that you deal with your HVAC system, so if you don’t know, don’t worry. Be prepared to answer some follow-up questions about whether your home has ductwork, whether you have a unit outside, whether fuel gets delivered to your house, and other details.
2. Prepare your own questions
What matters to you when it comes to heating and cooling your home? For example, do you care about having a consistent temperature between rooms? Are you bothered by cold patches of air, dry skin, allergies? Are you concerned about your environmental impact or your utility bills? These are good questions to ask the estimator.
3. Know that HVAC installations can be expensive and the costs vary
Technicians want to give you a reliable system and the peace of mind that your heating and cooling needs are taken care of. The upfront cost can seem high, but it’s a wise investment.
4. Invite anyone who shares in home maintenance responsibilities to the consultation
With everyone in the room, all your questions get answered at once and you don’t have to relay information and risk missing an important detail along the way.
5. Dig out any documentation about your system
This includes system manuals, maintenance plans, and warranty information. This information is more important when you’re working with a company that didn’t install your HVAC system, since they might not be as familiar with the make and model.
6. Clear access to your HVAC system
During the consultation, an HVAC expert should inspect your current system. Make sure they’ll have clear access to any of the following:
The main unit location (typically the attic, basement or utility room)
Air handler on a ductless system
Outdoor condenser unit on an air conditioner or ductless system
If possible, keep pets and children away from the specialist's equipment. Keep in mind that your technician t may need to enter different rooms to access vents and systems, so it’s a good idea to declutter the attic and basement before they arrive.
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