What Should Be in an HVAC or Heat Pump Quote?

1. Equipment Details

A clear quote usually tells you:

• The type of system (heat pump, AC + furnace, all-electric, etc.).
• The approximate size (often in tons or BTUs).
• The brand and model numbers, or at least the exact series being used.
• Any major add-ons (air handler, thermostat, auxiliary heat kit).

If you're not sure what a piece of equipment does, that's a great moment to ask the contractor to explain it in everyday language.

2. Scope of Work (What They Will Actually Do)

This is where the quote should describe the main tasks involved, such as:

• Removing old equipment (if any).
• Installing the new indoor and outdoor units.
• Running or reusing refrigerant lines.
• Handling the condensate drain or pump.
• Startup and basic testing of the system.

A good scope of work makes it clear what is included and what is not, so you're not surprised later.

3. Electrical & Ductwork Notes

Many quotes mention electrical and ducts in passing without much detail. Look for simple answers to:

• Will electrical work or breaker changes be needed?
• Is that work included in this quote or separate?
• Are my existing ducts being reused "as is" or adjusted?
• Will they test airflow or static pressure, or just visually inspect?

There is no one "correct" answer, but it should be clear how much of this is included so you can plan.

4. Permits, Disposal, and Cleanup

A well-written quote usually says whether it includes:

• Permit fees (if required in your area).
• Disposal of old equipment and materials.
• Basic site cleanup after the work is done.

If these items aren't listed, it doesn't automatically mean they are excluded, but it's worth asking.

5. Warranties and Labor Coverage

Most HVAC quotes describe two types of warranties:

• Parts warranty: usually backed by the manufacturer.
• Labor warranty: the contractor's own coverage on their work.

Ask how long each lasts and what is required to keep them valid (such as registration or maintenance).

6. Payment Terms & Exclusions

Finally, it should be clear how and when you will pay, and what is not included. This might cover:

• Deposit amounts.
• Payment schedule.
• Any conditions that could trigger extra costs (for example, hidden damage discovered during the job).

7. Simple Questions to Ask Before You Sign

• "Is there anything not written here that I should know about?"
• "Can you walk me through what's included, step by step?"
• "Are permits and disposal covered in this price?"
• "What are the parts and labor warranty lengths on this job?"

Want Your Quote Explained Line by Line?

If your quote covers these areas but the language is confusing, you can paste it into ClarityHeat for a plain-English translation:

Decode My Quote

ClarityHeat explains wording only. We don't evaluate pricing or contractor quality.