AI Summary
Contractors recommend different heat pump sizes based on their sizing methodology, assumptions about insulation and air sealing, climate design temperatures used, whether they performed load calculations, existing system size influence, and their approach to oversizing or undersizing. One ton difference represents 12,000 BTU capacity variation that significantly affects performance and cost.
Why One Contractor Says 2 Ton and Another Says 3 Ton
You have two quotes for the same home. One recommends a 2-ton system, another recommends 3 tons. This guide explains why sizing recommendations differ and what questions to ask.
What Tonnage Means
In HVAC, tonnage refers to cooling capacity, not equipment weight. One ton equals 12,000 BTU per hour of cooling capacity. A 2-ton system provides 24,000 BTU/hour, while a 3-ton system provides 36,000 BTU/hour—a 50% capacity difference.
This capacity difference affects equipment cost ($500-1,500), operating efficiency, comfort, and equipment longevity.
Different Sizing Methodologies
Manual J Load Calculation
Proper sizing uses Manual J calculations considering square footage, insulation levels, window quality, orientation, climate, and occupancy. This provides accurate capacity requirements.
Result: Precise sizing based on actual home characteristics
Square Footage Rules of Thumb
Some contractors use simple rules like "400-600 square feet per ton." A 1,200 square foot home might be sized at 2 tons (600 sq ft/ton) or 3 tons (400 sq ft/ton) depending on which rule is used.
Result: Approximate sizing that may over or undersize
Matching Existing System
Some contractors match the existing system size without calculating whether it was properly sized originally. If your current 3-ton system was oversized, matching it perpetuates the problem.
Result: May continue existing sizing errors
Sizing Method Comparison
For a 1,500 sq ft home with average insulation:
- Manual J calculation: 2.5 tons (30,000 BTU)
- Rule of thumb (600 sq ft/ton): 2.5 tons
- Rule of thumb (500 sq ft/ton): 3 tons
- Rule of thumb (400 sq ft/ton): 3.5-4 tons
- Existing system: Whatever was installed previously
Different methods yield different results for the same home.
Different Assumptions About Your Home
Insulation Quality
Contractors may make different assumptions about insulation levels. One may assume code-minimum insulation requiring larger capacity. Another may assume better insulation requiring less capacity.
Impact: Insulation differences can change required capacity by 20-30%
Air Sealing
Homes with significant air leakage require more capacity to compensate for infiltration. Contractors may assume different air leakage rates.
Impact: Air sealing differences can change required capacity by 15-25%
Window Quality
Single-pane, double-pane, and low-E windows have dramatically different heat gain and loss. Contractors may assess window quality differently.
Impact: Window differences can change required capacity by 10-20%
Different Climate Assumptions
Design Temperatures
Sizing calculations use design temperatures—the extreme temperatures the system must handle. Contractors may use different design temperatures for the same location.
Example: Using 95°F vs 100°F design temperature changes required cooling capacity by 10-15%
Heating vs Cooling Priority
Some contractors size for peak cooling load, others for peak heating load. Heat pumps sized for heating may be larger than those sized for cooling in the same climate.
Backup Heat Assumptions
Contractors planning to use significant backup heat may size heat pumps smaller. Those planning minimal backup may size larger.
Questions About Sizing Methodology
- How did you determine this system size?
- Did you perform a Manual J load calculation?
- What assumptions did you make about insulation and windows?
- What design temperatures did you use?
- Did you size for heating or cooling load?
- Can you provide the load calculation results?
Oversizing vs Undersizing Philosophy
Conservative Oversizing
Some contractors prefer slightly oversized systems to ensure adequate capacity during extreme weather. They may add 10-20% to calculated capacity.
Rationale: Ensures comfort during peak conditions, provides margin for calculation errors
Downside: Increased equipment cost, more frequent cycling, reduced dehumidification
Precise Sizing
Other contractors size systems to match calculated loads without safety margins, trusting their calculations and modern equipment capabilities.
Rationale: Optimal efficiency, better dehumidification, lower equipment cost
Downside: Less margin for error, may struggle during extreme weather
Intentional Undersizing
Some contractors in mild climates intentionally undersize slightly, knowing backup heat can supplement during rare cold periods.
Rationale: Lower equipment cost, better efficiency during typical conditions
Downside: More backup heat usage during cold weather
Impact of Existing System Performance
If Current System Struggles
Contractors may recommend larger capacity if your current system can't maintain temperature. However, poor performance may result from maintenance issues, duct problems, or insulation rather than undersizing.
If Current System Cycles Frequently
Short cycling suggests oversizing. Contractors recognizing this may recommend smaller capacity. Others may match existing size without investigating cycling causes.
When Size Differences Matter Most
Significant Capacity Gap
One ton difference (12,000 BTU) is significant. A 2-ton vs 3-ton recommendation represents 50% capacity difference that substantially affects performance.
Borderline Sizing
If calculations suggest 2.5 tons, one contractor may round down to 2 tons while another rounds up to 3 tons. Both approaches have merit depending on other factors.
Equipment Availability
Systems come in standard sizes (1.5, 2, 2.5, 3, 3.5, 4 tons). If calculations suggest 2.3 tons, contractors must choose between 2 and 2.5 tons.
Resolving Sizing Disagreements
When contractors recommend different sizes:
- Ask each contractor to explain their sizing methodology
- Request load calculation documentation if performed
- Ask what assumptions they made about your home
- Inquire about their philosophy on oversizing vs precise sizing
- Consider getting a third opinion if difference is significant
- Ask about performance implications of each size
Which Size Is Right?
The "right" size depends on:
- Actual load calculation results
- Your home's insulation and air sealing quality
- Your climate and design temperatures
- Your comfort priorities
- Availability and cost of backup heat
- Your budget for equipment and operation
Contractors using Manual J calculations with accurate home assessments typically provide most reliable sizing recommendations.
Understand Sizing Recommendations in Your Quotes
See what each contractor says about system sizing and methodology.
Decode Your Quotes →Red Flags in Sizing Recommendations
- Contractor can't explain how size was determined
- Size based solely on square footage without home assessment
- Automatic matching of existing system without evaluation
- Significant oversizing "to be safe" without justification
- Refusal to provide load calculation documentation
- Dismissal of concerns about sizing differences