HVAC quote and contract checklist

Tick off what a written heat pump, furnace or boiler quote and contract should cover before you sign, pay a deposit or let work start.

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Sizing and equipment

Installation scope

Licences

Price and payment

Contract traps

Warranty

Use this checklist before you sign a heating or heat pump contract or pay a deposit. Each item matches a line that is often missing from short quotes and later causes disputes: an undersized cold-climate unit sold on nominal tons, an electrical panel upgrade that appears as an extra, a rental presented as financing, or a manufacturer warranty that lapsed because nobody registered it.

How to use it: go through each written quote with this list and note what is missing, then ask the contractor to add it in writing. Quotes that cover the same scope can then be compared on price. Ticks are saved only in your browser.

Worked example (illustrative): two heat pump quotes are $15,900 and $13,700. The cheaper one leaves out the panel upgrade and a stand that lifts the outdoor unit above snow. If the panel work is $2,400 and the stand $350, the cheaper quote is really $16,450, now $550 more than the other.

Limits: this is not legal advice and rules differ by province. See how to compare HVAC quotes and permits and licensed technicians.

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