Homeowner Resources: An HVAC Retrofit Checklist

Your Home Deserves the Right System

Replacing your heating and cooling system is one of the biggest investments you'll make in your home. Get it wrong, and you're stuck with uncomfortable rooms, high energy bills, and equipment that wears out too fast. Get it right, and you'll enjoy consistent comfort, lower costs, and a system that lasts.

The difference often comes down to one thing most homeowners never think about: proper sizing.

Why Size Matters More Than You Think

Here's something the HVAC industry doesn't talk about enough. An oversized system isn't better. In fact, it's often worse. Equipment that's too large for your home cycles on and off constantly, never running long enough to properly control humidity or distribute air evenly. The result? Hot and cold spots, sticky summer air, and a system that works harder than it should.

On the flip side, an undersized system struggles to keep up on the hottest and coldest days, running constantly and driving up your energy bills.

The solution is a load calculation, a detailed analysis of your home's specific heating and cooling needs based on its size, insulation, windows, orientation, and local climate. This isn't guesswork or rules of thumb. It's data-driven design that ensures your new system fits your home perfectly.

What's in the Guide

Our free checklist walks you through everything you need to know before, during, and after an HVAC retrofit.

Understand the process. Learn what actually goes into achieving a high-efficiency heating and cooling system, including why proper sizing is the foundation of everything else.

Weigh your options. Not every upgrade makes sense for every home. We'll help you think through the benefits and tradeoffs so you can make choices that align with your comfort priorities and budget.

Maximize available incentives. Many states offer rebates, tax credits, and other programs for energy-efficient HVAC upgrades. Knowing what's available in your area can significantly reduce your out-of-pocket costs.

Work effectively with your contractor. The best outcomes happen when homeowners and contractors communicate clearly. Our checklist gives you the right questions to ask and the information to share so everyone's on the same page.

Download Your Free Guide

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