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Top 5 Things to Look for when Choosing an HVAC Contractor

Top 5 Things to Look for when Choosing an HVAC Contractor

Is your HVAC system 10 years old or more? That means you may be looking at replacing it in the next couple of years. On the other hand, if your HVAC system is newer, you want to ensure that it keeps running right by scheduling at least annual maintenance. Either way, sooner or later you will need to hire an HVAC consultant. Here are five areas to consider during your search.

1. Licensing and Experience

Your HVAC system is probably the most expensive equipment in your home, and you want assurance that whoever works on it has appropriate training. Ohio requires proper licensing for contractors in the HVAC industry; to obtain a license, a contractor must have five years of experience in the field prior to the date the application for the license is filed. In addition to the Ohio license, a company should be able to hold a minimal level of bonding and insurance. Insurance is to protect homeowners in case of injury or accidental damage.

You should also ask about a prospective contractor’s experience. While longevity alone won’t guarantee that a contractor will do a good job, stability in the business indicates a contractor is doing something right. What’s more, you can ask about the certifications the contractors and technicians have: certification through such organizations as North American Technician Excellence (NATE) helps to guarantee a technician’s education and experience are up to date.

Technician training may encompass many facets of the industry, but among the most important are the handling of refrigerant and air balancing. Are the company’s technicians certified to handle refrigerant? Under Section 608 of the Clean Air Act, individuals not properly certified should not be handling refrigerant. This is of particular importance as the switch from Freon (R-22 refrigerant) to R-410A progresses. Today’s technicians should also be trained to test and balance installations for maximum efficiency and comfort; the National Comfort Institute’s certification in air balancing provides a standard for training that the homeowner should be aware of.

Further, ask if the contractor carries top brands, and about technicians’ training with these brands: each system/manufacturer is unique, and a quality consultant will ensure that technicians have had the right training to optimize installations.

2. Home Evaluation.

If you’re looking to have an HVAC system installed, potential contractors should offer a thorough home evaluation to determine the best heating and cooling solution. Factors to be taken into consideration are square footage of the home, R-value of insulation, how many windows there are and which way they face. Contractors should inspect the duct system for leaks, loose segments and insulation. The Sizing of a new system should not be done based on square footage alone, but rather on calculations determined by data fed into industry software known as Manuals J (for cooling and heating loads), S (to determine size of equipment) and D (for ductwork).

Once you have an evaluation, the prospective contractor should give you a written, itemized estimate so you can compare costs, warranties and energy efficiency among the proposals. Do not go by low price alone. In our climate, for instance, a better quality, more efficient furnace may offset a bigger price tag by using less fuel over time.

3. References and Referrals

Ask for references and referrals and call them up. Ask if jobs were completed on time and within the budget. Ask if the company performed clean installations and respected the homeowner’s property. Did the company test the system after it was installed to ensure maximum efficiency? Run potential contractors past the Better Business Bureau to see what kind of complaints are registered. You can also go online to check complaints or ratings, but keep in mind that many online reviews are fake. Glowing reviews without details and bitter diatribes without specifics are suspect.

When you’re seeking referrals, ask your friends, neighbors or co-workers. Ask local trade organizations for names of their members in your area, or consult online services such as Angie’s List or the Air Conditioning Contractors of America.

A good HVAC consultant will also show pride in his or her company: trucks should be in good repair and the company name emblazoned on vehicles.

4. Rebates and Special Offers

An HVAC system is a major expense, so shop around for rebates on energy-efficient equipment, or ask your dealer about specials. Ohio utility companies offer some rebates for installing efficient equipment.

5. Efficiency

Efficiency is important. When shopping for an upgrade, you want the most efficient equipment you can afford. Ask the contractor about Energy Star-rated models. Energy Star is the government’s program for rigorously testing HVAC equipment for efficiency.

To learn more about choosing an HVAC contractor, contact us at Air Authority of Mason. We’ve provided residential and commercial HVAC solutions for our southwestern Ohio customers for the past 15 years.


  • Jeff Curtis February 22, 2016 at 1:00 pm

    Thanks for providing these top 5 things to look for. I really think that finding an hvac contractor that is licensed is really important. I like your tip about the home evaluation, if they are good they should offer that check up. I will ask around at work, and with my friends to see if there is anyone they would recommend. Thanks for the help!

  • Vicky Durrant March 17, 2016 at 6:38 pm

    I’ve been having some issues with my home’s heating and cooling system, so I decided to hire a professional to repair it. I’ve never hired an HVAC contractor before, though, so I’m happy that I found your post! I really liked your tips, especially what you mentioned about asking potential contractors for references. I think that if an HVAC contractor’s past clients were happy with their work, I will be too! I’ll be sure to keep this tip in mind while I search. Thank you for the advice!

  • Lillian Schaeffer April 18, 2016 at 3:41 pm

    These are some great tips, and I appreciate your advice to ask for references and referrals when looking for an HVAC contractor. My husband and I just moved into a new house, so we need to find a good service to do maintenance on our heating and cooling system. We’ll definitely ask for referrals so we can see how they performed for past clients. Thanks for the great post!

  • Jen Pack April 27, 2016 at 5:55 pm

    My husband and I just moved to a new area and we are in need of a new HVAC company here so I really appreciate this information. I like the tip you give of looking for a company that is willing to offer rebates and special offers. That is something that would make a company unique and something that would grab my attention. I will be sure to keep this in mind!

  • Bob Lowe May 19, 2016 at 7:40 pm

    Thank you for the post. I completely agree that it is important that the company come to your home and do an evaluation. That way they will be able to provide the best options that will be good for your home. I also like that you talked about getting a quote from them after they evaluate your home. I think that is really important as well.

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  • Jeff Curtis May 24, 2016 at 3:10 pm

    Thanks for this helpful post on choosing an HVAC contractor. I have been having some issues with my air conditioning unit, and I want to be able to find a contractor that I can trust for along time so I can continue to hire the same contractor when I need work done. I will for sure be looking for someone with a lot of experience, and someone that is licensed. I also like what you said about looking for rebates and special offers. Thanks for the help!

  • Kyle Wayne May 25, 2016 at 8:43 pm

    I like the advice that you shared about choosing an HVAC contractor. It seems like heating and cooling is an important aspect of a new home and I will not take this decision lightly. The point that you made about finding an air conditioning professional based on experiences seems like a good way to find quality contractors. I will internalize this information as I continue researching my local HVAC options.

  • emily bennette June 1, 2016 at 12:57 am

    This is some really good information about how to choose an HVAC contractor. I like what you said about making sure that they are efficient. That way, you know it will be installed properly.

  • Sarah Smith June 3, 2016 at 7:06 pm

    My furnace broke this last week and I’m trying to get it fixed. Thanks for the advice about getting a home evaluation so that you can get a written, itemized estimate. Hopefully, I can get a contractor to help me fix my HVAC system.

  • April Cook June 8, 2016 at 9:25 am

    We need a new HVAC unit and are looking for someone to do the job. I like your tip to find a contractor that will do a thorough home evaluation to find out exactly what we need. Do you usually have to pay for these inspections? Thanks for the help!

  • David Hawkins June 13, 2016 at 11:13 am

    Using references and referrals is a great idea to find a good contractor. I know that my friends and family would be very upfront with any positive experiences they had with a certain company or individual. I’ll have to talk to them and see what experiences they’ve had and if they have any good recommendations. Thanks for the info!

  • John Carston June 13, 2016 at 2:28 pm

    I can see the importance of hiring an HVAC contractor who is licensed from what you’ve written. I’ll also make sure that the company is covered by insurance, like you said. Experience is also an important factor so I’ll make sure that they are experienced and certified. Thanks for the helpful advice.

  • Alise Harper June 13, 2016 at 3:08 pm

    My husband and I are building a house and will need a heating and air contractor to make sure we get exactly what we need for the new house. I liked your comment about getting a home evaluation by a consultant and then getting a written estimate of what the cost could be. I think it is important to have multiple different contractors come and do an estimate making sure you have options and can get the best for your dollar. Thanks for all your tips!

  • Kendall Everett June 15, 2016 at 3:07 pm

    Your suggestion to look for warranties and rebates on HVAC systems was really helpful. You can save money in the long run if you have a unit with a warranty like you mentioned. If the HVAC contractor installs your new system, it’s important to get the warranty information from them.

  • Charles Kemp June 28, 2016 at 3:41 pm

    I think it would be smart to choose the right license and experience for the contractor. You want to make sure that the air quality is always good. I would make sure that the contractor knows what to do and can make sure that everything is okay.

  • Annie Frances June 29, 2016 at 5:51 pm

    My air conditioning just broke yesterday. Obviously that’s a problem because it’s 90 degrees outside. I think I’ll take your advice and ask my friends for recommendations. Hopefully my air conditioning will get fixed soon! Thanks.

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  • Charles Kemp July 25, 2016 at 2:04 pm

    I am really glad that you mentioned licensing and experience as the first thing you look for in heating and cooling contractors. That should be the first thing that everyone looks at because you want to have a quality appliance that works and not one that is going to give you problems all year round. This is why doing your homework beforehand can really help out.

  • Charles Kemp July 29, 2016 at 9:29 am

    I like that the first thing you mention is licensing and experience. I think it is really helpful to work with a company that knows what they are doing and has the certifications to prove that they do. I know that not everyone checks certification but it really is something you should be looking at. It can really help you to find a reputable company.

  • Brooke McAvoy July 29, 2016 at 1:28 pm

    I appreciate your information about getting a home evaluation. Not only will this be indicative of a good contractor, but it will make me feel better to know that they have my specific situation in mind and want to do what’s best. It should be easy to get a referral or a reference, so I will be applying your tip. Thank you for such a helpful article!

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    I really liked that you suggested you should find a contractor that performs a home evaluation. I didn’t know that square footage on the home actually had such a large impact when it came to this type of service, so having the contractor physically inspect the house will help you to have a more accurate quote. Plus, this will help them to see what type of equipment you’re already using, and you can have a more effective and productive conversation with them while they’re at your house. Great insight!

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    It can be hard to gauge a contractor’s experience, but it’s pretty easy to check their licensing, so I would start there. Once you know they’re licensed you can ask them out for a consultation and see what they can offer you. I think it’s a good idea to do this with a few contractors before you decide so you know you’re getting the best one for you.

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  • Cindy Tesler October 24, 2016 at 2:28 pm

    Thanks for pointing out that a great HVAC company will also do a home evaluation to see what type of system will work best for your needs. You specifically mention that the HVAC company should inspect the duct system for leaks and loose segments. I also suggest finding out if the contractor you choose has experience working with the specific brand of AC or heating units that they are installing, in case they need to be repaired later.

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  • Kenneth Gladman November 16, 2016 at 5:34 pm

    I like that you mentioned seeking out rebates or discounts. I think this is an easy way to save that most people don’t take advantage of. I would add looking into what kinds of warranties different companies offer. You want to be sure you can get a quality product you can rely on.

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  • Danni Black December 6, 2016 at 11:36 am

    I really like your tip “ask for references and referrals and call them up.” Getting a second opinion from someone that they have worked with before will really help you to know if they are the right person for the job. My husband and I have been thinking about getting a new heating system so I’ll have to keep these tips in mind while we look for a contractor. Thanks for sharing!

  • siaosi December 14, 2016 at 3:29 pm

    I need a HVAC contractor for my home. I would like to get someone that knows how to get homes to the point of saving energy. I will be looking up references like you said.

  • Marie Watson December 22, 2016 at 1:09 pm

    Thanks for suggesting some things to look for in an HVAC contractor. It makes sense that asking for references and referrals can be a great benefit. You make a good point about how speaking with past customers will help you determine how the contractor works and if they can provide the right service for you. My HVAC system hasn’t been working well, so I will have to start doing some research to find a good contractor.

  • Olivia Nelson January 3, 2017 at 5:18 pm

    I agree that any good HVAC contractor would have a license and experience. I would imagine that finding out if they are properly certified through organizations such as NATE would be really helpful as well. I’m looking for someone to fix my heating system so I’ll have to check their licensing and experience before I hire them.

  • Jackie Oliver January 5, 2017 at 6:24 pm

    I really like what you said about finding a contractor that will come and do an at-home evaluation. My husband and I recently started building a new home. it will be a while before we need to find an HVAC contractor, but we need to start looking for one as soon as possible. I’ll be sure to do my research, and find some that will come and check out our place, so we know exactly what we need.

  • Raisa Delima January 6, 2017 at 6:31 pm

    Thanks for talking about not only how a contractor should do a home estimate, but what kinds of things they should be looking at in order to give a correct estimate. I’ve heard that some companies even do estimates for free, so it may be good to get a few different estimates from different companies so that you can figure out your budget. My uncle is going to try that by selecting a few local companies in his area. I hope by doing this, he will be able to figure out a price-effective option.

  • Cindy Tesler February 6, 2017 at 10:58 am

    I agree that an HVAC company should offer a thorough home evaluation to determine the best heating and cooling solution. You also said that factors to be taken into consideration should be the square footage of the home, the R-value of the home, and how many windows you have. I think it’s a good idea to choose an HVAC company that has a professional-looking vehicle and a physical address.

  • Olivia Nelson February 6, 2017 at 6:33 pm

    I agree that you need to consider HVAC contractors that are licensed and experienced. I would imagine that licensing would show competence and experience would ensure excellence. I’m looking for someone to repair my heating system so I’ll have to find someone who has proper licensing and experience for the job.

  • Annika Larson February 7, 2017 at 4:19 pm

    I’m afraid that we are in need of having our heating repaired, and we want to make sure that we can find someone that will get the job done right, and for the right price. As you said, I think it’s important to look at licensing and experience to make sure you are getting quality service. We will be sure to take these tips into account as we go forward with having this repaired!

  • Rachel Lannister February 21, 2017 at 1:10 pm

    My brother told me recently that his heating system has been acting up, and he’s worried there might be an issue. You wrote that you should get references from the potential HVAC contractor, and ask them if they completed the job and within the budget. My brother doesn’t know how his heating system works, so if the job was left undone he would be in a lot of trouble. We’ll be sure to look for a contractor with a reputation for getting jobs done quickly.

  • Johnny McCarron February 22, 2017 at 5:11 pm

    I like your advice to consider the efficiency of the person you are going to hire. You really want to be sure that you are getting the best work you can possibly get done on your home. The last thing you want to do is lose a lot of money due hiring the wrong person to work on your air conditioner. Do you have any other tips about getting your HVAC worked on?

  • Annika Larson February 24, 2017 at 5:55 pm

    We are currently looking for an HVAC contractor to help with the installation of our AC unit. Quality service is important to me as well as reasonable pricing. As you said, references and referrals are a great way to find a reliable contractor. We’ll be sure to ask around and find someone we can trust!

  • Zequek Estrada March 2, 2017 at 1:15 pm

    I didn’t know that the direction your windows faced mattered when you wanted to have an HVAC system installed. That’s the one factor that surprised me the most. Overall, this post makes me think that it’s probably best to consult with an HVAC specialist if you’re thinking about getting a system installed or repaired.

  • Braden Bills March 7, 2017 at 9:55 am

    I want to make sure that I get the right contractor for me. It makes sense that you would want to take experience into account! I’d wager to say that it’s more important than the cost of the services. You tend to get what you pay for, after all!

  • John March 9, 2017 at 2:18 pm

    I really like the suggestion to ask for references and referrals when selecting an HVAC contractor. A good friend of mine is building a new home and will be needing someone to install the heating and air conditioning in his new home. I’ll be sure to pass on the tip that asking for referrals is a great way to start the search for a quality HVAC contractor.

  • Olivia Nelson March 22, 2017 at 6:36 pm

    I agree that licensing and experience are two important characteristics for an HVAC contractor to have. It would seem that you would want to find someone who is properly licensed because this would ensure they are professionals. I’m looking for a contractor to come take a look at my boiler so I’ll have to find someone who is licensed and experienced.

  • Troy Blackburn March 23, 2017 at 11:05 am

    That’s interesting that potential contractors should offer a thorough home evaluation to determine the best heating and cooling solution. I’ve heard, too, that it’s also important to choose at least 3 different companies and to get quotes from all 3 so that you can get the best price. I’ll have to keep this great information in mind as I have a broken AC unit and will need to hire an HVAC company to come fix it for me.

  • siaosi March 30, 2017 at 12:52 pm

    I would love to get my air conditioner to get checked out. I like how you mentioned to have someone with license and experience. I would like to know that my system is working swiftly.

  • Cindy Tesler April 6, 2017 at 10:01 pm

    Thanks for the tip to try and purchase the most efficient HVAC equipment that you can afford. More specifically, you said that Energy-Star is the government’s program for tested equipment. I think it’s important to choose a contractor that has experience working with the specific model of equipment that you have.

  • Leviticus Bennett April 14, 2017 at 4:37 pm

    I like your tip to ask for references when hiring an HVAC contractor. If you contact them, I think the best thing to ask is “would you hire this contractor again?” That way you can find out if their past work has earned them loyal customers.

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  • Ridley Fitzgerald May 10, 2017 at 2:36 pm

    It’s great to know what to look for in a good HVAC contractor. I hadn’t thought about finding someone who will do a home evaluation for me, but that makes sense. I would want a system that fits the size of my home, for sure.

  • Jade Brunet June 2, 2017 at 12:34 pm

    My friend has heard that it is best to mount your water heater for earthquake safety. She is looking to find an HVAC contractor who can help her get this job done. It is helpful to learn that one should ask about a prospective contractor’s experience. Stability in a business would be a good sign of a successful company and worker.

  • Braden Bills June 13, 2017 at 10:29 am

    My heating system isn’t working right, and I don’t know how to take care of it. It makes sense that I would want to have an HVAC contractor take a look at it! If I find someone who has experience and training, then I can rest easy knowing that they will be able to take care of it.

  • Harper Campbell July 17, 2017 at 3:55 pm

    Our heater started acting up, and we need to get it looked at. I liked how you pointed out that when it comes to choosing a repair service, we might want to look into finding one that has a current special offer. It will be nice to be able to find someone that can give us a great deal on this.

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  • Jack Titchener July 20, 2017 at 9:19 am

    I really like the idea of contacting the Better Business Bureau for references. My wife and I are looking into getting a new HVAC system installed and want to make sure that we have the best possible service for all of our heating and cooling needs. Thank you very much for pointing out what to look for and consider when contracting an HVAC service!

  • Amanda Drew July 20, 2017 at 3:27 pm

    I like how you say that a contractor should give you a written and itemized estimate so that you can figure out exactly which one you want to use. My home is pretty old, and I think that my HVAC needs a tune up at the very least. I’ve never used one before, so your tips will really help me find the right HVAC contractor, especially once I get some written estimates.

  • Scott Adams July 20, 2017 at 6:56 pm

    I like that you talked about finding a company that sells efficient equipment. I have been thinking about getting a new AC system, but I wasn’t sure how to choose a company. I can see how it would be smart to buy an energy efficient unit, so I can save money over time.

  • Gloria Durst July 21, 2017 at 6:09 pm

    I like how you say that you would want to find an HVAC contractor who will come to your home to inspect the space. it would probably really help to find someone who will take care of that in person instead of just over the phone. My furnace has been acting up recently, so I’ll have to consider finding someone who will provide a home evaluation to help.

  • Derek Dewitt August 10, 2017 at 8:31 am

    My wife and I are wanting to hire an HVAC contractor to replace our furnace but aren’t sure where to look for a good company. I like that you suggest going online to check for reviews or calling the BBB to see if any complaints were registered. I trust the testimonials or my friends and neighbors so I’ll have to see what people have been saying online. Thanks for the help!

  • Gloria Durst August 16, 2017 at 6:59 pm

    I agree that a good contractor is properly licensed. It would seem that if an HVAC contractor is licensed they would be more experienced as well. My sister is looking for someone to fix her AC system, so she’ll have to find someone who is licensed and experienced.

  • Gloria Durst August 28, 2017 at 9:40 pm

    Finding a heating contractor who is licensed seems like a smart idea. It would be good to consider their licensing in order to know their experience. My husband and I need our heater fixed, so we’ll have to find someone who is licensed to help.

  • Raisa Delima September 10, 2017 at 5:40 pm

    That’s a great tip to look for rebates and special offers! I think if you did that, it would be much easier to find the company that works for you. It’s important to not just select the cheapest HVAC service, though—you need to do some research first, as well, so that you know you are getting quality services done.

  • Habib Alfir September 10, 2017 at 6:04 pm

    I really like the idea of getting a home evaluation. That would be helpful because you would know exactly what your home needs done so that your heating and cooling is more efficient! Our energy bill went way up last month, so I’m thinking we’ll call an HVAC specialist that could come help us and do an evaluation so that we know what needs to be fixed.

  • Jalu Sakti September 11, 2017 at 7:01 pm

    I agree that efficiency is important when looking for an HVAC system. You can save so much money by picking an efficient system right from the beginning! We need a good system, so we are planning on calling around to find out what professionals recommend. Thanks for the tips!

  • rola September 14, 2017 at 3:41 am

    I really like the idea of getting a home evaluation. That would be helpful because you would know exactly what your home needs done so that your heating and cooling is more efficient! Our energy bill went way up last month, so I’m thinking we’ll call an HVAC specialist that could come help us and do an evaluation so that we know what needs to be fixed.


  • Lillian Schaeffer September 14, 2017 at 5:15 pm

    I like how you mentioned the importance of licensing and experience when it comes to choosing an HVAC contractor. My husband and I just moved into a new house, and the air conditioner seems to be in a bad way, so we want to have a professional come and repair it. I can see how it would be beneficial to make sure the professional we chose is properly licensed.


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