Top 5 Things to Look for when Choosing an HVAC Contractor
January 7, 2016

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.

Related Post: Five Things You Should Know Before Buying Air Conditioning

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.

Related Post: Why Air Authority Is the Best for Furnace Repair in Cincinnati

To learn more about choosing an HVAC contractor, contact us at Air Authority or call (513) 229-0789 of Mason. We’ve provided residential and commercial HVAC solutions for our southwestern Ohio customers for the past 15 years.


  • 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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  • Lauren Woodley August 10, 2016 at 1:42 pm

    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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  • Jack Mulligan September 7, 2016 at 3:33 pm

    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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