Accountable documentation review before the HVAC deposit.

What Bryan checks

Whether a permit may be expected; who applies, pays, schedules inspections, and handles corrections; and whether fees and responsibilities are written into the proposal.

Common gap

The quote says permit included, but does not assign inspection coordination or correction costs.

Homeowner output

A written responsibility checklist for the contractor and local authority.

Boundary: HVACPreCheck does not determine the final requirements for a specific address or issue a permit.

What Bryan checks

Complete outdoor, indoor, furnace, air-handler, and coil model numbers; capacity, efficiency, fuel, configuration, thermostat or controls, and whether the components are presented as a matched system.

Common gap

A brand and tonnage are shown without the exact indoor and outdoor equipment combination.

Homeowner output

A controlled list of equipment details to request before approval.

What Bryan checks

Whether an AHRI certificate or reference is identified, whether it matches the quoted equipment combination, and whether claimed efficiency values have enough documentation to verify.

Common gap

Efficiency or incentive claims appear without a matched-system AHRI reference.

Homeowner output

Specific AHRI and supporting-document questions for the contractor.

Boundary: HVACPreCheck does not certify equipment performance or program eligibility.

What Bryan checks

The named program, eligibility assumptions, qualifying models or ratings, deadlines, permit or inspection conditions, required documents, application owner, and whether an amount is estimated or guaranteed.

Common gap

A rebate is deducted from the sales pitch without the program, conditions, or application responsibility in writing.

Homeowner output

A rebate evidence checklist that separates an estimate from documented eligibility.

What Bryan checks

Manufacturer parts, compressor or heat-exchanger, labor, workmanship, and extended coverage; registration and maintenance requirements; exclusions, transferability, and responsibility for refrigerant, diagnostics, shipping, or service calls.

Common gap

A 10-year warranty is advertised without explaining labor, registration, exclusions, or service costs.

Homeowner output

A warranty clarification list that can be added to the written agreement.

What Bryan checks

Whether the proposal references Manual J, room-by-room or whole-home loads, envelope assumptions, current system performance, or a written reason for changing or retaining the existing capacity.

Common gap

The recommended system repeats the existing tonnage without a written load or sizing basis.

Homeowner output

Questions identifying the sizing documentation to request and why it matters.

Boundary: HVACPreCheck does not calculate, certify, or recommend the equipment size.

What Bryan checks

Ductwork, electrical, gas or venting, line set, condensate, pads or stands, controls, crane or roof work, removal, finishes, testing, commissioning, permits, corrections, hazards, taxes, financing, and other possible exclusions.

Common gap

Important work is neither included in the fixed price nor clearly identified as a possible change order.

Homeowner output

A scope-and-exclusions register separating included work from unresolved cost exposure.

Boundary: HVACPreCheck does not assume that an unlisted item is included.