Free tools
Free HVAC pre-check worksheets before you order a report
These worksheets reflect the same decision logic used in the paid snapshot: permit risk, sizing basis, quote clarity, and whether a formal load calculation is actually the next step.
Quote Red Flag Checklist
- Exact indoor and outdoor model numbers are missing.
- Quoted capacity is present, but no Manual J or load basis is referenced.
- Permit filing, inspection scheduling, and fees are not assigned.
- Ductwork, static pressure, warranty, rebate, or tax-credit conditions are unclear.
Continue with the guide to missing HVAC model numbers or the broader scope-first quote comparison.
Pre-check vs Formal Report
- Use a pre-check when you are comparing quotes and need missing-document questions.
- Order a formal Manual J when the city or project scope requires load documentation.
- Ask for Manual S or Manual D when equipment selection or ducts are part of the decision.
- Ask a licensed professional when stamped, AHJ-submittal, or final design documents are required.
Compare the Manual J readiness check with the formal load-calculation path before deciding which deliverable you need.
Building Department Call Prompt
I am planning an HVAC replacement at my address. For this project type, do you require a mechanical permit, electrical permit, Manual J or heat loss calculation, equipment specs, duct leakage test, inspection, or any city-specific form?
Use the free HVAC permit guide and city source directory before calling.
Start $19 Permit Decision Brief