Client questionnaire for HVAC contractors,
the questions to ask before quoting.

The project

1. Can you describe your project in a few words?
2. What matters most to you in this project?
3. What made you decide to start the project now?
4. What would you like to do: replace a furnace, install a heat pump, add air conditioning?

The property and what’s there now

5. Where is the job, and how do we get in?
6. Do you own the property, and are there building or association rules to follow?
7. How large is the area to heat, and over how many floors?
8. When was the house built, and has it been insulated since?
9. What is the current system, and how old is it?
10. How is the heat delivered: radiators, radiant floor heating?
11. Where could the outdoor unit go, and are there neighbors close by?

Technical choices

12. Should the same system also heat your hot water?
13. Would you also like cooling in summer?

Budget and financing

14. What budget do you have in mind for this project?
15. How are you planning to pay for the work?
16. Have you checked which rebates or incentives you’re eligible for?

Timing

17. When would you like the work done?
18. Are there times when the work can’t take place?

The decision

19. Who else is involved in the decision?
20. Have you asked for other quotes?

Photos and documents

21. Do you have last year’s energy bills?
22. Do you have a recent home energy audit?
23. Could you send me a few photos?
24. Do you have plans, measurements or previous quotes?