THE FURNACE ESTIMATE CHECKLIST
The equipment is one part.
The work around it matters, too.
If you’re unsure why replacement is recommended, begin with the furnace second-opinion guide. Clear paperwork cannot validate the diagnosis. When you’re ready to read the scope, these questions can help you prepare the next conversation.
Which furnace is being proposed—and why?
Ask for the manufacturer, model, fuel type, proposed capacity, and the explanation of how the selection fits your home. Ask whether a listed capacity is input or output. A previous furnace size or your home’s square footage alone cannot establish the appropriate replacement.
“What assessment supports this equipment choice, and which specifications will be in the written proposal?”
What installation work comes with it?
Ask which existing ducts, controls, cooling components, and electrical connections will remain, and which will be changed. For fuel-burning equipment, ask the contractor to explain the applicable fuel connections, venting and combustion-air provisions. Ask whether the proposed model needs condensate drainage work and whether that work is included. These are questions for a qualified installer, not instructions to inspect or modify anything yourself.
“Which related changes does this furnace require, and where are they included in the scope?”
Who handles permits and required approvals?
Ask which local requirements apply, who obtains any permits, who pays the fees, and who arranges required inspections. Confirm current requirements with the appropriate local authority. An online estimate review cannot certify code compliance or substitute for an inspection.
“Who is responsible for the required permits and inspections, and what documentation will I receive?”
What will be checked before handover?
Ask the installer which manufacturer-required installation and startup checks they will perform and document, who establishes safe operation on site, and what records and operating instructions you will receive. A statement that the furnace turns on does not describe the complete handover. Do not perform combustion, electrical, or gas tests yourself.
“Which completion checks will be recorded, and who will explain the results and operating instructions to me?”
What do the warranties actually cover?
Read equipment and labor coverage separately. Clarify exclusions, responsibilities, any registration requirements, and how to request service. Ask who handles registration if it is required. Keep maintenance requirements tied to the equipment’s documentation, and keep any separate service agreement distinct from warranty coverage.
“What is covered, for how long, and what do I need to do to preserve that coverage?”
What could change the total?
Clarify removal and disposal, access, related work, exclusions, and conditions that could lead to additional charges. Ask how a change will be priced and approved before work proceeds. Read the written payment schedule and any separate financing agreement. A total or monthly payment alone cannot establish a fair price or the full cost.
“What is excluded, and how will I approve any additional work and its cost?”
Installation quality depends on professional design, equipment selection, and installation—not just the equipment name. Read the Department of Energy’s quality-installation overview. Use the instructions for the actual proposed model and qualified local professionals for your home’s requirements.
FICTIONAL EXAMPLE / NO PRICE BENCHMARK
Two furnace proposals.
One scope question still open.
One proposal names the furnace but lists venting changes as “if needed.” Another describes specific venting work as included. Ask the first contractor what they have assessed, what is included now, and how any additional work would be approved. Ask the second to explain why the stated work is appropriate for the proposed model and existing setup.
The more detailed document helps you ask a clearer question. It does not prove that one diagnosis, installation plan, or price is correct. A qualified professional must assess the actual conditions.
YOUR HOME / YOUR DECISION
You can start with
what you have.
Bring your written furnace estimate for help organizing documented scope, missing details, and useful contractor questions. TrustPoint provides preliminary online guidance; it does not inspect your home, certify the diagnosis, or establish a fair local price.
Sign-in is required for supported document reading; no purchase is needed for a first look. Plus adds a full proposal review and saved originals. See current access and pricing · Understand the limits.
Put an HVAC quote in context · Explore the broader HVAC checklist · Find more heating-season guidance · Explore homeowner resources