| Bid vs. planning range | Within range, above range, below range, or missing scope | Does the contractor explain why the bid differs from a calculator estimate? |
| System type | Central air, heat pump, furnace plus AC, ductless | Does the bid match the right system type for the home and climate? |
| Home size and tonnage | Capacity should be explained with load calculation logic | Did the contractor document why this tonnage fits the home? |
| Equipment tier | Single-stage, two-stage, variable-speed, premium controls | Are model numbers and efficiency ratings specific enough to compare? |
| Labor scope | Removal, installation, startup, testing, disposal | What labor is included, and what would trigger a change order? |
| Ductwork and airflow | Reusable, sealed, repaired, replaced, or excluded | Were ducts, returns, leakage, and airflow inspected before pricing? |
| Permit and warranty | Permit pull, inspection, correction work, labor warranty | Who handles permits, failed-inspection corrections, and warranty labor? |
| Outlier explanation | A bid much higher or lower than two competitors | Which line item explains the outlier: equipment tier, ductwork, access, warranty, or exclusions? |
| Bid score | Complete, unclear, risky, or not comparable | Which missing line item prevents this bid from being compared fairly? |