| Home and comfort review | Square footage, rooms, hot spots, insulation, windows | Did the contractor ask about comfort problems before recommending equipment? |
| Sizing | Manual J or documented sizing explanation | How did the contractor decide the system size and tonnage? |
| Ductwork | Reusable, sealed, repaired, replaced, or excluded | Were ducts, returns, leakage, and airflow checked before pricing? |
| Permit and code | Permit, inspection, correction responsibility | Who handles permits and any required inspection corrections? |
| Written quote | Model numbers, labor scope, warranty, exclusions | Can you compare this quote line by line with two other bids? |
| Rebates and credits | Conditional until verified | Which incentives are estimates, and who verifies eligibility? |