Furnace Installation Checklist: What to Ask Your Contractor

By L.F. Heating & AC
on
Technician reviewing furnace installation checklist

When it’s time for a new furnace, you want things done right the first time. Maybe your old unit sputtered out during a cold snap, or you’re ready to upgrade before winter’s chill settles in. Either way, you don’t want any surprises—especially when your family’s comfort (and safety) are on the line.

At L.F. Heating & AC, we know how stressful furnace installation can feel. You might be worried about cost, quality, or whether you’re even asking the right questions. Take a breath. We’re here to guide you through every step, from first call to warm, even heat flowing through your home or business.

Why a Furnace Installation Checklist Matters

Think of your furnace installation like a cross-country road trip. You wouldn’t set out without a map—or at least a GPS and some snacks. Skipping steps or the wrong team can leave you stranded, cold, and out of pocket. There are permits, codes, safety standards, and efficiency choices at every turn. The right checklist ensures you reach your destination: a safe, efficient, reliable heating system.

Quick Safety Checklist 🔥

Before you sign any contract or let anyone into your mechanical room, keep these safety musts top of mind:

  • Licensing: Only work with licensed, bonded, and insured contractors. This protects you from liability and ensures code compliance.
  • Permits: Always ask if your installer will pull the proper local permits. No shortcuts—this is a legal requirement in most areas.
  • Load Calculation: A “one-size-fits-all” furnace is a red flag. Ask for a Manual J load calculation (per the Air Conditioning Contractors of America standards) to size your system correctly.
  • Carbon Monoxide Safety: Verify that carbon monoxide testing is part of the install, not an afterthought.
  • Equipment Placement: The furnace must have proper clearances—no crowding or blocked airflow.
  • IAQ Testing: For peace of mind, consider IAQ Testing near you to check for dust, allergens, or combustion by-products before and after install.

DIY vs. Call a Pro

Furnace installation isn’t a DIY weekend project. It’s more like rewiring your home’s electrical panel—high stakes, complex, and with real safety risks. Here’s why calling a pro is the only safe route:

  • Code Compliance: Pros know the latest building, electrical, and fire codes. DIY mistakes can void insurance or create hazards.
  • Gas & Venting: Handling natural gas lines or combustion venting without training is dangerous.
  • Warranty Protection: Manufacturers require professional installation for valid warranties.
  • Proper Sizing: Only a pro can determine the correct size for your space—too big or small wastes energy and shortens system life.

What Pros Do On Arrival

Wondering what’s actually going to happen on install day? Here’s what you can expect from a professional furnace install with L.F. Heating & AC:

1. Arrival & Prep

  • Installers arrive on time, in uniform, with all necessary tools.
  • Walkthrough of your home or business to review the workspace and answer last-minute questions.
  • Protection of floors and belongings—drop cloths and shoe covers are standard.

2. Old Furnace Removal

  • Safe shutdown and disconnection.
  • Careful removal of the existing system, with all debris hauled away.

3. New Furnace Placement

  • Precise positioning for safety, airflow, and code clearance.
  • Connection to existing or new ductwork (with duct cleaning or sheet metal work as needed).
  • Gas and electrical hook-up, double-checked for leaks and safety.

4. System Testing & Calibration

  • Full system startup.
  • Airflow balancing to ensure even warmth.
  • Carbon monoxide and gas leak testing.
  • Thermostat calibration—your comfort dialed in just right.

5. Final Walkthrough

  • Explanation of your new system’s operation.
  • Review of warranty paperwork and maintenance tips.
  • Clean-up of all work areas—leaving your space better than we found it.

Questions to Ask Before You Hire

Don’t be shy about asking these questions. Good contractors welcome them.

1. Are You Licensed, Bonded, and Insured?

This isn’t just a box to check—it’s your protection. At L.F. Heating & AC, every installer meets state and local requirements nationwide.

2. Will You Perform a Load Calculation?

Avoid guesswork. The right furnace depends on your building’s square footage, insulation, window type, and more.

3. What Brands and Efficiency Options Do You Offer?

Ask about energy ratings, rebate-eligible models, and which brands fit your budget and needs.

4. What’s the Warranty?

Get clear on both manufacturer and labor warranties. Ask what’s covered, for how long, and what voids the warranty.

5. How Long Will Installation Take?

Most installs are completed in one day, but complex jobs (think: duct upgrades, larger commercial spaces) may take longer.

6. Who Handles Permits?

Your contractor should pull all required permits and schedule inspections if needed.

7. What’s Included in the Quote?

Ask if the quote covers removal, disposal, new thermostats, IAQ Testing, or duct cleaning. No surprises.

Printable Furnace Installation Checklist

Bring this list to your next appointment:

  • [ ] Contractor is licensed, bonded, and insured
  • [ ] Manual J load calculation performed
  • [ ] Written estimate provided (includes all work)
  • [ ] All necessary permits will be pulled
  • [ ] Brand/model options and efficiency ratings discussed
  • [ ] Warranty details provided in writing
  • [ ] Install timeline and process explained
  • [ ] Carbon monoxide and safety testing included
  • [ ] IAQ Testing and duct cleaning discussed
  • [ ] Post-install walkthrough scheduled

Prevention & Maintenance

Think of your new furnace like a car. Regular tune-ups keep it running efficiently and safely. After install:

  • Schedule annual HVAC maintenance (filters, cleaning, safety checks).
  • Change filters as recommended—usually every 1–3 months.
  • Keep vents and returns clear of furniture, boxes, and dust.
  • Ask about air balancing and whole-house fans for added comfort.
  • Consider indoor air quality upgrades (humidifiers, dehumidifiers, air scrubbers).

The U.S. Department of Energy and local code inspectors recommend professional maintenance as the best way to extend system life and avoid breakdowns.

Costs & Time Factors

Furnace installation costs range widely, depending on:

  • Furnace size and efficiency (AFUE rating)
  • Whether ductwork or ventilation upgrades are needed
  • Local permit fees and inspection requirements
  • Additional features like smart thermostats or IAQ Testing

Most residential installs take 4–8 hours. Larger homes or commercial spaces may take longer, especially if custom sheet metal or complex zoning is involved. Always get a written estimate and ask what’s included.

When It’s an Emergency

No heat? Strange gas smells? Furnace out in the dead of night? You need emergency hvac help—fast. L.F. Heating & AC offers 24 hour emergency service for both residential and commercial clients. Our licensed teams are trained to safely restore heat and comfort, no matter the hour. If you smell gas, evacuate immediately and call your utility before any contractor.

FAQ

How do I know if my furnace is the right size?

Only a Manual J calculation can tell you for sure. An oversized or undersized furnace wastes energy and leads to uneven heating.

Will my new furnace reduce my energy bills?

Higher efficiency models (look for ENERGY STAR®) can lower monthly costs. Ask about rebates or tax credits in your area.

What should I do to prepare for installation day?

Clear the area around your furnace, secure pets, and have questions ready for your installer. Make sure someone 18+ is home.

Is duct cleaning necessary during furnace installation?

If your ducts are dusty or have never been cleaned, it’s wise to do it now. Clean ducts improve air flow and indoor air quality.

Local & Seasonal Considerations ❄️

If you live in an area with harsh winters or high humidity, furnace sizing and installation details may differ. Some regions require additional ventilation, air balancing, or humidity control. Always ask your installer how local climate impacts your system. For those with allergies or asthma, IAQ Testing near you can pinpoint additional needs—like filtration or air scrubbers—before install.


A new furnace is a big investment. With the right questions and the right team, you’ll enjoy reliable, comfortable heat for years to come. All L.F. Heating & AC installers are licensed, bonded, and insured nationwide—so you can rest easy from first handshake to final walkthrough.

Call L.F. Heating & AC now — or reach us anytime at  877-748-7074 .

Heating or AC issue? Reliable help is just a call away. 877-748-7074