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Checklist: What to Do Before Installing a System in Your Home


Do you want to install a new in your home? If that is the case, then you want to make sure you’re ready for the installation process. You also want to vet out different HVAC contractors to make sure you’re choosing the best team to handle your project. This HVAC system installation checklist will tell you what to do before installing your HVAC and what to expect during the installation process and after. And also, to make sure you’re hiring the right team. 

We’ll cover everything you need to know from booking an appointment to understanding your warranty. 

Let’s get started!

Checklist Before Installation of Your HVAC System

Are you opting to get HVAC professionals to do the installation? Or are you doing it yourself? Whichever you choose, you should follow the right path for the best result. To get the best out of the installation process, here is what you should do before beginning the process.

1. Check out for ductworks

This is a crucial step before installing your HVAC system. Because the hot/cool air from the HVAC will pass through ductworks. Check out for an already existing ductwork in your home. If there’s not, keep in mind that you’ll need to install ductwork. If there is, all you need is to inspect it for leakages and general damages. Securing your ductwork will ensure smooth HVAC installation. 

2. Assessing your home’s insulation and sealing 

A well-insulated and sealed home will require less and heating, saving you money on energy costs in the long run. Check around your home for air leaks areas like your windows and doors and seal them.

3. Determining the correct size and type of HVAC system 

Proper sizing and selection of the HVAC system for your home is vital for optimal performance and efficiency. To do this, account for a total load of your home. Check the of the HVAC system. If the duct is too small, the system will require more energy and produce less comfort. Call a professional HVAC contractor to help you determine the right size and type of HVAC system suitable for your home.

4. Deciding on the best location for the system 

The location of the HVAC system is critical for it to function efficiently and make maintenance easy. You should choose an area that is easily accessible for maintenance and away from any potential obstructions or hazards. You can install Your HVAC system on the north or east side of your home where it is shaded to prevent it from the sun during the hottest part of the day.

4. Selecting a reputable HVAC contractor 

You can install the HVAC system yourself. But for proper installation, choose a reputable HVAC contractor with experience in installation and maintenance to help you. Check their credentials and references before hiring them.

Checklist for Installation of your HVAC System 

1. Clearing the installation area 

Before you install the HVAC system, ensure that the installation area is clear of any obstructions or debris that may interfere with the installation process.

2. Properly positioning and securing the system 

The HVAC system should be installed in a central location for easy circulation of air. It can be noisy during operation, so call a professional for advice to decide on the correct position and ensure safe and efficient operation.

3. Connecting the electrical and fuel lines 

Turn off the power source before you start any connection. Follow the wiring diagram specified in the HVAC system manual and connect the wires to the power source. Then connect the file lines also to the HVAC system.

Double-check that the electrical and fuel lines are properly set up and checked to make sure they are working correctly.

4. Conducting a ductwork inspection 

Dust, dirt, and debris are collected inside the duct, which will cause lingering in the circulation of heated or cooled air in your home. Ensure that the ductwork is properly installed and sealed to prevent leaks and ensure efficient airflow. 

5. Installing  

How do you install air filters? If you are installing the HVAC system for the first time, then open the and remove it from the shrink-wrap film. Record the date you installed it in the space provided on the filter’s frame. Then set a reminder to change it based on the package recommendation. Then insert the filter with the airflow arrow pointing toward the blower motor. Always check the furnace manual for instructions to install the filters for healthy air circulation.

6. Testing the system for proper operation 

Once the system is installed, if you did it yourself or a professional, test it to ensure it is working properly. Find an HVAC contractor that takes note of all of these steps.

Checklist for post installation

After the correct installation of your HVAC system, it’s important to establish a regular maintenance routine to ensure that it continues to function efficiently and effectively. Here is a checklist of items to include in your post-installation checklist:

1. Schedule regular maintenance  

Regular maintenance is crucial to keeping your HVAC system running efficiently all year round. Schedule a yearly maintenance check-up with an HVAC contractor to inspect your HVAC system.

2. Ensuring Proper Air Flow 

After installing your HVAC system, check and clean air filters regularly to ensure proper airflow and circulation to prevent clogs and blockages.

3. Monitoring Energy Consumption 

Keep an eye on your energy bills to monitor energy consumption and identify any unusual spikes that may signify a problem with your HVAC system.

4. Regularly Changing Air Filters 

Dirty air filters can reduce the efficiency of your HVAC system and negatively affect the air quality in your home. Be sure to change your air filters, according to the manufacturer’s instructions.

5. Knowing When to Call for Repairs 

If you notice any unusual sounds, smells, or performance issues with your HVAC system, don’t hesitate to call a professional HVAC contractor for repairs 

Installing a New HVAC System in Benicia, CA

Installing a new HVAC system in your home is both a big step and an enormous asset. Precision Air Solutions is here to help you make the most knowledgeable decision about improving your HVAC system for your home and business.

Our expert technicians will educate you on everything you need to know about HVAC systems and how to install the system correctly. Knowing the necessary checks will allow you to ask the right questions when working with your HVAC contractor. Precision Air Solutions has created this checklist so you can hire the best and most qualified HVAC contractor. Book an appointment with us now.