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All You Need to Know About Home Heating and Cooling System Installation

November 22, 2023 | Blog

Having your new heating and cooling system installed before the cold and hot seasons arrive will allow you and your family to be more comfortable at home when temperatures increase and decrease.

But before you jump into having your new unit installed, it’s essential that you prepare for the process!

Get Ready For Your New Heating And Cooling System Installation

Preparing for your new HVAC system should start before your new unit even arrives at your home. If you’re well prepared for the process, you will notice that it runs smoother and is a stress-free project.


Ask The Installation Team Questions

Often homeowners are nervous when it comes to asking questions to the installation team. But having some questions to ask before the process begins will help the technicians and you.

  • Does this unit fit where the previous one set?
  • Are there any rebates or payment options available to me?
  • Does this unit perform more energy-efficient than the old one?
  • Which air filters does the new unit need?
  • What equipment do you recommend and why?
  • Do you offer a protection or maintenance plan?
  • Does the new system have a warranty? What kind?
  • What is the recommended size for the new unit?

Children & Pets Should Be Secure

Heavy appliances, tools, and equipment are used for your new system installation. This is why it’s essential to make arrangements for pets and children, so they are secure and away from the job site. The installation team’s priority will be to ensure the safety of your family, pets, and their technicians.

Arranging a secure room in the home for kids and pets while the new system is installed is a great choice. You can also a member of the family or close friend to take them out of the home during the process. This will allow everyone to remain and only the technicians to be present at the job site. Notifying all tenants and employees that the installation is happening is also important if it is being done at a place of work or a home where someone else lives.

Save Room For The Installation Team

Since the team will be moving heavy appliances through your home it’s important to make sure pathways and work areas have open space and are clear of obstacles and clutter. Doing this inside and outside the home where the installation team will have their tools and be working is highly recommended.

Open Availability

When you’re available to the installation team, they will be able to get all questions answered they may have quickly. It will also make the process run smoother since a decision-maker will be present when the new system arrives and is installed. This will also allow you to ask the questions we recommended about your new heating and cooling unit.

Complete A Ductwork Inspection

Ductwork is the essential part of the HVAC system that circulates air throughout your home and pushes it out of the vents and air duct system. Your new unit will not perform as well if there are leaks, deterioration, or holes in your ducts.


Before your installation day comes around, have a professional inspect your ductwork to ensure there are no signs of damage. If there, they will have time to make any repairs or recommend replacements prior to your new system being installed.

Thermostat Placing & Type

Thermostats can be placed in any room of your home. Deciding where you want the location of your thermostat before the job begins will help you and the technicians prepare as it will impact the installation process.

Today’s thermostat technology offers various kinds of thermostats. Some include smart thermostats that let you monitor and control your heating and cooling system even when you’re not home and energy-efficiency thermostats that will help you save energy in your home. Choosing the type you want beforehand will help speed up the installation.

Some Situations May Come Up

There may be some surprise situations that arise when your new heating and cooling system is installed. Technicians may find things like electrical upgrades, asbestos, damaged ductwork, or rotten wall studs. Remember that unforeseen circumstances might come up and these kinds of problems will need to be replaced or repaired prior to completing your new system installation.

Are You Ready for Your New System Installation?

Now that you and your home are prepared for your new heating and cooling system and you’re ready to have it installed, talk with an HVAC technician to begin the installation.

The Service Wizard professionals specialize in home heating and cooling installation. Give us a call today to schedule an appointment!

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Professional Team
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We believe in focusing on the comfort of you and your family, so we offer financing options with approved credit for your convenience.

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My technician, David, showed up promptly, was very courteous, wore a mask, and did a great job. He also talked me through how I could maintain and clear the drain line clean myself going forward. Service Wizard has earned my loyalty for future service calls!

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We have been customers of Service Wizard for long time. They installed our new more energy-efficient units several years ago and continue to provide service to us. They are pros! The service techs are very knowledgeable and great to interact with. They take the time to explain the service. Great company to do new installs and service the units!!! Very pleased.
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