A lot of HVAC salespeople will try to convince you to pay more money for “quality”, but won’t have an answer when you ask them what that means.
Today, we’ll show you what it means. Here are the things we think about at Laminar Collective when we aim for high-quality installations.
Sizing & Equipment: is the heat pump sized correctly in the first place?
Design & Aesthetics: good line set runs and/or ductwork that make sense?
Technical Competency: is the heat pump installed correctly?
Permits: do they pull permits, particularly electrical?
Service & Reliability: are they nice? Do they respond to calls & email?
Sizing & Equipment Selection 📐
Get a Manual J report if you can. We do one for every house. Practically, you should ask the person who does a walkthrough what they’re doing to ensure proper sizing.
The goal of this step is to avoid oversizing the equipment relative to the size of your house. Oversizing is like buying a Ferrari to drive to the grocery store: you don’t need it, and it can actually drive up your electricity bills.
Contractors typically will run a report called a Manual J to calculate heat load. They may use a tool such as:
You should get a heating and cooling load. Here’s how it looks for a triple decker:
Unit 1
Heating 18,000 BTU
Cooling 10,000 BTU
Unit 2
Heating 16,000 BTU
Cooling 9,000 BTU
Unit 3
Heating 26,000 BTU
Cooling 11,000 BTU
12,000 BTU = 1 ton, which should inform you of the size of your condenser. Most modern inverter (variable speed) systems have an upper & lower range of output. Your goal is to make sure that the heating & cooling performance of the proposed equipment is as close as possible to your heating & cooling needs as possible.
For example, here’s a Mitsubishi 3-ton, 4 zone condenser:
And here’s its specifications (submittal) sheet:
With a minimum capacity of 22,500 BTU, this condenser would make for a poor fit for the 1st floor unit up there, which only requires 18,000 BTU.
In some cases, we have seen 4-ton systems recommended for a house that only needs 2-tons. Yeah, that’s bad sizing right there.
Design
IF you have pre-existing ductwork:
The biggest design question we face in LC installations is whether you can reuse the ductwork or not. Maybe you have central air with an AC. Maybe you have a furnace that connects to ductwork.
Either way, you’ll definitely want to confirm with an in-person walkthrough with an experienced tech before the actual installation. The biggest risk is ductwork that is too small, because that leads to (1) suboptimal airflow, and (2) high duct pressure, which adversely impacts fan/coil/compressor life. This usually happens when ductwork is sized only for heating1, and we’ve seen this a bit less when it comes to ductwork sized for both AC and heating.
Our recommendation: confirm that an experienced tech will look at your ductwork before the installation. Ask them what they think.
Also, ask for references.
⚠️ Note: if you have a Cape House, design can be significantly more difficult via. ducted. ⚠️
IF you don’t have ductwork at all:
Congratulations, you may be in a better spot. You could get ductless wall units in each room, or you could opt for ducting in the attic & ductless on the 1st floor, if you’re in a standard colonial SFH. This is a bit easier, but you also may want to consider…
Aesthetics
This is where you should ideally ask for past references. How are the exterior line covers? How are the interior line runs? Is the contractor good at hiding interior line runs in the basement / up closet space?
This is good:
This is bad:
Good installations will pretty much hide all line set on the inside, meaning that you’ll only see the wall units. Like so:
Generally, we aim to work with contractors who have exhibited a history of good line set design. This is a basic skill, and you need it for every single type of installation.
Technical Competency 🔧
⚠️ Warning: this is about to get technical! ⚠️
Here are 2 common reasons heat pumps fail:
Compressor / fan breaking down
Refrigerant leaks
To reduce the risk of this happening, ensure contractors know about the following 3 things: duct pressure, refrigerant line connections, & deep vacuum pressure testing.
1
Low duct pressure - if you’re installing a ducted system, the pressure inside the ducts (static pressure) should be as low as possible for fan life, compressor life, and coil life. The two easiest ways to reduce it are to downsize the equipment and to upsize the ductwork that connects to the unit, both supply and return.
2
Proper refrigerant line connection - refrigerant lines need to be connected in the field, and you want the connections to be leak-proof. Brazing or compression (press) fitting are two of the more common ways to connect these lines.
Brazing with nitrogen - if you’re brazing, soot from brazing can add a lot of acid in the refrigerant which can substantially reduce compressor life. It's a simple fix: flow a few psi of nitrogen while brazing so soot can't get into the connections.
3
Pulling a deep vacuum/pressure testing - new refrigerant lines still have some contamination in them (water is a contaminant to refrigerant). The best way to get it out is to put it in a deep vacuum. Atmospheric pressure is about 750,000 microns. You for sure want to get below 500, preferably below 100 microns. That vaporizes contaminants and sucks them into the vacuum pump.
Make sure the contractor is doing all of the required checks, and you should have a system that lasts for a decade or more.
Huge thanks to HVAC expert Nate Adams, whose material I paraphrased. Our full conversation is in the Appendix2 section.
Permits and Inspections 🔦
Pull an electrical permit. Every town we called said you should pull one.
Ductless:
Ducted:
If there’s one thing you should check, it’s the electrical. Make sure it’s done right.
Unfortunately, cities also sometimes make it difficult to schedule inspections, as I talk about here in our letter to Mass Save. Nonetheless, you’ll still want it done so you know the installation is up to code.
Service & Reliability
This is one thing that’s really tough for a consumer to tell since it’s a 1-time, non-repeated decision. Laminar Collective has better observations on this b/c for us, it’s an iterated repeated game. But even for us, it’s a bit more of an art than a science at this point.
Larger contractors do, generally, have more reliable service. They also tend to offer more expensive service plans. On the other hand, local contractors who have been in business for decades are also likely to be more accessible, particularly if they live close to you. I’d just avoid contractors with no public information at all.
One potential question to ask is if the contractor has dedicated service technicians, and how they plan on answering service calls. Ask them when they usually get service calls.
Conclusion
This is everything we know after a year’s work in the field. We’re choosing to publish it because we think you deserve transparency when it comes to knowing what quality actually means.
I’ve been in the room with HVAC salespeople who try to justify paying $10,000+ over market average
Because you’re paying for quality.
No, it’s because your company got bought out by Sila, which demands super high profit margins since it’s owned by Morgan Stanley (and now, Goldman Sachs) private equity.
Your choices in the world shouldn’t be between
Overpriced PE-owned HVAC conglomerate
Proverbial “2 Guys and a Truck3” contractor with no public profile
You should be able to find HVAC contractors who are high-quality, and also affordable. Finding, and pointing you to those contractors, is why we do what we do.
Furnace heat tends to be at a higher temperature, which means low airflow still delivers the same temp. Heat pumps deliver a more consistent, slightly lower temperature heat, which means you’ll need more air.
Appendix: Conversation w/Nate Adams, Industry Expert
I’m going to quote the great Nate Adams here, of Nate the House Whisperer, who has spent years going deep into the weeds on installation quality & building science.
This excerpt is from a Q&A he hosted on the MCJ Slack in February 2024:
Kit:
Let’s say you’re talking to a potential contractor.
What are the technical questions (besides a standard Manual J calc) you’d ask to ensure your installer correctly installs the equipment? (E.g. asking about commissioning, expecting an installer to know why it’s important to pull a vacuum below 500 microns)
Related to #1, for heat pumps that fail in under 5 years due to poor installation, what are the main mistakes that are made?
Nate:
For the first part, there are three big pieces to a good install:
Low duct pressure - the pressure inside the ducts should be as low as possible for fan life, compressor life, and coil life. The two easiest ways to reduce it are to downsize the equipment and to upsize the ductwork that connects to the unit, both supply and return.
Brazing with nitrogen - unitary split systems need to be connected in the field. Soot from brazing can add a lot of acid in the refrigerant which can substantially reduce compressor life. It's a simple fix: flow a few psi of nitrogen while brazing so soot can't get into the connections.
Deep vacuum - new refrigerant lines still have some contamination in them (water is a contaminant to refrigerant). The best way to get it out is to put it in a deep vacuum. Atmospheric pressure is about 750,000 microns. You for sure want to get below 500, preferably below 100 microns. That vaporizes contaminants and sucks them into the vacuum pump.
Those are 3 things to ask about when talking to contractors, and also critical install details. Not tackling those 3 could lead to constant equipment issues and failure in 5-10 years. Following those can lead to 15-20 year lives.One more key issue for installs: surge protection. Modern equipment is very sensitive to voltage fluctuations, so it's best to have a surge protector on both the indoor and the outdoor unit. The ICM493 is the consensus product for the outdoor unit.
Kit’s Response to #2:
I agree with everything Nate said, but I want to point out that some contractors are opting for pressing instead of brazing to connect refrigerant lines. We’ve heard that you can achieve a higher quality with a perfect braze, but press fitting is a lot harder to mess up, which means that the quality floor with press is higher.
Here’s the gold standard research from ASHRAE that confirms that press fitting is okay:
This is like, really building science-y, so we don’t anticipate every homeowner to ask about this. But we do vet our contractors against these things, and we won’t strike a bulk deal with a contractor until we’ve personally done walkthroughs at 2 or 3 installations, and ask them how they do their work/commission/etc.
Side note: there is apparently an actual moving company called “2 Men and a Truck”. Legendary.