A useful quote starts with a clear description of the home and the work you want done. You do not need to select the equipment size yourself.
Describe your home and your goal
Include your city and postal code, the type of home, the rooms you want to heat or cool, and your existing heating system. Explain whether you are planning a first installation, a replacement or a repair.
Ask for a written scope
Ask the installer to identify the proposed equipment, indoor-unit locations, electrical work, installation work, permits where applicable, disposal, taxes and any exclusions. Clarify who is responsible for each part of the work.
Compare the same work
A lower total may cover less work. Compare itemized scope, warranty responsibilities, payment terms and the proposed schedule. Confirm any rebate eligibility directly with the official program before relying on it.
Keep personal information limited
Start with the details needed to discuss the project. Do not include passwords, financial account numbers or identity documents in a general quote form.