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AC Installation & Replacement Checklist for Homeowners

Everything you need to know before, during, and after a new AC installation. Written for homeowners who want to make informed decisions and avoid common costly mistakes.

License: MIT

Why This Checklist Exists

Replacing an AC system is one of the largest home expenses — typically $5,000-$15,000+ in South Florida. Yet most homeowners go into it blind, relying entirely on the contractor's recommendations without knowing what questions to ask.

This checklist covers the entire process from evaluating whether you actually need a replacement through post-installation verification. Print it, check off items, and use it to hold your contractor accountable.

Table of Contents

Do You Actually Need a Replacement?

Before spending $5,000-15,000+, verify the problem actually requires a new system.

Replace When

  • System is 15+ years old AND has a major component failure (compressor, coil)
  • Repair cost exceeds 50% of replacement cost
  • System uses R-22 refrigerant (phased out, costs $100-300/lb to recharge)
  • Multiple breakdowns in the past 2 years
  • Energy bills have steadily increased despite maintenance
  • Home comfort is consistently poor (hot/cold spots, humidity problems)
  • System is undersized or oversized for your home

Repair When

  • System is under 10 years old with first major issue
  • Problem is a single component (capacitor, contactor, fan motor)
  • Repair cost is under $1,000 on a system less than 12 years old
  • Refrigerant leak on newer R-410A system (can be found and fixed)
  • Thermostat or control board issue

The 50% Rule

If repair cost > 50% × replacement cost, replace. If your system is over 12 years old, lower that threshold to 30% since more failures are likely coming.

Example: Compressor replacement quote is $2,500 on a 13-year-old system. New system costs $8,000. $2,500 > 30% of $8,000 ($2,400) → Replace.

Pre-Installation Checklist

Before Getting Quotes

  • Know your current system: Write down brand, model number, tonnage, SEER rating (on the outdoor unit nameplate)
  • Check your ductwork age: If ducts are 20+ years old, factor duct replacement into your budget
  • Review your electric panel: A high-efficiency system may need different breaker sizing
  • Check insulation: Poor insulation means you'll need a larger system regardless of brand
  • Measure your home: Know the approximate square footage, number of rooms, ceiling height, and window count/orientation
  • Document comfort problems: Which rooms are too hot? Too cold? Humid? This helps the contractor design the right solution
  • Pull your permit history: Your county building department website shows what permits exist for your HVAC system

Getting Multiple Quotes

Always get at least 3 quotes. Here's how to make them comparable:

  • Request a Manual J load calculation from each contractor (not just "1 ton per 400 sq ft" rules of thumb)
  • Ask each contractor to quote the same tonnage and SEER rating so you can compare labor and installation quality
  • Get quotes that itemize: equipment, labor, materials, permit, startup, and warranty costs
  • Verify each quote includes permit pulling AND final inspection
  • Ask about ductwork: will they inspect/repair/modify existing ducts?

Red Flags in Quotes

Red Flag Why It's a Problem
No Manual J calculation Guessing at system size leads to oversizing (humidity) or undersizing (poor cooling)
"We don't pull permits" Illegal in Florida. Voids manufacturer warranty. Fails home inspection if you sell.
Drastically lower than other quotes Cutting corners on installation quality, wrong equipment, or no permit
Pressure to decide today Legitimate contractors give you time to compare
Won't provide contractor license number May not be licensed — verify at myfloridalicense.com

Contractor Evaluation

Required Credentials (Florida)

  • Active Florida CAC license — Verify at myfloridalicense.com
  • Registered with your county — Local business tax receipt / competency card
  • Insurance: General liability + workers' compensation
  • Manufacturer authorized dealer — For the brand being installed (ensures warranty support)

Questions to Ask

  1. "Will you perform a Manual J load calculation?" — The only correct way to size a system. Takes 30-60 minutes. If they say "we don't need to," walk away.

  2. "Who pulls the permit?" — The contractor must pull it. If they ask you to, that's a red flag.

  3. "Will there be a county inspection?" — Yes, always. The contractor schedules it after installation.

  4. "What brand and model number specifically?" — Get the exact model, not just "a Trane 3-ton." Model numbers determine features, efficiency, and warranty terms.

  5. "What's included in the warranty?" — Differentiate between manufacturer warranty (parts) and contractor warranty (labor). Get labor warranty in writing.

  6. "How will you handle the ductwork?" — Will they inspect, seal, or modify ducts to match the new system? Putting a new system on bad ductwork is like putting new tires on a car with broken axles.

  7. "What refrigerant does this system use?" — Should be R-410A or newer (R-32, R-454B). Never install a new R-22 system.

  8. "How long will installation take?" — Standard split system: 1 day. If ductwork is involved: 2-3 days. Anything quoted at "a few hours" for a full system is concerning.

Verification Steps

  • Look up contractor on myfloridalicense.com — verify active CAC license
  • Check BBB, Google Reviews, and Yelp (10+ reviews minimum)
  • Ask for 3 references from recent installations (past 90 days)
  • Verify insurance — call the insurance company listed on their certificate
  • Confirm they are a factory-authorized dealer for the brand they're quoting

Equipment Selection

Understanding SEER Ratings

SEER (Seasonal Energy Efficiency Ratio) measures cooling efficiency. Higher = more efficient = lower electric bills.

SEER Rating Classification Typical Monthly Savings vs 10 SEER
14 Minimum (FL code) ~28%
16 Mid-range ~38%
18 High efficiency ~44%
20+ Premium efficiency ~50%+

Florida minimum: 15 SEER for split systems (as of 2023 federal standard). Don't let anyone install a 14 SEER system — it doesn't meet code.

System Types

Type Best For Typical Cost (Installed)
Standard split (condenser + air handler) Most homes with existing ductwork $5,000-12,000
Heat pump split Homes wanting heating + cooling efficiency $6,000-14,000
Ductless mini-split Room additions, homes without ducts $3,000-8,000 per zone
Package unit Homes where all equipment sits outside $5,000-10,000

Feature Priorities for South Florida

  1. Variable-speed compressor — Runs at lower speeds for longer, dramatically improving dehumidification. Worth the upgrade in Florida.
  2. Variable-speed air handler — Better airflow distribution, quieter operation, improved humidity control.
  3. High SEER rating (16+) — Your AC runs 8-10 months/year. Efficiency savings compound fast.
  4. Corrosion-resistant condenser coil — Salt air near the coast destroys standard coils in 5-7 years. Look for "coastal" or "Spine Fin" coil options.
  5. Smart thermostat compatibility — Remote monitoring and humidity control.

Sizing — Why It Matters

Problem Cause Symptoms
Oversized Manual J not done, "bigger is better" myth Short cycling, high humidity, uneven cooling, higher bills
Undersized Cost cutting, underestimated heat load Runs constantly, can't reach set temp on hot days, high bills
Correctly sized Proper Manual J calculation Runs 15-20 min cycles, maintains temp and humidity, efficient

The most common installation error in Florida is oversizing. An oversized unit costs more to buy, more to run, dehumidifies poorly, and wears out faster due to short cycling.

Installation Day

Before the Crew Arrives

  • Clear 3 feet around the outdoor unit location
  • Clear path from the front door to the air handler location
  • Remove items from around the air handler (closet, utility room, attic access)
  • Protect flooring — ask the crew if they bring drop cloths
  • Confirm someone 18+ will be home all day
  • Confirm the permit has been pulled (ask for the permit number)

During Installation — What to Watch For

  • Old refrigerant is recovered (not vented — that's an EPA violation)
  • New line set is being installed (not reusing old copper lines if switching refrigerant types)
  • Condensate drain has a proper P-trap and drains to an appropriate location
  • Ductwork connections are sealed with mastic or metal tape (NOT cloth "duct tape")
  • Air handler is level
  • Outdoor unit is on a level pad with proper clearance (12"+ from walls, 24"+ between units)
  • Electrical disconnect is installed near the outdoor unit
  • Thermostat wiring is correct (especially if upgrading to smart thermostat)
  • New filter is installed and you know the correct size
  • System is charged per manufacturer specs (subcooling/superheat method, not "by feel")

After Installation — Same Day

  • Contractor performs startup procedure and tests all modes (cool, heat if applicable, fan)
  • Temperature drop across the coil is 15-22°F (measured at the return and closest supply)
  • Condensate drains freely — pour water in the drain pan to verify
  • No unusual noises from indoor or outdoor unit
  • Thermostat operates correctly in all modes
  • Contractor explains maintenance requirements
  • You have all paperwork: invoice, permit number, warranty registration info, Manual J report

Post-Installation Verification

First 30 Days

  • Register your equipment warranty with the manufacturer (most require registration within 60-90 days for full warranty)
  • Verify the county inspection was completed and passed
  • Monitor energy bills — you should see improvement within the first full billing cycle
  • Check that all rooms cool evenly
  • Verify indoor humidity stays below 55%
  • Listen for unusual noises during startup and operation
  • Check the condensate drain weekly for the first month

Ongoing Maintenance Schedule

Task Frequency DIY or Pro
Change air filter Monthly (1") or quarterly (4") DIY
Clean condensate drain Quarterly DIY
Clean outdoor condenser coil Bi-annually DIY or Pro
Professional maintenance tune-up Annually Pro
Check refrigerant charge Annually Pro
Inspect ductwork Every 2-3 years Pro

Common Mistakes to Avoid

  1. Choosing the cheapest quote — Installation quality matters more than equipment brand. A poorly installed premium system will underperform a well-installed mid-range system.

  2. Skipping the Manual J — "One ton per 400 square feet" is a myth. Actual sizing depends on insulation, windows, orientation, ductwork, and occupancy.

  3. Not pulling permits — Florida requires permits for HVAC replacement. No permit = no inspection = no warranty = problem when you sell.

  4. Ignoring ductwork — New equipment on old, leaky ductwork wastes 20-30% of cooling capacity. At minimum, have ducts inspected and sealed.

  5. Oversizing "just in case" — Bigger is NOT better for AC. An oversized system costs more, dehumidifies poorly, and wears out faster.

  6. Not registering the warranty — Most manufacturers require online registration within 60-90 days. Miss it and your 10-year warranty becomes 5 years.

  7. Forgetting about the thermostat — A smart thermostat with humidity control can improve comfort and efficiency by 10-15%.

Florida-Specific Requirements

Building Code

  • Minimum 15 SEER for split systems
  • Permit required for all HVAC replacements
  • Licensed CAC contractor must perform the work
  • County inspection required after installation
  • Hurricane straps may be required for outdoor units in high-wind zones

Licensing

Florida requires a CAC (Class A Air Conditioning) license for HVAC installation. Verify at myfloridalicense.com.

Hiring an unlicensed contractor is illegal under Florida Statute 489.127 and can result in fines for both the contractor and homeowner. More importantly, unlicensed work voids manufacturer warranties and won't pass inspection.

Rebates and Incentives

Check these before purchasing:

  • FPL rebates — Florida Power & Light offers rebates for high-efficiency systems
  • Federal tax credits — Energy-efficient heat pumps may qualify for 25C/25D credits
  • Manufacturer promotions — Seasonal rebates from Trane, Carrier, Lennox, etc.
  • PACE financing — Property Assessed Clean Energy programs available in many FL counties

Professional Help

If you're replacing your AC system in South Florida and want a second opinion on quotes, sizing, or equipment selection — a licensed HVAC contractor can provide an honest assessment.

Need help evaluating your options? AC Repair Today — Licensed Florida contractor (CAC1824118) serving Miami-Dade, Broward, and Palm Beach County. Same-day consultations available.

Contributing

Found outdated information or want to add a tip? Open an issue or submit a pull request. This guide is community-maintained.

License

This project is licensed under the MIT License — see the LICENSE file for details.


Maintained by AC Repair Today — Helping South Florida homeowners make smart HVAC decisions.

About

Complete AC installation and replacement checklist for homeowners — what to expect, how to prepare your home, contractor evaluation guide, and post-install verification for South Florida. https://ac-repair.today

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