A furnace quote should describe the equipment, the installation job and the terms you are accepting. Record what is included, excluded, unclear or not stated. Use the checker below to turn unresolved entries into questions; it does not certify the quote or judge its price.
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Start with the written job
Before considering the total, name the components being replaced, the components being retained, and the installation work included. A proposal saying only “new furnace installed” leaves those boundaries unresolved.
ENERGY STAR recommends itemized written proposals. Our worksheet is an editorial way to organize your document, rather than an official inspection checklist. Keep the original quotation and ask for agreed changes in a revised proposal.
Equipment and installation checklist
Use these headings beside the actual quote. The last column is a question to ask, not a determination that every job needs that work.
| Area | Record from the proposal | If the scope is unclear, ask |
|---|---|---|
| Furnace | Exact model, fuel, AFUE, heating input and rated output | What specification sheet identifies this equipment? |
| Sizing | Assessment and capacity-selection explanation | What heating load supports the proposed capacity? |
| Retained AC | Outdoor unit, indoor coil and controls being kept | What supports compatibility and cooling airflow? |
| Removal | Disconnect, removal, disposal and access restoration | Which removal and restoration charges are in the total? |
| Exhaust and intake | Assessment, proposed route and included alterations | What venting and combustion-air work is included? |
| Condensate | Drain arrangement and any conditional work | Who confirms whether a pump or other treatment is needed? |
| Connections and ducts | Fuel, electrical, duct transitions and airflow work | Which existing connections are being reused or altered? |
| Labor and completion | Installation tasks, startup checks and records | What is excluded, and what documents will I receive? |
| Permits and inspection | Responsibility and fee treatment | Who checks local requirements and handles the process? |
| Coverage and terms | Parts, labor, registration, payment and changes | What conditions or extra charges remain? |
These headings reflect the range of work in Carrier’s replacement process, including site assessment, removal, connections and testing. They do not set local permit rules or instruct homeowners to work on gas equipment.
The Department of Energy’s sizing overview supports using heating and cooling loads to select equipment. A familiar model size or the size of the old furnace is not the worksheet’s evidence of a completed assessment.
For a condensing proposal, Carrier identifies venting and condensate drainage as installation considerations. Ask the installer to describe the actual plan; do not infer a vent material or drain route from AFUE alone.
Turn omissions into questions
Use five distinct statuses: Included, Excluded, Not stated, Unclear and Not applicable. Choose the last only when its relevance has been confirmed. Silence is not an exclusion, and neither silence nor an exclusion means free work.
Hypothetical document example: a proposal names a furnace and says “standard installation,” but does not describe the exhaust work. Mark venting “Not stated.” Ask: “What assessment and alterations are covered, and when would the scope change?” If the answer says a particular alteration is excluded, record that separately and ask who handles it. This example is not evidence of a typical contractor practice or price.
Keep price and coverage separate
Copy the written total without adding allowances a second time. Record whether tax is included and whether each allowance is inside or outside that total. Ask how newly discovered work is authorized before it proceeds.
Parts and labor coverage need separate entries. Trane’s warranty guidance distinguishes equipment protection and coverage options; the applicable equipment and written agreement control. Ask for your model’s terms, registration responsibility, exclusions and service charges. A number of years by itself is not a promise of free repairs.
Check one proposal
Use the embedded checker below to record these items and generate a text or print copy of the questions. Blank prices stay blank. No local price estimate, savings forecast or contractor score is created. A tool finding means something in your entries needs review; the answer may already be in the original document.
If another contractor is needed, ask for an installation assessment using the same scope headings. Read how to compare furnace quotes before comparing totals.
Common questions
Does every line need a separate price?
A package can have a single total and a clear written scope. First establish obligations, exclusions and change terms. An unexplained task is a different problem from a missing equipment-versus-labor price split.
Does a complete worksheet mean the quote is safe to accept?
No. It organizes your entries and cannot verify credentials, equipment compatibility, workmanship, contract meaning or local compliance.
Should I replace the AC too?
That needs a separate assessment. Start with the furnace-only replacement questions rather than assuming all equipment must be replaced together.
Sources & limitations
This is educational information for U.S. homeowners, not an equipment diagnosis, binding quote or professional design. We use public sources and explain our assumptions. Manufacturer prices describe their own examples, not every brand or local market. Read our full methodology.
- ENERGY STAR10 Tips for Hiring a Heating and Cooling Contractor ↗Accessed · contractor selection guidance · Publication date not stated
Supports checking applicable credentials, references, a home evaluation and written proposals. Does not establish local licensing rules or guarantee a contractor's quality. No savings claims copied.
- CarrierGas Furnace Replacement Guide ↗Accessed · manufacturer replacement guidance · Publication date not stated
Used for furnace-only compatibility and professional assessment, installation and handover scope. No prices, fixed lifetime, automatic replacement or savings claims adopted.
- U.S. Department of EnergyHVAC Proper Sizing of HVAC Systems ↗Accessed · technical guidance · Publication date not stated
Supports professional load calculations, including Manual J, rather than sizing equipment using floor area alone.
- CarrierUpgrade To A High Efficiency Gas Furnace ↗Accessed · manufacturer installation guidance · Publication date not stated
Used for condensing furnace venting and condensate scope. Does not prescribe vent materials or routes, determine local compliance, adopt price ranges or guarantee savings.
- TraneHVAC Warranty: Types, Terms, and What's Covered ↗Accessed · manufacturer warranty guidance · Publication date not stated
Distinguishes base/registered limited parts warranty and optional extended plans that may include labor. Model, registration, applicable jurisdiction and agreement control; no universal duration or free-repair promise.
Content updates
These dates reflect substantive editorial changes, not automatic build timestamps.
- — Published the furnace quote worksheet with an embedded single-quote check, source boundaries and contractor follow-up questions.
Turn the reading into a plan.
Put published references in context and take better questions to a contractor.
Check one furnace quote