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HVAC · playbook
AC / heat pump change-out
Like-for-like split system replacement. · updated Sep 17, 2026
1
Before
Confirm tonnage, efficiency, refrigerant, and electrical
Manual J / S may be required if size changes.
2
Permit
Pull the mechanical permit (plus electrical if the circuit changes)
3
Before
Check utility rebate programs and pre-approval
4
Work
Set the unit, line set, drain, disconnect, and controls
5
Inspection
Final inspection
6
Closeout
Submit rebate paperwork and register the warranty
Looking for a specific city? Find the permits that apply.