THE CONTRACTORS’ GUIDE TO HEAT PUMPS
How to Sell, Size, Install, and Service Heat Pumps
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Contractors’ Guide to Heat Pumps: Contents
-30°C
UNIX SERIES
HIGH-EFFICIENCY CENTRAL HEAT PUMPS WITH CASED COILS
Heat pump combination AHRI Certified for installation with ANY 3rd party furnace.
OFFICIAL DISTRIBUTOR IN CANADA
ROOFTOP
COLD CLIMATE
DC INVERTER HEAT PUMP
Two-stage, two-cylinder compression and hot gas injection for unparalleled heating efficiency.
Eligible to financial incentives in certain provinces, contact us for more detail.
SPARE PARTS
TO FULLY SUPPORT OUR DEALER NETWORK
*GREE Canada is not responsible for warranty on units sold outside GREE Canada’s sales channel.
For more detail, contact our team at proservice@gree.ca.
Selling Heat Pumps
Listen to the customer:
1
Get an understanding of what the homeowner’s needs and expectations are regarding their heating/cooling system.
■ Understanding what the homeowner is after will help direct the solution that you end up selling.
■ Get to know your customer. Take your time and listen. The longer the meeting with the customer, the greater the chance the next meeting is the installation date.
■ The sales process of a heat pump isn’t different than any other product; there needs to be an understanding of what the customer’s needs, wants, and desires are.
■ Are they energy-focused? Are they green-focused? Are they comfort-focused? Or are they price-focused? Balancing these desires will ultimately drive the equipment selection.
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2 Manage customer expectations
Energy-focused?
■ Heat pumps are extremely efficient and can produce more heat from the amount of energy consumer compared to other heating/cooling sources.
Comfort-focused?
■ When comfort is of the utmost importance, focus on its ability to provide consistent and predictable indoor temperatures.
Green-focused?
■ Reduce carbon emissions from your home by going to an electric heating/cooling system instead of the traditional fossil fuel system.
Price-focused?
■ The upfront cost of a heat pump costs more than traditional heating/cooling systems; there are rebates, loans, and grants available to offset these costs.
■ Ontario homeowners can save $10,000 or more over the lifetime of their equipment when switching to an airsourced heat pump.
■ Think of it like a hybrid car. If you buy a hybrid car and are driving it down the road and go from 0 kms to 50 kms all within 3.8 seconds, you aren’t going to see much energy savings. It’ll be running all on gas.
■ Conversely, if you go from 0 kms to 50 kms, over the span of 90 seconds, the gas engine isn’t going to come on.
■ A modern inverter heat pump is able to modulate to ensure that its output matches the heat loss of the house, improving efficiency and comfort over a single- or two-stage furnace.
Become a Heat Pump Champion
This initiative, run by HRAI, is a pilot program in Ontario that creates a database of contractors who meet a predetermined set of criteria that confirms their commitment to selling, installing, and servicing heat pumps, and verifies their competence with the technology. HRAI has created this reliable and helpful mechanism through the Contractor Locator to help homeowners and building owners find qualified and enthusiastic HVAC contractors who understand the benefits of heat pumps and know how to install and service such systems.
Sign up at https://www.hrai.ca/hpca
The Sales Process
Confirm if your company holds all appropriate licenses and certifications to install, maintain, and repair heat pumps.
Explain your sizing process and do all the testingappropriate for heat loss/ gain.
1 4 7 8 5 6 9 2 3
Show evidence of training from heat pump manufacturers.
Confirm your commitment to having a licensed 313A or 313D technician on site.
Are you a Heat Pump Champion?
Promote and share references/ ratings from happy customers.
Explain product recommendations tailored to customer analysis. Give two to three options.
Discuss financing and ask how the customer plans to pay for the job. Explain loan options and add any other financing options you offer.
Discuss rebates and how your company can aid in the application. See Page 36.
Ask for their consent to hire your company for the job. If the customer hesitates to commit, find out the objection and determine ways to overcome it.
Ask if that makes sense to them now and ask again for their permission to move ahead. Listening to your customer is vital in every sales call and addressing their specific concerns will result in more sales for you.
Rebates in Canada: Federal, & Provincial
Federal Incentives
Oil-to-Heat Pump Affordability Program
Incentive: This grant provides upfront payment of up to $10,000 for low-income households to transition from oil to heat pump systems.
Eligibility: Households that qualify as low-income based on eligibility requirements, who have purchased at least 500 litres of oil for home heating in the past year.
Canada Greener Homes Loan
Incentive: This program offers a 10-year, interest-free loan ranging from $5,000 to $40,000 to finance retrofit projects to improve home energy efficiency.
Eligibility: Individual eligibility is based on approved credit and must have a pre-retrofit evaluation and haven’t completed a post-retrofit evaluation.
Type of project: Energy efficiency retrofits, including upgrades to insulation, air sealing, and space and water heating.
Canada Greener Homes Affordability Program
Incentive: This program replaces the Greener Homes Grant by offering rebates for energy efficiency home retrofits. Funding is anticipated to be delivered in the first half of 2025.
Eligibility: Low- and medium-income households.
Type of project: Purchase and installation of energy efficient windows, appliances, heat pumps, and more.
The Provinces
British Columbia
Energy Savings Program: Heat Pump Rebates
Incentive: Up to $24,500 for a heat pump installation.
Eligibility: B.C. citizens who live in an eligible home, meet income qualification requirements, and have residential utility accounts with BC Hydro, FortisBC, or municipal utility. Program-eligible products vary by upgrade type and must be installed by a program registered contractor. The property must be a year-round primary residence that is at least 12 months old.
Type of Project: Single-family homes and suites in single-family homes, mobile homes, duplexes, triplexes, 4-5 unit multiplexes, row homes, and side-by-side townhomes.
CleanBC Northern Heat Pump Rebate Offer
Incentive: Up to $8,000.
Eligibility: The home must be a year-round primary residence that is at least 12 months old. Single-family homes (detached dwelling), secondary suite in a single-family home with its own separate utility metre, mobile home that is permanently fixed and is structurally complete with the towing apparatus and axle removed, and duplexes, triplexes, row homes, or townhomes. The home must be primarily heated with natural gas or piped propane supplied by Pacific Northern Gas, natural gas supplied by FortisBC, or oil or tank propane.
Type of Project: B.C. citizens who live in an eligible home located north of and including the district of 100 Mile House and have residential utility accounts with BC Hydro.
Energy Savings Program Condo and Apartment Rebate
Incentive: up to $8,500.
Eligibility: Rebate coverage is based on the combined income of all adults in the home and how many people live in the home, including adults and children. The new heat pump must replace an existing primary heating system, have a variable speed compressor, and provide 100 per cent of the heating load requirements for the area served by the heat pump down to -5 C design temperature.
Type of Projects: Apartment or suites in a multi-unit residential building. Apartment buildings up to 6 storeys, including market rental, strata condominium, and equity co-op buildings. Eligible buildings must have shared common area lighting and heating, and shared hallways or elevators.
BetterHomes BC
Incentive: Offering a broad range of rebates to homeowners mostly for retrofitting existing homes to improve energy efficiency as well as a few incentives for building and renovating.
Eligibility: Residential homes in B.C.
Types of projects: Retrofits to improve a home’s energy efficiency and reduce its carbon footprint, such as installing a heat pump, purchasing appliances, adding insulation, and installing new windows and doors. Tax rebates and partial refunds on insurance premiums are also offered for those building or renovating.
CleanBC Multi-unit Residential Building Retrofit Program
Incentive: Up to $5,000 for opportunity assessment; up to $30,000 for feasibility study; rebates for equipment.
Eligibility: Multi-unit residential buildings.
Type of project: Funding for development costs and upgrades to heat pumps, windows, lighting, water heating, solar panels and batteries.
FortisBC Heat Pump Rebate
Incentive: This program provides up to $4,000 with a whole home heating rebate, or up to $1,500 with a partial heating rebate, when replacing an electric space heating system with a highefficiency air-source heat pump.
Eligibility: Single-family home, duplex, triplex, row home, townhouse or mobile home that is a primary residence with a residential FortisBC natural gas account.
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Rebates in Canada: Federal, & Provincial
Type of project: Installation of a new heat pump by an approved contractor to replace an existing hard-wired electrical heating system, which is the primary heating system.
Alberta
Residential: Clean Energy Improvement Program
Incentive: A different approach to finance efficiency upgrades and renewable energy upgrades. The project financing is attached to the property tax bill, so repayments are made to the municipality. The benefit to this approach is access to competitive interest rates, long repayment terms (up to 20 years for some upgrades), and paying off the project’s balance at any time.
Eligibility: Owners of residential or commercial properties in participating municipalities. Must complete and submit pre-qualification form prior to any work completion. Once pre-qualified, an EnerGuide home evaluation must be completed. A qualified contractor from a directory much be chosen for any upgrades (recommended to get at least three quotes). From there, the next step is to complete and submit the project application form and provide the required supporting documentation. Once the project is approved, sign the clean energy improvement and project agreements.
Type of Project: Residential properties looking to upgrade HVAC/R equipment, renewable energy, solar photovoltaic, and thermal storage, custom designs, air sealing, and water heating.
Commercial: Clean Energy Improvement Program
Incentive: A different approach to finance efficiency upgrades and renewable energy upgrades. The project financing is attached to the property tax bill, so repayments are made to the municipality. The benefit to this approach is access to competitive interest rates, long repayment terms (up to 20 years for some upgrades), and paying off the project’s balance at any time.
Eligibility: Owners of commercial properties in participating municipalities. Must complete and submit pre-qualification form prior to any work completion with an ASHRAE Level 2 audit report or a quote to show that an audit has been booked and a full feasibility study for any renewable energy
Rebates in Canada: Federal, & Provincial
upgrades planned.
Type of Project: General commercial property for business activities, non-designated industrial property, farmland, and special purpose property owners looking to upgrade HVAC/R equipment, renewable energy, solar photovoltaic, and thermal storage, water heating, commercial kitchens, air sealing, and motors and drives.
Saskatchewan
There is currently no rebates or incentives for heat pumps for residents in the province of Saskatchewan.
Manitoba
Energy Efficiency Assistance Program
Incentive: Free energy efficiency upgrades for income qualifying households. Upgrade to a high-efficiency gas furnace from a standard efficiency furnace for $9.50 per month for 5 years or from a mid-efficiency furnace for $25 per month for 5 years. Get a $5,000 rebate when upgrading from a standard efficiency boiler to a high efficiency boiler. Get an air-source heat pump for $30 per month or a ground-sourced heat pump for $50 per month, both over the span of 10 years when retrofitting a home with an electric furnace, baseboard heater, or electric boiler.
Eligibility: The program applies to individuals who are a homeowner, home renter, or landlord. The amount of a rebate is determined based off household income. For example, in a 4 person home, the total income would have to equal $84,239. Type of project: The home must be a single-detached or semi-detached home, and be lived-in year-round.
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SCAN TO LEARN MORE
Rebates in Canada: Federal, & Provincial
Ontario
Enbridge Gas Home Winterproofing Program
Incentive: This program provides free energy efficient upgrades to winter-proof homes based on household income or receiving government assistance.
Eligibility: People living in homes heated by Enbridge natural gas, either falling within certain household income levels or receiving government assistance through certain programs. Type of project: Upgrades to insulation, draft proofing, and smart thermostats.
Home Renovation Savings Program
Incentive: One or more upgrade: up to $12,000 for cold-climate air-source or ground-source heat pumps; up to $5,000 for solar panels, plus to option to bundle with battery storage for an additional rebate, up to $5,000; $75 towards a smart thermostat, before or after purchased. No home energy assessment required.
Two or more upgrades: $500 for heat pump water heaters, $100 per rough opening for windows and doors; up to $250 for air sealing; up to $1,500 for attic insulation; up to $2,300 for foundation insulation; $300 for exposed floor insulation; up to $3,600 for exterior wall insulation. A home energy assessment is required prior to upgrades.
Eligibility: Owners of single detached or semi-detached homes, row/townhouses, and mobile homes on a permanent foundation. Must be an Enbridge Gas customer with an active account and primarily heat the home with a natural gas furnace or boiler, or be connected to the Ontario electricity grid and heat your home with electricity, propane, oil, or wood.
Enbridge Gas Home Efficiency Rebate
Incentive: This rebate provides up to $5,000 for home energy efficiency upgrades for people living in homes with natural gas supplied by Enbridge Gas.
Eligibility: Enbridge natural gas customers living in detached and semi-detached homes, row homes, townhomes and mobile homes on permanent foundations more than six months old. Type of project: Home energy assessment and subsequent efficiency upgrades to insulation, air sealing, heat pumps, windows and doors.
Save on Energy Home Energy Saver Program
Incentive: $2,500 to $5,000 for air-source heat pumps or $10,000 for ground-source heat pumps
Eligibility: Owners of a single-family dwelling, semi-detached home, duplex, rowhouse, townhouse or apartment/condo in a building three storeys or shorter, located within the eligible area, built before March 2024, heated primarily by electric.
Type of project: Installation of a mini-split, multi-splits, central air source heat pump, or groundsource heat pump, and a smart thermostat.
Québec
LogisVert Efficient Homes Program
Incentive: up to $6,700 rebate.
Eligibility: Must be the owner of an eligible home. The complete system per housing unit may include a central, air-to-air split-system heat pump that includes one indoor unit and one outdoor unit, or a wall-mounted, air-to-air mini-split heat pump that includes one or more indoor units and one outdoor unit.
Type of Project: House (single-family, semi-detached, row house, mobile home, four-season cottage), condo, multiplex, residential building with no more than 19 units or apartment in a residential building with 20 units or more located in Québec, suitable for year-round living and that receives its electricity from the Hydro-Québec grid or from an off-grid, municipal or cooperative system.
Government of Québec Chauffez Vert Program
Incentive: Up to $1,275 in financial assistance for the replacement of an oil or propane central heating system with an electric or renewable energy heating system; amount depends on type of home and heating system.
Eligibility: Owners of single-family homes, duplexes, triplexes and multi-unit residential buildings with no more than three storeys and a maximum area of 600 sq. m.
Type of project: Dismantling of an oil or propane central heating system and water heater,
Rebates in Canada: Federal, & Provincial
removal of the tank and replacement with a central heating system powered by electricity or another renewable energy source.
Newfoundland and Labrador
Newfoundland Power’s Financing Plans
Incentive: up to $10,000 for electric heating systems and heat pumps for a maximum term of financing of 60 months.
Eligibility: Available to current residential customers of Newfoundland Power who own the premise. Customers who are renting or have a rental purchase agreement are not eligible. Financing is available upon credit approval.
Type of Project: Ductless mini and multi split heat pumps, central ducted air-source heat pumps, and ground-source heat pumps.
Nova Scotia
Efficiency Nova Scotia: Home Heating System Rebates
Incentive: up to $2,000 in rebates to upgrade a heating system to heat pumps, electric thermal storage, or woodstoves.
Eligibility: Available for homes in Nova Scotia that are at least 6 months old and are used as a primary residence. Equipment must be new, installed, and in service. All peripheral equipment required to operate the system must also be installed. Existing single-family homes used year-round, including detached homes, row houses, duplexes, individual condo units and mobile homes. The final deadline to submit applications for the rebate program is Dec. 21, 2025. Applications must be received within 180 days of installation.
New Brunswick
Total Home Energy Savings Program
Incentive: Central ducted air-source heat pump receives $1,500; mini-split heat pump receives $400; multizone heat pump receives $350 per indoor head; furnace heat pump add on receives $1,000; and lastly, geothermal heat pump receives $2,000.
Eligibility: Legal residential property owners, no more than 3 storeys high, smaller than 600 m2. Single-family homes, detached, side-by-side, or row homes are eligible. In addition, manufactured homes, mobile homes, or mini homes on a permanent foundation. Buildings that participated in any Efficiency NB’s programs or NB Power’s Home Insulation Energy Savings program that still need upgrades.
Type of Project: Residential properties with homes that are occupied year-round.
Prince Edward Island
Point of Sale Heat Pump Rebate
Incentive: $900 point of sale rebate on each eligible mini-split heat pump installed in a home. Eligibility: To be eligible for an instant rebate, you must be installing a heat pump in a home you own. The home must be a single family detached residence. The heat pump must be installed in a previously heated space. New construction is ineligible, so the home must have been inhabited for at least six months. Must be listed with Northeast Energy Efficiency Partnerships Cold Climate Air-Source Heat Pump (NEEP ccASHP) specification.
efficiencyPEI
Incentive: Mini-split air-source heat pumps are eligible for up to $900 for the regular rebate and up to $1,800 for the low-income rebate. Central air-source heat pumps, whether air-to-air or air-to-water, can receive up to $2,500 for the regular rebate and up to $4,500 for low-income rebates. Ground-source heat pumps can receive up to $4,000 for the regular rebate and up to $7,500 for the low-income rebate.
Eligibility: You must apply within a year of installation and own the property where the equipment was installed. As of June 2, residential rental property owners (landlords) can also apply for rebates through this program. To be eligible for a low-income rebate, the property where the equipment is installed must be your primary residence.
Quoting
At this point:
■ The correct equipment size has been determined
■ The expectation of the customer is understood
■ The feasibility of the type of system has been set
Now is the time to put everything that has been learned together into a proper quote. A fully comprehensible quote should include things like the specifications of the job, any additional costs, and the terms and conditions.
Educate the customer
This is why a proper sales consultation should last somewhere around 2 hours. A best practice would be to provide the customer with a tiered solution for their home’s heating and cooling needs. Think of it like a Good, Better, and Best offering. As the customer moves through the tiers, the list should get longer as the value goes up. That’s how you allow for the customer to make the best educated decision.
Here is a list of components that could be included in a proper quote:
Equipment Recommendations:
■ Include model number and specifications
■ Efficiency ratings (SEER2 and HSPS)
■ Breaking down the sizing
■ Type of compressor (singlestage, two-stage, or variable speed)
■ Back-up heat recommendations
■ Extra material costs
Additional Services
■ Preventative maintenance plans
System Recommendations:
■ Thermostat configuration/ upgrades
■ Upgrades to electrical panel
■ Upgrades to ductwork
■ Filters and UV options
■ Control upgrades
Warranties:
■ Labour
■ Parts
■ Manufacturer-specific
■ All required labour
■ All required permits
■ Removal of old equipment
Rebates & Financing:
■ Will you be providing assistance with rebates and loan programs?
■ Confirm date of install
■ Determine a payment schedule and financing options Services
Sample Quotes
Tier: Good
■ Model #: 1234A
■ Efficiency (Cooling): up to 16 SEER2
■ Efficiency (Heating): up to 7.8 HSPS
■ Compressor: single stage
■ Noise level: 70 dB
■ Energy Star Qualified: No
■ Capacity: 2 Ton
■ Humidity Control: No
■ Basic Thermostat Control
■ MERV 8 Filter
■ All Required Labour
■ All Required Permits
■ Limited Manufacturer Warranty: 10-year parts
Tier: Better
■ Model #: 1234B
■ Efficiency (Cooling): up to 18 SEER2
■ Efficiency (Heating): up to 8.5 HSPS
■ Compressor: two-stage
■ Noise level: 65 dB
■ Energy Star Qualified: Yes
■ Capacity: 2 Ton
■ Humidity Control: No
■ Advanced Thermostat Controls
■ MERV 11 Filter
■ All Required Labour
■ All Required Permits
■ 3-Year Preventative Maintenance Plan
■ Loan Assistance Program
■ Rebate Support
■ Limited Manufacturer Warranty: 10-year parts
*Can be added for an additional fee, included in Best tier
Tier: Best
■ Model #: 1234C
■ Efficiency (Cooling): up to 23 SEER2
■ Efficiency (Heating): up to 10.5 HSPS
■ Compressor: variable speed
■ Noise level: 51 dB
■ Energy Star Qualified: Yes
■ Capacity: 2 Ton
■ Humidity Control: Yes
■ Advanced Thermostat Control
■ MERV 13 Filter
■ UV light on indoor coil
■ Replace return air drop*
■ Install 5” media cabinet*
■ All Required Labour
■ All Required Permits
■ 5-Year Preventative Maintenance Plan
■ Loan Assistance Program
■ Max Rebates
■ Limited Manufacturer Warranty: 10-year parts; 10-year unit replacement
Installing Heat Pumps
A contractor/installer needs to start with a heat gain/loss calculation because otherwise they’re just guessing. In addition, there needs to be a level of common sense applied instead of common practice when it comes to installing heat pumps versus central air conditioning systems.
At the end of the day, always revert back to the manufacturer’s instructions.
Here is a list of considerations that must be made during the installation of any heat pump system.
1
Sizing Considerations:
■ Calculate the heat loss/heat gain of the home.
■ Three different methods to conduct this calculation: Empirical/Utility-based, F280, and Manual J
■ If the system is oversized for cooling, the home will have poor dehumidification.
■ Expanded ratings data for HVAC equipment, including heat pumps, show how the capacity and efficiency of the equipment change under various operating conditions.
■ Understand the minimum modulation of the heat pump in cooling because we don’t want to run into a problem where it short cycles because we’ve sized up for the heating load and now it can’t cool in the summer and dehumidify.
2
Line Set:
■ Installers need to follow manufacturer’s instructions for minimum and maximum line set length and height change.
■ Insulation must cover entire line set length to avoid condensation and energy loss.
■ UV-resistant tape or other mechanical protection should be installed, as needed. Penetration through the building enclosure should be tamper-proof.
■ All penetrations through the shell of the home should be sealed with insulating sealant/spray foam.
■ Make sure that you can allow some extra line set so the unit can be moved if necessary for maintenance.
Refrigerant Charge: 3 4
Refrigerant Tubing:
■ Create new flare fittings. Apply refrigerant oil to the end of each flare. Connect tubing with appropriate nuts, supplied by the manufacturer, and tighten to the manufacturer’s torque specifications.
■ Once used, don’t reuse manufacturer provided tubing flares and fittings.
■ Any brazed connections should be completed with dry nitrogen to prevent oxidization.
■ Best practice: Make sure to follow each step needed to make a proper flare connection, including reaming and deburring. If the installer doesn’t follow the proper steps, leaks can occur.
■ Line set should be pressure tested using dry nitrogen and triple-evaluated with vacuum pump per manufacturer’s instructions.
■ Refrigerant charge should only be adjusted if necessary.
■ Carefully follow manufacturer’s recommendations for adjusting refrigerant charge when using any non-standard line set length
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5
■ Drain should be installed in a downhill slope. Use an external condensate pump when required.
■ Installing it over a hard, non-porous surface, like a driveway or walkway, means that you’re going to create a skating rink.
■ Don’t exceed manufacturer’s specifications for the vertical lift
6 Condensate Drain: Indoor Unit: Outdoor Unit:
■ Don’t point the outdoor fan into the prevailing wind. It will impair the efficiency and could lead to being covered in snow, which will stop the unit from operating all together.
■ Unit should be placed to allow for free air flow.
■ Location of outdoor unit should always be approved by the homeowner.
■ Don’t place the unit at less than the manufacturer’s allowed clearance for multiple units.
■ Ensure adequate clearance above historical average snow depth, typically on a snow stand that is 12-inches above
7
■ Ductless system: Indoor unit should be installed with adequate clearance from the ceiling. Whenever possible, units should be installed with additional clearance, 6-inch minimum from the ceiling, for ceiling heights up to 8 ft. from the floor.
■ Best practice: As space allows, install floormounted units or compact-ducted systems with floor registers, especially in larger living areas.
the anticipated snow height.
■ Try not to install the unit outside a bedroom window to avoid noise complaints.
■ Avoid proximity to walkways or other areas where refreezing defrost meltwater might cause a slip-and-fall hazard.
■ When possible, avoid installing directly under any drip line. Where unavoidable, the outdoor unit should be installed with drip caps or shields approved by the manufacturer.
Best practice:
■ Install surge protection at the service disconnect to protect sensitive electronics.
■ Drain pan heaters are not generally needed in situations where meltwater clearance and protection from precipitation are adequate.
■ The ideal place to put the outdoor unit would be in a place that gets sun, so that in the winter, it can get some defrost assistance. The sun will warm it up and melt the ice underneath it.
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8
■ Design ducts to minimize friction losses. Pay attention to available static pressure, especially with compact-ducted air handlers.
■ Avoid ducts in unconditioned spaces when possible.
■ Always ensure the ductwork is adequately sized, when applicable; determine the capacity of the duct system.
■ Make sure that the homeowner understands what the maximum air flow through the ducts are at a reasonable static pressure.
9
10 Ducts:
Thermostat:
■ Set up the controls so that the temperature is sensed at the control, rather than the air handler. Return-air temperature sensing controlled by a handheld remote is acceptable for smaller rooms or isolated zones that have no significant thermal/comfort problems.
Electrical:
■ Check any electrical limitations. How much space is in the panel? What size is the existing breaker? Is it possible to pull a new wire and change the breaker?
■ Use standard guidance for thermostat placement. Temperature sensing may need adjustment, especially for wallmounted indoor units.
■ For systems that include heat pumps plus a central HVAC system, like a hybrid system, use an integrated multi-stage control.
■ Make sure to use a thermostat that can work with a heat pump, not all have the capacity to do so.
■ Best practice: With or without the use of an integrated control, think about installing an outdoor cutout control on the central system thermostat so that the central heat is locked out when the temperature is above the cutout temperature.
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Innovative design and features backed by a 10-Year Warranty:
— Soft Air mode, Dual Vane design for quicker cooling, heating and comfort
— Freeze-and-defrost cycle reduces dust and bacteria from the evaporator
— Built-in occupancy sensor for indirect cooling and smart comfort
— Wireless control with
11 Recommended Tools & Materials:
■ UV tape
■ Torque wrench
■ Programmable refrigerant charging scale
■ Vacuum pump
■ Spray foam sealant
■ PVC sleeve cap
■ Rachet flaring tool
■ Digital micron gauge
Maintenance & Service
Q: How often should regular maintenance occur?
A: Regularly scheduled maintenance should happen at least once a year, however, if the unit is producing both heating and cooling for the home, then it should be conducted twice a year, once each season.
Maintenance Checklist:
☐ Check and adjust thermostat
☐ Make sure outdoor unit hasn’t shifted during previous season
☐ Wash and check outdoor coil
☐ Check and clean contacts at contactor, if applicable
☐ Check capacitors for leaks and test performance, if applicable
☐ Check electrical connections
☐ Make sure surge protector on outdoor unit is functioning properly
☐ Check air handler/furnace filter and offer replacement
☐ Check circulating air blower for cleanliness
☐ Adjust heating and cooling dampers, if applicable
☐ Check, clean, and test condensate drain/pump
☐ Record indoor and outdoor ambient temperatures
☐ Measure and record indoor relative humidity and wet bulb reading
Best Practice:
Avoid using refrigerant gauges unnecessarily. Instead, use Bluetooth gauges and tools to take measurements quickly. There is less risk of losing refrigerants during this step by utilizing a Bluetoothconnected tool. These systems are critically charged, so contractors should avoid tapping into the refrigerant side of the system, if possible.
☐ Check temperature drop across indoor coil in cooling mode and adjust blower speed, if necessary.
☐ Check temperature rise across indoor coil in heating mode and adjust blower speed, if necessary
☐ Check refrigerant pressures, super-heat, and sub-cooling only if other readings (coil delta-T) indicate there is a possible issue
☐ Check for refrigerant leaks at service valves
☐ Check line-set for potential breaks
☐ Apply silicone and wax to outdoor unit cabinet
☐ Clean around outdoor unit and air handler/furnace
☐ Check any gas connections to ensure no leakage, if using hybrid system
☐ Check for manufacturer’s installation/operating manual
☐ Review utility costs and equipment life expectancy with homeowner
☐ Offer replacement batteries for smoke detectors and CO alarms if the house has an attached garage or fuel burning appliances
☐ Check for carbon monoxide alarm and blue flame certification, if the house has an attached garage or fuel burning appliances
☐ Review and document results/recommendations with client
Next-level efficiency
Maximize y o u r co m f or t wit h a c o mpa c t YOR K ® he at pum p
I s you r h ome c o m fo rt system sti l l ke e p ing you an d you r loved ones comfortable? If not, it’s time to make the switch to an eco-friendly YORK® heat pump with a 30% smaller footprint. The future of home heating and cooling is here –and it’s smaller than you think.
Contact your local Certified Comfort Expert™ today.
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