Home office with computer screens and a notebook
Photo: Unsplash License. Illustration of the topic, not a service endorsement.
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This guide is free. If it helped, you can chip in any amount (suggested $5) through Stripe.

Step-by-step: from breakdown to fair repair

  1. Check the simple things first

    Make sure the thermostat is set correctly and has working batteries, the filter is not clogged and the breaker is not tripped. This can save a service call.

  2. Write down what happened

    Note noises, smells, error codes or blinking lights on the unit, and when the problem started.

  3. Find your equipment details

    Write down the model and serial numbers from the labels on the indoor and outdoor units, and find any warranty papers.

  4. Call two companies if you can

    Ask each for the service-call fee, the diagnostic fee and whether the fee is credited toward repairs.

  5. Ask about pricing method

    Ask whether they use flat-rate or hourly pricing, and their after-hours rates.

  6. Approve the diagnosis only

    Tell the technician you want the diagnosis and a written price before any repair starts.

  7. Review the written estimate

    Check that it lists the problem, each part, labor, refrigerant details, permits and the total.

  8. Ask questions

    Ask why the part failed, whether anything else is close to failing and whether the part is under warranty.

  9. Approve in writing

    Sign only the estimate you agree with, and ask that no extra work be done without your written OK.

  10. Check the work

    Before the technician leaves, make sure the system is running and ask them to show you what was replaced.

  11. Get an itemized invoice

    Compare it with the estimate before you pay, and keep a copy with your warranty papers.