An installation is four stages: assessment, selection, installation, commissioning. The physical work occupies one or two days of that, and the decisions that determine how the system performs for the next fifteen years are mostly made before anyone brings equipment into the house.
Stage One: Assessment and Load Calculation
The site assessment records what the house is, not what the old system was. Square footage by conditioned zone, window area and orientation, insulation levels where they can be observed, duct layout and condition, the existing electrical service, and the route a line set can take. Those inputs feed an ACCA Manual J calculation, which produces a cooling load in BTU per hour for this specific building. Replacing like for like on the nameplate of an old unit skips this step and repeats whatever sizing error was made decades ago.
Stage Two: Equipment Selection
Selection follows the load, and there is more to it than tonnage. The indoor coil has to be matched to the outdoor unit with an AHRI-referenced combination. Efficiency is expressed in SEER2 and EER2 under the current test procedure, and the number only holds for the matched pair. Refrigerant matters as well, since new equipment is shipping with R-454B in place of R-410A, and the two are not interchangeable in an existing system. Cabinet dimensions, coil depth and the clearances the manufacturer requires get checked against the actual space before anything is ordered.
Stage Three: Installation Day
- Existing refrigerant is recovered under EPA 608 rules, and the old equipment is removed.
- The new pad or bracket is set with the clearance the manufacturer specifies around the cabinet.
- Line set is either replaced or, where it is retained, flushed and pressure-tested to confirm it suits the new refrigerant and oil.
- The coil goes into the plenum, and the plenum is closed and sealed so that unconditioned air is not being drawn across it.
- Condensate drain and secondary pan are piped with the trap and slope the manufacturer requires.
- Electrical work covers the disconnect, the whip and the low-voltage control wiring back to the thermostat.
- The system is evacuated with a micron gauge to remove moisture and non-condensables before charge is introduced.
Stage Four: Commissioning
Startup is where an installation becomes verifiable. Charge is set by superheat or subcool according to the metering device the equipment uses, airflow is confirmed against the design value, and the technician records temperature split, static pressure, amp draws and the final charge weight. Those figures belong on the paperwork that stays with the house. A system that was never commissioned can run for years at reduced capacity without anyone noticing, because it still blows cold air.
Permit and Inspection
Most municipalities in the Chicago area treat equipment replacement as permitted work, and the inspection covers electrical connections, condensate disposal, clearances and equipment listing. Handling the permit is part of the installation, and the inspection date is coordinated after startup.
What Sits Outside the Scope
Duct replacement, duct sealing beyond the connections at the equipment, electrical service upgrades ahead of the panel, structural changes for access, and abatement of asbestos or vermiculite are all separate. Where the assessment finds them, they are described and quoted on their own. Service calls on the finished system belong with central AC repair and maintenance, and a project that also replaces the furnace becomes whole-system HVAC installation. The rest of the cooling installation path stays with central AC installation.