Conduct a site visit to assess factors such as size, layout, number of rooms, insulation, and windows, and evaluate the heating and cooling needs according to industry standards and best practices.

Recommend upgrades and installation solutions based on the assessment that will improve the performance and efficiency of the system.

Develop a system layout to ensure efficient airflow and minimize energy loss, and a plan outlining the scope, timeline and cost of installation and upgrades.

Select appropriate HVAC equipment and design ductwork to distribute heated or cooled air throughout the home, thermostats compatible with HVAC equipment and recommend other components to improve indoor air quality and comfort.