1. Observe and protect
Note what is happening and when, prevent further damage if it is safe to do so, and pull together whatever repair history you have.
2. Evaluate the house and site
A real evaluation looks past the equipment itself to duct leakage, insulation, and what the electrical panel can actually support.
3. Define a written scope
Get prep and protection, materials, permits, testing, and cleanup in writing, along with what happens if the job scope changes mid-way.
4. Compare providers
Compare the reasoning behind each proposal, not just which one has the lowest number at the bottom.
5. Inspect closeout
Before signing off, confirm the equipment was tested, the site was cleaned up, and warranty paperwork is in your hands.