1. Note what's happening
Write down the symptom, when it started, and anything that's already been tried — and take basic precautions if there's any safety concern.
2. Look at the whole house
Equipment age, duct leakage, airflow, humidity, insulation, electrical capacity, and comfort in each room all belong in this conversation before anyone reaches for a part number.
3. Put the scope in writing
Prep work, protection for the rest of the house, access, permits, testing, cleanup, finish restoration, exclusions, and how changes get priced should all be spelled out.
4. Weigh proposals against each other
Check credentials, then compare the reasoning behind each bid — not just which number is lowest.
5. Confirm the closeout
Testing, cleanup, documentation, warranty paperwork, and ongoing maintenance responsibilities should all be settled before the crew leaves.