HVAC Installation Repair Dispute Letters
HVAC Installation & Repair Dispute Letters
Fight poor installations, sizing errors, and contractor disputes with C-20 licensed contractors
How HVAC Jobs Are Supposed to Be Scoped and Contracted
HVAC work in California requires proper licensing and written contracts. Understanding these requirements is essential to challenging defective or fraudulent work.
C-20 HVAC Contractor License Requirements
In California, HVAC contracting falls under the C-20 Warm-Air Heating, Ventilating and Air-Conditioning classification. This license authorizes:
- Installing, repairing, and maintaining heating, ventilation, and AC systems
- Work on furnaces, heat pumps, air conditioners, ductwork, and controls
- Solar-powered HVAC systems
- Evaporative cooling systems
- Have at least 4 years of journeyman-level experience
- Pass technical and law/business exams
- Maintain workers’ compensation insurance (or exemption)
- Post a $15,000 contractor bond
Written Contract Requirements (B&P Code § 7159)
For HVAC work over $500 (labor + materials), California law requires a written home improvement contract containing:
| Required Element | Why It Matters |
|---|---|
| Contractor’s license number | Proves contractor is properly licensed; contract is void if unlicensed |
| Scope of work description | Specific systems, models, SEER ratings, tonnage—not vague “install AC” |
| Start and completion dates | Allows you to enforce timely performance; essential for delay claims |
| Total price and payment schedule | Payments tied to specific milestones; no payment for work not done |
| Right to cancel (3-day cooling off) | Allows rescission if signed at home; protects against high-pressure sales |
| Mechanic’s lien warning | Discloses lien risk if contractor doesn’t pay subs |
| Change order procedure | Prevents surprise charges; all changes must be in writing |
- No written contract: Illegal for jobs over $500; you may rescind and get refund
- Missing license number: Contractor may be unlicensed; contract is unenforceable by contractor
- Large down payment: CA law limits down payment to lesser of $1,000 or 10% of total contract (whichever is less)
- Cash-only, no invoice: Sign of unlicensed or tax-evading contractor; no recourse if work is defective
Service & Repair Contracts vs Full Installations
California distinguishes between:
- Service and repair contracts: Shorter-form contracts for repairs, tune-ups, diagnostics. Still require license number, pricing, and disclosures but less formal than full home improvement contracts.
- Home improvement contracts: Full installations or major replacements. Must comply with all B&P § 7159 requirements.
HVAC companies often blur this line, using repair contracts for installations or adding surprise “additional work” charges. Always insist on a compliant written contract before authorizing major work.
Common HVAC Installation and Service Defects
Symptom → Defect → Evidence Matrix
| Symptom | Likely Defect | What to Document for Demand Letter |
|---|---|---|
| Some rooms hot, some cold | Undersized unit, poor duct design, zoning issues, inadequate returns | Temperature logs by room, Manual J load calculation (or lack thereof), second-opinion report, photos of duct layout |
| High energy bills after new install | Low SEER equipment despite promises, improper refrigerant charge, short cycling, oversized unit | Utility bills (12 months pre/post), SEER rating on unit vs contract, airflow/static pressure test results, commissioning checklist (if any) |
| Water leaks, condensation | Improper condensate drain, uninsulated refrigerant lines, incorrect pitch, drain pan issues | Photos/videos of leaks, water damage photos, repair estimates for ceiling/walls, moisture readings |
| Excessive noise | Undersized ducts (high velocity), loose components, improper mounting, vibration isolation missing | Decibel readings, videos of noise, comparison to manufacturer specs, engineer report |
| Frequent breakdowns | Poor installation, refrigerant leaks, electrical issues, undersized components | Service call records, invoice history, pattern of repeat failures, technician notes |
| Trips breakers / electrical issues | Undersized wiring, improper electrical connections, code violations | Electrician inspection report, photos of electrical panel, permit/inspection records |
The Sizing Problem: Manual J Load Calculations
One of the most common and costly HVAC defects is improper sizing. Contractors often “eyeball” sizing (“your old unit was 3 tons, so I’ll install 3 tons”) without performing proper load calculations.
- Home square footage, layout, ceiling height
- Insulation levels (walls, attic, windows)
- Window orientation and shading
- Air infiltration and ductwork
- Climate zone
How to challenge improper sizing:
- Request the contractor’s Manual J calculation (they should have performed one)
- Hire an independent HVAC engineer to perform a proper load calc
- Show the discrepancy in your demand letter: “Your 4-ton unit was installed without load calculations; proper analysis shows 3 tons was correct, resulting in short-cycling and 40% higher energy bills.”
Ductwork and Airflow Defects
Even a perfectly sized unit will fail if ductwork is poorly designed:
- Undersized ducts: High velocity, noise, restricted airflow
- Leaky ducts: 20-30% of conditioned air lost in attics/crawlspaces
- Poor return air: Inadequate returns starve the system, reduce efficiency
- Kinked or crushed flex duct: Reduces airflow, strains system
Evidence to gather: Blower door test, duct leakage test (duct blaster), airflow measurements at registers, photos of duct runs.
Manufacturer Warranties vs Contractor Workmanship
HVAC disputes often involve finger-pointing between the equipment manufacturer and the installing contractor. Understanding warranty distinctions is critical.
Warranty Comparison
| Warranty Type | Who Provides It | What It Covers | Typical Term | Limitations |
|---|---|---|---|---|
| Manufacturer Parts Warranty | Equipment manufacturer (Carrier, Trane, Lennox, etc.) | Defects in materials/workmanship of equipment itself (compressor, coils, etc.) | 5-10 years parts; often 1 year labor | Requires registration, proper installation, regular maintenance; may not cover labor after year 1 |
| Contractor Workmanship Warranty | Installing contractor | Installation defects (duct leaks, refrigerant charge errors, electrical mistakes, etc.) | Typically 1-2 years; some offer 5-10 years | Contractor-specific; may exclude “normal wear” |
| Extended Warranty (optional purchase) | Manufacturer or third party | Extended parts/labor coverage beyond standard warranty | Additional 5-10 years | Often expensive; may duplicate existing coverage; read exclusions carefully |
When to Go After the Contractor vs the Manufacturer
Sue the contractor if:
- Installation was defective (sizing, ductwork, refrigerant charge, electrical)
- System never worked properly from day one
- Damage was caused by poor workmanship
- Contractor failed to obtain permits or meet code
File a manufacturer warranty claim if:
- Equipment component failed (compressor, coil, blower motor) after proper installation
- System worked fine initially but component failed within warranty period
- Contractor installed correctly but equipment is defective
Go after BOTH if:
- It’s unclear whether failure is due to defective equipment or poor installation
- Contractor blames manufacturer and vice versa (let them sort it out; you just want it fixed)
Building Code Compliance
HVAC installations must meet California building, mechanical, and electrical codes. Common violations:
- No permit obtained: Major HVAC work requires permits and inspections
- Electrical code violations: Undersized wiring, missing disconnects, improper grounding
- Combustion safety: Improper venting of furnaces, CO risks
- Refrigerant handling: EPA Section 608 certification required; improper charging is illegal and dangerous
Code violations strengthen your demand letter: they’re objective evidence of defective work and may trigger liability for corrective costs.
Sample HVAC Dispute Demand Letters
Sample 1: Defective Installation – Sizing Error & High Bills
Sample 2: Repair Upcharge Dispute & Unauthorized Work
Evidence Checklist for HVAC Disputes
What to Gather Before Sending Your Demand
- Contract: Original written agreement with scope, price, payment schedule
- Invoices and receipts: All payments made, including deposits and final payment
- Permits and inspections: Copies of building permits (or proof none were obtained); inspection reports if available
- Manufacturer specs: Specifications for equipment installed (model numbers, SEER ratings, tonnage)
- Utility bills: 12 months pre-installation and post-installation to show increased costs
- Service records: All service calls, repairs, warranty claims since installation
- Photos and videos: Installation in progress, completed work, defects (leaks, duct issues, electrical), temperature differentials
- Independent assessments: Second-opinion reports from licensed HVAC engineers or contractors
Technical Evidence to Strengthen Your Case
| Type of Evidence | What It Proves | How to Obtain |
|---|---|---|
| Manual J Load Calculation | Correct system size for your home; shows contractor’s sizing was wrong | Hire HVAC engineer or use online Manual J software; compare to contractor’s calc (or lack thereof) |
| Airflow measurements | CFM at registers, static pressure in ducts; identifies undersized ducts or restrictions | Independent technician with flow hood and manometer |
| Refrigerant charge test | Superheat/subcooling measurements show if system is properly charged | Licensed technician with gauges; compare to manufacturer specs |
| Duct leakage test | Percentage of air lost through leaks; industry standard is <10% | Duct blaster test by energy auditor or HVAC pro |
| Energy bills comparison | Cost increase after installation; quantifies damages | 12 months before/after; normalize for weather using degree days |
| Temperature logs | Room-by-room temps show uneven distribution | Digital thermometers; log temps at same time daily for 1 week |
Contractor License Verification
Before sending your demand, verify the contractor’s license status at cslb.ca.gov. Check:
- License number and classification: Should be C-20
- License status: Active, expired, suspended, revoked?
- Complaints and disciplinary actions: History of similar issues?
- Bond and insurance: Current workers’ comp insurance?
Attorney Services for HVAC Contractor Disputes
HVAC disputes often involve significant amounts ($5,000-$50,000+) and technical complexity. I help homeowners hold contractors accountable for defective installations and unfair practices.
Why You Need an Attorney
- Technical complexity: HVAC cases require expert witnesses (engineers, energy auditors) to prove defects
- Code and licensing issues: Violations of B&P § 7159, CSLB regulations, building codes strengthen your case
- Contractor bond claims: I can pursue claims against the contractor’s $15,000 bond if needed
- Litigation leverage: Contractors take attorney-represented demands seriously; many settle to avoid CSLB complaints and litigation
- Recovering attorney fees: California allows fee recovery in contractor disputes under Civil Code § 1717 and B&P § 7031
My Approach
- Case evaluation: Review contract, invoices, and evidence; identify violations and calculate damages
- Expert retention: I work with HVAC engineers, energy auditors, and code compliance specialists
- Pre-litigation demand: Detailed letter with technical evidence, code violations, and legal analysis
- CSLB complaint: File or assist with Contractors State License Board complaint for leverage
- Negotiation and settlement: Most cases settle when contractor faces expert reports and regulatory pressure
- Litigation: If needed, I file suit for breach of contract, fraud, and violations of B&P § 7159
Fee Structure
- Contingency: Percentage of recovery (typically 33-40%); no fee if no recovery
- Hourly: For cases where liability is clear and settlement likely
- Hybrid: Reduced hourly plus success fee
Many contractor cases qualify for attorney fee shifting, making representation cost-effective.
Submit Your Case for Review
If you’re dealing with a defective HVAC installation, overcharges, or an unresponsive contractor, I can help. Send me your contract, invoices, and photos for a case review.
Serving California homeowners. Contingency fees available. I hold contractors accountable.
Additional Resources
- CSLB License Lookup: cslb.ca.gov
- File CSLB Complaint: cslb.ca.gov/complaints
- Manual J Calculator: Search “Manual J calculator” for DIY tools