Check local codes, permits, and manufacturer requirements
Confirm the home is suitable for a heat pump
Select the correct heat pump size and type
Gather tools, materials, and safety equipment
Turn off electrical power to the work area
Remove the old system if replacing one
Install the outdoor unit on a level pad or mounting bracket
Install the indoor unit, air handler, or evaporator coil
Mount and connect the thermostat
Run and secure refrigerant lines between indoor and outdoor units
Install and connect condensate drain lines
Connect electrical wiring and disconnects
Install any required ductwork modifications or line-set covers
Evacuate the refrigerant lines with a vacuum pump
Charge the system with the correct refrigerant amount
Test all electrical connections and controls
Start the system and verify heating and cooling operation
Check airflow, temperatures, pressures, and drainage
Seal openings and insulate exposed lines
Register the equipment and keep installation records
Schedule final inspection if required