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Fillable PDF guide

Home Systems and Appliances

A 14-page buyer's guide and replacement workbook for the expensive things in a house: furnaces, air conditioners, heat pumps, water heaters and major appliances, updated for the 2025 end of federal tax credits and the refrigerant transition, with a fill-in sheet for your state's rules and a section for Oklahoma.

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General information, not engineering, electrical, gas or legal advice. Gas and electrical work usually requires a licensed contractor and a permit.

What's inside

  • Before you replace anythingRepair or replace, reading EnergyGuide and efficiency labels, and the end of the 25C and 25D credits.
  • Heating and coolingSystem types, federal SEER2 minimums by region, the refrigerant change and why you need a load calculation.
  • HVAC bidsA side-by-side bid comparison worksheet.
  • Water heaters and appliancesTank, tankless and heat pump water heaters, sizing, appliance shopping, warranties and service plans.
  • Your state's rulesA worksheet for trade licensing, permits and utility rebates.
  • Oklahoma sectionLicensed mechanical, electrical and plumbing trades and Oklahoma's Southeast-region standards.

Details

  • One fillable PDF, 14 pages, letter size
  • Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print it
  • National guide with an Oklahoma section; federal standards cited as of November 2026
  • Instant download after checkout
Save $49.93

Home Projects Set, $59.99

For the house you own and the big-ticket jobs around it: the new homeowner binder, hiring a contractor, the roof, the foundation, HVAC and appliances, backyard projects, the lawn and garden, and phone, internet and TV.

See the set →