Thinking about a full heat pump replacement in Santa Clara, CA? At Plum HVAC, we believe now's the perfect time to upgrade for better comfort, incredible efficiency, and a greener home. We'll guide you through everything, from figuring out the right size for your space to handling permits, rebates, and financing. Our step-by-step installation process means no surprises – we cover load calculations, help you pick the best model, handle HERS testing, warranty registration, and those all-important final inspections. You'll discover how to assess your existing equipment, choose an efficient heat pump, and navigate all the incentives and timelines, ensuring your new system brings you long-term reliability and amazing performance right here in Santa Clara's unique climate.

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Heat Pump Replacement in Santa Clara, CA

Upgrading your home with a full heat pump replacement in Santa Clara, CA is a strategic decision for comfort, efficiency, and long-term energy savings. With warm summers, mild winters, and growing regional incentives for electrification, Santa Clara homes benefit from modern, high-efficiency heat pumps that handle both cooling and heating with fewer emissions and greater comfort control. This page explains the full replacement process, common issues that trigger replacements, how systems are sized and installed, permit and testing steps like HERS, available rebate and financing pathways, expected timelines, and warranty considerations so you can make an informed final-stage decision.

Why replace a heat pump in Santa Clara now

Older systems lose efficiency and reliability over time, raising monthly energy use during peak summer cooling months.
Modern heat pumps deliver better dehumidification and more consistent indoor temperatures, addressing Bay Area humidity swings and nighttime cooling needs.
Local electrification and efficiency programs mean many homeowners qualify for rebates or financing assistance when replacing fossil-fuel equipment with all-electric systems.
Replacement can reduce repair frequency and improve indoor air quality by correcting duct or refrigerant issues discovered during assessment.

Common heat pump replacement issues in Santa Clara

Frequent breakdowns or compressor failures in aging equipment.
Insufficient cooling on hot summer days or uneven heating in winter.
High energy bills despite regular maintenance.
Refrigerant leaks or undercharge that cannot be reliably repaired.
Ductwork leaks, poor airflow, or undersized systems installed for an older load profile.
Desire to switch from gas furnace plus AC to a single all-electric heat pump system for decarbonization.

Types of replacement projects

Replacing like-for-like ducted heat pump systems.
Converting gas furnace + AC split systems to a single heat pump (all-electric conversion).
Installing multi-zone ductless mini-split systems for rooms without ductwork.
Upgrading to variable-speed, inverter-driven units for better efficiency and comfort control.
Hybrid systems that combine a heat pump with an existing gas furnace for very cold conditions.

Full replacement process — step by step

System assessment

A qualified technician inspects existing equipment, ductwork, electrical capacity, and the attic/crawlspace layout. They document refrigerant type, age, and any deferred maintenance that affects replacement scope.

Load calculations and right-sizing

The home receives a Manual J style load calculation to determine heating and cooling needs. Right-sizing prevents short-cycling and ensures the new heat pump delivers the expected efficiency and comfort.

Model selection and efficiency review

Selection is based on calculated load, desired features (zoning, variable speed), and efficiency metrics such as SEER, HSPF, and COP. In Santa Clara, models that handle summer cooling and mild winter heating efficiently are prioritized.

Permit coordination and rebate pre-approval

Permits are coordinated with local building authorities and any required safety inspections are scheduled. The installer helps identify local and state rebate or electrification programs and gathers documentation required for incentive pre-approval.

Removal of old equipment

The old system is safely decommissioned, refrigerant is recovered per regulations, and the unit is removed. This step includes evaluating and repairing or replacing ductwork or condensate drainage as needed.

Installation steps

Placement and mounting of indoor and outdoor units, refrigerant line installation, electrical panel and disconnect updates, duct modifications or new line-sets for mini-splits, and insulation work where required. Installers follow manufacturer specifications to protect warranties.

HERS testing, commissioning, and inspections

Final commissioning includes refrigerant charge verification, airflow balancing, thermostat setup, and operational testing. Required HERS or acceptance testing (blower door, duct leakage, system performance) is completed and documentation submitted for building inspections and rebates.

Final paperwork and warranty registration

Manufacturer and labor warranties are registered, and homeowners receive equipment documentation, maintenance schedules, and proof-of-performance for incentive processing.

HERS/testing and permit coordination explained

HERS testing verifies that the installed system meets rated efficiency and performance targets. Typical tests include duct leakage, blower door for envelope tightness when relevant, refrigerant charge confirmation, and airflow measurements. For many incentive programs and local building departments, passing these tests is necessary to finalize permits and secure rebates. Permit coordination in Santa Clara ensures the replacement complies with local codes, electrical upgrades, and any required photovoltaic or electrification plan checks.

Rebate and financing assistance

Santa Clara homeowners often qualify for a combination of local, regional, and state incentives aimed at increasing energy efficiency and electrification. These programs may require pre-approval, specific equipment efficiency thresholds, or HERS documentation. Financing assistance options can help spread the upfront cost of higher-efficiency equipment and any electrical panel upgrades. Your installer or project advisor typically compiles required documentation, helps complete applications, and provides the test reports needed for rebate approval.

Expected timelines and what to expect during installation

Pre-install assessment and system selection: typically a few days to one week depending on scheduling.
Permit approval: can range from days to several weeks depending on workload and required reviews.
Installation duration: a straightforward like-for-like replacement is often completed in 1 to 3 days. Conversions, significant ductwork changes, or structural access needs can extend the timeline to several days or multiple visits.
Post-install testing and final inspections: generally completed within a week after installation, subject to local inspector availability.

During installation expect work in mechanical closets, attic, or exterior yard for outdoor units. Installers typically protect floors, collect old equipment, and document system settings. Normal household access and safety precautions are observed throughout.

Warranty and long-term reliability

Modern heat pumps come with manufacturer warranties for compressors and major components and separate labor warranties for installation work. Warranty registration is part of final project paperwork. To protect the warranty and maintain performance, follow recommended annual maintenance: filter changes, coil cleaning, refrigerant checks, and system control calibration. Well-executed replacement and proper commissioning reduce the risk of early failures and maximize seasonal efficiency.

Benefits of upgrading your heat pump in Santa Clara, CA

Improved year-round comfort with better temperature and humidity control during hot summers.
Higher energy efficiency and lower operating losses compared to older equipment.
Eligibility for local and state electrification incentives that support decarbonization goals.
Reduced maintenance and fewer emergency repairs with a new, warrantied system.
Potential increase in home value and appeal to buyers who prioritize efficiency and all-electric systems.

Replacing a heat pump in Santa Clara involves thoughtful assessment, precise right-sizing, careful installation, and proper testing to secure performance and incentives. When planned and executed correctly, a full heat pump replacement delivers measurable comfort improvements, long-term efficiency, and alignment with local energy goals for homeowners across the region.

testimonials

hear what our satisfied clients have to say

5.0

We found Plum HVAC in 2024 after spending more than 2 months searching and comparing estimates. The owner Sam gave us a very competitive price for a Mitsubishi mini-split and the installation went off without a hitch. Our experience was so positive that we later requested their services twice more to also install A/Cs for our 2 other rooms. Their technician, Jake, led our installations each time and we were very impressed by their professionalism and quality of work. Now 1 year in and we could not be any happier, nor have we encountered any issues with our models.

Jesse Y.

5.0

Sam of Plum HVAC, responded to our Heat Pump installation request promptly and provided a very competitive estimate after an onsite visit. He was very flexible and patient to answer and explain our questions. After we signed the contract, he and his team of 4 worked very hard to deliver and install the whole Heat Pump system on time with good quality. I am particularly impressed by their problem solving skills to overcome different connection challenges for the attic installation. Each day before they started, they covered the floors with protection blankets and cleaned after they were done for the day. They also revised the drainage and electric work per the city inspection guidance. Sam and his team were professional and honest so we highly recommend Plum HVAC to any customers who need HVAC work done for their houses.

Chunshi C.

5.0

We needed to install a mini-split in a backyard unit. Sam and his team helped with this, and they did a fantastic job. Sam visited our place and clearly explained to me what needed to be done, and offered a great price. He scheduled the job for a few days later, and his team performed the job with extraordinary quality. Later, I noticed a minor issue and reached out to them. Sam helped me to fix the issue on a second visit by his team later in the week, providing top-notch customer service. I will work with them in the future for my HVAC jobs, and highly recommend them given their excellent work quality and customer service.

Majid J.

5.0

I reached out to 4 companies for mini split quotes; Plum HVAC pricing came in the lowest. Beyond that, Sam was very knowledgeable and kind during the in home consultation. He offered a quote in person, & stuck by it. They removed our old furnace, and installed a two head mini split in our two story townhouse. The work as you can see is very clean! The guys who installed it were very fun & professional. Sam & his team were communicative the whole way through including the permitting process. They took roughly one full day for install, which was very fast! Including removal & disposal of our old furnace. Natalie was very helpful throughout the Bayren Rebate process & always available for any questions! This system has changed our lives, wish we would have gotten it done sooner! It’s way better than we could have imagined.

Bobby R.

5.0

Plum HVAC exceeded my expectations in every way. Sam and his installer team were not only professional but also incredibly responsible throughout the entire process. They provided top-notch service at a very reasonable price, which is hard to come by these days. I highly recommend Plum HVAC to anyone looking for quality HVAC services. You won't be disappointed!

A Chui

5.0

I recently engaged Plum HVAC to install two mini-split units at my residence, and I'm thrilled with the outcome.Throughout the entire process, from the initial consultation to the project's completion, Plum HVAC showcased professionalism and expertise. The technician, Sam, arrived promptly and conducted a comprehensive assessment of my HVAC system. Sam took the time to thoroughly explain the technicians' tasks, the estimated duration of the project, and provided transparent pricing options.

Romero J.

5.0

Wonderful experience with Plum HVAC on a heat pump installation! I checked several companies, compared their recommendations, timelines, reputations and prices.Sam, the owner, was very professional and has almost 2 decades of experience in HVAC. When I asked dumb questions, he answered most graciously. And when I noted that some companies we queried said we could get away WITHOUT replacing our original ductwork from 1965, he gave us his honest opinion why that wasn't a good idea. (Hubby remembered later that people who worked in our attic adding insulation told us there were lots of duct leaks.)

Marlene S.

5.0

I called 8 different HVAC companies for quotes for a heat pump heating/ac system because I want to save money by switching from a forced air gas furnace to an electric heat pump system which will give me both heating and air conditioning. In addition my old furnace (circa 1991) was way oversized for my home and the air coming out too noisy. The New heat pump system is quieter and more efficient. Back to the quotes for the system, all the other 7 companies sent a salesperson/advisor to give the quote. Sam, the owner of Plum HVAC came our to give the quote. He was quick with his quote and was very knowledgeable. He didn't try to upsell me on anything and have the lowest quote of them all. His price was 60% less than the highest quote and 15% lower than the next second lowest quote.

Michael C.

5.0

Plum HVAC is an extremely professional, knowledgeable, and an established company to hire. I highly recommend Plum HVAC! Sam and his crew did a wonderful job. Sam worked with my schedule and his crew had completed the job with ease.

Blake

5.0

Sam was one of the most professional business owners I had the chance to meet over the past few years and I'm so happy I trusted him to install our new A/C unit.- He showed up on time- He was transparent (and reasonable) regarding pricing- He offered 2-3 options- His crew did a very clean/thorough jobWhat I loved the most though, was the fact he was very easy to communicate with. I would definitely use him again and recommend him to our neighbors/friends.

Bruno L.

5.0

We recently had a complicated Bryant Evolution dual fuel system with variable speed and zoning installed in our home by Plum HVAC, and we are very pleased! The team also changed the entire crawl space ducting, ensuring a comprehensive upgrade. The price was fair, and the team was always on time and easy to contact. Sam Mousavi, the head of the team, paid great attention to detail and demonstrated a strong understanding of systems. His expertise in HVAC systems and his friendly character made us feel comfortable throughout the process. We highly recommend Plum HVAC for their professionalism and excellent service.

Amirali B.

5.0

I cannot say enough about Plum HVAC, who replaced my aging heater furnace, and in particular Sam. Sam was very highly recommended by my sister, who replaced her furnace and added air conditioning.First, they gave me a good deal for a 2-stage, at the same cost as the lowest bid for a 1-stage. The other bids were dancing around some gas line work made by previous owners.

Kumar S.

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