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Heating Replacement in San Jose, CA

Heating replacement in San Jose, CA improves comfort and efficiency with heat pumps or high-efficiency furnaces. Learn more.

Are you a San Jose homeowner wondering about heating replacement? Plum HVAC is here to guide you through the entire process, from deciding when to replace your gas furnace or upgrade to a modern heat pump, to understanding how your new equipment will be sized and installed. We cover everything: detailed site evaluations, precise right-sizing using Manual J/S methods, careful removal and disposal of your old unit, and seamless ductwork coordination. We’ll also help with permits, rebates, and financing options. You'll know exactly what to expect regarding timelines, warranties, and aftercare. Discover how our high-efficiency systems can dramatically improve your comfort, lower your energy bills, and enhance indoor air quality, even during the mild Bay Area winters.

Heating Replacement in San Jose, CA

Upgrading your home heating system is a major decision that affects comfort, safety, and monthly energy costs. In San Jose, CA, where winters are mild but humidity control and indoor air quality still matter, a well-planned heating replacement delivers quieter operation, better temperature consistency, and lower utility bills. This page explains the full heating system replacement process, common issues San Jose homeowners face, how equipment is selected and sized, and what to expect for permits, timelines, rebates, and warranties.

Why replace your heating system now

  • Your system is more than 10 to 15 years old and has rising repair frequency.
  • You notice uneven heating, short-cycling, or high energy bills despite mild Bay Area winters.
  • The unit uses R22 refrigerant or aging gas components with potential safety risks.
  • You want to move toward an electric heat pump for efficiency and future decarbonization benefits.

In San Jose homes, switching to a modern heat pump often yields better efficiency in mild winter climates, while high-efficiency furnaces remain an option where natural gas is preferred. The right choice depends on your home, ducts, and long-term goals.

Common heating replacement scenarios in San Jose

  • Replacement of an aging gas furnace with a similar high-efficiency furnace.
  • Converting from gas furnace to a ducted or ductless electric heat pump.
  • Full system replacement including furnace/air handler, outdoor unit, thermostat, and indoor air quality upgrades.
  • Partial replacements where ductwork or electrical panels require updating to support new equipment.

Site evaluation and diagnostics

A thorough on-site evaluation is the first step. This includes:

  • Visual inspection of the existing equipment, vents, flues, and electrical connections.
  • Duct assessment for leaks, insulation, and sizing to determine whether duct modifications are needed.
  • Performing a load calculation (Manual J) to determine the accurate heating requirement for your home in San Jose, accounting for local climate, insulation, window orientation, and occupancy.
  • Checking fuel type, gas line condition, and electrical panel capacity for heat pump installations.

Accurate diagnostics prevent oversizing, improve comfort, and protect energy savings. In the Bay Area climate, right-sizing reduces short-cycling and humidity issues that can occur with oversized systems.

Equipment selection and right-sizing

Equipment choice and correct sizing are crucial:

  • Right-sizing: Engineers use Manual J and Manual S calculations to match system capacity to your home. Oversized units can cause noisy short cycles and poor humidity control; undersized units cannot maintain comfort.
  • Efficiency comparisons: Look at AFUE for furnaces, HSPF and SEER for heat pumps, and COP for performance at different temperatures. Higher ratings mean lower operating costs over time.
  • Fuel and system type: In San Jose, electric heat pumps can be very effective year-round. For homes remaining on gas, choose a high-efficiency condensing furnace to maximize savings.
  • Indoor air quality and controls: Consider upgraded air filters, whole-house humidifiers or dehumidifiers, and smart thermostats that can improve comfort and efficiency in local conditions.

Removal, disposal, and environmental compliance

  • Old equipment removal: Safe disconnection of gas lines, electrical wiring, and refrigerant recovery are handled per EPA and state rules. Refrigerant must be captured and disposed of legally.
  • Disposal: Furnaces and outdoor units are removed and recycled where possible, following local ordinances for metal and hazardous material disposal in Santa Clara County.
  • Safety: Gas lines are properly capped and tested; any venting or combustion air issues are corrected.

Ductwork and electrical coordination

  • Ductwork: Expect sealing, insulation, or reconfiguration if ducts are undersized or leaky. Proper air balancing ensures room-to-room comfort.
  • Electrical: Heat pumps often require a dedicated circuit and sufficient panel capacity. If your electrical panel is older, coordinate upgrades to meet code and allow safe operation.
  • Trades coordination: Installations commonly involve HVAC technicians, licensed electricians, and sometimes plumbers to ensure gas, electrical, and refrigerant systems are integrated safely.

Permits, inspections, and code compliance

  • Permits: Replacement installations typically require City of San Jose permits and must comply with California energy code (Title 24). Permit applications ensure work meets safety and efficiency standards.
  • Inspections: Local inspections verify proper venting, combustion safety, wiring, and refrigerant handling. These inspections protect homeowners and secure any equipment warranties tied to permitted work.
  • Utility interconnection: For certain electric equipment incentives or for grid-interactive heat pumps, coordination with local utilities may be required.

Rebates, incentives, and financing options

  • Rebates: San Jose homeowners may qualify for state and local energy incentives and utility rebates for high-efficiency furnaces or heat pump conversions. These programs change periodically and can significantly reduce out-of-pocket cost.
  • Financing: Many homeowners use energy-efficient financing plans or loan programs to spread replacement costs over time. Financing options often include terms matched to expected energy savings.

Typical project timeline

  • Pre-install planning and site evaluation: 1 to 3 days.
  • Permit approval: Varies by workload; often several days to a few weeks.
  • Replacement installation: Simple furnace swap can be completed in 1 day; heat pump conversions and projects requiring ductwork or panel upgrades typically take 2 to 4 days.
  • Final inspection and commissioning: 1 to 3 days after installation, depending on scheduling.

Warranty and aftercare

  • Manufacturer warranties: New equipment includes manufacturer parts warranties that vary by model and manufacturer. Registering equipment promptly helps secure full warranty benefits.
  • Labor and workmanship: Expect a separate labor warranty covering installation quality for a defined period. Confirm the length and terms before proceeding.
  • Maintenance: Annual tune-ups, filter changes, and periodic duct inspections extend system life and maintain efficiency. Proper maintenance preserves warranties and performance in San Jose’s climate.

Benefits of a professional heating replacement in San Jose

  • Improved comfort and consistent indoor temperatures suited to mild Bay Area winters.
  • Lower monthly energy bills with modern high-efficiency equipment and correctly sized systems.
  • Enhanced indoor air quality and safer operation compared to aging gas furnaces.
  • Compliance with local codes and eligibility for available rebates and incentives.
  • Long-term peace of mind from warranties and professional installation.

A well-executed heating replacement balances equipment performance, system design, and local code and incentive considerations. For San Jose homes, careful right-sizing, attention to ductwork and electrical coordination, and awareness of local rebates yield the best value and most reliable comfort for years to come.

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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