01Size it right with a Manual J
Before ordering equipment, run a Manual J load calculation on the house: square footage, insulation, windows, orientation, and air leakage. Most existing furnaces are oversized — replacing like-for-like perpetuates short cycling, uneven heating, and early heat-exchanger failure. The right size runs longer, quieter cycles and lasts years longer. An hour of calculation beats a decade of wrong equipment.
02Plan venting before the old unit moves
Check the manufacturer's venting tables for the new unit: maximum equivalent length, allowed elbows, termination clearances, and pitch. Condensing (90%+) furnaces vent in PVC with specific slope back to the furnace for condensate; conventional units need proper metal vent and chimney condition. If the venting does not work in the existing location, that decision happens now — not with the old unit already on the truck.
03Shut down and remove the old unit safely
Kill power at the disconnect and the breaker, verify dead, then have the licensed pro disconnect the gas line and cap it. Disconnect the venting, the ductwork, the condensate drain, and the thermostat wire, labeling the wire as you go. The old unit comes out in the reverse order it went in — and this is when you strip the blower motor, gas valve brass, and control wire for the salvage pile before the cabinet leaves the building.
04Set the new unit level and connect ductwork
Set the furnace on a solid, level base — an unlevel condensing furnace will not drain condensate properly. Build the supply and return transitions to fit the new cabinet footprint; it rarely matches the old one exactly. Seal every joint with mastic or approved tape, because duct leakage in an unconditioned space is energy straight out the window. Verify the filter rack is accessible and correctly sized.
05Connect venting per the tables
Install the venting exactly per the manufacturer's tables: correct material, correct diameter, correct pitch, terminations with proper clearances from windows, doors, and grade. On condensing units, the intake and exhaust terminations have separation requirements — follow them. Improper venting causes condensate damage, pressure-switch faults, and in the worst case, combustion gas where it should not be.
06Wire power, control, and thermostat
Run the dedicated circuit per the nameplate (NEC 422), with a disconnect within sight of the unit. Land the thermostat wire on the correct terminals — R, W, Y, G, C — and run a common wire; modern thermostats and control boards need it. Double-check every low-voltage connection before powering up, because a miswired control board is an expensive lesson.
07Handle condensate properly
Condensing furnaces produce acidic condensate that must drain through a trap to an approved location — floor drain, condensate pump, or exterior where it will not freeze. Install a neutralizer where required by local code or good practice; raw condensate eats cast-iron drains and concrete. Route the drain so it cannot freeze, clog unnoticed, or back up into the furnace.
08Commission: temperature rise, static, and combustion
Fire the unit and measure temperature rise across the heat exchanger — it must land inside the manufacturer's rated range, adjusted via blower speed if needed. Check external static pressure against the blower's rated capacity; high static means the duct system is choking the new unit. Run combustion analysis to verify safe, efficient firing. Commissioning is what separates an installation from a box swap — do not skip it.