The advisor’s job is to translate load, ducts, and budget into options you can say yes or no to.
You should not need a trade license to understand a quote. The comfort advisor walks the house, explains repair versus replace, and writes numbers that match the equipment we actually intend to install.
They do not get paid to upsell a heat pump you do not need. If a repair is the honest answer, that is the recommendation.
Clear choices before anyone unbolts a furnace. If you book this kind of work, this is the seat on the truck that is accountable for it.