York WaterSource Heat Pumps (FHP)

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The 60-second version

What you need to know before you quote

York WaterSource = FHP. The whole water source heat pump line is built by Florida Heat Pump and sold under the York brand.
Everything is R‑454B. The entire portfolio — commercial and residential, water-to-air and water-to-water — is R‑454B refrigerant-enabled. R‑454B is an A2L (mildly flammable), which is why refrigerant leak detection now shows up all over the option lists.
AA and AE are ~85–90% of what you will quote. AA covers ½–6 tons, AE covers 6–30 tons. Learn those two and the rest of the line selects more easily, not less.
Commercial series start with A. Residential series start with Q. AA/AD/AQ/AK/AE/AB are commercial water-to-air; AH/AW are commercial water-to-water; QA/QD/QQ/QZ are residential water-to-air; QW is residential water-to-water.
“Front” always means the electrical box side. Every left/right/front/rear callout on water connections, return air and discharge air is referenced off the panel where you access the electrical box. Set that frame of reference first and the rest follows.
Only commercial units live in the selection software. Residential is quoted off price pages and ordered by emailing the PO. Residential may be added to the software later.
Standard commercial warranty is 5 years compressor / 1 year parts. Everything you see in the warranty dropdown is on top of that, is net-priced (no multiplier), and only one can be added per unit.
Extended range (geothermal) is standard on AA. Several other series are listed as “geothermal ready.”

Fastest way to build a schedule Select and rate one unit completely. Then check its box, set Select Action → Copy, and edit each copy — retag, change size, change configuration. New users have built a 30-unit schedule in a little under an hour this way. Selecting each unit from scratch takes several times longer.

How the new line compares to what it replaced

AA — equal to, or smaller than, Legacy in most sizes and dimensions.
AD — equal to, or smaller than, Legacy and CE in most dimensions.
AQ and QQ — equal to, or smaller than, Legacy in most dimensions.
QA — equal to, or smaller than, SV in most sizes and dimensions.

Why it matters On a retrofit or one-for-one replacement, the footprint argument is a real selling point: in most sizes the new unit drops into the same or a smaller hole than the unit coming out.

Designed for Service — three cabinet features worth selling

Slide-out blower. Easy serviceability of the blower, and improved access to the entire refrigerant circuit.
Swing-out electrical box. The electrical box swings out of the way, allowing improved access and easier servicing of the unit.
Divided electrical box. A separate designated compartment for high and low voltage components, keeping service technicians safer.

Where these appear Slide-out blower and swing-out / divided electrical box are called out on the residential QA and QD spec sheets (slide-out blower is vertical-only on those), and the same service-access design language runs through the commercial compact cabinets.

Designed for Service

The Portfolio

R-454B · commercial + residential

The two family trees below are the master map of the line. Commercial splits water-to-air into Compact (AA / AD / AQ) and Large (AK / AE / AB), plus water-to-water Large (AH / AW). Residential splits water-to-air Compact (QA / QD / QQ / QZ Split) and water-to-water Large (QW).

Commercial WSHP Portfolio

Series	Branch	Capacity sizes	Blower / motor	Compressor	Voltages
AA	Water-to-Air · Compact	007–070	PSC / ECM CT / ECM CA	Single stage (rotary or scroll)	1&3φ 208V, 265V, 277V, 460V, 575V
AD	Water-to-Air · Compact	007–078	ECM constant torque / constant airflow	Single or two stage (rotary or scroll)	1&3φ 208V, 265V, 277V, 460V, 575V
AQ	Water-to-Air · Compact	024–070	ECM constant torque / constant airflow	Two stage scroll	1&3φ 208V, 265V, 277V, 460V
AK	Water-to-Air · Large	009–018	PSC	Single stage rotary	1φ 208V, 265V
AE	Water-to-Air · Large	072–360	Belt drive motor	Two stage scroll	1&3φ 208V, 460V, 575V
AB	Water-to-Air · Large	360–720	Belt drive motor	High efficiency scroll	1&3φ 208V, 460V, 575V
AH	Water-to-Water · Large	025–071	— (no blower)	Single or two stage scroll	1&3φ 208V, 265V, 460V
AW	Water-to-Water · Large	120–420	— (no blower)	Single or two stage scroll	1&3φ 208V, 460V, 575V

Common to every commercial series Copper or cupronickel coax coil · multiple cabinet construction, electrical, water-flow control, transformer and refrigeration options · optional coated / painted cabinet is available on all commercial series.

Residential WSHP Portfolio

Series	Branch	Sizes	Blower	Compressor	Power	ENERGY STAR
QA	Water-to-Air · Compact	007–070	PSC	Single stage (rotary/scroll)	208‑230/1/60	No
QD	Water-to-Air · Compact	007–070	ECM const. torque / const. airflow	Single or two stage (rotary/scroll)	208‑230/1/60	Yes
QQ	Water-to-Air · Compact	024–070	ECM constant airflow	Two stage scroll	208‑230/1/60	Yes
QZ Split	Water-to-Air · Compact	024–070	In the paired air handler	Two stage scroll	208‑230/1/60	Yes
QW	Water-to-Water · Large	025–122	— (no blower)	Std scroll, dual-stage refrigerant circuit	208V 1φ	Yes

Common to the residential line Copper or cupronickel coax coil · coated / painted cabinet · swing-out and divided electrical box · slide-out blower (vertical only) on QA and QD. QA is the only residential series that is not ENERGY STAR rated.

Series at a Glance

Pick the right model fast

One row per series, sorted commercial then residential. Efficiency ranges are the published ground-loop and water-loop COP/EER spans across the size range.

Every series, side by side

Series	Market	Tons	Type	Blower	Cabinets	Ground loop COP / EER	Water loop COP / EER
AA	Commercial	½–6	Water-to-Air	PSC or const. torque ECM (const. DDM ECM 018–070)	Vertical / Horizontal	3.19–3.80 / 14.32–16.20	4.47–4.87 / 12.26–15.60
AD	Commercial	½–6	Water-to-Air	Const. torque ECM all sizes; const. airflow 015–070	Vertical / Horizontal / Counterflow	3.5–3.7 / 15.5–18.5	4.3–5.5 / 13.5–16.0
AQ	Commercial	2–6	Water-to-Air	Const. torque AND const. airflow ECM, all sizes	Vertical / Horizontal	3.8–4.4 / 17.0–27.0	5.1–6.2 / 15.0–18.5
AK	Commercial	½–1¼	Water-to-Air (console)	PSC, all sizes	48″ standard, 63″ extended	—	—
AE	Commercial	6–30	Water-to-Air	Belt drive (inverter duty optional)	Vertical / Horizontal	3.15–4.35 / 14.85–20.25	4.2–6.0 / 13.3–17.75
AB	Commercial	30–60	Water-to-Air	Belt drive inverter duty	Modular (heavy duty) standard	—	—
AH	Commercial	2–6	Water-to-Water	—	Cabinet, unit- or remote-mounted control	—	—
AW	Commercial	10–30	Water-to-Water	—	Cabinet, unit- or remote-mounted control	—	—
QA	Residential	½–6	Water-to-Air	PSC only	Vertical / Horizontal	3.19–3.60 / 14.32–14.80	4.45–4.70 / 12.26–14.10
QD	Residential	½–6	Water-to-Air	Const. torque 007–012; const. airflow 015–070	Vertical / Horizontal / Counterflow	3.5–4.1 / 15.7–24.0	4.3–5.5 / 13.3–17.0
QQ	Residential	2–6	Water-to-Air	Const. airflow ECM, all sizes	Vertical / Horizontal	3.8–4.40 / 17.0–27.0	5.1–6.2 / 15.0–18.5
QZ / AZ Split	Residential	2–5	Split (condensing section)	In the JDE air handler	Painted steel, ½″ closed cell foam	—	—
QW	Residential	2–5, 10	Water-to-Water	—	Cabinet, unit- or remote-mounted control	—	—

Reading the sizes Capacity size numbers are nominal MBH-ish model codes, not tons. 007 ≈ ½ ton, 024 ≈ 2 ton, 070 ≈ 6 ton, 072 ≈ 6 ton, 360 ≈ 30 ton, 720 ≈ 60 ton. Note the deliberate overlap at 6 tons: AA/AD/AQ top out at 070 and AE starts at 072.

Which series do I pick?

Smallest footprint, most options, most budget-friendly commercial unit ½–6 ton?

AA. It is the compact commercial workhorse — the most compact footprint, the widest option list, and the lowest price point of the commercial compacts. Together with the AE it is roughly 85–90% of everything a rep quotes.

Customer wants a counterflow cabinet?

AD (commercial) or QD (residential). They are the only series offering vertical, horizontal and counterflow cabinet configurations.

Efficiency is the deciding factor on a 2–6 ton commercial job?

AQ. Two-stage scroll on every size, both constant torque and constant airflow ECM available on all sizes, and the highest published numbers of the compacts — up to 27.0 EER ground loop and 6.2 COP water loop.

Perimeter console application, ½–1¼ ton?

AK. 48″ standard cabinet (63″ extended available), unit-mounted or remote-mounted controls, geothermal ready.

6–30 tons?

AE. Belt drive, two parallel refrigerant circuits, refrigerant leak detection standard, and the take-apart construction option that gets a 30-ton vertical through a 36″ doorway.

Above 30 tons?

AB, 30–60 tons. Heavy-duty modular construction is standard, so it also breaks down to fit through a 36″ door.

No air side — the customer needs hot or chilled water?

AH (2–6 ton) or AW (10–30 ton) commercial; QW (2–5 and 10 ton) residential.

Residential job where first cost rules?

QA. PSC blower only and it is not ENERGY STAR rated — and its warranty is the weakest in the residential line, so confirm the customer is fine with that trade before you quote it.

Commercial Water-to-Air

AA · AD · AQ · AK · AE · AB

AACommercial compact water-to-air ½–6 tonCommercial007–070

Available in sizes ½ through 6 ton (007–070)
Single-stage / single-speed rotary and scroll compressors
Equal to, or smaller than, Legacy in most sizes and dimensions
PSC or constant torque ECM blowers — all sizes. Constant DDM ECM on 018 through 070
Vertical configuration units internally trapped at the factory
R‑454B refrigerant-enabled
Extended range (geothermal) standard
1&3φ at 208V, 265V, 277V, 460V and 575V

	Ground Loop	Water Loop
COP	3.19 – 3.80	4.47 – 4.87
EER	14.32 – 16.20	12.26 – 15.60

AA Series

Factory options — AA

Left or right front water connections
Top, end blow, or straight through discharge
Internal electric heat
Fiberglass or closed cell foam insulation
2% leakage compliant closed cell insulation
Hot gas reheat (HGRH on/off), hot gas bypass (HGBP), or HGRH w/ HGBP
50, 75, or 100 VA transformer
DDC multi-protocol controls
100 kA SCCR
EMS relay
Blower monitor relay
Compressor monitor relay
Pump valve relay
Boilerless control
Flow proving switch
Disconnect switch
Fire alarm relay / dual power
Wire to 208V
Economizer w/ 3-way valve and controls
Throwaway, MERV 8, or MERV 13 filter
2″ or 4″ filter rack

AA series factory options list — Factory options — AA series

ADCommercial compact — counterflow design ½–6 tonCommercial007–078

Available in sizes ½ through 6 ton
Vertical, horizontal and counterflow cabinet options
Single-stage (007–018) / single-speed rotary compressors
Two-stage (024–070) / dual-speed scroll compressors
Counter flow design
Equal to, or smaller than, Legacy and CE in most dimensions
Constant torque ECM blowers — all sizes
Constant airflow ECM blowers — 015–070
Vertical configuration units internally trapped at the factory
R‑454B refrigerant-enabled
100 kA SCCR rating available

	Ground Loop	Water Loop
COP	3.5 – 3.7	4.3 – 5.5
EER	15.5 – 18.5	13.5 – 16.0

AD Series

Factory options — AD

Left or right front water connections
Top, end blow, straight through, and bottom discharge
Internal electric heat (dual point)
Fiberglass or closed cell foam insulation
2% leakage compliant closed cell insulation
Hot gas reheat (on/off or modulating), hot gas bypass, or HGRH w/ HGBP, heat recovery pkg. (HRP) 024–070
75 or 100 VA transformer
DDC multi-protocol controls
100 kA SCCR
EMS relay
Blower monitor relay
Compressor monitor relay
Pump valve relay
Boilerless control
Flow proving switch
Disconnect switch
Fire alarm relay / dual power
Wire to 208V
Economizer w/ 3-way valve and controls
Throwaway, MERV 8, or MERV 13 filter
2″ or 4″ filter rack

AD series factory options list — Factory options — AD series

Leak sensor is mandatory on AD 5 and 6 ton AD (and AQ) at 5 and 6 tons carry roughly 80 oz of refrigerant — over the 64 oz / 4 lb code threshold — so the A2L leak detection sensor is required, not optional. The software will force you to select it; you cannot complete the selection without it.

AQCommercial compact — high efficiency 2–6 tonCommercial024–070

Available in sizes 2 through 6 ton
Vertical and horizontal cabinet options
Two-stage (024–070) / dual-speed scroll compressors
Equal to, or smaller than, Legacy in most dimensions
Constant torque ECM blowers — all sizes
Constant airflow ECM blowers — all sizes
Vertical configuration units internally trapped at the factory
R‑454B refrigerant-enabled
100 kA SCCR rating available

	Ground Loop	Water Loop
COP	3.8 – 4.4	5.1 – 6.2
EER	17.0 – 27.0	15.0 – 18.5

AQ Series

Factory options — AQ

Left or right front water connections
Top, end blow, straight through discharge
Fiberglass or closed cell foam insulation
2% leakage compliant closed cell insulation
Hot gas reheat (on/off or modulating), hot gas bypass, or HGRH w/ HGBP, heat recovery pkg. (HRP) 024–070
75 or 100 VA transformer
DDC multi-protocol controls
100 kA SCCR
EMS relay
Blower monitor relay
Compressor monitor relay
Pump valve relay
Boilerless control
Flow proving switch
Disconnect switch
Fire alarm relay / dual power
Wire to 208V
Economizer w/ 3-way valve and controls
Throwaway, MERV 8, or MERV 13 filter
2″ or 4″ filter rack

AQ series factory options list — Factory options — AQ series

AKCommercial console ½–1¼ tonCommercial009–018

Available in sizes ½ through 1¼ tons
Unit mounted or remote mounted controls
Single stage, single speed rotary compressors
Standard 48″ cabinet
Geothermal ready
PSC blowers — all sizes
R‑454B refrigerant-enabled
1φ at 208V and 265V

AK Series console

Factory options — AK

Left or right water connections
63″ extended cabinet length
Fiberglass or closed cell foam insulation
75 VA transformer
½″ FPT fittings
DDC multi-protocol controls
EMS relay
Blower monitor relay (with RMC)
Compressor monitor relay
Pump valve relay
Flow proving switch
Fresh air damper (available with sub-base)
Wire to 208V
Non-fused disconnect switch

AK series factory options list — Factory options — AK series

AECommercial large water-to-air 6–30 tonCommercial072–360

Available in sizes 6 through 30 ton
Single stage, single speed scroll compressors on all sizes
Belt drive motor (inverter duty optional)
R‑454B refrigerant-enabled
Front (vertical) or side (horizontal) water connections — no other choice
Single blower units 6–15 tons; dual blower 20–30 tons
2 parallel refrigerant circuits
Refrigerant leak detection standard (so it does not appear as an option)
1&3φ at 208V, 460V and 575V

	Ground Loop	Water Loop
COP	3.15 – 4.35	4.2 – 6.0
EER	14.85 – 20.25	13.3 – 17.75

AE Series

Factory options — AE

Top, end blow, rear, front or straight through discharge
Inverter duty motor
DuoGuard air coil
Fiberglass or closed cell foam insulation
Compressor blanket
Take apart construction
75 or 100 VA transformer
DDC multi-protocol controls
VFD
Rotated blower
Rotated motor (DE072–DE181 VT)
EMS relay
Blower monitor relay
Compressor monitor relay
Phase monitor
Pump valve relay
Boilerless control
Flow proving switch
Fire alarm relay / dual power
Wire to 208V
Economizer w/ 3-way valve and controls
2″ or 4″ filter rack

AE series factory options list — Factory options — AE series

Refrigerant circuit options — AE

The AE offers many refrigerant options and combinations:

Cooling only
Hot gas bypass
Hot gas bypass with cooling only
Hot gas bypass with hot gas reheat (on/off)
Hot gas reheat (on/off)
Hot gas reheat with cooling only
Modulating hot gas reheat
Modulating hot gas reheat with cooling only

AE series refrigerant options list — Refrigerant options — AE series

There are about 15 combinations in total If a customer needs a refrigerant combination you cannot find in the software, email the York Engineering Applications team — they can help build it.

AE horizontal — return air and discharge rules by size

AE horizontal dimensions 6 to 12.5 tons — Horizontal, 6–12.5 tons

AE horizontal dimensions 15 to 20 tons — Horizontal, 15–20 tons

Model	Return air	Supply / discharge
AE072, AE096	Left return air only	Straight thru or end blow
AE120, AE150	Left return air only	Straight thru supply only
AE180, AE242	Left or right return air	Straight thru

Watch this on horizontal AE AE072–AE150 are available only in left return air. If the job needs right return on a 10 or 12.5 ton horizontal, that is a configuration problem to solve before you quote it, not after.

Take-apart construction

Vertical units only. Adds a split just below the air filter so the unit separates into an air handler section and a condensing section.
Lets you carry the unit in and fit it through a 36″ doorway — available all the way up through the 30-ton vertical.
Ships with a nitrogen holding charge to prevent oxidation inside the coils.
In the field you must braze the two sections back together, connect the electrical, connect the condensate, and recharge the unit with refrigerant.
Ideal for retrofit applications where the equipment room door is the constraint.

Take-apart construction

ABCommercial large — modular high boy 30–60 tonCommercial360–720

Available in sizes 30 through 60 ton
Single stage, single speed scroll compressors on all sizes (high efficiency scroll)
Belt drive inverter duty motor standard
Side water connections
R‑454B refrigerant-enabled
100 VA transformer
Heavy-duty modular construction standard
Shraeder valves for servicing
4″ pleated filter bank
Refrigerant leak detection standard

AB Series

Factory options — AB

Front, rear or top discharge air
Cupronickel coax coil
Fiberglass or closed cell foam insulation
DDC multi-protocol controls
VFD
Economizer w/ 3-way valve and controls
Fire alarm relay / dual power
Wire to 208V
EMS relay
Blower monitor relay
Compressor monitor relay
Phase monitor
Pump valve relay
Boilerless control
Flow proving switch

AB series factory options list — Factory options — AB series

Modular construction — vertical high (high boy)

Refrigerant circuits are pre-charged and sealed — no field brazing or recharging like the AE take-apart.
Water connections between sections have brass couplings for single water connections.
AB360 ships in two sections and can be further broken down into three: fan section, main heating/cooling section, and economizer/filter bank section.
AB480–AB720 ship in four sections and break down into six — the same breakdown as the AB360, but twice.

Retrofit selling point Can be broken down to fit through a 36″ door — and unlike the AE take-apart option, the refrigerant circuits stay sealed and pre-charged.

Modular section breakdown

Sections	AB360	AB480	AB600	AB720
AH sections	1	2	2	2
Blower sections	1	2	2	2
Filter sections	1	2	2	2
Total sections	3	6	6	6
Sections shipped	2	4	4	4

Water-to-Water

AH · AW · QW

AH / AW / QWWater-to-water heat pumps 2–30 tonCommercialQW = Residential

Available in sizes 2 through 30 ton:
- AH — 2–6 tons (capacity sizes 025–071)
- AW — 10–30 tons (capacity sizes 120–420)
- QW — 2–5 and 10 tons, residential (capacity sizes 025–122)
Two stage, single speed scroll compressors on all sizes
Side water connections
R‑454B refrigerant-enabled
75 VA transformer (AH) · 100 VA transformer (AW)
Cabinet configuration with unit-mounted controller or remote controlled
QW is ENERGY STAR rated, 1φ at 208V, dual-stage refrigerant circuit, coated/painted cabinet

AH / AW / QW

Factory options — AH / AW / QW

Cupronickel coax coil
Compressor blanket
Remote mounted or unit mounted controls
DDC multi-protocol controls
Wire to 208V
Heat recovery package (AH units only)
EMS relay
Blower monitor relay
Compressor monitor relay
Phase monitor
Pump valve relay
Boilerless control
Flow proving switch
Refrigerant leak detection

AH AW QW factory options list — Factory options — AH / AW / QW series

Residential

QA · QD · QQ · QZ Split + JDE

Residential units are not in the York selection software. They are quoted off price pages and ordered by emailing the purchase order. York has indicated residential equipment may be added to the software for quotation purposes at a later date.

QAResidential compact — entry ½–6 tonResidential007–070

Available in sizes ½ through 6 ton
Single-speed / single-stage rotary and scroll compressors
PSC blower only
Vertical configuration units internally trapped at the factory
R‑454B refrigerant-enabled
Equal to, or smaller than, SV in most sizes and dimensions
Slide-out blower (vertical only), swing-out electrical box, divided electrical box
Not ENERGY STAR rated · 208‑230/1/60 · coated / painted cabinet

	Ground Loop	Water Loop
COP	3.19 – 3.60	4.45 – 4.70
EER	14.32 – 14.80	12.26 – 14.10

QA Series

Factory options — QA

Copper or cupronickel coax coil
DuoGuard evaporator coil
Left front water connections (only)
Top or end blow discharge
Fiberglass insulation

Warranty is the weak spot — and it is different in Florida Base QA warranty is 1 year parts / 5 years compressor. QA units in Florida ONLY qualify for 5 years parts and 5 years compressor. QD and QQ both carry 10 year parts + 10 year labor allowance, so on any job where warranty is part of the conversation, the step up from QA is an easy sell.

QDResidential compact — counterflow, ENERGY STAR ½–6 tonResidentialENERGY STAR007–070

Available in sizes ½ through 6 tons
Vertical, horizontal and counterflow cabinet options
Single-stage (007–018) / single-speed rotary compressors
Two-stage (024–070) / dual-speed scroll compressors
Constant torque ECM blowers — 007–012
Constant airflow ECM blowers — 015–070
Vertical configuration units internally trapped at the factory
R‑454B refrigerant-enabled / ENERGY STAR rated

	Ground Loop	Water Loop
COP	3.5 – 4.1	4.3 – 5.5
EER	15.7 – 24.0	13.3 – 17.0

QD Series

Factory options — QD

Copper or cupronickel coax coil
Duo-Guard evaporator coil
Left front water connections ONLY
Top, end blow, or bottom discharge
FG insulation / painted steel cabinet
Heat recovery pkg. (HRP) 024–070

QQResidential compact — high efficiency 2–6 tonResidentialENERGY STAR024–070

Available in sizes 2 through 6 ton
Vertical and horizontal cabinet options
Two-stage (024–070) / dual-speed scroll compressors
Equal to, or smaller than, Legacy in most dimensions
Constant airflow ECM blowers — all sizes
Vertical configuration units internally trapped at the factory
R‑454B refrigerant-enabled
100 kA SCCR rating available
Heat recovery package available for all sizes

	Ground Loop	Water Loop
COP	3.8 – 4.40	5.1 – 6.2
EER	17.0 – 27.0	15.0 – 18.5

QQ Series

The residential efficiency leader QQ matches the commercial AQ numbers — up to 27.0 EER ground loop, 6.2 COP water loop — and unlike QD it offers the heat recovery package on all sizes, not just 024–070.

QZ / AZ SplitSplit condensing section 2–5 tonResidentialENERGY STAR024–070

Available in sizes 2 thru 5 tons
Only offered in condensing section — there is no packaged version
Paired with the JDE Premium Air Handler (and the CDM series cased coil)
Available only in 208‑230 single phase
Two stage, single speed rotary compressors
Geothermal ready
Option for copper or cupronickel coax
Painted steel cabinet with ½″ closed cell foam
R‑454B refrigerant-enabled
Optional refrigerant leak detection sensor

AZ / QZ Split condensing section

Naming note The portfolio slide labels this QZ Split under the residential tree; the detail slide is titled AZ Split Units. Same product. The detail slide originally read “paired with JDS Premium Air Handler” and was hand-corrected on the deck to JDE.

JDEPremium Air Handler — pairs with the split ResidentialUp to 20 SEER2

Premium efficiency — up to 20 SEER2, up to 9.5 HSPF2
All aluminum evaporator coil for superior corrosion resistance
Constant torque multi-speed ECM blower motor — designed for two-stage operation
5, 8, 10, 15, 20 kW electric heat accessory kits available for supplemental or emergency heating needs
Easy to install — compatible with most standard 24 VAC heat pump thermostats
Factory-installed TXV
Condensate drain pan is polymer with UVC inhibitor
Factory-installed A2L sensor

JDE Premium Air Handler

Factory Option Guide

What each option does & when to pick it

This is the section that keeps you from over-selecting. Reps regularly check every box on the page and then ask why the unit is so expensive — the answer is almost always three or four options nobody on the job actually needs. Every entry below is “what it is, when you need it, what it costs you if you get it wrong.”

Electrical & voltage

Why do some voltages disappear when I change the size?

Voltage availability narrows as capacity goes up. On the compacts you lose the single-phase voltages — and specifically 265V — as you move into 4, 5 and 6 ton.

The unit says “208/230, single and three phase.” Which one ships?

Both of those voltage selections ship from the factory wired for 230 volt. If you know the building is truly 208V, select the Wire to 208V electrical option and it arrives wired that way.

It is not hard to change in the field — you move one wire on the voltage terminal — but doing it 30, 40, 60 or 100 times is real labor and real money. On any sizeable schedule, if you know it is 208V, take the factory option.

How many electrical options can I add?

Up to five per unit. In practice it is rare that a job actually needs all of them, so the cap is seldom a problem.

What are the common ones?

Pump valve relay — opens a valve when the compressor comes on, for either a pump or an external two-way valve. Disconnect switch — a factory-installed disconnect, wired to 208 volt. Leak sensors — the A2L refrigerant leak detection sensor.

A2L refrigerant leak detection — when is it required?

Do units come standard with refrigerant leak sensors?

It depends on the refrigerant charge. By code, anything with more than 64 ounces (4 pounds) of refrigerant requires leak detection. Below 4 lb it is optional and shows up in the electrical options list.

Which models force it?

The AD and AQ at 5 and 6 tons carry roughly 80 ounces, which puts them over the threshold — the sensor is required and the software will not let you complete the selection without it.

You do not have to memorize this. The software prompts you.

How do I tell at a glance whether it is standard or optional?

If you see it in the electrical options list, it is optional. If you do not see it at all, it is standard — already in the unit's bill of materials. On the larger units (AE, AB) refrigerant leak detection is standard, which is why it never appears as a selectable option.

Why this exists now R‑454B is an A2L — a mildly flammable refrigerant. Every heat pump in this portfolio uses it, so leak detection is now a permanent part of the conversation rather than an exotic add-on.

Heat exchanger — copper vs. cupronickel

Which one do I pick?

Copper, about 90–95% of the time on commercial units. Most commercial buildings are closed loop — boiler/tower, chillers, boilers — and the water quality is maintained.

Upgrade to cupronickel only when the loop is open: a pump-and-dump, or an open-loop geothermal system where water quality will not always be maintained. That is where you want the more robust heat exchanger material.

Water connections & the “front of the unit” convention

What does “front” mean?

The front of the unit is the side where you access the electrical box. Everything else — left/right water, left/right return, front/rear discharge — is built off that frame of reference. Set it first and the rest of the configuration reads correctly.

What are my choices by series?

Small package units, ½–6 ton (AA, AD, AQ): front-left or front-right water. Front-left = water on the front of the left side; front-right = front of the right side.

QA and QD (residential): left front water connections only.

AE: vertical units have front water only; horizontal units have side water only. There is no customization on those.

AB and the water-to-water AH / AW / QW: side water connections.

Every manufacturer defines this differently There is no industry standard for what “front,” “left” and “right” mean on a WSHP. When you are cross-referencing a competitor's schedule, re-derive the orientation from the electrical box rather than assuming their left is York's left.

Return air & discharge air

What are the return air choices?

Compacts (AA / AD / AQ): left or right return.

AE vertical: return air changes to back or front — back means opposite the electrical box, front means the same side as the electrical box. AE horizontal keeps left and right.

What are the discharge choices?

Vertical units: top discharge.

Horizontal units: end blow or straight through.

AE vertical: top discharge, plus rear or front — and the choice you get is always opposite your return air. Front return → rear or top supply. Rear return → front or top supply. The software has this built in; you never have to remember it.

What is the actual difference between straight through and end blow?

Straight through cuts straight across the unit — a straight line from return air to supply air across the narrow path.

End blow brings air in one side, turns it 90°, and shoots it out the skinny end of the unit — the end opposite the control box.

Can discharge be changed in the field?

Yes, on horizontal units. If you are stocking straight-through units and a job needs end blow, it converts in the field: about nine steps, laid out clearly in the IOM, roughly ten minutes. You swap some panels and rotate the blower. This is a real advantage for anyone carrying stock.

Fan motor — PSC vs. constant torque vs. constant airflow

PSC — the standard blower on AA, QA and AK. Lowest cost, most CFM fall-off as static pressure rises.
Constant torque ECM — about a 10% efficiency boost over PSC, and it holds the blower curve better. As filters load up and static rises, you lose CFM much more slowly than with a PSC.
Constant airflow ECM — another ~10% efficiency boost over constant torque. The motor actively ramps up and down to maintain the programmed CFM as static pressure increases. Program it for 2,000 CFM and it will still be delivering 2,000 CFM as the filters get dirty.

460V / 3φ + constant airflow ECM needs a neutral If you have 460 volt three phase and select the constant airflow ECM, the unit requires a neutral wire in the building. No neutral available? Step back to the constant torque ECM to avoid the problem entirely. This one bites people after the equipment lands.

What about the large units?

On AE, the default is a belt drive motor with an optional inverter duty motor. The inverter duty motor is mandatory if you are taking the factory VFD, and you want it for a field-installed third-party VFD as well. On AB, the belt drive inverter duty motor is standard.

Air coil — standard vs. DuoGuard coated

When do I upgrade to the DuoGuard coil?

When the air quality where the unit lives is less than ideal — coastlines, waste management facilities, sewer facilities, and anywhere the air is more corrosive and harmful to the coil. Standard uncoated is fine everywhere else.

Cabinet construction & insulation

What are the insulation choices?

All units use galvanized steel cabinets. Insulation runs: standard fiberglass → closed cell foam → 2% leakage compliant closed cell foam.

The difference between plain closed cell and the 2% leakage version is a more robust, more thoroughly sealed cabinet: extra insulation around the panels, any gaps, and the screw holes. It goes the extra mile to seal the cabinet up.

What is the compressor blanket for?

Additional sound attenuation. Each insulation option can add the compressor blanket.

How does take-apart construction work?

On AE vertical units only, it adds a split just below the air filter so the unit can be broken apart in the field and fit through a 36″ doorway — all the way up through the 30-ton vertical.

Once it is in place you must braze the two sections back together, connect the electrical, connect the condensate, and recharge the unit with refrigerant. It ships with a nitrogen holding charge to prevent oxidation inside the coils. Great option for retrofits.

On AB, heavy-duty modular construction is standard and the refrigerant circuits stay pre-charged and sealed — no field brazing or recharging. Water connections between sections use brass couplings so the field still sees single water connections.

Refrigerant circuit — and the cooling-only trap

What is standard?

Standard units are heat pumps — heating and cooling. Above that you can add hot gas bypass, hot gas reheat (for dehumidification), HGBP + HGRH combinations, cooling-only, and on the larger units modulating hot gas reheat. There are roughly 15 combinations across the line.

Cooling only removes the reversing valve — permanently, for practical purposes Selecting straight cool / cooling only physically removes the reversing valve. That unit can never heat. Technically you could reinstall a reversing valve later, but it is extremely labor-intensive: cutting into all the refrigerant piping, evacuating the refrigerant, brazing everything back together, and hoping you do not leave a leak anywhere.

When in doubt, quote a standard heat pump and just jump out the heating call. Yes, you still have a reversing valve and therefore a potential point of failure — but reversing valve failure rates are extremely low, and you keep every future option open.

Transformers — and why DDC greys out

What sizes are available?

50 VA standard on the AA, with 75 and 100 VA options. AD, AQ and AE start at 75 VA. AK is 75 VA. AB and AW are 100 VA. AH is 75 VA.

Why is the DDC option greyed out?

Because certain options require a higher VA transformer — specifically the DDC controls and the waterside economizer. Go back up, select the 100 VA transformer, and the DDC option becomes selectable again. Same story for the economizer.

Water flow control

Option	What it does	When you want it
Two-way solenoid valve	An on/off electric valve. Opens when the compressor comes on to allow water in; closes when the compressor is not running.	Variable-flow loops where you want the unit to shut off its own water.
MeasureFlow / AFV	A special cartridge in a valve that sets the flow to 3 GPM per ton.	When you want the unit balanced from the factory instead of field-balanced.
Water regulating valve connect	Just Schrader valves, so a third-party water regulating valve can be connected.	Only really needed if the unit runs with sub-50°F entering water, which is fairly rare.
Flow proving switch	A waterside differential pressure switch that shuts the unit off when it detects very low or no flow — and auto-resets. As soon as flow returns, the switch resets the board and the unit starts running again.	Schools, high-rises, big commercial buildings. Arguably the single best-value option in the list.

Why the auto-reset matters so much Without a flow proving switch, starting a unit with no flow hard locks out the unit. Somebody has to go manually reset it — at the thermostat, through the DDC, or at the unit itself. That is true of essentially every manufacturer that does not offer one of these. The auto-resetting switch eliminates the truck roll entirely.

Waterside economizer (free cooling coil)

What is it, physically?

A cold water coil mounted on the outside of the unit for economizer mode. Some people call it a free cooling coil. In the software it appears as “economizer w/ 3-way valve and controls.”

Anything it depends on?

Yes — like the DDC, it requires the 100 VA transformer. It also adds pressure drop, so the standard airflow tables will not exactly match your final performance.

Air filtration & filter racks

Compacts (AA / AD / AQ) — what are my choices?

Standard 1″ throwaway filter, plus MERV 8, MERV 13, and a robust 4″ MERV 13. Filter racks are available in 2″ or 4″.

Side access or bottom access?

Vertical units have side access only. Horizontal units have both side and bottom access.

On a horizontal unit, take the bottom access filter. Serviceability does not get easier than opening a panel and dropping the filter out the bottom. Changing a filter out the left or right side of a hung horizontal unit is meaningfully harder.

Large units (AE / AB) — why can't I pick MERV 8 or 13?

The big units do not offer the MERV filters themselves — they offer filter racks. Standard is a 1″ rack, with optional 2″ racks in two-sided (left or right) or four-sided (left, right, top and bottom) configurations. AB ships with a 4″ pleated filter bank standard.

Take one of the 2″ racks. If a 1″ rack lands on the job and the customer later wants a 2″ MERV 8, you cannot do it. The upgrade costs almost nothing at order time and is impossible afterward.

AE motor horsepower & orientation

Motor horsepower?

Depending on unit size you may have a couple of horsepowers to choose from; some sizes only offer one. If the schedule calls for more static, step up the horsepower where it is available.

Motor orientation — the most confusing field on the page?

99% of the time you pick standard blower and motor orientation. That covers essentially every unit ordered.

Rotate the blower 180° and you change the way air curls out of the unit — occasionally useful for optimal duct airflow in a special application.

Rotate the motor 180° and you change which side you service the motor from. That is what lets you set two units side by side, or push a unit up against a wall.

If you run into either of those applications, call the York Engineering Applications team — they have documents and photos and will hop on a call.

AE system control — VFD, DDC, and the near-VAV unit

What is the factory VFD?

An ABB 550 — probably the most common water source heat pump VFD in the market. Selecting it requires the inverter duty motor.

What does the DDC + VFD combination give me?

Selecting the option that pairs BACnet DDC with the VFD puts you 95% of the way to a VAV unit right from the factory. No extra lead time, no special program — all the logic already lives in the DDC controller.

You just need a Control Air M (HMI) on site to program it. Configuring the unit for a VAV application takes well under ten minutes.

Quotable “Factory VFD plus BACnet DDC gets you a VAV water source heat pump with no special order, no special lead time, and about ten minutes of commissioning.” That is a strong differentiator on a VAV job that was going to be spec'd around somebody else's custom unit.

Controls, Boards & DDC

UPM · ECM · options card · DDC · zone sensors

Unit mounted control

LED display provides indication for unit operating mode as well as fan speed and fault indication
Touch pad for temperature, fan and mode adjustment
UPM is now included with the unit mounted controls, which brings:
- 5 minute anti short cycle timer
- Random start
- Intelligent reset
- 90 second low pressure bypass timer

Where you can get it Unit mounted or remote mounted controls are a factory option on AK and on the water-to-water AH / AW / QW series.

Unit mounted control

UPM 2.0 board — terminal map

#	Connection
1	Compressor Contact Output
2	Compressor Y1 Call
3	High Pressure Switch
4	Low Pressure Switch
5	Water Coil Freeze 1
6	LED Status Diagnostic
7	Air Coil Freeze 2
8	Condensate Overflow
9	Ground
10	UPM Settings Dip Switch
11	A2L Sensor Connection
12	24VAC Power Common
13	24VAC Power Input
14	UPM Standoff
15	Power LED
16	FAN
17	Dry Contact

UPM 2.0 board

UPM fault codes & dip switches

UPM fault code and dip switch reference table — UPM dip switch functions and blink-code table — source slide

The source slide has a font glitch — use the tables below On the original slide a font substitution replaced every “es” with “XX,” so it reads “DXXcription,” “minutXX,” “rXXet,” “TXXt” and “prXXsure.” The two tables below are the same content with the text restored. Where the slide and these tables ever disagree, the unit IOM wins.

Dip switch functions

SW	Function	Description	Off (I)	On (O)
1	Lockout	The number of times a fault condition can occur in 60 minutes before the unit goes into a hard lockout.	2	4
2	Reset	Determines how a hard lockout can be reset. R requires the board to be manually powered off and back on to exit a hard lockout. Y means the lockout can be cleared from the thermostat.	Y	R
3	Alarm	Determines the alarm output signal.	PULSE **	CONST
4	Test	Reduces all time-delay settings to 10 seconds during troubleshooting or verification of unit operation. *	No	Yes
5	Freeze 1	Freeze limit trip should only be changed to 15°F when a closed loop system with an appropriate antifreeze mixture is used.	25°F	15°F
6	Freeze 2	—	25°F	15°F
7	Pump	—	No	Yes

Factory defaults Test = No · Alarm = PULSE · Reset = Y · Lockout = 2 · Freeze temp = 25°F

Blink codes

Blinks	Fault	Fault criteria
None	None	All fault conditions normal
1	High pressure	Refrigerant discharge pressure has exceeded 60 PSIG †
2	Low pressure	Refrigerant suction pressure has fallen below 40 PSIG
3	Water coil freeze	Refrigerant temperature to the water coil has fallen below 26°F for 30 seconds
4	Condensate overflow	Condensate levels in the unit drain pan are too high
5	Brown out	Control voltage has fallen below 18 VAC
6	Air coil freeze	Refrigerant temperature to the air coil has fallen below 26°F for 30 seconds

* Test mode is not a “leave it there” setting Operating the unit in Test mode can lead to accelerated wear and premature failure of components. The TEST switch must be set back to “NO” after troubleshooting or servicing.

** About the PULSE alarm setting The remote device must have malfunction detection capability when the UPM board is set to “PULSE” to ensure proper functionality.

† Verify the high-pressure figure against the IOM The York slide prints the high-pressure trip as “exceeded 60 PSIG.” That is transcribed here exactly as published, but a 60 PSIG high-pressure trip is not plausible for an R‑454B circuit — the intended figure is almost certainly 600 PSIG. Do not quote this number to a technician without confirming it in the unit IOM.

ECM board — terminal map

#	Function
1	Motor Harness Plug
2	Blower DDM Adjustment
3	Motor Settings
4	Dehumidification Indication
5	Thermostat Contact Inputs
6	DDM Count Indicator
7	Thermostat Input Status Indication
8	Reheat Digital Outputs
9	Thermostat Outputs
10	24 VAC
11	Hot Gas Re-Heat Enable Switch

ECM board

Options card — terminal map

#	Feature
1	Cool Set Point Potentiometer (Economizer)
2	Heat Set Point Potentiometer (Boilerless Control)
3	Operating Mode Dip Switch
4	Entering Water Temperature
5	H Signal Input
6	O Signal Input
7	Y Call Input
8	LED Input Status
9	Economizer Output “E_OUT”
10	Hot Gas Reheat Output “H_OUT”
11	Boilerless Control Output “W_OUT”
12	Reversing Valve Output “O_OUT”
13	Options Card Standoff
14	LED Output Status
15	FAN Output “G_OUT”
16	Y Call Output “Y_OUT”
17	24VAC Power Input
18	24VAC Power Common

Options card

When does the options card ship? The options card is included if the unit has HGRH, WSE (waterside economizer), or boilerless control. If you sold any of those three, the card is in the unit.

Direct Digital Control (DDC)

DDC family: HMI, controllers and zone sensors — HMI · DDC controllers · zone sensors

What protocols does the DDC board speak?

The board is multi-protocol. It is BACnet as standard, and through dip switches on the board you can change it to Modbus or N2.

Is LON available?

No. LON has not been available for a couple of years now — ever since the major manufacturer of the LON cards went out of business. If a spec calls for LON, that conversation needs to happen early.

What do I need to order alongside DDC?

A 100 VA transformer (the DDC option is greyed out until you select it), your zone sensors, and — strongly recommended — at least one HMI per project.

DDC controllers

Control Air 5600, Control Air 5830, and Control Air 6120.

HMIs — pick one per project, not per unit

HMI	How it connects	Reach	When to use it
Control Air M	RNET connection — the same connection the zone sensors use, on the left side of the DDC board.	One-to-one: one HMI to one water source heat pump.	The default recommendation. It works without BACnet, which is exactly the situation you are in at startup.
Control Air M+	Requires a BACnet MS/TP connection.	Up to 50 water source heat pumps — auto-discover them all on the same BACnet connection.	Excellent once BACnet exists. Less useful at startup, because BACnet usually is not up yet.
Virtual Control Air M	A special cable that interfaces with the DDC board and ends in USB (you will usually need a USB-C adapter). Also connects to the bottom of a zone sensor.	Whatever you plug into — turns an Android phone or tablet into the HMI via an app from the Google Play Store.	Great to carry. Plug in and change heating/cooling, schedule, mode, inputs and outputs on the spot.

Do not skip the HMI on a DDC job The failure mode is predictable: a stack of DDC units lands, something needs a setting change, the tech calls tech support, and tech support asks “do you have a controller?” The answer is no. The tech leaves the job site, one gets ordered and shipped, and roughly two days are gone before anyone can come back. Time is money — include one from the start. It is always better to have it and not need it.

One per project — watch your copies You only need one HMI/controller for the project. If you build your schedule by copying a line item, remove the duplicated controller from every copy or the project price balloons for no reason.

Zone sensors — ZS Series R1

Model family	What it does
ZS‑1 / ZS‑1H	Base — temperature reading only.
ZS‑1S	Slidebar — adds the ability to adjust temperature via a slidebar.
ZSP‑1 / ZSP‑1H / ZSP‑1HC	Push — temperature selection plus an LCD screen.
ZSM‑1 / ZSM‑1H / ZSM‑1HC	Manager — the most advanced. Fan mode on/off, heat mode, screen — options for essentially everything.

There are ~13 zone sensor models total York publishes a brochure with a checkbox chart showing every feature and option across all of the zone sensor models. If you need to match a spec feature-by-feature, that chart is the fastest path.

Accessories

Hose kits · pump kits · thermostats

Hose kits

How many options are there?

Six, ranging from a plain hose kit with a swivel all the way up through a hose kit with Y-strainer, blowdown valve and electric valve.

Someone just asked me for “a five ton replacement and a hose kit.” Which one?

At minimum, quote the hose kit with portable ball valve, swivel and one P/T port — the second option in the list. Two reasons:

The ball valves let you do all of your circuit setting and isolate the unit. Old-school method of adjusting flow rate through a unit, and still very effective.
The P/T (pressure & temperature) ports let you do all of your waterside commissioning and diagnostics.

Why do the P/T ports matter so much for diagnostics?

Because they let a technician calculate heat of rejection in the field. If you can measure flow rate (3 GPM per ton), entering and leaving water temperature (delta T — you want roughly 10°F in cooling), and leaving air temperature with a duct probe, you can compute heat of rejection and verify it against the tables in the IOM. If the numbers do not line up, that discrepancy is your diagnostic.

Never put a two-way valve on both the unit and the hose kit Pick one or the other. If you have a two-way valve in the unit and on the hose kit, the valves fight each other, you will not establish full flow through the unit before it trips, and the unit will trip off on one of its safeties — no flow, low pressure, or high pressure. This is close to guaranteed, not a maybe.

Hose kits are sized to the unit in the software The software only shows hose kits that match the unit's water connection size — it will not let you put a ½″ hose kit on a ¾″ connection or a ¾″ on a 1″ connection. Change the unit size and the water connection changes, so the software flags the hose kit for update.

Ground loop pump kits

How do I know which one to select?

Refer to the York brochures — they include pump curves that let you size the kit by GPM. Whatever GPM you have sized to determines which pump you need.

Are these commercial or residential?

They are really more of a residential item, but York offers them for light-commercial-type applications too.

Thermostats

Is there a York thermostat in the selection software?

There is a thermostat category in the accessory dropdown, but no York-branded thermostat is set up in the software yet. As of the 8/14/26 webinar, York had just made a thermostat available at the factory but had not yet configured it in the system. It is being actively worked on.

What do I use instead?

On a DDC job you use zone sensors, not thermostats. On the residential split, the JDE air handler is compatible with most standard 24 VAC heat pump thermostats.

Warranty

Standard terms & extended options

Commercial warranty

Standard on every commercial heat pump 5 year compressor warranty · 1 year parts

What do the extended warranties actually add?

Everything in the warranty dropdown is above and beyond the standard 5/1. When an option reads “2 to 5 years extended parts,” it means years 2, 3, 4 and 5 for parts — so adding it gives you a total of 5 years parts, 5 years compressor.

Can I add more than one?

No — only one warranty per unit. They nest inside each other: refrigerant circuit is included in parts, and parts is included in parts-and-labor. Stacking them would double-cover the same thing.

Do I get my multiplier on warranty?

No. All warranties are at net price. Equipment and accessories get the multiplier; warranties do not. This is also why the “weighted multiplier” on your quote summary looks strange — see the Quoting section.

Why did my warranty turn red when I changed the unit size?

Warranty is priced by unit size — bigger units have more expensive components, so a 4-ton warranty is a different line item than a 3-ton warranty. Change the size and the software flags the warranty for update. Remove it and re-add it.

Commercial heat pump warranty: 5 year compressor, 1 year parts

Commercial warranty

Residential warranty

Series	Warranty
QA	1 year part warranty & 5 year compressor
QA in Florida	5 years parts and 5 years compressor — Florida only
QD / QQ	10 year part warranty & 10 year labor allowance

Read the slide carefully The published QA line reads “5 Year Part Warranty & 1 Year Compressor,” but the deck carries a hand-drawn correction swapping the two figures — so the correct reading is 1 year parts / 5 year compressor, matching the commercial standard. The Florida-only exception raising QA to 5 years parts and 5 years compressor is printed as a banner on the same slide.

Easy upsell The jump from QA to QD or QQ takes the customer from 1 year parts to 10 years parts plus a 10 year labor allowance, and adds ENERGY STAR rating and an ECM blower. On any residential job where the homeowner is staying put, that is a straightforward conversation.

Residential warranty

York Selection Software

Account → project → selection → rating

Commercial units are quoted, selected and ordered through the York selection software. Residential units are not in the software — they are handled outside it through price pages, with purchase orders submitted by email.

The homepage — what is actually on it

News and technical updates — center of the page. Anything York needs reps to know gets posted here.
Customer support contacts — right side. Parts team, tech support, and at the bottom the Engineering Applications team.
Lead times — far right. Click where it says “Click here” to open commercial and residential lead times. Updated at a minimum once a week, and immediately if lead times change before that.

How to get help fast Email the Engineering Applications address on the homepage — it is the quickest path when you are stuck. But give them something to work with. “I can't get a unit to select” does not help. Send the specific project, the unit, a screenshot of the issue, and what you are trying to do. They can open your project and see exactly what you see.

Account trouble If you get an account confirmation but the password reset comes back invalid, send your information to the Engineering Applications address and a team member will get you squared away. Do not keep retrying.

Creating a project

Go to My Projects. Open an existing project with its Schedule button on the left, or type a new project name and click Add New.
Fill in the project information page. Anything with a red star is mandatory. Project type, vertical market, and where the project sits in its phase (design/budget, bid, etc.).
On the right, add any competing bids — JCI, ClimateMaster, Trane and so on — and set the basis of design. Remove any with the X.
Bottom left, add the end customer. If you genuinely do not know who it is — a one-off replacement, a bid-stage job, a government project — pick one of the “unknown” options provided.
Click Save. That takes you to the project schedule page, where you select equipment, create quotes, run performance, generate submittals and submit orders.

Do not agonize over the project info page None of it changes pricing. York uses it to gauge what equipment is being quoted where, what phase projects are in, who they are competing against, and who is basis of design — which feeds marketing targeting, technical documentation, and the pipeline forecast the factory plans materials against.

Selecting a unit

On the project schedule, choose Select the product family → Commercial water-to-air heat pump.
Pick your model from the list, then click Add New Line Item. That opens the pricing page.
At the top, set the tag and quantity. Tag them individually (WSHP-1, WSHP-2, WSHP-3) or bump the quantity on one line — reps do it every way imaginable.
Work down the base unit configuration: size → electrical → configuration (vertical/horizontal) → heat exchanger → water connections → return air → discharge air → fan motor → air coil. That gives you your base unit list price.
Everything below that point — electrical options, cabinet construction, refrigerant circuit, transformer, system control, water flow control, waterside economizer, air filtration — is optional and additive.
Add accessories and warranties through the Edit button and the accessory dropdown.
Click Rate the unit to run performance.

The blue circle clears dependencies If a field is greyed out — say you cannot pick horizontal because of an earlier choice — click the small blue circle next to the field. It clears the dependencies and resets the downstream selections (like discharge air) so you can pick again. Much faster than backtracking to hunt for whatever is blocking it.

Rating the unit — the performance page

What conditions does it default to?

The AHRI rating conditions — 85°F entering water, 3 GPM per ton. Every field on the page is adjustable; highlight a field to see the range you are allowed to enter.

Can I run glycol?

Yes — ethylene glycol, propylene glycol and methanol are all selectable.

How do I enter airflow?

It depends on which fan motor you selected:

PSC — enter your CFM and pick low, medium or high blower speed.
Constant torque ECM — five motor types (1 through 5). Some smaller units — roughly under 12 tons — only offer three.
Constant airflow ECM — pick both your airflow and external static pressure, then click Calculate.

I do not know which blower speed to pick.

Two options. Click high and see what comes out, or click the small button to the left of “Airflow” to bring up the airflow tables — find your CFM and read across to the ESP you expect.

Important caveat: the airflow table is for a standard unit with no extra options. Adding a MERV 13 filter, hot gas reheat, or the waterside economizer adds pressure drop, so your final results may not match the table. Treat the table as a starting reference point, not the answer.

How do I know it worked?

A green success bar. If instead you get “airflow is out of range, please adjust your fan speed,” go back to the airflow table and increase your blower speed.

Building a whole schedule — the copy method

Select and rate one unit completely, all the way through a successful performance run.
Check that unit's box, make sure Select Action reads Copy, and create a copy.
Open the copy with the dollar-sign / price icon and edit it: retag it, change the size, change the return air, change vertical to horizontal — whatever this unit needs.
Click Rate the unit and enter the new CFM. Repeat for each line.

“Some of the accessories are not valid based on your configuration” You will see this message when copying, and it is not an error — it is the software protecting you. Two things are size-dependent:

1. Warranty. Bigger units have more expensive components, so the warranty line is different. Remove it and re-add it.
2. Hose kits. They are sized to the water connection, so if the unit size changed the connection size may have too. Anything flagged red needs updating.

And while you are in there: remove the duplicated Control Air M. You need one per project, not one per unit — otherwise the project gets very expensive very quietly.

Why line-by-line beats bumping the quantity You can absolutely set quantity to 30 and copy once. Many people prefer editing line by line because it makes it much harder to skip a unit — the classic failure is finishing a schedule, coming up one unit short, and having no idea which one you missed.

Quoting

Quote number → freight → multiplier → print

Creating the quote

On the project schedule, select all the equipment — check each box or use Select All — then choose Select Action → Quote.
The quote worksheet opens with a unique quote number at the top.
Set your expected close date, and on the shipping section your expected ship date.
Pick the state. This is the single most important field on the page — picking the state is what populates the freight cost.
Rep information and your sales manager pull in automatically. Review the equipment summary below.

Quote numbers are gone forever if you delete the quote Each quote number is unique and will never be reproduced. Delete the quote and that number vanishes — nothing else ever gets it.

Multipliers, markups and the weird “weighted multiplier”

Why does the weighted multiplier look wrong?

Because warranties are net-priced — no multiplier applies to them — while equipment and accessories do get your multiplier. Blending those together produces a weighted number that will not match your true equipment multiplier.

Ignore the weighted multiplier. To see your real number, scroll to Multipliers, Markups and Commissions.

How do I ask for a better multiplier?

In the multipliers section, type the multiplier you want, click Request Special Discount, fill out the required information, and click Request.

Can I put my markup in the system?

Yes. There is a markup field where you can enter your markup and see your resulting profit. Plenty of reps do this outside the system instead — both work — but it is there if you want the quote to carry it.

Is the probability percentage at the top right my markup?

No. That percentage (25%, for example) is quote-activity reporting. It tells York what phase and probability your projects sit at, which builds the pipeline forecast so the factory can plan materials and lead times. It has nothing to do with pricing.

Printing the quote — two versions

Version	Markup applied?	What the customer sees
York quote	No — net price	Displays your multiplier and a full line-by-line pricing breakdown of all options. Internal / distributor-facing.
Quote to end customer	Yes — markup included	Markup is baked in, freight shown, one total price. No line-by-line breakdown, no multiplier.

How to print Click the printer icon at the top of the quote and choose your version. It opens in a brand new browser tab.

Submittals

Two clicks, two tabs

Generating submittals

Open the project from My Projects using the Schedule button.
Click the Submittal button at the top, then Generate Submittal.
Two tabs open. Tab one is the water-to-air schedule. Tab two is the as-built submittal.
Export either one to Excel, PDF or Word using the floppy disk icon at the top.

If the two tabs do not open, it is your pop-up blocker You will usually see a pop-up notification, or a red slash through one of the icons in the browser address bar. Turn pop-ups on for the site. If your internet provider or IT policy makes that difficult, the Engineering Applications team has written instructions for each of the major browsers.

What is in the as-built submittal A full comprehensive package: tagging schedule, performance, sound data, wiring diagrams and dimensional drawings. On a large schedule, give the print a minute — it is compiling all of that performance data and every table into one file.

Bonus use for the submittal The dimensional drawings in the as-built submittal are the fastest way to settle an orientation argument. Print the horizontal unit drawing and you can point directly at the electrical box, the left/right water, and the difference between straight-through and end-blow airflow.

Ordering

The part people get wrong

Placing the order

Always create the order from the quotation. Go back into the project, open the quote, scroll to the bottom and click Create Order. Doing it this way is what carries any special multipliers and quote information onto the order.
The order worksheet opens with a unique order number — like the quote number, never reproduced, and gone if you delete the order.
Enter your purchase order number and confirm the customer account number (most accounts default this in automatically).
Fill in everything marked red, then the full shipping information and a contact name.
Use special order instructions for anything the driver or warehouse needs — “call Joe Smith 48 hours before delivery, here is the number.”
Give the whole order a once-over. Confirm your multiplier is still showing under Multipliers and Markups.
Attach your purchase order. Select the file, set documentation type to Purchase Order, and click Upload. A green success bar means it worked.
Scroll all the way to the bottom, click SUBMIT ORDER, then click YES.

Filename gotcha on the PO upload Some special characters are rejected — parentheses are one of them. If the upload fails, rename the file to something plain before blaming the software. You may also need to switch the file-type filter to All Types for your PDF to show up in the picker.

Attaching the PO is becoming mandatory As of the 8/14/26 webinar, attaching the purchase order was still optional but York was rolling out an update the following week making it required before you can submit the order. Build the habit now.

“If you take one thing away…” — what happens after you submit

The single most common expensive mistake Building the order is not submitting the order. You must scroll to the very bottom, click SUBMIT ORDER, and then click YES. That YES is what sends it to York's customer service team. Everything before that is a draft sitting in your account.

You get a notification from the software confirming the order was submitted. If you do not get that notification, you probably did not submit the order. This is check number one.
Customer service processes it. Give them 48 to 72 hours — they are a busy team.
Orders over $50,000 come back to you for a signed acknowledgment — initialing all the pages of the order. Under $50,000, skip to the next step.
The order is released to the factory, and customer service sends you an order confirmation, typically including an estimated ship date.

The 10-second status check Open the order from your project and look at the status.
“Open” = you have NOT submitted it. Scroll to the bottom and click Submit Order.
Anything else — Submitted, Finalized, In Process — means it is being worked on.

Be proactive, not polite If you do not get the software notification, and you do not hear from customer service within a couple of days, ask somebody — your sales manager, the engineering team, or customer service. Everyone would much rather tell you “yes we have it, we are just busy” than have this conversation: a rep followed up on an order after 11 weeks and had to be told it had never been submitted. This happens roughly every other week.

Vendor / account numbers

Which vendor number do I use?

This is a sales-manager question rather than an engineering one — reach out to your York sales manager. If you are not sure who that is, email the Engineering Applications address and they will connect you with the right people.

In most cases your software account is already set up with your account number as a default, so it pulls into the order automatically.

Rep FAQ

Real questions, short answers

Every answer here also lives somewhere above with more context — this is the fast lane when a customer is on the phone.

Product & configuration

Who actually builds the York WaterSource units?

Florida Heat Pump (FHP). The product line presentation is a joint York/Bosch deck.

What refrigerant?

R‑454B across the entire portfolio — low GWP, and an A2L (mildly flammable), which is why leak detection appears throughout the options.

If I only learn two models, which two?

AA (½–6 ton) and AE (6–30 ton). Between them they are roughly 85–90% of everything a rep quotes — and almost everything else in the line is easier to select than those two.

What is the difference between straight-through and end-blow on a horizontal unit?

Straight through cuts a straight line from return to supply across the narrow path of the unit. End blow brings air in the side, turns it 90°, and discharges out the skinny end opposite the control box.

Can I convert discharge in the field?

Yes, on horizontal units. About nine steps, well laid out in the IOM, roughly ten minutes — swap panels and rotate the blower. If you stock straight-through units you can serve end-blow jobs from the same stock.

What does “front of the unit” mean?

The side where you access the electrical box. Every left/right/front/rear callout builds off that.

Copper or cupronickel?

Copper 90–95% of the time on commercial. Cupronickel only for open loop — pump-and-dump or open-loop geothermal where water quality is not maintained.

Do the units come standard with refrigerant leak sensors?

Over 64 oz / 4 lb of refrigerant, code requires it. Below that it is optional. AD and AQ at 5 and 6 tons (~80 oz) require it and the software forces the selection. On AE and AB it is standard. Rule: if you see it in the options list it is optional; if you cannot find it at all it is standard.

The equipment room door is 36″. What can I sell?

AE vertical with take-apart construction (up through 30 ton) — but the field has to braze, reconnect and recharge it. Or AB, where heavy-duty modular construction is standard and the refrigerant circuits stay pre-charged and sealed.

Which units are geothermal ready?

AA has extended range (geothermal) standard. AK and the AZ/QZ split are listed as geothermal ready. For open-loop geothermal, remember to move to cupronickel.

Which units are ENERGY STAR rated?

Residential QD, QQ, QZ Split and QW. QA is not.

Which series offer a counterflow cabinet?

AD (commercial) and QD (residential).

Which units offer the heat recovery package?

AD, AQ and QD on sizes 024–070. QQ on all sizes. On the water-to-water side, AH units only.

Can I get a painted cabinet?

Yes — an optional coated / painted cabinet is available for all commercial series. Coated/painted cabinet is standard across the residential line.

Options & pricing traps

Why is my unit so expensive?

Almost always over-selection. Work down the Option Guide above and remove anything the job does not actually need — the most common offenders are a duplicated HMI on every line, an unnecessary cupronickel upgrade, and warranty stacked on a unit that did not need it.

Why can't I select DDC?

You need the 100 VA transformer first. Same for the waterside economizer. Change the transformer and the option becomes selectable.

The spec calls for LON. Can I get it?

No. LON has not been available for a couple of years — the major LON card manufacturer went out of business. The board is BACnet standard, with Modbus and N2 available via dip switches.

460V three phase — anything I need to watch?

Yes. 460/3φ with the constant airflow ECM requires a neutral wire in the building. If there is no neutral, specify the constant torque ECM instead.

Can I put a two-way valve on the unit and on the hose kit?

No. One or the other. Both and the valves fight each other, full flow never establishes, and the unit trips a safety — no flow, low pressure or high pressure.

Customer only needs cooling. Should I quote cooling-only?

Be careful — cooling-only removes the reversing valve and that unit can never heat. Adding it back later means cutting into the refrigerant piping, evacuating and re-brazing. When in doubt, quote a standard heat pump and jump out the heating call. Reversing valve failure rates are extremely low.

Does the filter rack size really matter?

Yes, on AE and AB. A 1″ rack cannot later accept a 2″ MERV 8. Take one of the 2″ racks — it is cheap at order time and impossible afterward.

Is the flow proving switch worth the money?

On schools, high-rises and large commercial, it is arguably the best value in the option list. It auto-resets — without it, a no-flow start hard-locks the unit and somebody has to physically go reset it.

Do I get my multiplier on warranties?

No. Warranties are net-priced. Equipment and accessories get the multiplier.

Can I add more than one warranty to a unit?

No — only one. They nest: refrigerant circuit is included in parts, and parts is included in parts-and-labor.

What does “2 to 5 years extended parts” actually mean?

Years 2, 3, 4 and 5 for parts. Added to the standard 1-year, you end up with 5 years parts and 5 years compressor.

Software, quoting & ordering

Can I quote residential in the software?

No — commercial only. Residential is quoted from price pages and ordered by emailing the PO. York has said residential may be added for quotation purposes later.

Where do I find lead times?

On the software homepage, far right — click where it says “Click here.” It opens both commercial and residential lead times, updated at minimum weekly.

My quote has no freight cost. Why?

You did not pick the state on the shipping section. That is the field that populates freight.

The weighted multiplier on my quote looks wrong.

It is skewed by the net-priced warranties. Ignore it and read your real number under Multipliers, Markups and Commissions.

What is the 25% at the top right of my quote?

Quote-activity probability for York's pipeline reporting — it helps the factory plan materials. It is not your markup.

I clicked Generate Submittal and nothing happened.

Pop-ups are blocked. Look for the notification or a red slash on a browser icon and allow pop-ups for the site. Engineering Applications has per-browser instructions if IT is in the way.

Should I create the order from the quote or start fresh?

Always from the quotation. That is what carries your special multipliers and quote information onto the order.

How do I know my order actually went through?

Two checks. (1) You should get a notification from the software. (2) Open the order — if the status reads “Open,” it was never submitted. Anything else means it is being worked.

What happens on an order over $50,000?

Customer service comes back to you for a signed acknowledgment — initialing all pages of the order — before it releases to the factory.

My PO won't upload.

Some special characters are rejected — parentheses are one. Rename the file. Also switch the file-type filter to All Types if the PDF is not showing in the picker.

“Some of the accessories are not valid based on your configuration.”

Normal when you copy a line and change the size. The warranty is priced by unit size and the hose kit is sized to the water connection. Anything red needs to be removed and re-added.

“Airflow is out of range, please adjust your fan speed.”

Open the airflow tables (the button left of Airflow) and step the blower speed up. Remember the tables assume a standard unit — MERV 13, hot gas reheat and the waterside economizer all add pressure drop.

A field is greyed out and I can't figure out why.

Click the small blue circle next to it. That clears the dependencies and resets the downstream selections so you can choose again.

I deleted a quote by mistake. Can I get the number back?

No. Quote and order numbers are unique and never reproduced. Once the quote or order is deleted, that number is gone permanently.

Who to Call

And what to send them

York support routing

Ask	Who	Where to find them
Selection won't work · software issue · controls question · product question · refrigerant combination not in the software · rotated motor applications · browser pop-up instructions	Engineering Applications	Software homepage, bottom of the customer support contacts panel on the right
Field troubleshooting and diagnostics	Tech Support	Software homepage, customer support contacts
Replacement parts	Parts Team	Software homepage, customer support contacts
Order status · acknowledgment · order confirmation · ship dates	Customer Service	They contact you after submission; escalate through your sales manager if you hear nothing in a few days
Vendor / account numbers · multiplier and commercial terms	Your York Sales Manager	Pulls in automatically on your quote; Engineering Applications can connect you if you are unsure

Make your ask answerable in one reply Do not send “I can't get a unit to select.” Send: the project name, the specific unit, a screenshot of the issue, and what you are trying to accomplish. The Engineering Applications team can open your project and see exactly what you see — but only if they know which project to open.