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HVAC School - For Techs, By Techs: Daily Summaries Delivered
by Bryan Orr
Real training for HVAC (Heating, Ventilation, Air Conditioning and Refrigeration) Technicians. Including recorded tech training, interviews, diagnostics and general conversations about the trade.
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- Today26 min
From High Performance Medicine to High Performance HVAC - Short #290
In this short podcast from the 8th HVACR Training Symposium's Bry-X stage, Ken Davis shares his experience as an HVAC contractor who has brought vital experience from high-performance medicine to High-Performance HVAC. Ken's experience comes from developing high-reliability organizations (HROs). An HRO has a low fail rate in an industry where high fail rates aren't tolerated due to catastrophic consequences, such as in medicine, nuclear, and aviation industries. This model can also be applied to relatively low-risk industries, like HVAC, to help businesses perform better. Ken had the idea to use the HRO model when he witnessed a traumatic medical emergency and co-founded an air medical program that brought trauma management methods from the hospital to the field. These methods bought time to transport patients to the hospital and improved survivability outcomes; they could also be applied to relatively low-stakes HVAC work and produce better outcomes. One of the key aspects of developing an HRO is to use checklists for complex tasks. Interactive checklists help people think through the procedure and see what they may have forgotten. They also make mistakes visible and show how change is possible; the HVAC professional just needs to have the desire to do better, which can be screened for during the hiring phase by searching for work ethic and personality over experience. As HVAC professionals, in addition to creating detailed checklists, we can start by getting better at the basics, such as evacuation, airflow measurement, and utilizing software tools like measureQuick. Load calculations are also important, as is the use of software to make sure they're accurate and aid with proper equipment selection. Improving ductwork also has the potential to produce much better outcomes for customers, regardless of whether you use flex or sheet metal ductwork. We can also use advanced tools and testing methodologies (like zonal pressure diagnostics and blower door tests) to sell upgrades that verifiably improve customer indoor air quality, such as dehumidification and better filtration. Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.
- 5 days ago34 min
Training The Next Generation of HVACR Technicians w/ Lenny Diaddario (Copeland)
In this episode of the HVAC School Podcast, host Bryan sits down with Lenny from Copeland to explore how one of the most respected names in HVAC and refrigeration is actively investing in the next generation of technicians. Lenny leads Copeland's aftermarket demand creation efforts, which includes everything from working with wholesale networks and trade shows to educational partnerships with schools and nonprofit organizations. The conversation covers a wide range of initiatives aimed not just at recruiting people into the trades, but at giving them the tools and confidence to thrive long-term in the industry. A major theme throughout the episode is Copeland's belief that workforce development is a shared responsibility across the entire industry chain — from manufacturers and parts suppliers to contractors and educators. Lenny describes how Copeland partners with organizations like SkillsUSA, Skills Canada, and the NC3 (National Coalition of Certification Centers) to provide hands-on training opportunities and industry certifications to students in trade and tech schools. Copeland sends trainers to these competitions with mobile refrigeration simulators, where students troubleshoot real-world fault scenarios and receive detailed feedback afterward — making it both a competitive and educational experience. The episode also dives deep into Copeland's Train-the-Trainer program, a cornerstone of their work with NC3 partner schools. Rather than simply handing schools a curriculum and walking away, Copeland brings educators through an intensive one-week program covering HVACR system fundamentals, troubleshooting, and compressor operation — complete with hands-on activities, refrigeration simulators, and even compressor teardowns. The goal is to ensure that instructors can confidently deliver accurate, field-relevant material to their students. Lenny emphasizes that Copeland intentionally avoids "death by PowerPoints," preferring interactive, application-based learning that mirrors what technicians actually encounter on the job. On the technology side, the conversation highlights the newly unified Copeland Mobile app, which now integrates White-Rodgers tools alongside the existing Copeland suite. Features like Check and Charge, PT Pro, and Fault Finder help technicians quickly diagnose system issues in the field, while the AI-powered Scout tool allows users to query Copeland-approved engineering bulletins and product data for fast, accurate answers. Lenny and Bryan discuss why this kind of tightly controlled, manufacturer-backed AI is genuinely valuable — cutting through information overload so a tech on a rooftop can get the right answer quickly. The episode wraps up with details on the HVACR Tech Appreciation Day sweepstakes happening April 1 through June 30, where Copeland is giving away approximately $3,000 worth of tools as a thank-you to technicians across the industry. Topics Covered Lenny's role at Copeland and the scope of their aftermarket and education work How Copeland approaches workforce development as an industry-wide responsibility Copeland's involvement with SkillsUSA and Skills Canada — booths, judges, and mobile refrigeration training simulators The NC3 (National Coalition of Certification Centers) partnership and how it connects trade schools to industry certifications Copeland's three-part curriculum: HVACR system fundamentals, troubleshooting, and compressor operation The Train-the-Trainer program — how Copeland educates educators to deliver consistent, field-ready instruction <li class="MsoNorma
- 1 weeks ago16 min
Communications Might Be Your Best Tool - Short #289
This short episode is Andy Holt's session from the Bry-X stage of the 7th Annual HVACR Training Symposium: Communications Might Be Your Best Tool. In this session, Andy covers some key communication and customer service principles that can help you become a better technician. In the end, customers won't remember your technical knowledge; they will remember how you made them feel, and that's why good communication is so important. Andy's core philosophy is that we aren't in the HVAC business; we are in the people business and just happen to fix HVAC systems. In many cases, technicians can control the way customers perceive them; while some technicians may not care about how the customer perceives them, owning and being aware of our mannerisms and way of speaking can go a long way to build good relationships. Having a clear process that is open to adaptation is the key to creating a good first impression when you greet the customer. Be cognizant of your mindset when meeting new people as well, as a positive outlook will make it easier to speak pleasantly (verbal communication) and show welcoming body language (nonverbal communication). Nonverbal communication is a huge part of communication, including tone of voice, gestures, and eye contact; attentive but variable eye contact, a solid handshake, a friendly tone of voice, and especially a smile can do a lot to put customers at ease and make them feel satisfied with your service. Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.
- 1 weeks ago1h 8m
All About Airflow Testing w/ Eric Kaiser
In this session from the 7th Annual HVACR Training Symposium in Florida, Eric "Elk" Kaiser delivers a comprehensive workshop on airflow testing and measurement. Eric opens by challenging technicians to think beyond simply pointing an instrument at a duct and reading a number. Before selecting any tool, he argues, professionals must understand exactly what they are measuring — whether that is velocity, pressure, volume (CFM), or the mass weight of air — and why each of those values matters for designing ductwork, sizing equipment, and delivering comfort to customers. The session sets the stage for a deeper technical conversation about the physics of air and how those physics affect measurement accuracy in the real world. A significant portion of the presentation focuses on air density and how it affects the accuracy of common industry formulas. Eric walks through the origin of the widely-used 1.08 and 4.5 airflow constants, explaining that they are derived from a theoretical "standard air" condition of sea level pressure (14.7 PSIA) and 0% relative humidity — conditions that virtually no technician encounters in the field. He demonstrates how changes in altitude, temperature, and humidity all shift air density, causing those constants to become variables. For technicians working at elevations above 2,500 feet, the density difference can exceed 10%, enough to significantly skew BTU calculations and equipment performance assessments if left uncorrected. Eric also walks through a real-world scenario involving measurements taken across an operating evaporator coil, where a 3.4% density shift between return and supply could easily be misread as duct leakage. The workshop then moves into a thorough survey of airflow measurement instruments and the specific conditions each one is best suited for. Eric covers vane anemometers (large and mini), hot wire anemometers, pitot tubes, flow hoods (passive and active/fan-powered), flow boxes, the temperature rise method, and the digital TrueFlow grid. For each tool, he discusses accuracy considerations, density correction requirements, velocity limitations, placement requirements, and common mistakes. He is candid about the limitations of manufacturer performance charts, sharing a behind-the-scenes look at how one manufacturer evaluated static pressure using a six-foot plenum and four averaging probes — conditions that bear no resemblance to a cramped residential closet with a coil slammed on top of the furnace. The takeaway is that no chart, regardless of source, should be trusted without understanding the conditions under which it was created. Throughout the session, Eric emphasizes a core professional philosophy: understand your instruments, understand their limitations, and understand what level of accuracy is truly needed for the job at hand. He introduces the concept of stacked inaccuracies — where instrument error combines with density correction error to produce readings that can mislead technicians into diagnosing problems that do not exist, or missing ones that do. He concludes with a strong endorsement of the digital TrueFlow grid for residential applications, highlighting its app-based forecasting feature that allows technicians to predict whether a new piece of equipment will work on an existing duct system before the installation begins. The session closes with audience Q&A covering topics such as using density-correcting instruments to compare supply and return readings, and measuring airflow in systems with multiple filter grilles. Topics Covered What airflow measurement actually captures: velocity, pressure, volume (CFM), and mass weight of air — and why the distinction matters The origin and limitations of the 1.08 and 4.5 airflow constants, and when technicians must correct for non-standard air conditions How air density changes with altitude, temperature, and humidity — including a 22% density drop from sea level to 5,000 feet elevation Real-world example: how a 3.4% density shift across an operating evaporator coil can be mistaken for duct leakage Instrument selection overview: large vane anemometers, mini vane anemometers, hot wire anemometers, pitot tubes, and in-duct flow devices Passive vs. active (fan-powered) flow hoods — accuracy differences and the importance of using residential hoods for residential applications Proper probe placement for in-duct measurements: ASHRAE g
- 2 weeks ago15 min
The Deep End with Roman Baugh: Live Call, Grounded Compressor, Mitsubishi Mini-Split
In this short podcast, Roman Baugh takes over with his new series, "The Deep End," where he shares tech support conversations. This time, Roman is on the other end of a live tech support call about a grounded compressor with an existing Mitsubishi mini-split (Mr. Slim heat pump). The unit in this case had an unclear service history due to the homeowner moving in recently. In this issue, the compressor kicked on and kicked off immediately. After the technician in this scenario told tech support that he had no continuity from the compressor to ground, tech support asked him to check the resistance (which was 43 ohms from black to ground and 43 from white to ground). Tech support concluded that the compressor was grounded, and it needed to be replaced (along with the PCB). However, the resistance disappeared mid-call, and intermittent resistance readings don't always indicate a failed winding; it's worth noting that cool ambient temperatures that enable liquid refrigerant to migrate into the compressor could potentially skew electrical readings. Roman recommended shutting the system down and trying to get the system to run. His rationale was that if the unit ran and didn't keep stopping, the system may have been overcharged or lacking a crankcase heater. However, that did not show any improvement in operation; the compressor rattled for about a second and shut off. A resistance test confirmed that the compressor was grounded, pointing to a mechanical issue with the compressor and not just a one-off instance of refrigerant migration. This type of failure can happen when there are repeated instances of liquid refrigerant in the crankcase over time. Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.
- 2 weeks ago40 min
Add Duct Renovations to Your Product Offerings
In this episode, HVAC veteran Adam Mufich of National Comfort Institute (NCI) pulls back the curtain on one of the industry's most overlooked problems: the majority of residential HVAC systems in the United States are not delivering the correct amount of airflow. Drawing on decades of hands-on experience, Adam opens up about his own journey from confident installer to humbled diagnostician, sharing the moment he started measuring his systems and realized how much he had been getting wrong. His candor and expertise make this a must-listen for any HVAC professional serious about doing better work. Adam walks listeners through a sobering picture painted by a Department of Energy study covering 44 research projects across the country. The data reveals that between 50 and 93 percent of systems tested moved less than the minimum 350 CFM per ton of capacity, and between 67 and 100 percent of systems leaked more than 100 CFM to the outside. Equipment oversizing is rampant, with some studies showing that up to 93 percent of systems exceed what Manual J calculations would call for. The ripple effects are enormous: compressor failures, blown blower motors, cracked heat exchangers, wasted energy, and homeowners who are simply not comfortable in their own homes. Adam argues that the single most powerful fix is also the most underused one — properly sizing the equipment in the first place. The bulk of the episode dives into two distinct approaches NCI teaches for addressing these problems. The first is the Air Upgrade, a targeted set of repairs focused near the equipment to reduce static pressure and increase fan airflow. This includes reworking the filter system (a commonly undersized 16x25x1 filter can triple the allowed pressure budget on its own), improving duct fittings with lower equivalent lengths, cleaning evaporator coils and blower wheels, adjusting fan speed, and sealing duct joints. The second approach is full Duct Optimization, a more comprehensive renovation that addresses the entire duct system, incorporates Manual D calculations, installs balancing dampers, improves insulation, and uses tools like flow hoods and MeasureQuick to verify that every room in the house is receiving the correct airflow and BTUs. Adam also spends time on the practical and human side of this work — how to talk to homeowners, how to prioritize what matters to them, and how to overcome the very real obstacles that keep technicians from doing thorough airflow work. He addresses everything from fear of opening walls (his solution: build relationships with drywall contractors and offer turnkey repairs) to the simple but powerful mindset shift of treating airflow as something to be measured, not felt with your hand. His closing message is clear: the tools and methods exist, the training is available, and virtually every house in the country has a problem worth solving. The only thing standing in the way is the willingness to do it right. Topics Covered The current state of the HVAC industry based on a DOE meta-analysis of 44 studies Why equipment oversizing is the number one contributor to airflow problems and how to address it How a 50 percent oversized AC system can increase energy consumption by up to 91 percent (per the ASME Journal of Sustainable Buildings) Tools for proper load calculations, including Ample Energy and Conduit apps Why most systems are not moving enough airflow and what the consequences are (heat exchanger failures, compressor failures, comfort complaints) Duct leakage to the outside and its effects on comfort, indoor air quality, and building pressurization The four pillars of NCI's approach: safe, healthy, comfortable, and efficient systems The Air Upgrade approach: targeted repairs near the equipment to red
- 3 weeks ago21 min
Refrigeration Pulse Valves - Short #288
In this short podcast from the Bry-X stage of the 7th Annual HVACR Training Symposium, Matthew Taylor from Kalos Services introduces refrigeration pulse valves, which started as a solution for CO2 refrigeration systems and are now common in commercial refrigeration as a whole. He briefly explains how they work and describes their role in the refrigeration systems (and possibly commercial HVAC systems in the future!). Refrigeration systems have moved away from electronic expansion valves (EEVs), which have been adopted by residential HVAC systems only recently, and have been using pulse valves instead. Pulse valves are also electronic expansion devices with fewer parts than EEVs (which often have stepper motors and complex electronics) and lower failure rates as a result. Pulse valves have a pressure transducer and a temperature sensor that go on the suction line to calculate the superheat; these report to a controller that takes the data from those parts, calculates the superheat based on the refrigerant and programming, and controls the valve like an EEV. However, there are only two wires, and the controller turns the valve on or off (like a solenoid) instead of sending pulses out. Solenoids just open or close completely, but pulse valves have a port (oversized fixed orifice) through which liquid refrigerant passes; when the load changes, the controller merely sends power to open the valve when the load goes up and stops sending power to close the valve when the load goes down. The valve is open for a certain percentage, and the on/off function is open for that amount of time in a six-second duty cycle (and off for the remaining time); this is pulse-width modulation. They also work well with refrigerants that have glide. However, pulse valves have some challenges. They may have issues in cases where we have very long evaporators, as there are delays between what happens between the inlet and outlet. Having multiple, shorter evaporators is a common solution to this problem, and these designs are more efficient in general (especially when they can be used with efficient refrigerants that move slowly through the evaporator). Pulse valves also require a computer (though EEV ones are similar), and are less serviceable than other valves; some may require technicians to take the valve apart to take the screen out, which requires replacement O-rings and gaskets. They are also noisy enough for customers to hear them. Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.
- 3 weeks ago33 min
Residential HVAC Install Process Improvement
In this candid team meeting, Bryan — a founder of Kalos Services and a veteran of residential HVAC — gathers his install crew to have an honest conversation about what goes wrong on the job. With summer around the corner and the workload about to spike, Bryan circles back to his roots in residential HVAC to lead a round-table discussion on the pain points his technicians face every single day. Rather than pointing fingers, he opens the floor for every team member to voice the specific frustrations that slow down their installs, and what emerges is a surprisingly consistent list: size and clearance problems, missing small materials, incomplete job photos, and last-minute schedule changes that leave crews scrambling before they even pull out of the shop. Bryan draws on his own humble origins as a one-man operation hauling equipment on a Gladiator trailer — doing installs, service calls, and waste runs all in the same day — to remind his team that chaos is not inevitable; it is the byproduct of poor process. He is refreshingly self-aware, admitting that he was a very bad installer who routinely showed up with equipment that did not fit the space. That honesty sets the tone for the entire session: this is not a lecture about accountability, but a collaborative problem-solving conversation about building repeatable systems that prevent the same mistakes from happening over and over again. As Bryan frames it, the definition of insanity is doing the same thing and expecting a different result — and right now, the team is living that cycle. The heart of the session focuses on a three-phase planning framework: what should be done the night before a job, what should happen at the shop before the crew leaves, and what needs to occur during the first 30 minutes on-site. Bryan emphasizes that skipping proper measurements and job photos should carry the same weight as failing an inspection or leaving a refrigerant leak — because the downstream cost is just as real. He breaks down the two categories of mistakes that are truly unacceptable for any installer: refrigerant leaks from improper brazing, and water leaks from poorly executed drain lines. No amount of clean workmanship makes up for either of those failures, and he walks the crew through the non-negotiable steps — pressure testing and bubble solution on every single joint — that prevent them. Bryan wraps up by tying individual preparation habits to the bigger picture of company growth. He acknowledges that last-minute installs and mid-job equipment runs may never fully disappear, but that investing 15 minutes the evening before and 30 minutes on arrival creates a compounding tipping point effect — over time, the crew gains back hours, reduces surprises, and frees up the time that matters most: commissioning the system properly. Checklists, he argues, are not about turning skilled tradespeople into robots; they are about transferring institutional knowledge to the next generation of technicians and ensuring that nothing critical gets overlooked, no matter how many times you have done the job before. Topics Covered Common install-day problems surfaced in a round-table with the install crew Equipment size and clearance issues — why measurements matter before the truck leaves the shop The critical role of detailed job photos in preventing on-site surprises Missing small materials (wire nuts, spray foam, surge protectors, breakers) and how to stock proactively Scope and de-scope review: aligning the proposal with the homeowner before work begins Bryan's three-phase planning framework: the night before, at the shop, and on arrival Why refrigerant leaks and drain-line failures are the two non-negotiable mistakes to eliminate Pressure testing and bubble solution as a standard, every-joint practice The role of checklists in training new technicians and preserving institutional knowledge Handling last-minute installs and the logistics of getting equipment to the job site Condenser access obstacles — bushes, parking, property layout — and how to communicate with homeowners Faulty or missing parts out of the box and strategies for catching them early Panel rework and surprise platform rebuilds: planning for the unexpected How improved preparation leads to better commissioning time at the end of every job <li c
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About HVAC School - For Techs, By Techs
Real training for HVAC (Heating, Ventilation, Air Conditioning and Refrigeration) Technicians. Including recorded tech training, interviews, diagnostics and general conversations about the trade.
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