Four Mistakes for Beginning HVAC Techs to Avoid
Tips to stand out for successful work
We’ve all been new at one time or another, so there is no need to judge others about some of the mistakes new techs make. However, there are some very preventable mistakes that occur due to simple oversight and carelessness. Here they are:
Caps and Seals
Leaving caps off is never OK. While it’s true that Schrader valves and back seating service valves “should” seal completely and shouldn’t be left leaking, it is always possible that a little leakage can happen. Besides, keeping bugs and dirt out of the ports is reason enough to keep the caps on.
Bill Johnson (co-author of RACT) made a really good point on a recent podcast. When a system is apparently low (which you can verify through non-invasive temperature tests) you shouldn’t just pull off the caps and attach the gauges. First, look for oil at the ports and leak check them to eliminate port leaks as a possible cause. Once you remove the caps and attach your manifold, you won’t be able to know if the ports were a leak point or not.
It’s a good practice to keep all caps and screws together and in the same place on every call. This helps to ensure they don’t get accidentally knocked into the dirt, lost, or forgotten. Put those caps back on, finger tight for caps with seals and snugged up with a wrench for hex flare caps (Trane residential units for example).
Leaving Disconnects Out / Off
Obviously, nobody tries to forget the disconnect but it still happens all the time, and it’s almost always because the tech gets in a hurry or distracted, and it can be eliminated easily by some best practices.
Most often the disconnect is left off or out during maintenance or during very simple repairs. This is because the tech will often run test the equipment, then perform the maintenance or minor repair and leave without run testing again. This order of test first then clean / repair isn’t my favorite for several reasons, with silly mistakes being one of them.
I advocate for performing the comprehensive run test at the very end of a repair or maintenance, meaning you are observing the system running right before you leave, with the last action being resetting the thermostat or controls back to the desired setpoint. When you run test last you don’t forget silly things that prevent the system from running.
Always do a final walk of the job before leaving and check disconnects, setpoints, cleanup, and for tools.
Making Poor Electrical Connections
I see it all the time. Capacitors tested and the spade connections left loose, contactor lugs not properly torqued, stranded wires with some of the strands cut off to make the wire fit, crimp connections on solid wire…the list goes on and on. Here are the top mistakes to avoid:
- When forcing on a female spade (on a capacitor, for example) it should be very snug. If it is loose at all, pull it off and pinch down the spade sides a bit to ensure it’s a snug fit.
- When making a crimp connection, only do so on a stranded wire and use an appropriately sized connector. Position the jaws so that the indent crimp is made on the side of the connector opposite the split in the barrel. Even better is to use a crimper specifically designed for insulated terminals that compresses the entire barrel.
- Never cut strands of wire to make a conductor fit under a lug. Use the proper connection (termination) type for the conductor.
- Never leave exposed wire; strip back insulation only to the length required to make the connection and no more.
- Don’t leave connections under tension. Use straps and zip ties to keep tension away from connections so that they aren’t left under a pulling/disconnecting force.
- Make appropriate connections for the job; never leave connections open to the environment unless they are rated for it.
When making any electrical connection, always pull the connection to make sure it is a snug fit before walking away.
Failing to See the Obvious
So much is made of good workmanship (how things look) and diagnosis (figuring out what’s wrong), and rightfully so. However, for a new tech, nobody expects you to do the best looking work out there or to diagnosis the super difficult situation. You are expected to use common sense and spot things that are out of the ordinary or that can lead to issues. Here is a quick list of things to look out for that you can see with little to no experience.
- Look for refrigerant oil stains. Often oil stains or residue can lead you straight to a refrigerant leak.
- Use a mirror and a flashlight and look for dirty evaporator coils and blower wheels. You may make a diagnosis, but if you leave the system with a dirty coil or a blower wheel you still look silly.
- Check the air filter and let the customer know you checked it. A home or business owner may not know much about HVAC, but they know what an air filter is and reporting the condition back helps give them confidence.
- Watch for rub outs on copper lines, feeder tubes, external equalizers, and sensing bulbs and wires. You can often find or prevent a problem just by looking for areas of contact between tubes and/or wires.
- Inspect control wiring for cuts or UV damage outside. If the weed wacker doesn’t get the wire, often the sun will.
- Look for past workmanship that may be done incorrectly. Just because that fan motor or capacitor is new doesn’t mean it is the right size and wired properly. Always double check your own work as well as work done by others.
- Before making a repair, double check the previous diagnosis and check that the part you have is actually the correct part. There is nothing worse than removing a compressor to find out the one you have isn’t the correct one. Always double check the diagnosis and the part.
There are many other things that could be added to the list, but for a new tech if you do the following you will be on the road to success, even if you are newer:
- Read product manuals and never stop learning.
- Listen carefully to senior techs and ask lots of questions.
- Help other techs when they are in a pinch.
- Smile and treat customers with respect.
- Compete with yourself to do each job better than the last.
- Walk every job before you leave to make sure everything is buttoned up (Screws, caps, disconnects).
- Ask every customer is you have done everything to their satisfaction and if there is anything you can improve.
- Do all the little things with exceptional detail. Cleaning drains, washing condensers, etc… always do it with a level of detail that exceeds your peers and you will build a reputation for excellence.
If you do these things, your co-workers, customers, and managers will generally overlook the mistakes you make just because you are green.
Submit your own guest content here!