Hvac School - For Techs, By Techs

Standard 310 is a technical workflow created by ACCA, ResNet, and ANSI for grading the installation of HVAC systems, typically in new home construction. It plays a crucial role in obtaining Energy Star certification, which can qualify homeowners for tax credits under the Inflation Reduction Act. The five steps of Standard 310 are design review, duct leakage test, total system airflow, blower fan watt draw, and refrigerant charge verification. In this podcast episode, host Bryan Orr is joined by guests Chris Hughes and Eric Kaiser to discuss Standard 310 and its implications for HVAC contractors. The standard aims to ensure that HVAC systems are installed correctly and operate as designed. The process involves a third-party HERS rater conducting various tests and measurements, which contractors need to be prepared for. Proper duct sealing, airflow settings, and refrigerant charging are critical for passing the assessments. One of the challenging aspects highlighted is the refrigerant charge verification step.

In this short Q&A podcast episode, Bryan answers Gunther's question about kitchen exhaust and makeup air. Gunther asked if there were any studies that showed that makeup air should come very close to the hood to avoid infiltration. He also asked how to educate others who push back against the idea, particularly in kitchen exhaust systems of around 600 CFM. Commercial facilities, especially restaurants, bring in makeup air to balance out the air being exhausted. There are costs associated with makeup air, but there are plenty of valid reasons to add it to residential structures. Being able to control the makeup air allows us to control where we bring air in from (especially when it comes to drawing in humid air or dirty attic air from gaps and cracks, particularly in vented attics). Open-combustion appliances in the building envelope are also prone to backdrafting if the structure is under negative pressure. The structure is also more likely to have its dryer vents experience leaks under negative pressure.

This episode featured Bryan Orr interviewing Sam Myers, the building science consultant at Retrotec. Retrotec manufactures products like blower doors and duct testers for measuring air tightness and leakage in buildings. Sam discussed his role at Retrotec, which involves training contractors on using their tools properly, product design, software testing, presenting at conferences, and running trade show booths. He talked about the demanding travel schedule this requires but also the rewards of educating the industry. The main topic was duct leakage testing - why it's important, how it's done, interpreting the results, and investigating and fixing duct leaks when problems are found. Sam explained that while a duct leakage test provides a number, that number alone doesn't indicate if the leakage is acceptable or problematic. However, it points technicians in the right direction for further investigating issues like comfort problems, indoor air quality concerns, or high energy bills. He provided tips on using t

In this short Q&A podcast episode, Bryan answers Jeremy's question about checking the charge on rooftop units, and he gives some RTU tips. Rooftop units often come in sets, so you can use a thermal camera to look at all of the RTUs and compare them. A thermal imaging camera may even show you where subcooling begins in the condenser, which can be a useful diagnostic hack. Try to avoid hooking up gauges each time you check the charge on a rooftop; RTUs have a fixed factory charge, and losses from your gauges can add up over time. Your senses will also come in handy; check for odd sights, sounds, and smells. Checking suction pressure and superheat is less risky and imperfect, but it'll give you some diagnostic data. You can also check discharge temperatures to check for signs of compressor overheating (remember: 225 stay alive).  Here are some tips for RTUs: Get familiar with the service manual and wiring diagrams; these items will help you with the job and help you build on your knowledge of RTUs in genera

This episode features an insightful conversation with Brynn Cooksey, an experienced HVAC contractor and trainer from Southeast Michigan. Brynn shares his expertise in conducting proper load calculations, sizing the equipment correctly, improving duct design, and addressing common issues contractors face. Brynn emphasizes the importance of performing accurate load calculations, especially in older housing stock where equipment is frequently oversized by 50% or more. He discusses how oversized equipment leads to short cycling, poor efficiency, and increased utility costs for homeowners. His approach involves educating customers by involving them in the measurement process and using metrics like "duct deficiency" to demonstrate the inefficiencies of their current systems. The discussion then shifts to heat pumps and the unique challenges of implementing them in cold climates like Michigan. Brynn advocates for a "dual fuel" approach, utilizing heat pumps for efficiency while supplementing with gas heat during ext

In this short Q&A episode, Bryan answers podcast listener Cooper's question about starting an internal training program. Eugene Silberstein has been on the podcast before to offer his perspective on this topic, which you can listen to HERE.  Bryan recommends a combination approach: instructor-led, hands-on, and self-paced learning, all deployed together. Hands-on learning often gets missed, and we can give inexperienced techs experience with some basic troubleshooting tasks or breaking down and reassembling things. The Socratic method can also be employed here; the instructor can ask their trainees questions instead of the other way around. When the instructor is the one who asks the questions, they allow their trainees to be wrong, learn from their mistakes, and make their own connections to the fundamentals. Learning plans and curriculums are great for giving trainees a structure, but they need to be reinforced with the hands-on component in this trade. When determining what to teach, try to focus on w

This podcast episode is Bryan Orr's presentation at the 6th Annual HVACR Training Symposium: "Humility in Thought Leadership." Bryan reflects on his own journey as a trades educator, business owner, husband, and father, sharing personal anecdotes and insights that resonate with anyone in a position of influence. Bryan begins by acknowledging the challenge of maintaining humility in the face of success and recognition. He emphasizes the need to continually shift our focus from a mindset of "deserving" to one of "serving" others. By embracing humility, we not only become more effective leaders but also create an environment where those around us can grow and thrive. Throughout the episode, Bryan encourages listeners to embrace vulnerability and be open to feedback from those who care about them. He stresses the importance of surrounding oneself with people who are willing to hold you accountable and challenge you when necessary. This accountability, he argues, is crucial for personal growth and maintaining a gr

This short podcast is a Q&A based on a question submitted to us by Andy Holt. Bryan gives some tips on how to go from service tech to service manager. Service managers may have better pay, but they also have different sources of stress than service technicians, and not all service tech skills will translate well to management. Service techs and service managers have completely different skill sets, and they have to be able to gain satisfaction from different sources. Service techs are satisfied by solving problems, and they get immediate dopamine hits whenever they use their brains and hands to fix someone's AC. Service managers have to find satisfaction in big wins for their team. Service managers have to manage processes and procedures around customer service; they are involved with customer service representatives and dispatchers. They also handle the most difficult clients and situations, so they need to be able to resolve conflict and stay calm in tense situations. Good service managers also learn to

This episode was recorded live on location at the 2024 ACCA conference in Orlando. Bryan starts by interviewing Marissa, a co-founder of Conduit Tech, a software company providing load calculation and sales tools for HVAC contractors. Marissa shares insights into what it takes for contractors to successfully adopt new technology in their businesses. She emphasizes the importance of having support at multiple levels of the company, a willingness to thoroughly learn the new software, and providing feedback to the developers. Marissa stresses that Conduit actively seeks input from contractors to continue improving their product's workflow integration. Learn more about Conduit Tech at https://getconduit.com/.  In the second segment, Bryan talks to Martin Hoover, the incoming chair of ACCA (Air Conditioning Contractors of America). Martin discusses the value ACCA provides through training, advocacy, and facilitating peer group interactions. He highlights how ACCA conferences allow contractors to learn from industr

In this insightful podcast episode, the host delves into the crucial aspects of positive and productive client communication, drawing from his extensive experience in the residential air conditioning industry. He emphasizes the importance of setting the right tone, bringing energy, building trust, and adapting to different customer personalities when interacting with clients. The host highlights the key elements of positive communication, such as maintaining a consistently upbeat and enthusiastic demeanor, while also being mindful of the client's preferences. He stresses the importance of active listening, to truly understand the customer's needs and concerns, rather than simply waiting for your turn to speak. The host also touches on the challenges of dealing with difficult customers, such as those who are overly focused on price or technical details, and provides strategies for navigating these situations with patience and professionalism. The discussion then shifts to the productive side of client communic

Roman Baugh, Matthew Condron, and Luke Peterson discuss the importance of proper condensate drain installation and maintenance, particularly in commercial applications. The conversation begins with the hosts examining the typical drain configurations seen in different regional markets, highlighting the significant variations in practices across the country. Sizing and configuration of condensate drains can have a significant impact on system performance, especially in high-static pressure systems. He emphasizes that the "one-size-fits-all" approach of using a 2-inch trap is often insufficient, as the static pressure within the system can overcome the trap's ability to prevent air from being sucked into the drain line. The hosts discuss the chart Roman presents, which provides guidance on selecting the appropriate trap depth based on the static pressure of the system. The discussion then delves into the challenges associated with maintaining condensate drains, including the buildup of debris and the potential

In this short podcast episode, Bryan explains electronic expansion valve (EEV) types. EEVs perform the same function as TXVs, but they operate electronically, not mechanically. The EEV makes sure that the evaporator is full of the right amount of refrigerant at saturation; it doesn't just affect evaporator pressure. We don't want high superheat (due to inefficiency), and we don't want zero superheat (due to the risk of compressor failure). EEVs commonly have a stepper motor with a set of discrete settings depending on how many rotations the motor has made. It can be fully open or fully closed, and the number of rotations can set the valve at any value between fully open and fully closed; it's open or closed by a specific percentage. Instead of a bulb and external equalizer, a pressure transducer and temperature sensor report to the controller and give the controller the data it needs to open or close the EEV to maintain a specific superheat. Pulse-width modulation (PWM) allows an EEV to open and close rapidly

This episode of the HVAC School Live Stream covers the key concepts around heat pump efficiency and understanding the coefficient of performance (COP). Eric Kaiser from TruTech Tools and Jim Fultz from White-Rodgers provide valuable insights into how heat pumps operate and how to optimize their performance, especially in colder weather conditions. The discussion begins by exploring the COP of heat pumps and how it compares to the efficiency of electric resistance heat. A COP above 1 means the heat pump is delivering more heat for the same amount of energy input compared to electric resistance heat. Many homeowners mistakenly believe they should switch to emergency heat once the outdoor temperature drops, thinking the heat pump is no longer efficient. However, even at very low outdoor temperatures, a well-designed heat pump can still operate with a COP above 1, making it a more cost-effective heating option than emergency heat. The conversation then delves into the concept of the thermal balance point, which i

In this short podcast episode, Bryan talks about motor protection types, including overloads. The most common overload we see in residential HVAC is a built-in thermal overload, which is usually a bimetallic disk that flexes in response to heat (such as from a locked condition, electrical problem, or simply running hot) and opens the circuit. The two metals have different expansion and contraction rates, which causes the flexing; they will return to their original position once the motor cools down. In some cases, these can fail when they open and close too often; they are not designed for switching duty. Many circuit breakers have a similar thermal design and may be prone to nuisance tripping in the summer. A lot of commercial motors rely on external overloads; some are even built into the electrical box rather than the compressor. These external magnetic overloads are often integrated into the contactor, which turns the motor on and off; this type of contactor is called a starter. These starters may have ad

This podcast features a lively discussion on expansion valves, particularly thermostatic expansion valves (TXVs or TEVs), with a panel of expert guests - Corey Cruz (a market refrigeration tech), Matthew Taylor (head of refrigeration service at Kalos), and Joe Shearer (with Precision Air Conditioning). The conversation kicks off by busting some common myths surrounding expansion valves. The guests agree that minutiae like the precise clocking (rotational orientation) of the sensing bulb or whether it's mounted horizontally or vertically tend to be overemphasized. The key is ensuring good thermal contact between the bulb and refrigerant line. They dive into the operating principles of an expansion valve, explaining how it's essentially a balanced system of forces between the inlet (liquid) pressure, the outlet (suction) pressure, the pressure in the sensing bulb corresponding to superheat, and the adjustable spring force. Getting the superheat dialed in properly is crucial for efficient system operation. The e

In this short podcast episode, Bryan answers an audience member's question and explains how to learn superheat & subcooling, two fundamental aspects of the HVAC/R trade. You can submit questions of your own at https://www.speakpipe.com/hvacschool.  Saturation is when a substance is in the liquid and vapor state in the same place. Eugene Silberstein likes to help us envision it by encouraging us to think of a horizon line on the ocean; anything below it is fully liquid (subcooled, what a submarine would travel through), and anything above it is a vapor (superheated, which a flying superhero would travel through). Superheat and subcooling can tell you a bit about how the HVAC system's main components are operating. High superheat indicates that there's more vapor in the evaporator, and you're not getting as much efficiency out of your evaporator as you probably could. High subcooling indicates that you're stacking more liquid refrigerant in the condenser, which can be good for efficiency but may also reduce

In this episode of the HVAC School Podcast, Bryan Orr and Trevor Matthews delve into the importance of setting goals, focusing on them, and taking actionable steps to achieve them. They emphasize that goal-setting is crucial for personal and professional growth and that it requires introspection, prioritization, and sacrifice. Trevor shares his experience of setting a goal to buy his first house and how writing down the specifics, such as the number of bedrooms and bathrooms, helped him achieve that goal within a few years. He stresses the need to start small, with easily achievable goals, and then gradually build up to larger, more ambitious ones. Bryan and Trevor also discuss the importance of finding your "why" – the deeper motivation behind your goals – as it provides the drive and determination to stay focused and overcome obstacles. They suggest techniques like the "five levels of why" and creating vision boards to help clarify and visualize your goals. Here are some key topics covered in the podcast:

In this short podcast episode, Bryan talks about when to switch to emergency heat. He talks about coefficient of performance (COP) and how it's a deciding factor when to run emergency heat, which is when a system ONLY runs the backup heat; it doesn't use it as supplementary heat. When we have a heat pump with backup electric heat, we shouldn't ever rely just on emergency heat; we want the heat pump to run. Electric heat is just designed to supplement the heat pump's heating because it's inefficient. Hybrid or dual-fuel systems can use gas or hydronic fuel-based heat, and they work well on their own (such as if the heat pump is broken). You can't usually run the fuel-based emergency heat at the same time as your heat pump, so it makes sense to run just the emergency heat if it is fuel-based. The thermal balance point is the point at which the heat pump can no longer keep up with the heating load by itself; the temperature in the space will start to drop, but the heat pump will still produce heat. The thermal b

Shelby Breger, co-founder of Conduit Tech, joins Bryan Orr on the HVAC School Podcast to discuss her company's innovative lidar-enabled design and sales software tool for HVAC contractors. Conduit Tech's software utilizes lidar sensors in iPads and iPhones to scan homes and create 3D models and 2D floor plans. It overlays load calculations factoring in property data, orientation, cooling/heating degree days, and building materials. This allows contractors to perform detailed load calculations on-site in just 15 minutes or less while engaging homeowners visually. Breger explains that the core goal is to empower contractors to deliver better-designed systems more efficiently while enhancing the customer experience. Homeowners get to see the level of work and customization involved, building appreciation for the contractor's services. The visuals help communicate potential comfort issues and how the proposed solution uniquely addresses their home's needs. Breger emphasizes that Conduit Tech is focused on solving

In this short podcast episode, Bryan talks about the four different combustion venting categories for gas appliances as set by ASHRAE and where you'll see them. He also shares some notes about pressurization. These categories deal with the pressurization and temperature ranges of the vents. Category 1 venting is used for old-school open-combustion gas furnaces; they have high flue gas temperatures and are considered low or mid-efficiency furnaces. This venting category is not positively pressurized, and it has a single-wall flue and operates more like chimneys, as the appliance is usually under negative pressure; a draft is created and draws the flue gas out. It's non-condensing, negative-pressure venting. Category 2 venting is not common anymore; they operate with negative pressure in the vent, and condensation is still likely. Category 3 venting is non-condensing positive-pressure venting. These are more common in older through-the-wall appliances. Category 4 venting is condensing, positive-pressure venting