HVAC technician Course: Field Procedures (step-by-step)

The world of HVAC (Heating, Ventilation, and Air Conditioning) is complex, demanding, and constantly evolving. Modern systems—ranging from simple residential split units to sophisticated commercial air handlers, chillers, and heat pumps—require technicians to combine technical knowledge, practical skills, and a methodical approach to ensure safety, efficiency, and reliability.

This step-by-step workflow is designed as a comprehensive guide for both aspiring and experienced HVAC technicians. It outlines practical procedures, safety protocols, and performance verification methods that form the backbone of professional HVAC service, troubleshooting, and commissioning.

Every chapter emphasizes a systematic approach: starting with understanding the customer complaint, verifying system performance, identifying root causes, performing repairs, and finally ensuring the system meets manufacturer specifications. Special attention is given to safety practices, including lockout/tagout (LOTO), refrigerant handling, electrical precautions, and proper use of personal protective equipment (PPE).

This workflow also integrates best practices for modern tools and instrumentation, including multimeters, vacuum pumps, micron gauges, combustion analyzers, and airflow measurement devices. Alongside practical skills, it highlights the importance of documentation, preventive maintenance, and performance logging, which are essential for regulatory compliance, system longevity, and customer satisfaction.

Whether you are performing a routine maintenance check, troubleshooting a complex fault, or commissioning a new system, this guide provides a clear, structured path to achieving consistent, high-quality results. By following these step-by-step procedures, technicians can work efficiently, safely, and with confidence, ultimately ensuring that HVAC systems operate at peak performance while minimizing risks and downtime.

This workflow is not just a manual—it is a roadmap to professional excellence in the HVAC field.

1. Who is this course for?

This course is designed for aspiring HVAC technicians, maintenance personnel, or anyone interested in understanding HVAC systems and their proper servicing workflow. It is educational and provides a roadmap for further hands-on training.

2. Is this course hands-on?

No, this course is primarily theoretical and procedural. Hands-on training is strongly recommended and may be required by local regulations for certification.