Hvac School - For Techs, By Techs

In this episode from the 6th Annual HVACR Training Symposium, Brynn Cooksey, a home performance contractor from Michigan and technical training business owner, reveals how indoor air quality (IAQ) testing transformed his contracting business from a commodity service into a profitable specialty. Cooksey shares his proven methodology for turning IAQ into an "instant profit center" by implementing systematic testing on every service call. Cooksey opens with a striking reality check: according to the EPA, Americans spend 90% of their time indoors, yet indoor air quality is 2-5 times worse than outdoor air. This presents a massive opportunity for HVAC contractors, as he explains that consumers are already spending $10 billion annually on air quality products at big box stores - but they're treating symptoms rather than addressing root causes. His approach involves educating contractors on how to position themselves as the solution providers rather than letting customers self-diagnose with retail products. The pr

In this short podcast episode, Bryan covers some basics on bi-metal and magnetic switches. Bi-metal switches are made of two dissimilar metals that are bonded together and are often integrated into motors. When the temperature changes, the metals bend. In an overload circuit, they're designed to bend and open the circuit in an overheat condition. Mercury thermostats also use these; they have a bulb attached to a bi-metallic coil, which causes it to wind or unwind when heated or cooled. Fan limit switches also use bi-metallic coils. Bi-metallic discs also exist, and they snap open to make or break a circuit. Bi-metallic switches have a time delay and often auto-reset (with exceptions like rollout switches on furnaces), which is advantageous in some applications. However, they're also affected by the ambient temperature and are more likely to trip in warm weather and less likely to trip in cold weather. Nuisance trips are more common than in magnetic switches, and they may weld themselves shut and fail closed (

In this educational session, Adam from National Comfort Institute (NCI) delivers a comprehensive deep dive into Fan Law 2 and its practical applications for residential HVAC systems at the 6th Annual HVACR Training Symposium.  Adam begins by establishing the fundamental concepts of CFM (cubic feet per minute) and static pressure, explaining how these measurements relate to system performance. He shares a humbling personal story about learning to measure gas pressure from a homeowner, emphasizing that even experienced technicians can benefit from understanding basic measurement principles. The presentation focuses heavily on Fan Law 2, which allows technicians to predict how changes in airflow will affect static pressure in a non-proportional relationship - a critical concept for equipment sizing and replacement decisions. The core of the presentation revolves around practical applications of Fan Law 2 in real-world scenarios. Adam demonstrates how to calculate pressure drops across filters, evaporator coils

In this short podcast episode, Bryan drops some knowledge to help with understanding voltage drop, a few different causes of it, and NEC recommendations. Voltage is electrical potential or "pressure," and voltage drop is the reduction in electrical potential energy. We often think of it happening across conductors (which add resistance), but it also happens across loads (like contactor coils). Voltage drop across loads is usually designed, but voltage drop across conductors is usually undesigned and undesirable.  Several factors contribute to conductor resistance. Length is a major one; long runs of wire introduce more resistance to the circuit than shorter runs. Size/gauge also matters; smaller-gauge wire has more resistance than larger-gauge wire. Copper is the most common material for wiring, but we use other materials (including steel or aluminum), and those have different resistance values. Temperature also affects resistance, as they both increase and decrease as the other one does.  When we measure vol

In this enlightening presentation, Alex Meaney breaks down the fundamental concepts of airflow in HVAC systems using practical analogies and real-world examples. Rather than diving straight into complex mathematics, Alex focuses on helping technicians and contractors understand what's actually happening inside ductwork and why traditional design methods may be falling short in modern residential systems. Alex begins by addressing one of the most critical yet misunderstood aspects of ductwork: the exponential relationship between duct size and airflow capacity. He explains that the difference between a 6-inch and 7-inch duct isn't just 17% more capacity—it's actually 36% more, because airflow is determined by cross-sectional area (which increases geometrically) rather than linear measurements. This fundamental misunderstanding leads to significant underperformance in many HVAC installations. The presentation tackles the confusion surrounding pressure terminology in the HVAC industry, where the single word "p

In this episode of the HVAC School podcast, Bryan Orr sits down with Adam and Matt to tackle one of the most misunderstood aspects of HVAC system design: return air systems. The conversation dives deep into the common myths surrounding returns, particularly the widespread belief that adding returns to rooms will automatically improve comfort and air mixing. The hosts explore why returns are often seen as mysterious - sometimes helping when added to a room, sometimes making things worse - and work to clarify the actual science behind how returns function versus how many technicians think they work. The discussion reveals a fundamental misunderstanding in the industry about the difference between supply and return air behavior. While supply air creates significant mixing effects through entrainment and the Coanda effect, returns have a much more limited impact on room air patterns. According to Manual T, laboratory tests show that return air intake influence is limited to just a few feet around the grille, eve

If you're a fan of fans, this is the podcast for you! In this short podcast episode, Bryan shares how installing ceiling fans can be a smart HVAC design strategy (even though he wasn't a fan of fans!). Ceiling fans break the "don't blow air on people" rule we usually refer to in duct design, but they can solve quite a few basic comfort problems, especially in homes with lower loads than we've historically seen. They're great for creating high-velocity airstreams and mixing air. Low-load homes have systems with lower tonnages; they don't move as much air and could use a little bit of help from a ceiling fan. Air mixing is also poor in homes that have a greater distance between the air and the ceiling. Stratification of the air causes comfort problems due to temperature differences, and hot or cold surfaces can also contribute to these issues for similar reasons. Moisture and eventual growth are also concerns when we allow rooms to have those temperature differences (especially on the ceiling, as water vapor is

In this episode of the HVAC School podcast, Bryan Orr sits down with Roman Baugh, a leading VRF (Variable Refrigerant Flow) specialist and co-host of the VRF Tech Talk podcast, for an in-depth exploration of VRF system maintenance. The conversation begins with some lighthearted back-and-forth before shifting to the technical realities of maintaining VRF equipment. Roman immediately addresses a common misconception: the idea that VRF systems are “maintenance free.” He explains that, contrary to some marketing claims, these systems require regular, specialized attention to ensure longevity and reliable performance. Roman shares real-world stories that highlight the consequences of poor installation and lack of serviceability. He describes situations where VRF units are installed in hard-to-reach locations—like cabinets or hard-lid ceilings—making even basic maintenance a costly and invasive process. This lack of foresight often leads to significant expenses for property owners, especially when major repairs req

In this short podcast episode, Bryan explores the maintenance mindset. Maintenance procedures require a different skill set from troubleshooting, especially the customer service mindset and dedication to execution. Good maintenance is important, and it may be "boring" to some techs, but it provides value and is worth doing well. Clients purchase maintenance plans for better reliability and efficiency. Several also enjoy the health benefits of cleaner HVAC systems. The key to maintenance is having a "do no harm" mindset and a commitment to delivering value. A sales-oriented mindset should take a back seat to giving the equipment a thorough cleaning and making sure it's in proper working order; we don't want to upsell bolt-on IAQ products. Maintenance procedures are really about preventing problems and cleaning.  To give the equipment a thorough cleaning, you must pull the top off the condenser and wash it well. You may have to pull a blower wheel (which may be a quotable procedure). Good maintenance techs take

In this episode of the HVAC School podcast, Bryan welcomes back Brynn Cooksey from Air Doctors and HVAC U to discuss critical topics facing the HVAC industry today. Brynn brings his unique perspective as both a successful contractor in southeast Michigan and an industry educator who has made the transition to focusing primarily on workforce development and training. The conversation begins with a deep dive into indoor air quality (IAQ), where Brynn challenges the common industry approach of throwing products at problems without proper testing. He emphasizes that effective IAQ solutions start with comprehensive testing to identify specific issues like high particles, volatile organic compounds (VOCs), or excessive carbon dioxide levels. Rather than relying on "magic bullet" products, Brynn advocates for a holistic approach that prioritizes ventilation strategies, source control, and proper filtration. He particularly stresses the importance of the "V" in HVAC, ventilation, which he believes is often overlooked

In this short podcast episode, Bryan talks about crankcase heaters, including their different types, what they do, and when we need to use them. Crankcase heaters usually come in belly band varieties, but some can be inserted into the sump of the compressor. As their name suggests, crankcase heaters heat the crankcase when the compressor is off. They prevent flooded starts since the heat keeps refrigerant from condensing to a liquid in the compressor when the system isn't running. Long off times, long line sets, and cold temperatures all increase a system's risk of flooded starts. Hard shutoff TXVs, liquid line solenoid valves, and crankcase heaters are all ways to reduce these risks; the valves hold liquid refrigerant back, and crankcase heaters merely prevent refrigerant from condensing. Crankcase heaters have to be wired to the line side of the contactor or starter. They're often wired around one of the contacts (with a single-pole contactor). When the contact opens, there is a circuit from one leg, throug

In this episode of the HVAC School podcast, Bryan welcomes back Jim to discuss the groundbreaking SureSwitch contactor technology from Copeland. This isn't just another incremental improvement - it's a complete reimagining of how contactors should work in modern HVAC systems. Jim brings his expertise and even demonstrates the technology with a special cutaway camera setup, giving listeners and viewers an inside look at this innovative solution. The conversation begins with the evolution of contactors in the HVAC industry, explaining how manufacturers moved backward from heavy-duty two-pole contactors to lighter, more cost-effective one-and-a-half pole designs. While this cost reduction made sense for manufacturers, it often left technicians dealing with more frequent failures and replacements. The SureSwitch represents a leap forward, combining the reliability of traditional heavy-duty contactors with modern electronic intelligence and enhanced protection features. One of the most compelling aspects of th

In this short podcast episode, Bryan goes through the process of testing and replacing a run capacitor.  Run capacitors provide continuous phase-shifted current to the start winding, allowing the motor to run in the right direction and with the appropriate amount of torque. These capacitors are needed in most of the single-phase PSC motors we work with. Run capacitors are in the circuit all the time and are connected in series with the start winding (compared to start capacitors, which need to be taken out of the circuit after startup). They don't actually "boost" voltage. The bigger the capacitor, the more current can move in and out of the start winding. Run capacitors are made of foil and oil (and the manufacturing quality usually correlates to the capacitor's lifespan), and they usually fail due to overvoltage or overheating. Capacitors may also be replaced with one of a higher voltage rating but not a lower one. Before you test a capacitor, perform a visual inspection. Bloated tops and oil leakage are si

In this comprehensive episode of the HVAC podcast, Bryan hosts an in-depth discussion about dehumidification technologies with two industry experts: David Schurk, National Sales Manager for Innovative Air Technologies, and Nikki Krueger from Santa Fe Products. The conversation explores the fundamental differences between compression refrigeration dehumidification and solid desiccant systems, providing valuable insights for HVAC professionals dealing with moisture control challenges. David Schurk brings 44 years of industry experience and serves as an ASHRAE Life Member and Distinguished Lecturer, teaching humidity control professional development courses. His expertise focuses on solid desiccant dehumidification systems for industrial and heavy commercial applications. Nikki represents Santa Fe Products, pioneers of whole-house ventilating dehumidification technology since the mid-1990s, and discusses the growing residential and light commercial market demands driven by tighter building construction and stric

In this short podcast episode, Bryan talks about learning styles and gives some tips for "learning better" and getting more out of continuing education opportunities. The first step to getting more out of educational opportunities is to know your learning style. There are three main styles: visual, kinesthetic (hands-on), and auditory. Most tradespeople will probably fall into the kinesthetic category, but not everybody is; you need to figure out if you're most comfortable working with your hands, listening to podcasts, watching videos, or reading. It's also a good idea to try the practical knowledge first and then study the theory. Most people can learn via all of these media, though, and preferences in learning styles aren't excuses not to seek knowledge via the other pathways. Some people also do better with different instructional styles. Instructors can be more or less structured and outgoing, and you may have a preference. Find instructors who explain concepts and conduct their classes or seminars in wa

Sharon Goepferich from Cool Air Products joins the podcast to discuss cutting-edge capacitor technology and innovative HVAC solutions in an introduction to the Sigma capacitor. Sharon brings a decade of industry experience, having worked extensively with capacitors and HVAC components while traveling across the country to educate technicians and contractors. The conversation begins with a comprehensive breakdown of capacitor failures, addressing common misconceptions in the field. While manufacturing quality certainly plays a role in capacitor longevity, environmental factors like high temperatures and voltage disruptions—particularly common in markets like Florida with frequent lightning strikes—are primary contributors to failure. A crucial point emphasized is that failing capacitors typically cause compressor and motor failures, not the other way around. Many technicians incorrectly assume that a capacitor reading within tolerance is acceptable, but Bryan and Sharon clarify that even a degraded capacitor o

In this insightful episode of the HVAC School podcast, host Bryan sits down with Jennifer Butsch, Director of Regulatory Affairs at Copeland, to discuss the rapidly evolving regulatory environment affecting the HVAC industry. With eight years of experience at Copeland and a background spanning codes, standards, and regulatory affairs, Jennifer provides a unique perspective on the challenges and opportunities facing contractors, technicians, and manufacturers in today's market. The conversation begins with an in-depth look at the EPA's Technology Transition Rule and the recent shift from R-410A to mildly flammable refrigerants like R-454B and R-32 as of January 1, 2025. Unlike previous refrigerant transitions that allowed for years of overlap, this transition was compressed into a much shorter timeframe due to building code requirements for the new mildly flammable refrigerants. While equipment delivery has gone relatively smoothly, the industry has faced significant challenges with refrigerant availability,

In this short podcast episode, Bryan walks through some common thermostatic expansion valve (TXV) troubleshooting scenarios. Many of the same principles apply to troubleshooting electronic expansion valves (EEVs). These dynamic metering devices maintain a constant superheat. Troubleshooting does NOT start and end with the TXV. First, you need to inspect components (especially filters, ductwork, and filter-driers) and confirm the airflow and charge. You can use measureQuick to monitor superheat, subcooling, static pressure, and other key measurements, and the TrueFlow grid can give you a true idea of the CFM your system is moving. Keep in mind that superheat and subcooling values can vary by system. Airflow problems and filter-drier restrictions may mimic failed TXV conditions. Ideally, the liquid line filter-drier will be located indoors, and you can check for a pressure drop across it by looking for temperature differentials. You need a full column of liquid going into the filter-drier, and you can use a the

In this episode of the HVAC School podcast, host Bryan Orr and guest Ty Branaman have an in-depth, hands-on conversation about the philosophy, structure, and impact of GRIT Camps—workshops designed to introduce kids to the trades through immersive, practical experiences. The episode opens with reflections on a recent successful GRIT Camp in New Jersey, where both mentors and children gained new skills and confidence. Ty shares the excitement of seeing young participants, many of whom had never shown interest in school before, become deeply engaged in building, problem-solving, and learning from trades professionals. Parents noticed a newfound enthusiasm in their children, while mentors were invigorated by the opportunity to share their expertise and even learn new techniques alongside the kids. A central theme is the use of the Socratic method—teaching through curiosity, guided questions, and hands-on experimentation. Rather than providing step-by-step instructions, mentors encourage kids to make mistakes, as

In this short podcast episode, Bryan talks about band-aids, hacks, and ethics. He explores ethical "band-aid" solutions and how to charge for them. He also covers the difference between patching up equipment ethically and unethical repairs. Temporary fixes and ugly permanent fixes fall into the ethical gray area for a lot of people, especially if technicians or HVAC business managers don't know where to draw the line between replacing a part completely and patching up issues. Patching condenser coils is an example of repair work that can be ethical. Some protocols say that the copper needs to be cut out and couplings need to be installed, but you can often patch tubing in areas where there isn't too much vibration. As always, you want to make sure that the system can hold pressure whenever you patch up a leak.  The ethics question comes into play when the longevity of the equipment or repair is questionable. Bryan draws the line when the system has structural integrity issues, including damaged fins and sever