Hvac School - For Techs, By Techs

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

In this episode, Bryan and Roman dive deep into the world of Variable Refrigerant Flow (VRF) systems, focusing on the persistent issue of compressor failures. VRF technology has evolved, and it has seen a major rise in the North American market since the early 2010s. Roman shares his passion for VRF, tracing its origins back to 1982 and explaining how it earned the nickname “chiller killer” by replacing traditional chiller systems in large facilities like hotels, churches, and schools. However, with this rapid adoption came a troubling reputation: VRF systems became notorious for frequent compressor failures, prompting some institutions to revert to older technologies. There are three primary causes of compressor failure in VRF systems: oil lubrication issues, liquid refrigerant return, and electrical failures. VRF compressors are shipped with excess oil to account for the system’s extensive piping and multiple indoor units, but improper refrigerant charge—either overcharging or undercharging—can disrupt oil

In this short podcast episode, Bryan talks about some no-serve situations he's encountered as a technician and HVAC business owner. He also talks about situations that may be unpleasant but aren't quite no-serve situations. Some common and obvious no-serve situations are when a client threatens a technician, especially with lawsuits, bad reviews, or even bodily harm. However, some clients are just naturally defensive, so we want to be careful and give people a chance if they're angry and might just need to calm down. Unrealistic expectations can also cause no-serve situations. Some complaints are tricky to deal with but can be solved, but other problems are impossible to solve. We have every right not to serve clients who have problems that don't have realistic solutions (such as wanting a thermostat that doesn't make a clicking noise at all). In those cases, Kalos usually gives some degree of a refund and agrees not to do business with the customer again. Dirtiness of the living space can also be a no-serve

In this informative HVAC podcast episode, Bryan and Bert dive deep into the complex world of locked and internal overload compressors, focusing specifically on single-phase residential units. The discussion begins with Bert explaining one of the most common challenges technicians face: diagnosing a locked compressor. He describes how compressors that are locked will typically run for only a second before overheating and stopping, creating a cycle that can be difficult to detect if technicians aren't carefully monitoring at the right moment. The hosts share personal experiences and practical diagnostic techniques, with Bert recounting how he once simulated a locked compressor by cutting the start winding wire and concealing it beneath other wires and zip ties. This demonstration highlights the importance of thorough inspection, including checking terminal connections. Bryan shares a story from his early career when he mistakenly condemned a compressor with damaged terminals, not knowing about terminal repair

In this short podcast episode, Bryan covers some unique electrical cases: when 0v isn't safe. When you measure voltage, you're finding out the electrical potential between two points. Just because there is 0v between one point and another doesn't mean there will be 0v between those points and other points. Non-contact voltage detectors are good tools that measure the flux from the wiring, but they have their limitations. A common mistake is measuring voltage across a switch. When you measure 0v across the switch, that could mean there is 0 potential to ground, neutral, or the other leg, but it could also represent a closed switch where power is actively being passed. You need to measure voltage across a load or with neutral as the other point. You will also measure 0v when one of the legs of 240v power (with a two-pole breaker) stops making contact. You'll measure 0v between the legs, but that's because one of the legs is open. There may still be a complete path on the other leg; therefore, you will want to c

In this episode, Bryan and Bert dive into the often misunderstood world of compressor testing, focusing on common mistakes technicians make when using ohmmeters, compressor testers, and megohm meters. The conversation highlights how diagnostic errors can lead to unnecessarily condemned compressors and wasted time and resources. The hosts begin by discussing fundamental concepts like the difference between "open" and "short" conditions, emphasizing that a path doesn't necessarily indicate a short circuit—it simply means there's a low-resistance path. They explore how many technicians get confused when testing terminals, mistakenly thinking that normal winding-to-winding measurements indicate a problem. Through practical examples from their field experience, they illustrate why understanding normal readings is crucial before taking any measurement. A significant portion of the discussion centers on proper testing techniques for scroll compressors, which often show different measurements to ground compared to ot

In this short podcast episode, Bryan talks about what the ambient rating means on a motor. These ratings can be found on both condensing fan motors and blower motors. They have Cs in their rating, which represents the maximum ambient temperature the motor can handle in degrees Celsius (like 40C or 60C). Heat and overvoltage kill motors, and motors with higher ratings can withstand higher temperatures and last longer in hot conditions. Be careful not to confuse this rating with the insulation class (which is classed by letters and corresponds to temperature limits). You could have a condition where you exceed the insulation's rating but not the ambient rating.  Air over operations (especially in the case of TEAO motors - totally enclosed air over motors) also play a role. The airflow helps cool the motor, and airflow restrictions like dirt and soil can create conditions that cause the motor to exceed its rating.  Motor bearings also matter. Ball bearings tend to last longer and withstand higher temperatures th

In this episode of the HVAC School podcast, host Bryan discusses superheat with guest JD, who recently co-authored an article on the topic with Ty Branaman. The conversation explores the often misunderstood concept of superheat, its importance in HVAC diagnostics, and common misconceptions technicians have when measuring and interpreting it. Bryan begins by sharing how superheat was initially taught to technicians in the late 1990s and early 2000s, primarily as a method for charging fixed metering device systems. He explains how this limited view led to problems, as technicians would often add or remove refrigerant based solely on superheat readings without considering other system factors or giving the system time to stabilize. JD points out how the industry shifted when TXVs (Thermostatic Expansion Valves) became standard, with many technicians abandoning superheat measurements altogether in favor of subcooling measurements, missing crucial diagnostic information in the process. The discussion then evolves