HVAC Technician Qualifications
Because of the increasing sophistication of heating, air-conditioning, and refrigeration systems, employers prefer to hire those who have completed technical school training or a formal apprenticeship. Some mechanics and installers, however, still learn the trade informally on the job.
Education and training. Many secondary and postsecondary technical and trade schools, junior and community colleges, and the U.S. Armed Forces offer 6-month to 2-year programs in heating, air-conditioning, and refrigeration. Students study theory of temperature control, equipment design and construction, and electronics. They also learn the basics of installation, maintenance, and repair. Three accrediting agencies have set academic standards for HVACR programs. These accrediting bodies are HVAC Excellence, the National Center for Construction Education and Research, and the Partnership for Air-Conditioning, Heating, and Refrigeration Accreditation. After completing these programs, new technicians generally need between an additional 6 months and 2 years of field experience before they are considered proficient.
Many technicians train through apprenticeships. Apprenticeship programs frequently are run by joint committees representing local chapters of the Air-Conditioning Contractors of America, the Mechanical Contractors Association of America, Plumbing-Heating-Cooling Contractors—National Association, and locals of the sheet metal workers’ International Association or the United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada. Local chapters of the Associated Builders and Contractors and the National Association of Home Builders sponsor other apprenticeship programs. Formal apprenticeship programs normally last 3 to 5 years and combine paid on-the-job training with classroom instruction. Classes include subjects such as the use and care of tools, safety practices, blueprint reading, and the theory and design of heating, ventilation, air-conditioning, and refrigeration systems. In addition to understanding how systems work, technicians must learn about refrigerant products and the legislation and regulations that govern their use.
Applicants for apprenticeships must have a high school diploma or equivalent. Math and reading skills are essential. After completing an apprenticeship program, technicians are considered skilled trades workers and capable of working alone. These programs are also a pathway to certification and, in some cases, college credits.
Those who acquire their skills on the job usually begin by assisting experienced technicians. They may begin by performing simple tasks such as carrying materials, insulating refrigerant lines, or cleaning furnaces. In time, they move on to more difficult tasks, such as cutting and soldering pipes and sheet metal and checking electrical and electronic circuits.
Several organizations have begun to offer basic self-study, classroom, and Internet courses for individuals with limited experience.
Licensure. Heating, air-conditioning, and refrigeration mechanics and installers are required to be licensed by some States and localities. Requirements for licensure vary greatly, but all States or localities that require a license have a test that must be passed. The contents of these tests vary by State or locality, with some requiring extensive knowledge of electrical codes and others focusing more on HVACR-specific knowledge. Completion of an apprenticeship program or 2 to 5 years of experience are also common requirements.
In addition, all technicians who purchase or work with refrigerants must be certified in their proper handling. To become certified to purchase and handle refrigerants, technicians must pass a written examination specific to the type of work in which they specialize. The three possible areas of certification are: Type I—servicing small appliances; Type II—high-pressure refrigerants; and Type III—low-pressure refrigerants. Exams are administered by organizations approved by the U.S. Environmental Protection Agency, such as trade schools, unions, contractor associations, or building groups.
Other qualifications. High school courses in shop math, mechanical drawing, applied physics and chemistry, electronics, blueprint reading, and computer applications provide a good background for those interested in entering this occupation. Some knowledge of plumbing or electrical work also is helpful. A basic understanding of electronics is becoming more important because of the increasing use of electronics in equipment controls. Because technicians frequently deal directly with the public, they should be courteous and tactful, especially when dealing with an aggravated customer. They also should be in good physical condition because they sometimes have to lift and move heavy equipment.
Certification and advancement. Throughout the learning process, technicians may have to take a number of tests that measure their skills. For those with relevant coursework and less than 1 year of experience, the industry has developed a series of exams to test basic competency in residential heating and cooling, light commercial heating and cooling, and commercial refrigeration. These are referred to as “Entry-level” certification exams and are commonly conducted at both secondary and postsecondary technical and trade schools. HVACR technicians who have at least 1 year of experience performing installations and 2 years of experience performing maintenance and repair can take a number of different tests to certify their competency in working with specific types of equipment, such as oil-burning furnaces. These tests are offered through the Refrigeration Service Engineers Society, HVAC Excellence, Carbon Monoxide Safety Association, Air-Conditioning and Refrigeration Safety Coalition, and North American Technician Excellence, Inc., among others. Employers increasingly recommend taking and passing these tests and obtaining certification; doing so may increase advancement opportunities.
Advancement usually takes the form of higher wages. Some technicians, however, may advance to positions as supervisor or service manager. Others may move into sales and marketing. Still others may become building superintendents, cost estimators, system test and balance specialists, or, with the necessary certification, teachers. Those with sufficient money and managerial skill can open their own contracting business.
