HVAC Procedures and Performance Guides

Over 250 Performance and Procedure Guides to help manage your job workflow on any specific task. Expand any category below to see links to specific procedure guides:

30 Procedural Guides – Installation of piping, valves and in-line components:

  1. Determine type and location of fittings and in-line components
  2. Connect pipe using threaded joint
  3. Install pipe using cemented joint
  4. Connect tubing using compression fitting
  5. Connect tubing using flare fitting
  6. Connect tubing and fitting using soft-solder joint
  7. Connect tubing using a swaged, brazed joint
  8. Make a tubing run with offset and corner using bending tool
  9. Connect aluminum tubing using solderless connector
  10. Install pipe and tubing insulation and covering
  11. Install refrigeration-line solenoid valve (gas or liquid)
  12. Install in-line or angle hand valve
  13. Install suction-line accumulator
  14. Install suction/liquid-line heat exchanger
  15. Install liquid receiver with a back-seating (King) valve
  16. Install thermostatic expansion valve
  17. Install liquid-line filter-dryer, suction-line filter, or suction-line filter-dryer
  18. Install sight glass
  19. Install heat-pump filter-dryer (biflow)
  20. Install pressure-regulator valve (discharge bypass, crankcase pressure, and evaporator pressure)
  21. Install head-pressure control valve
  22. Install check valve
  23. Install valve (angle charging and purging, service, or combination)
  24. Install flexible vibration absorber in refrigerant line
  25. Install precharged factory line set
  26. Install tubing or pipe clamps and supports
  27. Install evaporator condensate drain
  28. Install water supply to humidifier
  29. Replace four-way reversing valve
  30. Replace electronic expansion valve

59 Procedural Guides – Installation and maintenance of HVAC electrical power and control  systems

  1. Determine problerm in air-conditioning electrical system
  2. Measure voltage in electrical circuit
  3. Measure amperage in electrical circuit
  4. Measure resistance in electrical circuit
  5. Test electrical circuit for continuity
  6. Test equipment for ground
  7. Measure capacitance of capacitor
  8. Make electrical connection
  9. Analyze electronic circuit containing power source control card, sensor, and control device
  10. Connect single-phase motor
  11. Reverse rotation of single-phase motor
  12. Connect three-phase motor
  13. Determine circuit breaker and wiring sizes
  14. Install equipment service panel
  15. Install circuit breaker in service panel
  16. Install electrical conduit
  17. Install wiring in conduit
  18. Install Romex cable
  19. Install low-voltage cable
  20. Connect electrical power to equipment
  21. Connect electric duct heater
  22. Connect humidifier
  23. Install room thermostat or humidistat
  24. Install outdoor, duct-mounted, or equipment-mounted thermostat
  25. Install transformer
  26. Install heat/smoke detector
  27. Install hard-start kit on hermetic compressor
  28. Install magnetic coil in motor starter
  29. Install mtoro contactor
  30. Install relay
  31. Install heat-pump defrost timer
  32. Install defrost thermostat
  33. Connect pressure switch
  34. Install antishort-cycle time
  35. Conect electronic filter
  36. Install control switch (fan, temperature-limit, or fan and limit combination)
  37. Connect gas valve
  38. Install pilot safety switch
  39. Install glow-coil assembly
  40. Install door switch (panel switch)
  41. Install thermocouple or thermopile
  42. Install stack-switch safety control
  43. Install flame-sensing electronic sensing device
  44. Install spark-ignition pilot lighter
  45. Install direct-spark igniter system
  46. Troubleshoot spark-ignition control system
  47. Install primary control unit
  48. Check manufacturer’s wiring on equipment
  49. Replace starting or run capacitor
  50. Replace potential relay
  51. Install positive temperature coefficient (PTC) start device on a PSC motor
  52. Replace motor overload protector
  53. Replace electric-heater element
  54. Replace electrostatic filter element
  55. Replace solid-state control board
  56. Replace solenoid coil
  57. Install crankcase heater
  58. Install oil-line heat tape
  59. Replace electric-heater sequencer

58 Procedural Guides – Measuring, adjusting and troubleshooting HVAC systems:

  1. Measure temperature in air-conditioning system
  2. Measure refrigerant temperature
  3. Locate leak in charged refrigerant circuit using electronic leak detector
  4. Locate leak in uncharged refrigerant circuit using nitrogen pressurization
  5. Locate leak in charged refrigerant circuit using halide leak detector
  6. Test refrigeration system using refrigeration manifold gage set (A/C and heat pump)
  7. Transfer refrigerant from storage bottle to charging cylinder
  8. Evacuate refrigeration circuit (new or contaminated system)
  9. Charge air-conditioning system with gas in low side .
  10. Charge air-conditioning system with liquid in high side
  11. Repair leak in refrigerant circuit
  12. Add oil to compressor
  13. Check refrigerant using electronic sight glass
  14. Start equipment
  15. Check system operating conditions
  16. Check heat-pump cycles (changeover and defrost)
  17. Adjust pressure switch on operating refrigeration system
  18. Adjust temperature switch
  19. Adjust defrost cycle on heat pump
  20. Adjust refrigerant superheat
  21. Adjust hot-gas bypass
  22. Calibrate thermostat
  23. Calibrate humidistat
  24. Measure CFM air flow in duct
  25. Measure pressure drop across coil or filter using manometer and probes
  26. Measure air flow at register
  27. Measure relative humidity
  28. Adjust fan speed for correct CFM output
  29. Balance duct system for correct CFM at each register
  30. Adjust fresh-air intake
  31. Adjust bypass damper
  32. Adjust relief damper
  33. Check static pressure at fan discharge
  34. Set V-belt tension
  35. Align belt sheaves
  36. Check motor current (amps)
  37. Check motor speed on multispeed motor
  38. Test phase balance on three-phase motor
  39. Adjust compressor start-delay timer
  40. Adjust compressor unloader
  41. Lubricate bearings
  42. Adjust gas pressure
  43. Purge air from gas line
  44. Adjust burner primary air on oil furnace
  45. Adjust burner air on gas furnace
  46. Adjust pilot flame
  47. Adjust pilot igniter
  48. Adjust direct spark igniter
  49. Determine furnace efficiency through combustion
  50. Test for gas leaks
  51. Adjust burner oil system
  52. Adjust furnace draft
  53. Test flame-proving and safety control
  54. Fill water-cooled condenser and cooling tower
  55. Adjust condenser water-flow controls
  56. Explain system operation to user
  57. Explain maintenance requirement to user
  58. Clean work site and make final inspection after job completion

44 Procedural Guides – Measuring, adjusting and troubleshooting HVAC systems:

  1. Determine needed system maintenance and repairs
  2. Install pressure switch (high, low, and oil)
  3. Clean coils
  4. Clean humidifier
  5. Clean fan
  6. Straighten coil fins
  7. Clean register
  8. Replace fan bearing
  9. Replace V-belt
  10. Replace V-belt sheave
  11. Clean electrostatic filter element
  12. Test hermetic compressor
  13. Check refrigerant charge
  14. Attempt to start stuck hermetic (single-phase) compressor
  15. Test compressor oil for acid
  16. Replace hermetic compressor without service valves
  17. Replace compressor with service valves
  18. Replace fan motor
  19. Replace fan blade
  20. Replace fan wheel (cage fan)
  21. Replace motor mount
  22. Replace evaporator coil
  23. Replace condenser or outdoor coil
  24. Replace gas regulator
  25. Replace gas orifice
  26. Replace gas burner
  27. Replace gas heat exchanger
  28. Replace gas safety valve
  29. Replace gas valve
  30. Replace pilot burner
  31. Replace oil burner (chassis and air tube)
  32. Replace burner nozzle
  33. Replace oil-burner motor
  34. Replace fuel oil pump
  35. Replace primary fan
  36. Replace fuel cutoff valve
  37. Replace fuel-filter cartridge
  38. Acid clean condenser water circuit
  39. Treat cooling-tower water
  40. Replace water-pump seal
  41. Replace cooling-tower water-level control valve
  42. Clean system after burnout
  43. Clean furnace and components
  44. Replace ignition electrodes
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