Main Responsibilities and Required Skills for HVAC Technician
A HVAC Technician is responsible for performing installation, maintenance, and repairs to HVAC (Heating, Ventilation, and Air Conditioning) Equipment. They diagnose and troubleshoot problems and repair or replace defective parts. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for HVAC Technicians.
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Main Responsibilities of HVAC Technician
The following list describes the typical responsibilities of a HVAC Technician:
Adhere to
Adhere to all company policies and procedures.
Adhere to all safety rules and procedures and relevant regulatory requirements.
Adhere to the Company's Quality System operating procedures.
Advise
Advise manager of preventive maintenance inspections performed and corrective actions to be taken.
Analyze
Analyze customer needs, recognize business opportunities, and influence sales volume growth.
Analyze, plan, and perform preventative maintenance of HVAC systems.
Arrive
Arrive at job-site at scheduled time and location as dispatched.
Assess
Assess / analyze the root issues and find the best solution and or recommendation(s).
Assist
Assist with installation and modification of building equipment and systems.
Build
Build positive relationships with customers.
Build positive relationships with Customers and Team members.
Build the value of the services Crawford provides with the customers.
Calibrate
Calibrate correctly to manufacture specifications the for mentioned appliances.
Challenge
Challenge to learn new skills and to keep pace with technology.
Clean
Clean and neat appearance.
Clean up work areas, including any areas that were utilized for the installation process.
Communicate
Communicate with both customers and coworkers in a respectful manner.
Communicate with customers and property managers.
Communicate with Dispatch to ensure completion of scheduled job.
Complete
Complete all administrative aspects of the job on time and error-free.
Complete all Break / Fix Technician training elements within required timeframes.
Complete all HVAC service system checks efficiently and accurately.
Complete all paperwork associated with the installation, maintenance and / or repair.
Complete all paperwork in a neat, accurate, thorough and timely manner.
Complete all required Safety Training as scheduled annually.
Complete all required information on calls on iPad.
Complete all required safety training on time as assigned by the company.
Complete paperwork and maintain files for each job.
Complete pre-employment drug test and background check process.
Complete routine generated work order requests for repairs and services.
Complete service by thoroughly cleaning and removing all trash from the work site.
Complete work orders accurately, in full, and on time.
Comprehend
Comprehend customer requirements and make appropriate recommendations / briefings.
Consult
Consult with customers to identify their needs and provide recommendations.
Cooperate
Cooperate with team and share information across the organization.
Cooperate with technical team and share information across the organisation.
Determine
Determine parts to order for repairs and timeliness of need.
Determine the right material needed and keep necessary stock in truck / van.
Develop
Develop and oversee our Node.js web applications that power Speedify.
Develop customer service, communication and teamwork skills with Contractor.
Diagnose
Diagnose and repair electronic, mechanical and electrical components of HVAC systems.
Diagnose and troubleshoot problems with heating and air conditioning units and systems.
Diagnose and troubleshoot problems with HVAC equipment.
Diagnose errors or technical problems and determine proper solutions.
Document
Document work by completing paperwork on each job and maintaining files.
Educate
Educate customers on proper care and maintenance of equipment.
Ensure
Ensure all installations, repairs, and maintenance meets the requirements of the appropriate codes.
Ensure assigned company vehicle is kept clean.
Ensure compliance with appliance standards and with Occupational Health and Safety Act.
Ensure the system is functioning properly before leaving customer location.
Evaluate
Evaluate and make thoughtful decisions with minimal direction.
Execute
Execute to the highest standard, leave each day proud of the work and service you provided.
Explain
Explain the value of Reliance products, services and programs on every call.
Explain the value of the company's products, services and programs on each call.
Follow
Follow all company and customer procedures, policies, and Health and Safety and protocols.
Follow all company's filed procedures and protocols.
Follow and enforce company and customer safety policies.
Follow routine verbal and written instructions.
Follow truck maintenance schedule and keep an organized and clean truck / work space.
Identify
Identify, analyze, diagnose, and repair systems and products at customer's location.
Identify, diagnose and repair systems ensuring customer satisfaction.
Identify leads and sales opportunities to pass on to sales team.
Inspect
Inspect vehicles by checking vehicle condition and cleanliness.
Install
Install air conditioning, heating, and related equipment and components.
Install
Install Hot Water Tanks & Humidifiers.
Install HVAC equipment utilizing schematics, blueprints, & factory manuals.
Install motors, thermostats, and humidistats.
Install, repair and maintain heating, ventilation and air conditioning systems and components.
Interpret
Interpret company policies to workers and enforces safety regulations.
Keep
Keep current on all manufacturer's products concerning their installation and / or repair.
Keep daily logs and records of all maintenance functions.
Keep current on all products concerning installation, operation, maintenance, service and repair.
Maintain
Maintain accurate records for future reference.
Maintain a clean, organized job site and well inventoried truck.
Maintain a high quality of service at all times.
Maintain and operate fire and life safety systems such as.
Maintain an organized, clean and safe work area.
Maintain consistency with clients, staff, visitors, and the public.
Maintain equipment by inspecting for signs of wear.
Maintain good working order of Company vehicle.
Maintain high level of customer satisfaction through efficient and timely customer resolution.
Maintain high levels of customer satisfaction.
Maintain preventative maintenance schedules and procedures for customers.
Maintain professional appearance and attitude at all times.
Maintain professionalism and does not show favoritism.
Maintain proper stock, parts, tools, and safety equipment in the vehicle.
Maintain, repair and diagnose existing residential equipment.
Maintain, repair, perform diagnostics, on operation of existing residential equipment.
Maintain the company vehicle to ensure it is clean and safe.
Maintain truck stock and inventory within Company guidelines.
Maintain up-to-date knowledge of all equipment and regulations.
Maintain up-to-date knowledge of all modern equipment and regulations.
Make
Make deliveries to Technicians and or other locations as specified by the Dispatcher.
Manage
Manage all on site installation, repair, maintenance and test tasks.
Maximize
Maximize equipment up-time through timely response and effective and efficient repair.
Notify
Notify customer and / or Operations Manager of findings.
Operate
Operate company service vehicles.
Operate, replace and repair HVAC Equipment and work with all refrigerants.
Operate vehicle in a safely manner and use field automation systems.
Opinionated
Opinionated about software development processes and methodologies.
Order
Order and maintain parts needed to repair and maintain HVAC equipment.
Order parts and supplies as needed.
Overhaul
Overhaul and service air conditioning, heating units and systems.
Participate
Participate actively in all training exercises, morning meetings, and technical vendor training.
Participate and attend employee meetings and trainings.
Participate in company-provided training opportunities.
Participate in quarterly inventory.
Participate in required product and technical training.
Participate in the design of backend architecture.
Perform
Perform all maintenance, service and installations in accordance with manufacturer specifications.
Perform any other duty that may be directed by management.
Perform carpentry and snow removal when necessary.
Perform complex diagnostics on HVAC systems and / or equipment.
Perform general and specific equipment inspections.
Perform general and specific inspections of equipment.
Perform installations and replacements of HVAC equipment.
Perform maintenance and repairs to HVAC Equipment.
Perform on-site preventative maintenance, routine repair and calibration after installation.
Perform other duties as assigned by Management.
Perform soldering, welding, carpentry, and snow removal when necessary.
Perform start-up on air conditioning systems as needed.
Perform timely and accurate ‘trunk stock' inventory counts.
Perform timely and quality repairs in resolving customer complaints.
Present
Present HVAC repair and home performance solutions.
Process
Process customer payments on site.
Process part orders to suppliers for return visits generated by the service coordinator contractor.
Produce
Produce timely and detailed service reports.
Promote
Promote the value of the Company's products, services and programs on every call.
Provide
Provide a clean driver abstract and background check.
Provide and maintain a clean driving record before and during the employment period.
Provide direction and mentors Preventative Maintenance Check Technician as applicable.
Provide quotes on repairs.
Provide service and customer support during field visits or dispatches.
Provide support and backup for other administrative duties as requested.
Provide technical direction and on-the-job training.
Provide technical support to customers.
Provide technical support to customers.
Provide the highest level of customer service, technical ability, and quality to our customers.
Provide training to junior technicians as appropriate.
Purchase
Purchase required tools as listed for HVAC Installation.
Read
Read and interpret product specifications.
Read, interpret, create and maintain drawings and specifications.
Record
Record parts, material, labor, subs and other cost data per assignment and returns unused resources.
Repair
Repair and adjust valves, piping connections, fittings, and couplings.
Repair or replace defective equipment, components, or wiring on HVAC equipment.
Repair or replace defective parts in units and equipment and their controls.
Report
Report any problems with company tools or vehicles promptly.
Represent
Represent company by serving as a direct customer contact.
Represent the company in a positive manner to other trades, contractors and owners.
Represent the company in a professional, courteous and customer service-oriented manner on each call.
Respond
Respond immediately to emergency situations and customer service requests as assigned.
Ride
Ride along with Apprentice trainee, passionate about coaching and teaching others the trade.
Run
Run demand service and maintenance calls.
Submit
Submit required paperwork to Service Coordinator in a timely manner.
Suggest
Suggest additional services that are beneficial to customer.
Supervise
Supervise and coordinate activities of assigned apprentices.
Take
Take ownership of responsibilities, duties and actions.
Take verbal instruction from owner and implement specific instructions on the job.
Test
Test and replace defective equipment or components.
Test equipment post-installation.
Train
Train and mentor apprentices to ensure on-time, high quality installations.
Troubleshoot
Troubleshoot, repair, and maintain commercial HVAC equipment.
Understand
Understand Company pricing and generate appropriate customer invoices at job site.
Understand your tasks for the day and ask for clarity from Service Coordinator if need be.
Unload
Unload truck supplies and equipment.
Use
Use basic tools or instruments to assemble, adjust, calibrate, repair or test various products.
Use Hand Tools and Power Tools.
Utilize
Utilize wiring diagrams, piping schematics or engineering specifications for installing.
Work with
Work with home warranties as needed.
Work with Service Dispatcher to interpret work orders and receive schedules for jobs.
Most In-demand Hard Skills
The following list describes the most required technical skills of a HVAC Technician:
Valid Driver's License
Maintenance
GAS
Plumbing
Refrigeration
Analyze the Operation of Various Systems
Climbing
Operate Required Equipment
Operate Electric Hand Tools
Most In-demand Soft Skills
The following list describes the most required soft skills of a HVAC Technician:
Written and oral communication skills
Interpersonal skills
Team player
Problem-solving attitude
Hard worker
Organizational capacity
Work independently with little direction
Available for call-in work
Flexible
Attention to detail
Results-oriented
Time-management
Work with minimum supervision
Achieving high levels of individual and team performance
Work ethic
Effectively communicate details
Reliable
Focus
Eager to learn
Can-do attitude
