It can be frightening to begin a new career and novice HVAC technicians, in particular, deal with various issues that need quick thinking. But worry not if you are venturing into the HVAC industry. We’ve compiled top HVAC tech recommendations to give new HVAC technicians a head start.

Acquaint yourself with HVAC Software

Every HVAC technician should be familiar with the fundamentals of their trade, such as how to fix an air conditioner, install a thermostat, or configure an effective heating system. The capacity of a tech to use HVAC and field services management software is just as crucial to the company.

Most profitable HVAC companies use HVAC Software to run their daily operations. A lot of this software’s features contribute to better customer experiences, including:

  • Alerting customers of arrival times and delays
  • Quickly displaying prices and high-quality product photos and videos
  • Quickly creating maintenance agreements
  • Following up with customers
  • Delivering upsells and cross-sells, and more.

Have certainty in diagnosis

Nothing gives homeowners more anxiety than an HVAC professional who doesn’t appear to be knowledgeable about what they’re doing. While you may be confident in your technical expertise and ability to do the task, you must also consider the customer’s experience when performing the work.

Give the customer a clear and concise explanation of your diagnosis when the time comes. As much as possible, stay away from employing jargon or technical terminology. It will help to create customer confidence and prevent confusion if you explain the issue to the homeowners in plain words.

Become a tech, not a salesperson.

Instead of charming your way to larger ticket prices, there is a much simpler technique to close sales. The equipment you need to carry out virtually any routine task is probably in the back of your van, but do you have everything you need to close a deal? Though selling accounts for a sizable portion of the job, many people need more coaching or training in this area.

The proper selling tools are just as crucial as having the appropriate HVAC equipment, which takes away the challenging portions of upselling.

Converse with the client

Remember to listen when speaking with customers. They not only want to be heard, but their opinions may also speed up your search for a solution. Even if a customer needs help understanding the distinction between a heat exchanger and an evaporator, they still want to be taken seriously.

Find out how the client describes the issue. How long has it been going on? What do they consider to be incorrect? Have they previously attempted to remedy it in some way? The answers to these queries can help you focus on your subsequent actions. Customers are more likely to believe what you say if they feel they have been heard.


By honing your HVAC skills and learning to use HVAC software as effectively as possible, you can concentrate on what’s most crucial, including:

  • Identifying HVAC issues and applying the appropriate solutions.
  • Getting the task done quickly and safely.
  • Delivering excellent client service.