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Julio Herrera

This course is designed to help a technician to troubleshoot an HVAC system. Using step-by-step approach, we address both common problems and the ones often overlooked. We start without tools, simply by feeling, hearing and looking. Then we move onto using actual tools.

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This course is designed to help a technician to troubleshoot an HVAC system. Using step-by-step approach, we address both common problems and the ones often overlooked. We start without tools, simply by feeling, hearing and looking. Then we move onto using actual tools.

The attendee will be shown diagrams which help to make sense of instructions pertaining to performance of certain procedures necessary to properly troubleshoot an HVAC system.

We discuss temperature probes, refrigeration gages, an anemometer, an airflow hood, information they provide and steps necessary to achieve an accurate diagnosis of the problem.

We touch on superheat and sub-cooling as well.

Have you gone to fix an AC unit only to get a call back a day or two later with a complaint the unit is still not working?

Do you have an AC unit on your property which seems to have had every part replaced and still not working?

Do you want to advance your knowledge base by acquiring the troubleshooting tools that you will be using again and again saving you time and money?

Logical, step by step troubleshooting method taught by the HVAC instructor with more than 30 years of experience.

The money spent on this webinar will we recouped just in one service call.

"During my over 30 year HVAC teaching career I’ve encountered lots of questions regarding troubleshooting HVAC systems. I realized that many of these questions repeat themselves and I developed a logical, step by step troubleshooting system which I will share with you."

Julio Herrera, Instructor

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What's inside

Learning objective

Logical, step by step troubleshooting system that will allow you to identify the issue three times faster

Syllabus

Introduction to HVAC Troubleshooting and what will be covered. Troubleshooting unit and accessories without tools. Finding a bad dryer and replacing it.

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Preliminary checks, essential things to look for. Airflow and how much you should have, is your condenser and evaporator ok?

Checks on the refrigerant side. What the pressures and temperatures should be. Superheat and subcooling, what are they and how to obtain them.

How airflow can affect the pressures and superheat readings. Checking and diagnosing problems with suction line filter dryers. Is the refrigerant low, what low refrigerant will cause and how to find it.

Condenser problems, what to look for and how to solve them. Where pressures and temperatures should be checked in a system and why?

Electrical side troubleshooting. How to test and where to test, the 220v line side, checking fuses with power on and power off and testing contactors.

Testing contactors. Testing capacitors, what is a good and what is a bad capacitor, what will a bad capacitor cause and what to look for.

Checking windings in a compressor motor, on both 3 phase and single phase. Finding the run and start windings in a single-phase compressor motor.

Checking and finding an open overload. The difference between an open overload and an open winding.

Checking the 24 volts side. Using schematic diagram with demonstration what each point is in the schematic and in the actual unit, including where to place your test leads. Transformers, what to look for and how to solve the problems.

What switches could keep unit from starting, LP, HP, OPS etc… You will see the schematic showing the circuit and where the switches are located and where the problem could be? Testing the 24v side of the system and the contactor and what to look for in the entire circuit.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Designed to help technicians address both common HVAC troubleshooting issues and those often overlooked, using a step-by-step approach
Logical, step by step troubleshooting method taught by Julio Herrera, who has 30+ years of experience
Covers key foundational knowledge like temperature probes, refrigeration gauges, anemometers, and airflow hoods
Provides insights into superheat and sub-cooling, which are important troubleshooting parameters
Suitable for HVAC technicians of various experience levels, providing a review of basic principles and expanding knowledge into advanced troubleshooting techniques
May not cover the latest technologies or advancements in HVAC troubleshooting

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in HVAC Troubleshooting Algorithm with these activities:
Practice Troubleshooting an HVAC System Without Tools
Troubleshooting HVAC systems without tools can be challenging, but it is possible. This activity will help you develop the skills you need to do this.
Show steps
  • Identify the symptoms of a faulty HVAC system.
  • Use your senses to troubleshoot the problem.
  • Try to fix the problem by performing simple repairs.
Create a Troubleshooting Toolkit
Having the right tools can make troubleshooting HVAC systems much easier. This activity will help you create a customized toolkit that includes all the tools you need.
Browse courses on Troubleshooting Tools
Show steps
  • Research the different tools that are used for troubleshooting HVAC systems.
  • Purchase the tools that you need.
  • Organize your tools in a way that makes them easy to find and use.
Watch a Tutorial on Superheat and Subcooling
Understanding superheat and subcooling is essential for troubleshooting refrigeration systems. This tutorial will give you a clear and concise explanation of these concepts.
Show steps
  • Watch the tutorial on superheat and subcooling.
  • Take notes on the key points.
  • Apply what you've learned to troubleshoot a refrigeration system.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Create a Troubleshooting Checklist
Having a checklist will help you stay organized and ensure that you don't miss any important steps when troubleshooting an HVAC system.
Show steps
  • List the most common problems that you encounter when troubleshooting HVAC systems.
  • For each problem, list the steps that you need to take to troubleshoot it.
  • Use your checklist the next time you troubleshoot an HVAC system.
Practice Troubleshooting a Faulty Capacitor
Capacitors are common components in HVAC systems, and being able to troubleshoot them quickly and efficiently will save you time and money.
Browse courses on Capacitors
Show steps
  • Identify the symptoms of a faulty capacitor.
  • Test the capacitor using a multimeter.
  • Replace the capacitor if it is found to be faulty.
Volunteer at a Local HVAC Company
Volunteering at a local HVAC company is a great way to gain hands-on experience and learn from experienced professionals.
Browse courses on Hands-on Experience
Show steps
  • Contact a local HVAC company and ask if they have any volunteer opportunities.
  • If they do, sign up for a volunteer shift.
  • Show up on time and be prepared to work hard.
Mentor a Junior HVAC Technician
Mentoring a junior HVAC technician is a great way to give back to the community and help someone else learn the trade.
Browse courses on Mentorship
Show steps
  • Contact a local HVAC company and ask if they have any junior technicians who need a mentor.
  • If they do, sign up to be a mentor.
  • Meet with your mentee regularly and provide them with guidance and support.
Create a Troubleshooting Video Series
Creating a troubleshooting video series is a great way to share your knowledge and help others learn how to troubleshoot HVAC systems.
Show steps
  • Choose a topic for your video series.
  • Write a script for each video.
  • Record and edit your videos.

Career center

Learners who complete HVAC Troubleshooting Algorithm will develop knowledge and skills that may be useful to these careers:
HVAC Technician
HVAC Technicians keep heating, ventilation, and air conditioning (HVAC) systems running smoothly. They inspect, diagnose, and repair HVAC equipment, both in residential and commercial buildings. This course teaches the technician to troubleshoot an HVAC system using a step-by-step approach. The course is designed to help technicians identify and resolve common HVAC problems, as well as those that are often overlooked. The course also covers superheat and sub-cooling, which are important concepts for HVAC Technicians to understand. With this knowledge, HVAC Technicians can identify the issue three times faster, saving time and money.
HVAC Engineer
HVAC Engineers design, install, and maintain heating, ventilation, and air conditioning (HVAC) systems. They also oversee the operation of HVAC systems and make sure that they are running efficiently. This course teaches the engineer about the different components of an HVAC system and how to troubleshoot and repair them. The step-by-step troubleshooting system taught in this course will help HVAC Engineers identify the issue three times faster, saving time and money.
Refrigeration Technician
Refrigeration Technicians install, maintain, and repair refrigeration systems. They also diagnose and troubleshoot problems with refrigeration systems. This course teaches the technician how to troubleshoot HVAC systems, including the refrigerant side. The course covers what the pressures and temperatures should be, as well as how to check for and diagnose problems with refrigerant leaks.
Plant Manager
Plant Managers oversee the operation of a plant or factory. They are responsible for the plant's production, safety, and environmental compliance. This course teaches the plant manager about how to troubleshoot and repair HVAC systems. This skill will help the plant manager keep the plant running smoothly and efficiently.
Maintenance Manager
Maintenance Managers oversee the maintenance of a building or facility. They are responsible for the maintenance of all of the building's systems, including the HVAC system. This course teaches the maintenance manager how to troubleshoot and repair HVAC systems. This skill will help the maintenance manager keep the building running smoothly and efficiently.
Energy Auditor
Energy Auditors assess the energy efficiency of buildings and make recommendations for improvements. This course teaches the energy auditor about how to troubleshoot and repair HVAC systems. This skill will help the energy auditor to identify and resolve problems with HVAC systems, which can lead to energy savings.
Building Inspector
Building Inspectors inspect buildings to ensure that they are safe and up to code. They also investigate complaints about building code violations. This course teaches the building inspector about how to troubleshoot and repair HVAC systems. This skill will help the building inspector to identify and resolve problems with HVAC systems, which can help to ensure that buildings are safe and up to code.
Construction Manager
Construction Managers oversee the construction of buildings and other structures. They are responsible for the project's budget, schedule, and quality. This course teaches the construction manager about how to troubleshoot and repair HVAC systems. This skill will help the construction manager to ensure that the HVAC system is installed correctly and is functioning properly.
Real Estate Agent
Real Estate Agents help people buy and sell homes and other properties. They also provide advice on real estate investments. This course teaches the real estate agent about how to troubleshoot and repair HVAC systems. This skill will help the real estate agent to identify and resolve problems with HVAC systems, which can help to ensure that the property is safe and up to code.
Electrician
Electricians install, maintain, and repair electrical systems. They also troubleshoot and resolve electrical problems. This course teaches the electrician about how to troubleshoot and repair HVAC systems. This skill will help the electrician to identify and resolve problems with HVAC systems, which can help to ensure that the electrical system is functioning properly.
Plumber
Plumbers install, maintain, and repair plumbing systems. They also troubleshoot and resolve plumbing problems. This course teaches the plumber about how to troubleshoot and repair HVAC systems. This skill will help the plumber to identify and resolve problems with HVAC systems, which can help to ensure that the plumbing system is functioning properly.
Carpenter
Carpenters build and repair structures and fixtures made of wood. They also install and repair doors, windows, and other building components. This course may be useful to carpenters who are interested in learning how to troubleshoot and repair HVAC systems. The course will help carpenters to identify and resolve problems with HVAC systems, which can help to ensure that the structure is safe and up to code.
Roofer
Roofers install, maintain, and repair roofs. They also troubleshoot and resolve roof problems. This course may be useful to roofers who are interested in learning how to troubleshoot and repair HVAC systems. The course will help roofers to identify and resolve problems with HVAC systems, which can help to ensure that the roof is functioning properly.
Welder
Welders join metal parts together using heat. They also cut and shape metal. This course may be useful to welders who are interested in learning how to troubleshoot and repair HVAC systems. The course will help welders to identify and resolve problems with HVAC systems, which can help to ensure that the welds are strong and durable.
Painter
Painters apply paint to surfaces to protect and decorate them. They also prepare surfaces for painting and remove old paint. This course may be useful to painters who are interested in learning how to troubleshoot and repair HVAC systems. The course will help painters to identify and resolve problems with HVAC systems, which can help to ensure that the paint job is durable and looks its best.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in HVAC Troubleshooting Algorithm.
Comprehensive reference on HVAC systems and components. It covers everything from basic principles to advanced design and troubleshooting.
Classic textbook on refrigeration and air conditioning. It covers the basics of thermodynamics, heat transfer, and fluid mechanics, as well as the design, installation, and maintenance of HVAC systems.
Covers a wide range of topics related to troubleshooting HVAC systems, including troubleshooting electrical, oil, and gas heating systems, refrigeration, and appliances. It is also a good reference for basic knowledge of HVAC systems.
Provides basic knowledge for troubleshooting residential HVAC systems. It also covers troubleshooting electrical, oil, and gas heating systems, refrigeration, and appliances.
Provides guidance on the design of HVAC systems for hospitals and clinics.

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