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Field Tech

Commercial & BAS Technician

Services rooftop, chilled-water and VAV systems and the controllers, networks and programming of building automation.

Usually from a shop of about 5. 85 required, 15 recommended and 36 elective skills in 4 stages.

Beyond residential

Stages follow the tiers: Foundation, then Core, then Advanced. Skills inside a stage are in learning order.

Stage 1 · Foundation

28 required · 2 recommended · 3 elective

Required

  1. PPE and jobsite hazards Foundation & Safety Safety-critical
  2. Ladders and fall protection Foundation & Safety Safety-critical
  3. Lockout / tagout Foundation & Safety Safety-critical
  4. Emergency first aid Foundation & Safety Safety-critical
  5. Refrigerant and nitrogen handling safety Foundation & Safety Safety-critical
  6. Heat, matter and pressure Foundation & Safety
  7. Hand tools and instruments orientation Foundation & Safety
  8. Trade math basics Foundation & Safety
  9. Measurement and unit conversion Foundation & Safety
  10. Industry orientation Foundation & Safety
  11. Efficiency ratings literacy Foundation & Safety
  12. Electrical shock and burn prevention Electrical & Controls Safety-critical
  13. Electricity and circuit laws Electrical & Controls
  14. Series, parallel and combination circuits Electrical & Controls
  15. Conductors, insulators and circuit protection Electrical & Controls
  16. Using electrical meters Electrical & Controls
  17. Airflow fundamentals Airflow & Ducts
  18. Airflow measuring tools Airflow & Ducts
  19. Refrigeration cycle basics Refrigeration Circuit
  20. Saturation tables and P/T charts Refrigeration Circuit
  21. Refrigerant piping basics Refrigeration Circuit
  22. Line set insulation and support Refrigeration Circuit
  23. Gauges and service valves Refrigeration Circuit
  24. Carbon monoxide safety Heating Safety-critical
  25. Electric heat fundamentals Heating
  26. Psychrometrics fundamentals Building Science & IAQ
  27. Filtration Building Science & IAQ
  28. Customer communication fundamentals Business & Leadership

Recommended

  1. Combustion fundamentals Heating
  2. Condensate drain installation Cooling & Heat Pumps

Elective

  1. Duct insulation Airflow & Ducts
  2. Furnace configurations and components Heating
  3. Building science fundamentals Building Science & IAQ

Stage 2 · Core

39 required · 7 recommended · 19 elective

Required

  1. Rigging, hot work and confined spaces Foundation & Safety Safety-critical
  2. Reading wiring diagrams Electrical & Controls
  3. Transformers and control voltage Electrical & Controls
  4. Run and start capacitors Electrical & Controls
  5. Single-phase motors Electrical & Controls
  6. Contactors, relays and solenoids Electrical & Controls
  7. Sensors and thermistors Electrical & Controls
  8. Conventional thermostat wiring Electrical & Controls
  9. High and low voltage verification Electrical & Controls
  10. Measuring static pressure Airflow & Ducts
  11. Measuring total system airflow Airflow & Ducts
  12. Airflow for capacity Airflow & Ducts
  13. Blower setup and speed adjustment Airflow & Ducts
  14. Belt-drive blower maintenance Airflow & Ducts
  15. Refrigerant types and blends Refrigeration Circuit
  16. Compressors and oils Refrigeration Circuit
  17. Condensers and evaporators Refrigeration Circuit
  18. Metering devices Refrigeration Circuit
  19. Line components and pressure controls Refrigeration Circuit
  20. Nitrogen purge and pressure testing Refrigeration Circuit
  21. Brazing and soldering Refrigeration Circuit
  22. System evacuation Refrigeration Circuit
  23. Charging by weight Refrigeration Circuit
  24. Superheat and subcooling Refrigeration Circuit
  25. Leak detection Refrigeration Circuit
  26. Recovery, recycling and reclaim Refrigeration Circuit Safety-critical
  27. A2L refrigerant fundamentals Refrigeration Circuit Safety-critical
  28. Venting systems Heating Safety-critical
  29. Gas piping Heating Safety-critical
  30. Electric heat service and installation Heating
  31. Power and amperage commissioning checks Cooling & Heat Pumps
  32. Ventilation strategies Building Science & IAQ
  33. Manual J load calculation Design & Commissioning
  34. Manual S equipment selection Design & Commissioning
  35. Commissioning fundamentals Design & Commissioning
  36. Systematic troubleshooting method Design & Commissioning
  37. Rooftop and VAV systems Commercial & BAS
  38. DDC and control theory Commercial & BAS
  39. Preventive maintenance programs Commercial & BAS

Recommended

  1. Duct sealing and leakage testing Airflow & Ducts
  2. Outdoor and package unit installation Cooling & Heat Pumps
  3. Heat pump cycle and reversing valve Cooling & Heat Pumps
  4. Psychrometric chart plotting Building Science & IAQ
  5. Wireless probes and diagnostic apps Design & Commissioning
  6. Commercial refrigeration fundamentals Commercial & BAS
  7. Digital tools and remote diagnostics Business & Leadership

Elective

  1. Sheet metal fabrication Airflow & Ducts
  2. Duct board and flex duct installation Airflow & Ducts
  3. Duct routing and support Airflow & Ducts
  4. Gas valves and burners Heating
  5. Ignition and flame proving Heating
  6. Gas pressure, input and derating Heating
  7. Temperature rise and furnace airflow Heating
  8. Oil burner fundamentals Heating
  9. Indoor equipment installation Cooling & Heat Pumps
  10. Defrost controls Cooling & Heat Pumps
  11. Heat pump thermostats and auxiliary heat Cooling & Heat Pumps
  12. Heat pump charging Cooling & Heat Pumps
  13. Heat pump types and selection Cooling & Heat Pumps
  14. Ductless mini-split installation Cooling & Heat Pumps
  15. Moisture and vapour control Building Science & IAQ
  16. Blower door testing Building Science & IAQ
  17. Air purification and pollutant control Building Science & IAQ
  18. Humidification and dehumidification Building Science & IAQ
  19. Efficiency standards and incentives Building Science & IAQ

Stage 3 · Advanced

16 required · 6 recommended · 14 elective

Required

  1. ECM and variable-speed motors Electrical & Controls
  2. Communicating and smart thermostats Electrical & Controls
  3. Electrical troubleshooting Electrical & Controls
  4. Air balancing Airflow & Ducts
  5. Refrigerant charge diagnostics Refrigeration Circuit
  6. Compressor efficiency and failure analysis Refrigeration Circuit
  7. Manual D duct design Design & Commissioning
  8. Manual T air distribution Design & Commissioning
  9. Fault codes and board-level diagnostics Design & Commissioning
  10. Commercial AC controls and safeties Commercial & BAS
  11. Chilled water and cooling towers Commercial & BAS
  12. Three-phase motors and power Commercial & BAS
  13. VFDs and commercial wiring Commercial & BAS
  14. Commercial prints and sequences of operation Commercial & BAS
  15. BAS networks and protocols Commercial & BAS
  16. Controllers, sensors and actuators Commercial & BAS

Recommended

  1. Charging blends and manufacturer methods Refrigeration Circuit
  2. A2L installation and service Refrigeration Circuit Safety-critical
  3. Residential AC troubleshooting Cooling & Heat Pumps
  4. Heat pump troubleshooting Cooling & Heat Pumps
  5. Total system performance verification Design & Commissioning
  6. Refrigeration regulators and controls Commercial & BAS

Elective

  1. Panel capacity for electrification Electrical & Controls
  2. Combustion analysis Heating
  3. Gas furnace troubleshooting Heating
  4. Oil furnace setup and tuning Heating
  5. Variable-speed systems Cooling & Heat Pumps
  6. Multi-zone mini-split charging and service Cooling & Heat Pumps
  7. Cold-climate heat pump performance Cooling & Heat Pumps
  8. Dual-fuel systems Cooling & Heat Pumps
  9. Building pressure diagnostics Building Science & IAQ
  10. Energy auditing Building Science & IAQ
  11. Heat pump sizing strategies Design & Commissioning
  12. Refrigerant line sizing Design & Commissioning
  13. Existing system performance optimisation Design & Commissioning
  14. Low-temperature system installation Commercial & BAS

Stage 4 · Specialist

2 required