Field Tech
Installation Technician
Sets, pipes, wires, ducts and commissions new residential systems so they perform as designed from day one.
Found in shops of every size. 60 required, 35 recommended and 25 elective skills in 3 stages.
Stages follow the tiers: Foundation, then Core, then Advanced. Skills inside a stage are in learning order.
Stage 1 · Foundation
24 required · 9 recommended
Required
- PPE and jobsite hazards Foundation & Safety Safety-critical
- Ladders and fall protection Foundation & Safety Safety-critical
- Lockout / tagout Foundation & Safety Safety-critical
- Emergency first aid Foundation & Safety Safety-critical
- Refrigerant and nitrogen handling safety Foundation & Safety Safety-critical
- Heat, matter and pressure Foundation & Safety
- Hand tools and instruments orientation Foundation & Safety
- Trade math basics Foundation & Safety
- Measurement and unit conversion Foundation & Safety
- Industry orientation Foundation & Safety
- Efficiency ratings literacy Foundation & Safety
- Electrical shock and burn prevention Electrical & Controls Safety-critical
- Airflow fundamentals Airflow & Ducts
- Airflow measuring tools Airflow & Ducts
- Duct insulation Airflow & Ducts
- Refrigeration cycle basics Refrigeration Circuit
- Saturation tables and P/T charts Refrigeration Circuit
- Refrigerant piping basics Refrigeration Circuit
- Line set insulation and support Refrigeration Circuit
- Gauges and service valves Refrigeration Circuit
- Carbon monoxide safety Heating Safety-critical
- Combustion fundamentals Heating
- Furnace configurations and components Heating
- Condensate drain installation Cooling & Heat Pumps
Recommended
- Electricity and circuit laws Electrical & Controls
- Series, parallel and combination circuits Electrical & Controls
- Conductors, insulators and circuit protection Electrical & Controls
- Using electrical meters Electrical & Controls
- Electric heat fundamentals Heating
- Building science fundamentals Building Science & IAQ
- Psychrometrics fundamentals Building Science & IAQ
- Filtration Building Science & IAQ
- Customer communication fundamentals Business & Leadership
Stage 2 · Core
31 required · 19 recommended · 10 elective
Required
- Rigging, hot work and confined spaces Foundation & Safety Safety-critical
- Conventional thermostat wiring Electrical & Controls
- High and low voltage verification Electrical & Controls
- Measuring static pressure Airflow & Ducts
- Measuring total system airflow Airflow & Ducts
- Airflow for capacity Airflow & Ducts
- Sheet metal fabrication Airflow & Ducts
- Duct board and flex duct installation Airflow & Ducts
- Duct routing and support Airflow & Ducts
- Duct sealing and leakage testing Airflow & Ducts
- Nitrogen purge and pressure testing Refrigeration Circuit
- Brazing and soldering Refrigeration Circuit
- System evacuation Refrigeration Circuit
- Charging by weight Refrigeration Circuit
- Superheat and subcooling Refrigeration Circuit
- Leak detection Refrigeration Circuit
- Recovery, recycling and reclaim Refrigeration Circuit Safety-critical
- A2L refrigerant fundamentals Refrigeration Circuit Safety-critical
- Venting systems Heating Safety-critical
- Gas piping Heating Safety-critical
- Temperature rise and furnace airflow Heating
- Indoor equipment installation Cooling & Heat Pumps
- Outdoor and package unit installation Cooling & Heat Pumps
- Heat pump cycle and reversing valve Cooling & Heat Pumps
- Heat pump charging Cooling & Heat Pumps
- Ductless mini-split installation Cooling & Heat Pumps
- Power and amperage commissioning checks Cooling & Heat Pumps
- Blower door testing Building Science & IAQ
- Manual J load calculation Design & Commissioning
- Manual S equipment selection Design & Commissioning
- Commissioning fundamentals Design & Commissioning
Recommended
- Reading wiring diagrams Electrical & Controls
- Transformers and control voltage Electrical & Controls
- Run and start capacitors Electrical & Controls
- Single-phase motors Electrical & Controls
- Contactors, relays and solenoids Electrical & Controls
- Blower setup and speed adjustment Airflow & Ducts
- Belt-drive blower maintenance Airflow & Ducts
- Refrigerant types and blends Refrigeration Circuit
- Metering devices Refrigeration Circuit
- Line components and pressure controls Refrigeration Circuit
- Gas valves and burners Heating
- Ignition and flame proving Heating
- Gas pressure, input and derating Heating
- Electric heat service and installation Heating
- Defrost controls Cooling & Heat Pumps
- Heat pump thermostats and auxiliary heat Cooling & Heat Pumps
- Heat pump types and selection Cooling & Heat Pumps
- Wireless probes and diagnostic apps Design & Commissioning
- Systematic troubleshooting method Design & Commissioning
Elective
- Sensors and thermistors Electrical & Controls
- Compressors and oils Refrigeration Circuit
- Condensers and evaporators Refrigeration Circuit
- Oil burner fundamentals Heating
- Moisture and vapour control Building Science & IAQ
- Psychrometric chart plotting Building Science & IAQ
- Ventilation strategies Building Science & IAQ
- Air purification and pollutant control Building Science & IAQ
- Humidification and dehumidification Building Science & IAQ
- Efficiency standards and incentives Building Science & IAQ
Stage 3 · Advanced
5 required · 7 recommended · 15 elective
Required
- Communicating and smart thermostats Electrical & Controls
- Air balancing Airflow & Ducts
- A2L installation and service Refrigeration Circuit Safety-critical
- Manual D duct design Design & Commissioning
- Manual T air distribution Design & Commissioning
Recommended
- ECM and variable-speed motors Electrical & Controls
- Panel capacity for electrification Electrical & Controls
- Refrigerant charge diagnostics Refrigeration Circuit
- Combustion analysis Heating
- Variable-speed systems Cooling & Heat Pumps
- Cold-climate heat pump performance Cooling & Heat Pumps
- Dual-fuel systems Cooling & Heat Pumps
Elective
- Electrical troubleshooting Electrical & Controls
- Charging blends and manufacturer methods Refrigeration Circuit
- Compressor efficiency and failure analysis Refrigeration Circuit
- Gas furnace troubleshooting Heating
- Oil furnace setup and tuning Heating
- Multi-zone mini-split charging and service Cooling & Heat Pumps
- Residential AC troubleshooting Cooling & Heat Pumps
- Heat pump troubleshooting Cooling & Heat Pumps
- Building pressure diagnostics Building Science & IAQ
- Energy auditing Building Science & IAQ
- Heat pump sizing strategies Design & Commissioning
- Refrigerant line sizing Design & Commissioning
- Total system performance verification Design & Commissioning
- Existing system performance optimisation Design & Commissioning
- Fault codes and board-level diagnostics Design & Commissioning