HVAC technician job description template

Position Identification Details

1. Position Summary

The HVAC Technician installs, services and repairs heating, ventilation, air conditioning and refrigeration equipment in homes and small commercial buildings for [ORGANIZATION_NAME]. Typical work includes heat pumps, furnaces, boilers, air conditioners, air exchangers and small commercial refrigeration, plus the controls, ducting and venting that go with them. The technician reports to [REPORTS_TO_TITLE] and spends most days in a service van moving between customer sites. Equipment that runs safely and efficiently, and customers who understand what was done and why, are the result this job is measured on.

2. Key Responsibilities

2.1 Service calls and troubleshooting (35%)

• Respond to no-heat, no-cooling and noisy-equipment calls, and find the cause using meters, gauges, a combustion analyzer and the manufacturer's service information.
• Check airflow, refrigerant pressures and temperatures, electrical components and controls.
• Repair or replace parts such as motors, capacitors, igniters, control boards, valves, thermostats and sensors.
• Explain what was found, the repair options and their costs to the customer in plain words, and get approval before going ahead.
• Record findings, parts and time on the work order in [JOB_TRACKING_APP].

2.2 Preventive maintenance (20%)

• Do seasonal tune-ups: heating systems in the fall and cooling systems in the spring.
• Clean coils, burners and blowers, replace filters and belts, and check drains and condensate pumps.
• Test safety controls and combustion, and check venting and carbon monoxide levels on fuel-burning equipment.
• Keep maintenance records for each customer and flag equipment that is near the end of its life.

2.3 Installation (30%)

• Install heat pumps, furnaces, air conditioners, ductless mini-splits, air exchangers and water heaters to the manufacturer's instructions and the codes in force in [PROVINCE].
• Mount indoor and outdoor units, run line sets and condensate lines, braze joints and pressure test with nitrogen.
• Pull a vacuum, charge refrigerant to specification and record the amount added.
• Install and seal ductwork, venting and controls, and set up thermostats and zoning.
• Start up and commission new equipment, show the customer how to use it, and leave the manuals and warranty information.

2.4 Refrigerant and gas work (by certificate only) (5%)

• Recover, recycle and handle refrigerants only while holding the refrigerant handling certificate required in [PROVINCE], and keep the refrigerant records the company requires.
• Work on natural gas or propane appliances only within the scope of the gas licence held, as required in [PROVINCE].
• Work on oil-fired equipment only within the scope of the certificate held, as required in [PROVINCE].

2.5 Van, parts and records (5%)

• Keep the service van stocked, clean and organized, and order parts through [REPORTS_TO_TITLE].
• Look after the company's gauges, recovery machine, vacuum pump and other tools.
• Return warranty parts with the correct paperwork.

2.6 Health and safety (5%)

• Lock out and tag out equipment and test for absence of voltage before working on it.
• Wear [REQUIRED_PPE], including gloves and eye protection when handling refrigerant and brazing.
• Follow hot work precautions when brazing, including a fire extinguisher on hand and a fire watch where needed.
• Use ladders and fall protection safely on roofs, as required in [PROVINCE], and take care in attics and crawl spaces.
• Report injuries, near misses, gas leaks and carbon monoxide readings right away.

3. Qualifications & Experience

Role Qualification Standards

4. Competencies

Core Competencies

5. Working Conditions & Performance Measures

5.1 Working Conditions and Physical Demands

This is physical work in homes, on rooftops and in mechanical rooms. The table shows what the job normally involves. We will look at accommodation for a worker who needs it, up to the point of undue hardship, as human rights law requires.

Physical Demands and Working Environment

5.2 Performance Measures

Key Performance Indicators

5.3 Career Path

• Typical Prior Roles: HVAC installer helper, refrigeration and air conditioning mechanic apprentice, sheet metal helper, gas technician, appliance service technician.
• Typical Next Roles: Lead service technician, installation lead, service manager, HVAC estimator or sales advisor, HVAC contractor.

5.4 Position Acknowledgement

This job description sets out the main duties, working conditions and qualifications for the HVAC Technician role at [ORGANIZATION_NAME]. It is not a list of every task. The job can change as the business changes. If it changes in a real way, we will update this document and talk it through with the employee first.

Employee Sign-Off:

Name: [EMPLOYEE_NAME] Signature: _____ Date: _______

Manager Sign-Off:

Name: [MANAGER_NAME] Title: [REPORTS_TO_TITLE] Signature: _____ Date: _______

What to fill in