Refrigerant Charging Basics For Air Conditioning & Heat Pump Systems


Before I start on this one… At HVAC School we focus on a wide range of topics, many of them are very basic. My experience as a trainer for over 16 years has taught me that no matter what I assume others SHOULD know, it doesn’t change that fact that they often do not. This write up is very basic but you may find that some of the content will be useful for you to give apprentices or junior techs or it may give you a new idea of how to explain it to them… or maybe not. Either way, I feel an obligation to cover even the most basic concepts in the trade to help ensure that nothing gets missed. 

Thanks for understanding.

In order to set a proper charge on an A/C system, you must first know the type of metering device.  The piston / fixed orifice type system primarily uses the superheat method and the TXV / EEV primarily uses the subcool method.  When setting a charge, it is always preferable to set the charge in cool mode.  Whether you set the charge in heat or cool mode, you should always follow the manufacturers recommended charging specifications.  In this section, we will discuss manufacturer recommended charging and some indicators that you have set a proper charge in heat mode.

But first, There are some things that Trump these guidelines and should make you stop and do more diagnosis

A properly running A/C system with indoor and outdoor temperatures above 68 degrees will have a suction saturation above 32 degrees (freezing), don’t leave a system with with a below 32 degree saturation suction without doing more diagnosis even if the superheat / subcool looks correct.

If you see a liquid line pressure that is more than 30 degrees saturation above outdoor temperature (like a 440 psi liquid pressure on an R410a system on a 90 degree day), do not proceed until you have further addressed the possible causes of high head, regardless of what the superheat or subcool might be reading.

Always purge your hoses to prevent introducing air into the system and never mix gauges when using low loss fittings and different types of refrigerants.

Charge in the liquid phase (tank upside down) and add the refrigerant slowly and carefully to ensure you do not flood / slug the compressor with liquid refrigerant. You can do this by watching your manifold sight glass or using a special liquid preventing adapter such as the Imperial 535-C Kwik Charge.

These precautions will prevent causing system damage.

Note: This is only a basic guide for charging. There are innumerable conditions that can alter refrigerant pressures, superheat, subcool and saturation that are not related to the refrigerant charge. This is not intended to cover the complete diagnosis of the refrigerant circuit. 

Superheat Charging

To charge a system using superheat, you will need to monitor the actual temperature of the low-pressure suction line, the saturation temperature of the low side suction gauge and the indoor and outdoor temperatures entering the unit(s).

Most if not all all manufacturers have a charging chart available with their respective units.  With the information your have gathered on indoor and outdoor temperatures, you can calculate the recommended superheat or in a pinch you can use a superheat calculator such as the Trane superheat calculator or a free app like the Emerson HVAC check & charge app .  Some manufacturers require that you determine the wet bulb temperature.  Without a sling or digital psychrometer or hygrometer, you will not be able to determine wet bulb temperature.

Once you know the target superheat you can adjust the system charge to hit it.  If, lets say, the recommended superheat was 18 degrees  you would add refrigerant to the system until the actual temperature of the suction line was 18 degrees above the indicated saturation temperature from your low-pressure gauge. Adding charge will decrease the superheat and recovering refrigerant will increase the superheat. 

Subcool Charging

To charge a system using subcool, you will need to monitor the actual temperature of the liquid line and indicated saturation temperature on the high-pressure gauge.  Information on the entering temperatures is not necessary to charge the unit by the subcool method.

All manufacturers have recommended subcool charging information with the units.  If, for some reason, there is no information with the unit, or if it has worn off, you can set a charge to 10 to 12 degrees of subcool which is a relatively safe range to use.

Let’s say for example the manufacturers recommended subcool is 14 , you would add enough refrigerant to the system so the actual temperature of the liquid line was 14 degrees less than the saturation temperature, as indicated on the high-pressure gauge for that particular refrigerant. Adding more refrigerant will increase the subcool reading and recovering refrigerant will decrease the subcool reading. 

Approach Method

 Lennox factory information asks that we charge by the approach method on TXV systems. I suggest charging to at least a 6 degree subcool before even attempting to calculate the approach method. 

The approach method is a calculation based on the relationship of liquid line temperature to outdoor temperature.  To calculate approach, subtract outdoor ambient from actual liquid line temperature.  Outdoor temperature used to calculate approach should always be taken in the shade and away from the hot condenser discharge air. To increase the approach differential you would remove refrigerant to decrease it you would add refrigerant. 

Some Lennox heat pump systems come with a subcool chart next to the approach chart. This subcool chart is for < 65˚.  This means the subcool chart is only valid when outdoor temperature is below 65˚.  Follow the instructions on the unit carefully when charging in subcool in <65o temperatures.  The method requires that you block sections of the coil to achieve higher head pressures before setting by subcool.

Heat Mode Charging for Heat Pumps

In most, if not all, cases you will charge a unit in heat mode according to the manufacturer’s recommendations.  In those cases where no information is available, there are other indicators that you may use to set a proper charge in heat mode.

First make sure you switch your hoses so the suction gauge is reading off of the “common suction” port that taps in between the compressor and reversing valve. You may put your high side gauge on either the discharge or liquid (on most systems) depending on what you are checking.

Before doing any heat mode charging use common sense, if installing a new system the best bet is to calculate line distance and weigh in any additional charge before moving on to the detailed testing phase.

The first one is the 100˚ over ambient discharge rule.  The general rule to this is that a properly charged unit will have a discharge line temperature of 100˚ above the outdoor ambient temperature.  If the discharge line is too hot. you would add refrigerant which would lower the discharge temperature.  Alternately, if the discharge line were too cool, you would remove refrigerant to raise the discharge temperature.  This rule is to be used only as an indicator and, in some instances, may not be accurate given some other factors such as dirty coils, excessive superheated refrigerant entering the compressor, etc.  

Another common rule of thumb is suction pressure will be close to outdoor temperature in an R-22 system, this is totally a fluke and has no scientific basis other than it just generally tends to work out that way. this means that on a properly functioning R22 system if it is running in heat mode and its 40 degrees outside the suction pressure tends to be around 40 PSI . This guideline obviously doesn’t work on an R-410A system or any other refrigerant.

A more applicable guideline is 20˚-25˚ suction saturation below outdoor ambient temperature. This means if it is 50˚ outside the suction saturation temperature would generally be between 25˚and 30˚on a functioning system.

Remember that in heat mode the colder it gets outside, the lower the suction pressure and the hotter it gets inside, the higher the head pressure.  Since the roles of the coil are reversed in heat mode, if you notice an abnormally high head pressure it may be due to a dirty air filter or evaporator coil.  A dirty condenser coil would cause the suction pressure to drop below normal and also cause superheat problems.

Once heat mode a charge is set, whether by manufacturer specification or an alternative method, you can still verify the subcool and superheat on the unit in some cases.  Do not confuse the superheat or subcool methods recommended by the manufacturer though when running in heat mode.  These are only used for setting the charge in cooling mode and not in heat. Look for heat mode specific or low ambient guidelines. 


Finally and most importantly is ALWAYS TEST EVERYTHING. Airflow, Delta T, Superheat, Subcool, Suction Pressure, Head pressure, Amps, Incoming voltage, Filter etc…

Read manufacturers specs, understand the units the units you are working on, only then will guidelines and rules of thumb help instead of hinder you.

— Bryan




  1. Jeremy Clements says:

    Very good readings!!!! Thanks for all your hard work.

  2. Richard Tamburro says:

    I am glad i took the time to read you article. well written.. thanks.

  3. Paul H says:

    Great article. The way you explained this helped me to really visualize my approach when the time comes. I’m an installer of 2 years and in school now for my journeymens. This will help me articulate with my coworker and see about running thru the process myself, appreciate it.

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