The Evolving Career of the HVAC Contractor: Embracing Change to Stay Ahead

This tech tip was written by Shelby Breger, co-founder of Conduit Tech. You can check out everything Conduit has to offer and learn more about that interesting platform and how it helps contractors at https://getconduit.com/. Thank you, Shelby!


Before starting Conduit Tech, Marisa and I spent a year doing everything we could to learn about the job of HVAC contractors. Through all our phone calls, office visits, ride-alongs, and video calls, we asked one constant question:

What worries you about the future of HVAC? 

Through all of that, we heard one theme—the world of HVAC is becoming increasingly complicated. To grow a business and continue to offer high-quality service, society expects contractors to stay ahead of huge seismic shifts. But the challenge is that with advancements in technology, regulations, and consumer needs, the role of the HVAC contractor is undergoing so much transformation. 

Here's a look at those key trends shaping this industry and what we heard that led us to focus on the better ways:

1. Complex New Equipment

Advancements in HVAC equipment can be a double-edged sword. While they offer increased efficiency and functionality, they can also introduce new vulnerabilities.  Thinner metals used to reduce weight can make components more susceptible to dents and vibrations during improper installation. 

Additionally, complex refrigeration systems with tighter tolerances can be more sensitive to improper airflow or unbalanced loads, leading to malfunctions if the overall system design is flawed. In short, top-notch equipment needs top-notch design to avoid early breakdowns.

2. Navigating a Regulatory Maze

The industry is increasingly subject to stricter regulations aimed at energy efficiency and environmental protection. Understanding and complying with these regulations is crucial but also so time-consuming. 

Changes in refrigerant use (e.g., phasing out R-22), updated building codes, and safety protocols have been incredibly top of mind in every conversation, requiring hours of ongoing training for every team.

3. Electrification is Taking Center Stage

The HVAC industry is smack dab in the center of the shift toward building electrification. Heat pumps are becoming popular alternatives to traditional furnaces, and the nuances of electric systems, their installation, system design, maintenance, and integration with smart grids present a new frontier for many.

4. The Paper Chase for Rebates and Incentives

Government rebates and utility incentives are driving consumer interest in energy-efficient HVAC systems. However, claiming these benefits often requires extensive documentation, often putting the burden exclusively on contractors. 

Programs in states like New York and Massachusetts require digital floorplans, geotagged photos, detailed design work, and documentation on every job. For a contractor to run a healthy business, technology is increasingly necessary to support them as they work with these programs.

5. A New Generation Enters the Workforce

The HVAC industry faces a significant labor shortage, and attracting younger talent is crucial. This new generation often thrives on technology and streamlined processes. Experienced teams are actively bridging the gap by offering training in advanced technologies using software and virtual reality to lower the barrier to entering these roles.

Adaptation

We all agree that the change is unprecedented. The future of the industry, fortunately or unfortunately, belongs to those who adapt, innovate, and offer their customers a comprehensive understanding of the evolving world—but how? 

This is where we see technology has a role—whether it be system design software (e.g., Conduit Tech), diagnostic and commissioning tools (e.g., measureQuick, TEC), or field service management platforms. These tools are increasingly becoming vital to meet the needs of every job because they increase the efficiency of the work and lower the barrier to adoption. 

Case Study: Tim De Stasio at Comfort Science Solutions

We all know and love Tim De Stasio’s videos—and if you haven’t seen this one, it’s time to check it out. Tim takes a unique and thoughtful approach to every home, showcasing how each building is unique and seeing it as an opportunity for incredible discovery. While it may not be for every homeowner, this insane process stands out as bringing in all of the tools of the trade—to bring the best results:

1. Initial Assessment

  • Homeowner Interview: Tim asks about specific pain points, like inconsistent temperatures, high energy bills, or past issues with the HVAC system. He also inquires about the homeowner's expectations for air quality and energy efficiency.

2. Inspection

  • Visual and Quantitative Inspection of the system: Tim starts his process just by understanding what is in the home: how the ductwork is connected to the system, where—if at all—dehumidifiers are included, and how the system performs in different scenarios, leveraging tools like measureQuick to diagnose. 
  • Thermal Imaging: Should the temperature differential be sufficient, Tim uses a thermal camera to identify temperature variations, insulation gaps, air infiltration, and duct leakage.

Credit: Tim De Stasio (video)

  • Duct Leakage Test: Using a duct leakage test, Tim measures airflow leakage within the ducts. This leakage could reduce system efficiency.
  • Blower Door Test: Tim might conduct a blower door test to measure air infiltration, ensuring the home is adequately sealed. Coupled with thermal imaging, this helps pinpoint areas where outdoor air may be coming in, causing temperature imbalances or energy inefficiency.
  • Static Pressure Test: He uses a manometer to check the system’s static pressure. This test helps evaluate whether the HVAC system is moving air efficiently, indicating potential restrictions in the ducts.
  • Airflow Test: Tim measures airflow at each register with a flow grid from TEC, identifying inadequate HVAC airflow issues.
  • Building Pressure: Tim puts the home through various depressurization scenarios that can occur through normal occupant habits where heat, moisture, and air pollutants can be drawn into the home.
  • Combustion Analysis: If the system uses a furnace, he performs a combustion analysis to check for efficiency, safety, and proper fuel burning.
  • Humidity and Temperature Testing: Tim measures indoor humidity levels to ensure the system maintains a comfortable and balanced environment 

3. Load Calculation

Credit: Tim De Stasio (video)

Tim performs a load calculation using Conduit Tech to ensure that the right system is installed for the home.

4. Presenting the Findings

Tim walks the homeowner through his recommendations clearly, ensuring the homeowner understands the value and benefits. An easy-to-read report makes all the data easy for the homeowner to digest.

This process isn’t for the faint of heart, but it yields unparalleled results. Tim’s customers are lucky, and it's incredible to see how he continues to raise the bar and share that bar with us!

—Shelby Breger

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