What We Check on HVAC Jobs

How a heating or cooling job generally goes, what each visit looks at, and the safety and code rules involved.

Every heating and cooling job, from a five-minute capacitor swap to a full system replacement, follows the same order: find the cause, explain the options, do the work, then test it. The diagnosis is the part people see least and the part that matters most. A system that blows warm air can have half a dozen causes, and replacing parts until the problem goes away is the expensive way to find out which one it was.

The work itself is mostly in attics, crawl spaces and equipment closets. Here is what that generally involves, and the rules that keep it safe.

How a Job Generally Goes

The stages of a heating or cooling job
StageWhat generally happensWhat the customer can prepare
AssessmentThe system is run and looked over: thermostat, both units, airflow and the readings, until the cause is foundNote what the system is doing and when it started; clear a path to the equipment
The optionsWhat was found is explained, along with the ways to fix it: a repair, or a replacement when that makes more senseThink about how long you plan to stay and how the house is used
The workThe part is replaced, or the old equipment comes out and the new system goes in with its lines, wiring, drain and ventingKeep pets and children away from the work area; move stored items from around the units
TestingThe system runs in each mode while temperatures, pressures, electrical readings and the drain are checkedSay if anything still seems off once it has run for a day or two

What Each Visit Looks At

The areas below are the ones a technician works through on each kind of visit. Which ones matter most depends on what the system is doing.

Cooling Repair Visit

HVAC
  • Thermostat and WiringThe call for cooling, the settings, and the low-voltage wires to both units.
  • Outdoor UnitCapacitor, contactor, fan motor, compressor start and the coil’s condition.
  • Refrigerant CircuitPressures and line temperatures, which show a low charge or a restriction.
  • Indoor Coil, Filter and DrainAirflow across the coil, the filter, the drain line, pan and float switch.
  • AfterwardsWhat was found, what it means, and the ways to fix it.

Heating Repair Visit

HVAC
  • Ignition and BurnersIgniter, flame sensor, gas valve and the flame on a gas furnace.
  • Venting and Safety SwitchesFlue pipe, inducer, pressure, limit and rollout switches.
  • Heat Pump and Backup HeatReversing valve, defrost, outdoor fan and the heat strips.
  • AirflowFilter, blower and the temperature rise across the furnace.
  • AfterwardsWhat was found, explained, with any safety concern named plainly.

Installation Visit

HVAC
  • Load and SizeSquare footage, insulation, windows and ceilings, for the size the house needs.
  • Ducts and ReturnsDuct sizes and leaks, and whether the returns can feed the new system.
  • Power, Gas and DrainageBreaker and disconnect, gas supply, venting and the condensate route.
  • PlacementWhere the indoor and outdoor units sit, with clearances for air and service.
  • AfterwardsThe system types and sizes that fit, explained side by side.

After the Visit

Once the cause is found, you hear what it is in plain words, what the fix involves, and, when the system is older or the fault is major, how a repair compares with a replacement. The decision is yours. When the work is done, the system runs while the readings are taken again, and anything worth keeping an eye on, such as a coil that will need cleaning or a part that is starting to wear, is pointed out.

House under construction with a slot diffuser in the kitchen bulkhead and scaffolding along the upper level

Safety and Code Rules

Heating and cooling work touches gas, electricity and refrigerant, so most of it is governed by codes. In general terms:

Safety and code topics in HVAC work
TopicRule or requirement in general termsWhy it matters
Gas and flue ventingA gas furnace’s flue must carry combustion gases outside, with the right pipe, slope, clearances and connectionsA leaking or blocked flue can put carbon monoxide in the house
Carbon monoxide alarmsHomes with gas appliances or an attached garage are expected to have working CO alarms near the sleeping areasAn alarm is the only warning of a gas you cannot see or smell
Refrigerant handlingFederal rules allow only certified technicians to handle refrigerant, which must be recovered, never ventedRefrigerants harm the atmosphere, and the wrong charge damages the equipment
Electrical disconnects and wiringAn outdoor unit needs a disconnect within sight, and wire and breaker sizes set by the equipment’s nameplateA wrong breaker or loose wiring can overheat, trip or start a fire
Condensate drainageCooling coils need a drain line with a trap, and units in attics or above ceilings need a secondary pan or a float switchA blocked drain in an attic can ruin a ceiling
Permits and inspectionsMany cities require a permit and an inspection when a system is replaced or added; rules vary from city to cityAn inspection confirms the work meets the local code

Permits, Inspections and Testing

Does a new system need a permit?

In many cities, yes. Replacing or adding a furnace, an air conditioner or a heat pump usually needs a mechanical permit, and gas or electrical work can need its own. The rules differ between Sachse, Garland, Wylie, Rowlett and Murphy, so the city where the house sits decides.

What happens at an inspection?

A city inspector looks at the installed equipment against the local code: the venting, the gas connection, the electrical disconnect and wiring, the condensate drain and the clearances. If something needs correcting, it is fixed and inspected again.

How is a system tested after the work?

It runs in cooling and in heating while the readings are taken: supply and return temperatures, refrigerant pressures on a cooling system, the gas pressure and flame on a furnace, the electrical draw, and the drain. A test only counts when the numbers match what the equipment should do.

Can I be home during the work?

Yes, and it helps to be there at the start and the end, to show us where the equipment is and to hear what was found and done. During the work itself, keep children and pets away from the work area.

  • Installation: how a new system is chosen and sized, with a rough sizing guide.
  • Get on the Schedule: describe what the system is doing and we will set up a time.
Call (469) 398-8711