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HVAC Technician Job Description Templates

HVAC Technician Job Description Templates

Posted by Cathlin Houle

May 18, 2021

An HVAC tech looking at the wires inside an AC unit in order to repair it.

Table of contents

Option A - ENTRY LEVEL - HVAC Technician Job Description Template

We are looking to hire a detail-oriented HVAC Technician to install, maintain and repair HVAC systems. The HVAC Technician will be skilled in cleaning, adjusting and repairing systems. You will guide and advise the customer to select the most appropriate air quality system to fulfill their requirements. You will be responsible for air quality systems from installation to end-of-life by performing maintenance, warranty and emergency repairs.

HVAC Technician Responsibilities:

  • Installing, maintaining and repairing ventilation and air conditioning systems and equipment.

  • Identifying maintenance risks on equipment.

  • Diagnosing electrical and mechanical faults for HVAC systems.

  • Cleaning, adjusting and repairing systems, and performing warranty services.

  • Performing emergency repairs promptly and efficiently.

  • Providing technical direction and on-the-job training.

  • Keeping daily logs and records of all maintenance functions.

  • Ensuring compliance with appliance standards and with Occupational Health and Safety Act.

  • Complying with service standards, work instructions and customers' requirements.

  • Assisting with customers' queries.

HVAC Technician Requirements:

  • High school diploma, GED or suitable equivalent.

  • 1+ years experience as an HVAC technician, and willingness to continue education in HVAC field.

  • Valid driver’s license.

  • Understanding of advanced principles of air conditioning, refrigeration and heating.

  • Working knowledge of boiler systems.

  • Proficient in balancing air and water treatment systems in line with HVAC protocols.

  • Excellent written, verbal and interpersonal skills.

  • Proficient in reading schematics and work plans.

  • Ability to work after hours, over weekends and on public holidays with short or no notice.

  • Ability to work in confined spaces.

Benefits

  • Paid medical, dental and vision insurance

  • Paid holidays and vacation (up to [#] weeks)

  • Paid sick time (# of days or weeks)

  • Company supplied tools

  • Company vehicle and gas card from shop

  • Company uniform

  • Company tablet

  • Career growth opportunities

  • Education reimbursement


Option B - ENTRY LEVEL - HVAC Technician Job Description Template

Our company is looking for an entry level HVAC Service Technician to join our team.

Responsibilities:

  • Identify opportunities for clients to improve their home comfort systems.

  • Complete all tasks in accordance with service champions quality and safety standards and honor our commitments.

  • Operate a variety of hand and power tools to inspect repair, and conduct maintenance on furnaces, condensers and compressors.

  • Document service performed and recommendations made by completing applicable forms, reports, logs and/or records.

  • Update job knowledge by being a lifelong student and participating in educational opportunities.

  • Be kind and encouraging by educating clients on their systems and maintenance requirements.

  • Maintain existing client relationships by giving remarkable service with strong communication and customer service skills.

  • Drive top performance by completing routine maintenance on residential heating and air conditioning systems.

Requirements:

  • Ability to perform physically demanding tasks on a daily basis.

  • Ability to work in hot, cold, wet climates depending on the weather.

  • Attention to detail.

  • Ability to crawl in tight places and climb ladders, work in attics, garages, crawl spaces and on roofs.

  • Integrity and ability to promote a positive company image.

  • Provide exceptional customer service while on the job site.

  • Must be able to follow directions and work independently.

  • Results driven in a high-energy environment.

  • Mechanical aptitude.

Benefits

  • Paid Medical, Dental and Vision insurance

  • Paid holidays and vacation (up to [#] weeks)

  • Paid sick time (# of days or weeks)

  • Company supplied tools

  • Company vehicle and gas card from shop

  • Company uniform

  • Company tablet

  • Career growth opportunities

  • Education reimbursement

  • A FUN FAMILY working environment


Option C - ENTRY LEVEL - HVAC Technician Job Description Template

Job Summary

As an HVAC technician, you have the freedom to travel from job to job. If you are self-motivated, good at problem-solving, like working with your hands and enjoy meeting new people every day, this is the job for you. At our company, our technicians are tasked with working on refrigeration, ventilation, cooling and heating systems. Your job as an HVAC technician is to help our customers find a comfortable temperature, no matter what the weather is like outside, while helping them save money each month on utility bills without sacrificing comfort by offering options to improve the current system. HVAC technicians must be ready to repair, install or maintain all heating and cooling systems in a home or office building.

Job Description

  • Maintain, install, and repair air conditioning, ventilation and heating systems.

  • Sell maintenance contracts to current customers to ensure products last longer. Perform preventative maintenance to increase the longevity of any HVAC system.

  • Discuss various options with clients when it comes to heating and cooling systems and help them determine which option is best for their situation.

  • Troubleshoot issues with a current system as they are noticed.

  • Conduct performance tests with specialized tools and adjust system settings to keep temperature comfortable in the home or office.

  • Travel to different homes and businesses throughout the day and determine problems in order to repair or replace the system before the customer is inconvenienced.

  • Categorize and organize inventory to limit unnecessary losses to the company.

  • Move to and from each job quickly to maximize your time during the day and ensure that as many customers as possible are helped.

Job Skills & Qualifications

Required:

  • Certification or associate degree from an HVAC program at a technical school

  • Current driver’s license

  • Required state licensing for HVAC technicians showing state exams were passed

Preferred:

  • Apprenticeship under a journeyperson for three to five years

  • On the job training or experience

  • Special certification through the Environmental Protection Agency to handle refrigerants

Benefits

  • Paid Medical, Dental and Vision insurance

  • Paid holidays and vacation (up to [#] weeks)

  • Paid sick time (# of days or weeks)

  • Company supplied tools

  • Company vehicle and gas card from shop

  • Company uniform

  • Company tablet

  • Career growth opportunities

  • Education reimbursement

  • A FUN FAMILY working environment


Option A - MID LEVEL - HVAC Technician Job Description Template

[COMPANY NAME] is looking for professionals who want to be a part of a team that provides outstanding service to its customers.

Why work for us?

  • Company subsidized health, dental, and vision

  • 401(k) plan with company matching

  • Paid vacation and holidays

  • Use of company vehicle with gas reimbursement

  • Commissions on large sales

  • Tool purchase program

  • Family owned and managed

The ideal candidate will have extensive HVAC experience, including but not limited to:

  • Installing forced air furnaces

  • Air conditioners

  • Zoning

  • Mini-split systems

  • Wall heaters

  • Floor heaters

  • Commercial package units

  • And troubleshooting/repair of the same.

Additional Requirements:

  • EPA Certification

  • NATE certification preferred, but not required

  • A minimum of three years on-the-job experience

  • Ability to lift up to 50 pounds

  • Valid driver’s license and a clean driving record

  • Excellent customer communication skills

  • Dedication to being on-time, working safely and

  • Drug screening and background check are required

  • Authorized to work in the U.S.

     


Option B - MID LEVEL - HVAC Technician Job Description Template

[COMPANY NAME] is a family-owned, award winning HVAC company celebrating our [#] anniversary this year. We serve [CITY] and [COUNTY]. We pride ourselves in our employee-centric work environment and devotion to providing the best service to our customers. We are looking for an HVAC Installer to join our incredible team!

GENERAL RESPONSIBILITIES

  • Provide excellent customer service to our customers

  • Inspect and perform equipment repairs and replacements

  • Perform routine preventative maintenance

  • Respond to emergency maintenance requests

  • Adhere to all safety policies and procedures

  • Work independently without much supervision but always as a TEAM

  • Keep jobsite clean and vehicle neat and organized

  • Ensure job-site cleanliness

  • Other duties as assigned

JOB QUALIFICATIONS

  • Three (3+) years of experience in the same or similar role desired

  • EPA Certification: Type I and Type II or Universal desired

  • NATE certification a plus

  • Ability to handle physical workload

  • Strong problem solving and critical thinking skills

  • Must have a valid driver’s license

BENEFITS

  • Paid Medical, Dental and Vision insurance

  • Paid holidays and vacation (up to [#] weeks)

  • Paid sick time (# of days or weeks)

  • Company supplied tools

  • Company vehicle and gas card from shop

  • Company uniform

  • Company tablet

  • Career growth opportunities

  • Education reimbursement

  • A FUN FAMILY working environment


Option C - MID LEVEL - HVAC Technician Job Description Template

If you are someone passionate about your work, looking for a long-term career, not just a paycheck; good benefits, a place to call home/family, [INSERT COMPANY] is the place for you.

[COMPANY NAME] , one of the fastest-growing Plumbing, HVAC and Electrical Companies in the [LOCATION] area, named one of the [AWARD RECEIVED] is looking for a dedicated, motivated and skilled professional Residential Service Tech looking for year-round work from a company that promotes advancement and constant training to keep up with the rapidly evolving industry.

Top Benefits

  • Top Pay

  • Paid Holidays and Paid Vacation

  • Weekly bonuses, incentives, spiffs based on performance and efficiency

  • Full Benefits package - Medical/Dental/Life/Vision/STD/LTD Insurance (Company provides contribution toward group health benefits)

  • 401(k) Company match

  • Ongoing training, support, and coaching

  • Clean, daily stocked trucks

  • Guarantee

Job Summary

Perform skilled technical work in the maintenance, repair, replacement, and installation of heating, air conditioning equipment, controls, and distribution systems.

Essential Technical Skills

  • Install, troubleshoot and repair heating and air conditioning systems

  • Troubleshoot malfunctioning heating and air conditioning systems to determine the cause of the malfunction

  • Perform scheduled maintenance inspections, and adjust, clean and calibrate various systems to assure proper system operations

  • Repair wiring and electronic components

  • Replace expansion valves, compressors, motors, coil units, and component parts

  • Clean refrigerant systems from hermetic burnouts, evacuate and charge systems

  • Check distribution systems for proper velocity, volume, temperate, pressure, etc.

  • Determine causes and correct condensation problems

  • Provide technical assistance with the design of HVAC systems including installation and modifications to existing systems

  • Prepare and submit requests for supplies and equipment

Qualifications

  • Three or more years of progressively responsible experience working with complex HVAC systems and equipment

  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals

  • Ability to apply common sense understanding to carry out instructions furnished in written. oral or diagram form

  • Customer service attitude with excellent communication skills (written & verbal)

Requirements

  • Valid driver's license with a clean driving record and a minimum of 3 years driving experience.

  • Must be able to pass Drug Screening and Background Check

  • EPA certification and be registered with the State of Texas

  • Well-groomed and neat appearance

  • Service Knowledge of 16+ seer systems and heat pumps


Option D - MID LEVEL - HVAC Technician Job Description Template

[YOUR COMPANY] looking for someone who wants a career and not just a job. If you are a HVAC/R Service Technician and want to be part of a winning team with [# OF YEARS IN BUSINESS] of experience in the industry - while receiving full benefits and compensation for your contribution - please forward your current resume.

Our technicians are trained to work on all major brands of equipment found in restaurants, schools, institutional facilities, banks, retail spaces, and beyond. [YOUR COMPANY] has substantial in-house inventory and specializes in affordable, tailored planned maintenance agreements, [YOUR COMPANY] is focused on exceeding the customer’s expectations and getting the job done right the first time and every time.

Responsibilities:

  • Diagnosing, and repairing commercial refrigeration and air conditioning equipment

  • Demonstrate efficient and effective problem-solving skills

  • Maintain strong customer service and thorough communication with customers

  • Attend periodic manufacturer training classes

  • Be available for on-call duty

  • Participate in safety training and adhere to all safety policies and procedures

  • Ability to handle physical workload

  • Diagnose and repair commercial cooking equipment is a plus

Requirements:

  • 3 - 5 years of experience in the HVAC/R trade

  • EPA certified

  • Strong attention to details

  • Conscientious, team player

  • Honesty integrity, quality craftsmanship and a good attitude

  • Clean driving record

  • Clear background check and drug screen

Benefits:

  • 401K and Profit Sharing

  • Health Insurance (FILL IN INSURANCE CARRIER)

  • Dental Insurance (FILL IN INSURANCE CARRIER)

  • Flex Spending tool Account

  • Paid holidays

  • Paid vacation


Option A - SENIOR LEVEL - HVAC Technician Job Description Template

Job Summary

[COMPANY NAME] is a (family owned, award winning, community favorite) and operated HVAC specialists: residential, commercial, industrial. We have been in business for [YEARS IN BUSINESS] and we enjoy a strong relationship with our repeat customers, which is [% OF BUSINESS] of our business. All technicians are highly valued for their experience and we expect no less than a high value technician. Profit sharing, better than annual bonuses, is a terrific opportunity of all employees.

Benefits

  • Competitive Pay

  • Paid Vacation / Sick Leave / Six Paid Holidays

  • Monday - Friday, 8am-5pm

  • In-house Training

Requirements

  • Technical school completion

  • 8+ Years of Relevant Experience

  • EPA Universal Certification

  • Experience with Climate Master and other WSHP (Water Source Heat Pump)

  • Clean Driving Record

  • Clean Criminal Record

What We Look For

  • NATE and other certifications is a PLUS

  • Experience with packaged A/C, heat pumps, and ductless mini splits

  • Experience with commercial equipment: RayPak boilers, cooling towers and chillers a PLUS

Job Duties & Responsibilities

  • Troubleshooting, Repair, & Preventative Maintenance

  • Central A/C, Heat Pumps, Ductless Mini-Splits, etc.

  • Supervision of Installation

  • Sweat Copper Plumbing

Application Question:

Describe your commercial HVAC/R experience.


Option B - SENIOR LEVEL - HVAC Technician Job Description Template

(HIGHLY DETAILED JOB DESCRIPTION)

Job Summary

Performs skilled, advanced journey-level duties in the inspection, installation, repair and servicing of heating, ventilation, air conditioning, refrigeration and related equipment, machinery and facilities.

Distinguishing Characteristics

Senior HVAC Technician is an advanced journey-level class responsible for installing, troubleshooting, diagnosing, maintaining and repairing a variety of large, small and complex heating, ventilating, air conditioning and refrigeration systems and equipment in District facilities. Assignments vary, encompass a variety of tasks, seldom require detailed instructions, and require sound judgment and initiative. The HVAC Technician is distinguished from the Senior HVAC Technician in that the latter class requires more advanced knowledge in the heating and air conditioning trade and has lead-level responsibilities.

Essential Functions

Essential Functions: Essential responsibilities and duties may include, but are not limited to, the following:

  1. Installs, operates and maintains the District’s heating, air conditioning/refrigeration systems and energy systems; conducts regular preventive maintenance inspections of refrigeration units, heating and ventilating units, including boilers, gas and electrically operated air conditioning equipment and makes necessary adjustments or repairs.

  2. Inspects, repairs, modifies and installs heating and air conditioning and ventilation equipment, including refrigeration and air conditioning compressors, receivers, condensers, chillers, water cooling towers, forced-air converter units, pumps, automatic and hand valves, expansion valves and capillary tubes.

  3. Installs and calibrates energy management controls; installs direct digital controllers (DDC) and integrates Transmission Control Protocol/Internet Protocol (TCP/IP) networking and RS-485 communication equipment.

  4. Repairs or replaces defective parts in units and equipment and their controls, including thermostats, electronic controllers, automatic switches, fan controls, log switches, damper motors, louvers, relays, filters, belts, compressors, heat exchangers, high-limit controls, pressure controls, safety valves and automatic gas valves.

  5. Tests and examines boiler operations, observing meter and pressure gauges; conducts boiler water quality tests and treatments; adjusts boiler burner combustion.

  6. Lubricates and packs heating, ventilation, refrigeration and air conditioning motors, pumps, fans and other equipment.

  7. Installs copper tubing and repairs pipes and tubing as necessary; tests joints and insulates pipes of refrigeration and air conditioning systems; flushes boilers, de-scales tubing and cuts and threads pipes; rebuilds pressure and temperature safety valves and water pumps.

  8. Repairs and maintains furnace gas controls and motors, filters and condensing units; inspects, detects and repairs leaks; checks and replaces thermocouples and pilot generators; cleans and adjusts pilots.

  9. Operates a variety of hand and power tools, vacuum pump and test equipment utilized in the trade; maintains equipment in effective and safe working condition.

  10. Diagnoses mechanical and electrical problems; repairs or replaces defective parts in units, equipment and controls.

  11. Installs, rebuilds, replaces or repairs fans, motors, thermostats, fuses, filters, bearings, valves, controls, gaskets and other equipment as necessary.

  12. Receives work orders; prepares cost estimates for projects and orders materials in accordance with established procedures; provides direction to assigned personnel and participates in assigning work; inspects the work of outside contractors.

  13. Observes and complies with relevant federal, state and local building codes; follows safe work practices and procedures; ensures proper safety precautions are observed.

  14. Works from sketches, plans, drawings, blueprints and specifications.

  15. Monitors the work of outside contractors.

Additional Functions:

  1. Assists other Facilities personnel in cooperative assignments.

  2. Maintains a variety of records of completed work, including blueprints, sketches, diagrams and logs; writes reports as required; assists in developing specifications for work to be completed by others.

  3. Operates vehicles to travel to various District sites.

  4. Performs related duties and responsibilities as required.

Qualifications

Experience and Education/Training Guidelines:

Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Experience:

Five years of journey-level experience in the heating, air conditioning and refrigeration trade. Education/Training: Equivalent to completion of the twelfth grade.

Licenses/Certificates:

  1. Possession of, or ability to obtain, an appropriate, valid California driver’s license by time of appointment.

  2. Current Environmental Protection Agency (EPA) Refrigeration license.

  3. Current HVAC certification from an accredited institution.

Knowledge of:

  1. Standard principles, practices, methods and tools of heating, air conditioning and energy system installations and maintenance.

  2. Materials, methods and tools used in the operation and repair of heating, air conditioning and refrigeration systems.

  3. Web-based building control systems.

  4. Applicable building codes, ordinances and regulations of state and local authorities pertaining to building operations and HVAC systems.

  5. Practices of sustainability programs.

  6. Air compressor and pneumatic control operation, installation, maintenance and repair.

  7. Cooling tower and boiler water treatment.

  8. Welding, soldering and pipefitting techniques.

  9. Health and safety regulations.

  10. Basic record keeping techniques.

  11. Proper methods of storing equipment, materials and supplies.

Skill in:

  1. Performing skilled mechanical maintenance duties in the inspection, repair, installation and alteration of heating, ventilation, air conditioning and refrigeration systems and related equipment and facilities.

  2. Calibrating systems.

  3. Performing preventive maintenance and routine servicing equipment.

  4. Diagnosing defects and installing, repairing and maintaining heating, ventilating, refrigeration, and air conditioning units.

  5. Interpreting and working from plans, diagrams and specifications.

  6. Following oral and written instructions.

  7. Operating specialized machinery, equipment and tools utilized in the repair, installation and maintenance of heating, ventilation, air conditioning and refrigeration systems.

  8. Communicating effectively both orally and in writing.

  9. Understanding and following oral and written directions.

  10. Working independently with little direction.

  11. Meeting schedules and timelines.

  12. Maintaining routine records.

  13. Maintaining sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students, faculty, and staff.

  14. Establishing and maintaining effective working relationships with those encountered in the course of work.

Working Conditions

Environmental Conditions:

The employee frequently works in outside weather conditions, near moving mechanical parts, and on slippery and uneven surfaces. The employee is frequently exposed to wet or humid conditions, fumes or airborne particles, toxic or caustic chemicals, and risk of electrical shock. The noise level in the work environment is frequently loud.

Physical Conditions:

Essential and marginal functions may require physical fitness requirements necessary to perform the job functions with or without accommodation, such as the ability to stand, walk or sit for prolonged periods; stoop, kneel, crouch or crawl; work at heights of up to 50 feet; and use hands to repetitively finger, handle, feel or operate objects, tools or controls. The employee must regularly lift and/or move up to 50 pounds and occasionally over 75 pounds.

Benefits:

  • Paid Medical, Dental and Vision insurance

  • Paid holidays and vacation (up to [#] weeks)

  • Paid sick time (# of days or weeks)

  • Company supplied tools

  • Company vehicle and gas card from shop

  • Company uniform

  • Company tablet

  • Career growth opportunities

  • Education reimbursement

  • A FUN FAMILY working environment


Option C - SENIOR LEVEL - HVAC Technician Job Description Template

Job Description

75% - HVAC Operations:

  • Inspects, monitors, diagnoses, troubleshoot s, repairs as well as provides maintenance on all industrial and commercial heating, ventilation, air conditioning and refrigeration/chiller equipment and

  • Associated plumbing, electrical, mechanical and energy management control systems independently or with limited supervision.

  • Reviews heat and cooling requirements; compares and recommends modifications to achieve optimal system effectiveness and efficiency of the system.

  • Participate in new equipment installations. Research and develop procedures and documentation.

  • Document and outline procedures for use of appropriate hydraulic, electrical, pneumatic, and mechanical troubleshooting skills as needed.

  • Works with impacted customers as needed to resolve heating and cooling related issues.

20% - Training:

  • Provides training and mentorship to junior level technicians and interns.

  • Conducts professional development as needed on new systems and/or controls

5% - Other Duties as Assigned

Position Requirements:

  1. Reach, grasp, lift, carry and place moderately heavy loads frequently and heavy loads occasionally (50 lbs.) with or without accommodation.

  2. Perform work above normal heights, in confined spaces, and in extreme temperatures – both hot and cold, inside and outdoors.

  3. Work overtime and respond to after-hours emergencies as needed.

  4. Report to work during declared periods of inclement weather.

  5. Must digitally enter work order information and perform other electronic communications as required.

Required Qualifications:

  1. High School diploma or GED equivalency.

  2. Five years of industrial or commercial HVAC experience. An associate degree or Vocational School Certification may be substituted for one year of the required experience.

  3. EPA CFC Certification for refrigerants.

  4. Demonstrated experience in repair and troubleshooting in 3 phase voltages.

  5. Must have a valid driver’s license by the time of hire and maintain the license throughout employment.

Preferred Qualifications:

  1. Experience in low pressure refrigeration repairs and troubleshooting.

  2. Experience in developing and conducting training and/or mentoring.

  3. Experience maintaining equipment inventory and documenting activities.

  4. Experience working in a university, college or other multi-building campus environment.

Additional Candidate Instructions:

In addition to the online application, the following documents are required to be considered for this position:

  1. A cover letter addressing how required and preferred qualifications are met.

  2. Resume or curriculum vitae.

  3. Contact information for three professional references.

Benefits:

  • Paid Medical, Dental and Vision insurance

  • Paid holidays and vacation (up to [#] weeks)

  • Paid sick time (# of days or weeks)

  • Company supplied tools

  • Company vehicle and gas card from shop

  • Company uniform

  • Company tablet

  • Career growth opportunities

  • Education reimbursement

  • A FUN FAMILY working environment