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How to Prepare For Your Air Conditioner Service Visit

If you’ve got an air conditioning service or a repair, there are a few ways to prepare so that the visit goes as quickly and smoothly as possible. We also include information to help you pick a provider.

How to Prepare For Your Air Conditioner Service Visit

6 Minute read

Olivia Minnier

Revised:

September 28th, 2022

Are you facing issues with your air conditioner that require professional intervention? If so, you might be ready to call a contractor to set up an appointment.

Once that appointment is set up, there are a few ways to prepare for your appointment with an HVAC provider.

Take Note of Any Issues for Your Technician

As your technician enters your home for the diagnostic appointment, there are certain items you can have prepared for your technician.

  1. Have you experienced any odd sounds or smells?
  2. What is the issue with your air conditioner?
  3. How long has the problem been occurring?

This will ensure that you don’t forget any of your concerns when your HVAC technician arrives. On that day, your AC might not make that strange whirring sound, or the smell may not be as noticeable, so prepare to take note and share those concerns. In addition, making a note will ensure that your technician is aware of any problem that may be facing your unit, further ensuring that they address each of your concerns.

Make Sure the Area Around Your AC Unit is Clear

If you can, clear the surrounding area. This doesn’t mean the room has to be spotless, but taking the time to move boxes or storage out of the way will ensure as quick of a procedure as possible!

Remember Your Appointment Time

Make a note of the day and time of your service appointment. There’s nothing worse than getting a call from the technician while you’re in the middle of running your errands. Remember the exact day and time your technician is expected to arrive.

Even before you have a technician out to your home, there are specific questions you should ask before your service.

Before Your Appointment, Ask Your HVAC Contractor Questions

Before your service appointment, there are particular questions you should ask your contractor to make sure you’ve hired the right person for the job. You should make sure they have the following before setting foot inside your home:

  1. A state HVAC license
  2. Continuing education for employees
  3. Digital gauges and testing
  4. Proper certifications
  5. Proper Permits

State HVAC License

Pulling a permit is the phrase used to describe the process of obtaining local or state permits that authorize work on an HVAC project. A state license means that a company member has met all requirements in experience and training levels within that state to pull permits and provide HVAC services for a cost to customers.

The process of earning a State HVAC license is selective and lengthy. A minimum of 5 years of experience with a licensed company is required before you can even apply for the 10-hour state test.

To pass the state test, you are required to know:

  • All local and state building/mechanical codes
  • Fuel codes (natural gas, liquid petroleum, fuel oil)
  • Manual J heat gain/loss load calculations for a building
  • Service and installation methods
  • Electrical wiring and circuits
  • Safety in all areas related to HVAC

After the test, the license holder must do at least 10 hours of continuing education training every year. When renewing, they must also keep a good citizen standing with no felonies or criminal records annually.

In most states, a permit must be pulled when any HVAC work is being performed. This is a requirement. A company that installs based on industry standards, local codes, and manufacturer specifications will always pull a permit. The permit ensures the equipment is installed safely according to all codes and manufacturer specifications. This is a protection for the customer as well as the installation company.

You are taking a massive risk if you hire any company unwilling to pull a permit or even suggest that not pulling a permit is okay. This could indicate poor installation practices, unsafe procedures, and untrustworthiness.

Continuing Education For Employees

Considering the information above, hiring a company that keeps educating employees is incredibly important and can make sure they understand current standards.

The evolution of HVAC equipment by all manufacturers industry-wide is ever-changing. With the constant advancements in technology and efficiencies of newer equipment, you will be lost without a training program to keep up. Certifications can help, but there are a lot of differences between equipment types. A mentality of ongoing education is important.

Each year there are technological advancements in HVAC as a whole. A system installed 15 years ago would have had a very different installation process than one going in today. Recent innovations include increased units' efficiency, the ability to communicate or “talk” between your air conditioner, furnace, and thermostat, enhanced options for variable-speed compressors and motors, and digital technology that links your system to your phone or tablet.

Digital Gauges and Equipment

Air conditioning and furnace installation and servicing are very technical and specific. You can expect to get 20 years out of your home’s system when you have proper maintenance. However, when this maintenance is completed incorrectly, you may not get that much of a lifespan out of your system. You deserve to get over 20 years out of your system.

Air conditioning is a process of moving a chemical (refrigerant) to a coil inside the home, then back to a coil outside the home.

Along the way, it must change forms a few times. It changes states from a liquid to a gas, then back again. At different stages, it has pressures that range from about 100 pounds per square inch (PSI) to 500 PSI.

While this is happening, a fan on the inside (the furnace blower) and a fan on the outside pull or blow air across a coil that the refrigerant is traveling through.

The quantity of the air that is forced across these coils helps the refrigerant in the coils to change state and pressure. Ultimately, the movement of air and changing state of refrigerant allows the “heat” from the inside to be transferred outside, leaving the remaining air delivered inside the home to be “cool.”

At the time of installation, the copper lines the refrigerant flows through must be prepared before any refrigerant can be introduced. This requires brazing with nitrogen flowing through the system to keep the system free of contaminants caused by brazing.

Once welded, the lines must be tested at 150 PSI for leaks. Using test pressures exceeding 150 PSI will damage the compressor.

Once there are no leaks, the lines must be vacuumed down to 500 microns with a special pump and a digital micron gauge. Failure to pull a vacuum on the lines before introducing refrigerant will cause failure in the compressor. For your air conditioning system to operate over 600,000 times in the expected lifespan of the air conditioner, these processes must be followed.

Having the correct testing, setup, and installation equipment will make installation near perfect. Accuracy is key.

Do Not Let Someone in Your Home Without Certifications

Certifications in HVAC are of the utmost importance. You wouldn’t hire someone for a job without proper qualifications, and you should think of your HVAC repair in a similar way. One of the best certifications for HVAC is N.A.T.E. which stands for North American Training Excellence. This is the ONLY accepted individual certification for HVAC technicians and installers.

The certification is broken up into four categories for service and installation. In addition to service and installation techniques for equipment, it includes “core” topics such as customer etiquette, electrical circuits, and safety procedures that must be learned before you can pass the service and installation portions of the test.

The certification program also requires 16 credit hours of continuing education every two years.

Ensuring that your HVAC installation technician is N.A.T.E. certified is essential.

All of the above are essential concepts to keep in mind, but you can also use our contractor checklist to help you narrow down HVAC providers.

Proper Permits are Essential to Any HVAC Job

Lastly, the company you hire should always pull the proper permits for the job they are completing in your home. Do not hire any company or contractor who suggests otherwise or says that these are not needed. Without these, do not allow a contractor to complete a job inside your home. If they do, they might not be willing to face inspection or are not licensed and are afraid of getting caught. This can have major legal repercussions for you and your family and compromise your safety.

Don’t be afraid to ask any prospective contractor whether they pull permits and whether or not the permit cost is included in your overall installation cost. If they cannot provide a clear answer, do not hire them.

Next Steps to Ensuring Your Air Conditioner’s Longevity

At Fire & Ice, we understand having a contractor inside your home can be complicated. If you’re ready to take the next step with your air conditioner and live in the Columbus, Ohio, area, check to see if you’re in our service area by using the zip code map below.

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Fire and Ice has been wonderful to work with! Our new Furnace and AC are working like a dream. We had a number of places come out for estimates and Fire and Ice was the only one who actually went around and measured our windows and home and determined we should get a smaller furnace than what was installed before, saving us money both up front and on efficiency down the road. We were also impressed at the quality of the installation itself, as our old setup was clearly done without much care or thought. Fire and Ice took the time to move pipes and such that were just hanging from my ceiling before, move the humidifier to the proper side of the furnace, move over the ductwork that was not put in a good location, raise our electrical box outside away from the ground, and all kinds of little things to make sure our system runs right for a long time. It's been a few months and our setup runs perfectly. You get what you pay for, and I'm glad we paid for Fire and Ice!

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Our complete HVAC system was replaced a month ago. We experienced a flawless, informative process from sales to installation. Bryan, our sales pro, performed a detailed anaysis of our home's size, construction & features to develop an evaluation of our HVAC needs to offer the optimum sized equipment and has returned several times since the installation to insure it's proper functioning and our understanding of the entire system. The installation was performed within 3 days of our agreement - with the crew (Jon, Daniqua & Colby) getting the old system removed (furnace & A/C) and the new system installed in a matter of hours - they even modified ductwork and rerouted some lines originally installed by our builder to increase efficiency and give the system a cleaner appearance. Another great surprise was their tenacity with the cleanup - all their work areas were left totally spotless!!! Overall the best contractor performance we have experienced in 35 years of home ownership including having 2 homes built by the area's most reputable developers. The system runs great, is quiet and can now be operated through my phone from anywhere - even if just to insure it's running while at my winter haven. Thank You Fire & Ice!

Cathy Mace

Fire & Ice was great. Our sales rep, Bryan, was excellent. He was knowledgeable, professional, and didn’t pressure us to make a purchase. Due to our experience with him, we were already planning on using Fire & Ice to replace our old AC, but during the heat wave and storms, my once limping-along-AC decided 20 years was enough cooling and decided it’s job was done. My husband had initially set the meeting with Bryan, but was out of town, leaving me to pick up the sale. Bryan didn’t miss a beat when I emailed him asking to get a new AC installed ASAP. Within two days, my install techs, Demetrius P. and Willard J. were here to install. The excellent service continued. Both were amazing and incredibly professional, even dealing with my very vocal dog with grace every time they entered my house. They completed the job in a timely manner and everything was top notch. They were mindful of the fact that I work from home, and kept noise to an absolute minimum. By the time they left, I could feel the cool air flowing once again. They even took the time to swap out my furnace filter! Loved working with them and will recommend Fire & Ice to my friends & neighbors.

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The entire process of having a new furnace and air conditioner installed was awesome. Scheduling the estimate was quick and easy and I didn't have to wait on availability. The estimate was very thorough, and Bryan was extremely helpful in explaining everything. Install was just a few days later based on my schedule (they could have installed sooner) and the install technicians (Bryan, Alontae, Von) were awesome. Very professional and courteous, adhering to local health guidelines the entire time. They also had somebody come out and take photos and videos of the install so they could use it in their training. They took the time to ensure everything was installed properly (my old install wasn't). They were also very helpful to show me everything about the system and new thermostat before they left. Bryan followed up with me a week later and stopped in to check on the install. He's awesome and having a tech come out and tweak a couple things (humidifier and thermostat) to ensure everything runs properly!

Jayson Nayuki

One of my good friend’s had a great experience with Fire and Ice, so I went ahead and tried them out. Amazing customers service. Brad was awesome with walking me through the process of getting a new furnace and answered all of my questions. I will be a returning customer and recommend Fire and Ice to all. Update on furnace installed: I can not praise this company enough. The technicians Floyd and Jacob were very professional and the craftsmanship was amazing. You can tell when someone takes pride in their work. Thank you for your hard work. It’s greatly appreciated.

Bryan Wade

Bryan and Nick were true professionals. They gave me a good heads up when they were going to arrive and did a great job installing the new furnace. They made sure to keep my house clean and walked me through what they did and gave me tips on how to get the best use/life out of my furnace. Will definitely recommend to a friend.

I Daniels

The two technicians arrived exactly when they said they would, immediately began to take care of business. They had more trouble than they anticipated getting the old furnace out but still pretty much finished at the time they told me. The system and heating space were left clean and tidy. they took a few extra minutes to troubleshoot my water tank to get it to ignite which was greatly appreciated. Very nice gentleman throughout the experience and gave me a thorough explanation of the paperwork and how to use the thermostat as well. Was a great experience