Growing your HVAC Business the Smart Way w/ Copeland
HVAC School - For Techs, By Techs
Release Date: 04/24/2025
HVAC School - For Techs, By Techs
In this episode of the HVAC School podcast, Bryan Orr sits down with Roman Baugh, a leading VRF (Variable Refrigerant Flow) specialist and co-host of the VRF Tech Talk podcast, for an in-depth exploration of VRF system maintenance. The conversation begins with some lighthearted back-and-forth before shifting to the technical realities of maintaining VRF equipment. Roman immediately addresses a common misconception: the idea that VRF systems are “maintenance free.” He explains that, contrary to some marketing claims, these systems require regular, specialized attention to ensure longevity...
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In this short podcast episode, Bryan explores the maintenance mindset. Maintenance procedures require a different skill set from troubleshooting, especially the customer service mindset and dedication to execution. Good maintenance is important, and it may be "boring" to some techs, but it provides value and is worth doing well. Clients purchase maintenance plans for better reliability and efficiency. Several also enjoy the health benefits of cleaner HVAC systems. The key to maintenance is having a "do no harm" mindset and a commitment to delivering value. A sales-oriented mindset should take...
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In this episode of the HVAC School podcast, Bryan welcomes back Brynn Cooksey from Air Doctors and HVAC U to discuss critical topics facing the HVAC industry today. Brynn brings his unique perspective as both a successful contractor in southeast Michigan and an industry educator who has made the transition to focusing primarily on workforce development and training. The conversation begins with a deep dive into indoor air quality (IAQ), where Brynn challenges the common industry approach of throwing products at problems without proper testing. He emphasizes that effective IAQ solutions start...
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In this short podcast episode, Bryan talks about crankcase heaters, including their different types, what they do, and when we need to use them. Crankcase heaters usually come in belly band varieties, but some can be inserted into the sump of the compressor. As their name suggests, crankcase heaters heat the crankcase when the compressor is off. They prevent flooded starts since the heat keeps refrigerant from condensing to a liquid in the compressor when the system isn't running. Long off times, long line sets, and cold temperatures all increase a system's risk of flooded starts. Hard shutoff...
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In this episode of the HVAC School podcast, Bryan welcomes back Jim to discuss the groundbreaking SureSwitch contactor technology from Copeland. This isn't just another incremental improvement - it's a complete reimagining of how contactors should work in modern HVAC systems. Jim brings his expertise and even demonstrates the technology with a special cutaway camera setup, giving listeners and viewers an inside look at this innovative solution. The conversation begins with the evolution of contactors in the HVAC industry, explaining how manufacturers moved backward from heavy-duty two-pole...
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In this short podcast episode, Bryan goes through the process of testing and replacing a run capacitor. Run capacitors provide continuous phase-shifted current to the start winding, allowing the motor to run in the right direction and with the appropriate amount of torque. These capacitors are needed in most of the single-phase PSC motors we work with. Run capacitors are in the circuit all the time and are connected in series with the start winding (compared to start capacitors, which need to be taken out of the circuit after startup). They don't actually "boost" voltage. The bigger...
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In this comprehensive episode of the HVAC podcast, Bryan hosts an in-depth discussion about dehumidification technologies with two industry experts: David Schurk, National Sales Manager for Innovative Air Technologies, and Nikki Krueger from Santa Fe Products. The conversation explores the fundamental differences between compression refrigeration dehumidification and solid desiccant systems, providing valuable insights for HVAC professionals dealing with moisture control challenges. David Schurk brings 44 years of industry experience and serves as an ASHRAE Life Member and Distinguished...
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In this short podcast episode, Bryan talks about learning styles and gives some tips for "learning better" and getting more out of continuing education opportunities. The first step to getting more out of educational opportunities is to know your learning style. There are three main styles: visual, kinesthetic (hands-on), and auditory. Most tradespeople will probably fall into the kinesthetic category, but not everybody is; you need to figure out if you're most comfortable working with your hands, listening to podcasts, watching videos, or reading. It's also a good idea to try the practical...
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Sharon Goepferich from Cool Air Products joins the podcast to discuss cutting-edge capacitor technology and innovative HVAC solutions in an introduction to the Sigma capacitor. Sharon brings a decade of industry experience, having worked extensively with capacitors and HVAC components while traveling across the country to educate technicians and contractors. The conversation begins with a comprehensive breakdown of capacitor failures, addressing common misconceptions in the field. While manufacturing quality certainly plays a role in capacitor longevity, environmental factors like high...
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In this insightful episode of the HVAC School podcast, host Bryan sits down with Jennifer Butsch, Director of Regulatory Affairs at Copeland, to discuss the rapidly evolving regulatory environment affecting the HVAC industry. With eight years of experience at Copeland and a background spanning codes, standards, and regulatory affairs, Jennifer provides a unique perspective on the challenges and opportunities facing contractors, technicians, and manufacturers in today's market. The conversation begins with an in-depth look at the EPA's Technology Transition Rule and the recent shift from...
info_outlineIn this episode of the HVAC School podcast, Bryan and Jim discuss strategies for growing an HVAC business, focusing on the importance of maintenance contracts, consistent service, and effective branding. Drawing from Jim's 15 years of experience running a successful HVAC company in California, they explore how maintenance contracts not only provide consistent revenue but also create valuable training opportunities for technicians.
The conversation emphasizes that maintenance contracts are fundamental to building company value. Jim shares that when he sold his business, the number of maintenance contracts was a key valuation metric. These contracts tie customers to your company, provide consistent work during shoulder seasons, and offer technicians crucial repetitive practice with equipment. Bryan adds that maintenance provides technicians with opportunities to observe normal equipment operation repeatedly, which builds troubleshooting skills through pattern recognition.
Both hosts stress the importance of consistency in growing a business. They note that large, successful HVAC companies aren't always the most technically excellent, but they deliver consistent service that customers can rely on. Jim introduces the marketing concept of "TOMA" (Top Of Mind Awareness), sharing how he used branded coffee bags as thank-you gifts to keep his company in customers' minds even after service calls were completed. The discussion concludes with an examination of White Rogers' contractor branding program, which allows HVAC companies to put their name and logo on thermostats, creating another touchpoint for customer awareness.
Key topics covered:
- How maintenance contracts increase company valuation and create customer loyalty
- Using maintenance as a training ground for developing technician skills
- The importance of consistent processes and documentation when scaling a business
- Creating "Top Of Mind Awareness" (TOMA) with customers through strategic touchpoints
- White Rogers' contractor branding program for thermostats
- Benefits of Sensi thermostats and their app features, including multiple temperature sensors
- Different pricing strategies for customers with and without maintenance contracts
- The importance of documenting extended warranty information on invoices
- How service departments can weather economic downturns better than installation-focused businesses
Get contractor branding on your Sensi thermostats today at https://hvacrschool.com/contractor-branding.
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