HVAC School - For Techs, By Techs

Bryan Orr
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Real training for HVAC ( Heating, Ventilation, Air Conditioning and Refrigeration) Technicians. Including recorded tech training, interviews, diagnostics and general conversations about the trade.

  1. 6 HR AGO

    The Vacuum Deep Dive: Microns, Moisture, and Molecular Science

    In this action-packed live stream episode of HVAC School, host Bryan is joined by Eric Kaiser, Ty Branaman, and Roman Baugh for a continuation of a deep-dive conversation on vacuum practices — picking up where a previous episode left off with Andrew Greaves and Jim Bergmann. The team sets out to both reinforce the foundational best practices every HVAC technician should follow and to explore some genuinely uncharted scientific territory around how vacuum gauges actually work, how refrigerant contaminates micron gauge readings, and what really happens to moisture inside a system when temperatures drop below freezing. A central revelation of the episode is Eric's explanation that modern electronic vacuum (micron) gauges do not actually measure pressure directly — they measure heat transfer and translate it into a pressure reading. Because these gauges are calibrated to nitrogen or air, the presence of refrigerant vapor in a system (which has roughly three times the heat conductivity of nitrogen) can cause the gauge to display a falsely high reading. This means a technician could believe the system still has poor vacuum when it may actually be further along than indicated — or, more concerning, that a system appears to have passed vacuum when contamination is still present. The team acknowledges that controlled experiments are needed to quantify exactly how much refrigerant affects the reading, and they commit to designing those tests. The conversation then pivots into the physics of water at the triple point — the precise pressure (4,580 microns) and temperature (32°F) at which water can exist simultaneously as solid, liquid, and vapor. Eric walks the audience through a phase diagram built from International Association for the Properties of Water and Steam data, explaining that once pressure drops below the triple point, liquid water no longer exists. Any moisture in the system either sublimes directly from solid ice to vapor or remains frozen. This has major practical implications: a system with ice inside can still pull down to a very deep vacuum, but will not pass a decay test until that ice is fully sublimated — which requires both sufficient vacuum depth and available heat energy. The colder the ambient environment, the deeper the vacuum must go to create the temperature differential needed to drive sublimation. The episode wraps with an illuminating discussion on refrigerant oils — specifically the differences between POE (polyolester) and PVE (polyvinyl ether) oils and how each interacts with moisture in fundamentally different ways. POE chemically bonds with water through hydrolysis, breaking down into acid and alcohol and permanently degrading the oil. PVE, on the other hand, physically traps moisture through surface tension and can hold up to twice as much water as POE, but remains chemically stable. This distinction affects vacuum strategy, dryer sizing, and long-term system reliability — particularly in VRF and cold-climate heat pump systems where compressor oil management is far more complex. Topics Covered Core vacuum best practices refresher: large hoses, removing valve cores, skipping the manifold, using clean pump oil, micron gauge placement, and decay testing Why micron gauges measure heat transfer — not pressure — and how refrigerant vapor causes false-high readings on the gauge The impact of refrigerant retained in compressor oil on vacuum accuracy and the potential role of nitrogen sweeps in displacing refrigerant molecules Triple point science: what happens to moisture when pressure drops below 4,580 microns and why liquid water no longer exists below that threshold How ice inside a system can allow a deep vacuum pull-down while still failing a decay test, and what that means for cold-climate HVAC work The role of heat during evacuation: why adding heat accelerates moisture removal and how deep vacuum increases temperature differential to drive sublimation Cold-climate challenges: vacuum pump limitations, micron gauge accuracy at low temperatures, and the physics of dry air in freezing environments Triple evacuation and nitrogen purging: whether nitrogen disrupts oil pockets, displaces refrigerant, or both — and why the team wants to test it Nitrogen tank quality concerns: the possibility that low-grade nitrogen could introduce moisture and whether an inline dryer would help Using system flush chemicals: why Ty cautions against flushing agents and the risks of adding additional chemicals that break down oil POE vs. PVE oil chemistry: how POE undergoes hydrolysis when exposed to moisture (creating acid) versus how PVE physically traps water without chemical breakdown Dryer strategy for large commercial systems, VRF, and VRV: filter dryer sizing, core pulls, oil sampling, and why an "oil dialysis machine" would be a game-changer Plans for future controlled experiments: testing refrigerant effects on micron gauges, ice behavior at various temperatures, and vacuum performance in cold climates Industry influence over time: how community-driven knowledge sharing has already shifted vacuum and refrigerant practices over the past decade Whether you're a residential technician looking to sharpen the fundamentals or a commercial refrigeration specialist wrestling with VRF oil contamination, this episode delivers both practical takeaways and a front-row seat to the scientific inquiry that drives best practices forward. As Bryan puts it: "Don't wait for us — if you want to do the experiment, be part of the conversation."   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    1hr 11min

  2. 2 DAYS AGO

    Surge Protection for HVAC - Short #285

    This short podcast is from the Bry-X stage of the 7th Annual HVACR Training Symposium: Cheryl Klein's "Surge Protection for HVAC." Cheryl is with DITEK, a veteran-owned company based in Florida, and has extensive knowledge of whole-home surge protection and HVAC-specific surge protectors. HVAC systems may have their lifespans reduced by power surges (tens of thousands of volts within microseconds) or sustained overvoltage. Surge protectors specifically protect the equipment from power surges, though DITEK manufactures products that help manage sustained overvoltage (and undervoltage, which surge protectors CANNOT protect against). Nearby lightning strikes and high voltage from the utility company (especially after undervoltage) are common causes of surges. Everyone in the country has risks of power surges, but some areas are exceptionally high-risk, whether due to utility causes or climate (lightning storms). Degradation is the invisible damage that occurs over time with repeated surges. Destruction can be associated with a specific event, like a direct lightning strike or a blown transformer. Surge protection helps with both; when a surge comes through, the surge protector directs the surge to ground instead of your HVAC equipment. DITEK uses thermally protected MOVs (TPMOVs) to redirect the surge; TPMOVs react to surges and change from a low-impedance state to a high-impedance state, effectively pointing the surges to ground, and only a clamped voltage makes it to the HVAC equipment. However, surge protectors will degrade with each event; DITEK's surge protectors have LEDs indicating their health. NEC 2020 requires surge protection on all dwellings, so many homeowners have whole-home surge protection already installed. Surge protection on the HVAC unit can still be added as an extra layer, which provides better protection for the HVAC system specifically. HVAC surge protection works at the condenser. DITEK's KoolGuard2 (KG2) is a voltage monitor that works on single-phase equipment under 40 continuous amps. It cuts power if the power exceeds or dips too far below the typical voltage, and then it restores power after three minutes. It also does not require programming, but it has a few best practices, such as reducing lead length to improve the clamping voltage and keeping protected and unprotected wires in separate conduits. Ground must also be within code have low enough impedance to redirect the surges effectively; the resistance can only be measured properly with a megohmmeter or clamp meter. DITEK also has three-phase surge protection for commercial equipment and has options for BAS systems.   Learn more about DITEK's products and DITEK University at https://www.diteksurgeprotection.com/.  Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    22 min

  3. 30 APR

    20 Years in Family Business from the Kalos Founders

    In this special live panel session recorded at the 7th Annual HVAC/R Training Symposium, the three founders of Kalos Services — Bryan Orr, his father Robert (Bob) Orr, and uncle Keith Huntington — sit down together to celebrate the company's 20th anniversary and answer questions from the audience and online attendees. Hosted by Bert, the conversation blends humor, hard-earned wisdom, and surprising candor about what it actually takes to build and sustain a trades business over two decades. From humble beginnings with $100,000 in startup capital to managing multi-million-dollar commercial contracts today, the founders pull back the curtain on the messy, unpredictable, and deeply human reality of entrepreneurship in the skilled trades. A recurring theme throughout the panel is that starting a business requires far more than technical skill — it demands grit, personal support, and an almost stubborn refusal to outspend your income. Bryan shares a raw, memorable story about living in a double-wide trailer with seven kids while Kalos was already nine years old, choosing to improvise a drainage workaround rather than take on debt he couldn't afford. The founders agree that the number-one ingredient for small business survival is grit — the ability to wake up the next morning after a terrible day and take the next step anyway. Robert adds a philosophical note that extreme negative emotions in business are almost never accurate; they pass, and tomorrow tends to look better than the night before suggested it would. One of the most discussed topics in the panel is how to motivate technicians to care about quality — not just revenue targets. Bryan makes a pointed distinction: if you build a compensation system optimized purely for money, you attract people who are only motivated by money. Instead, he advocates building a culture where belonging is tied to quality of work. Practical tools like daily photo-posting of installs in Google Chat, public shout-outs for great work, and peer commentary create an environment where craftspeople hold each other to a standard — not because they're forced to, but because it's who they are. Keith echoes this, emphasizing that most technician frustration stems not from laziness but from unclear systems and expectations set by leadership. When people don't know what's expected, they disengage — and that's a leadership problem, not a people problem. The panel also dives into the nuances of running a family business, with all three founders offering surprisingly candid takes. Keith notes that the key to 20 relatively friction-free years has been that all three founders are "120 degrees different" from each other — their strengths don't overlap, so they rarely fight over territory. Bryan adds that healthy family businesses require the ability to have real conflict for the sake of mission, not just harmony. He also speaks to the importance of organizational structure when family members are involved: his own son Gavin, at 21 years old, works at Kalos but reports through multiple layers of management precisely so Bryan doesn't micromanage him. The session closes with reflections on the riskiest moments in the company's history — and Bryan's honest admission that four weeks prior to the symposium ranked among the most stressful, as large promised contracts delayed in paperwork can shake even an established business to its core. Topics Covered Expanding HVAC services into electrical and plumbing — what technicians can realistically do and when to partner with specialists The real prerequisites for going out on your own: craft knowledge, personal support system, and financial discipline Why grit — not capital or credentials — is the single most important ingredient for small business survival How to attract technicians who genuinely care about quality, not just technicians who chase commissions Using internal tools like Google Chat to reinforce a culture of craftsmanship and peer accountability The danger of building systems that look great on paper but don't survive contact with real-world field conditions Advice on contractor mentoring programs — how to absorb outside coaching without losing your own identity and standards Lessons from running a family business: complementary roles, honest conflict, and the importance of organizational separation How Kalos Services grew from $100,000 in startup capital to a multi-trade general contractor over 20 years The role of visionary vs. operator personalities in a founding team, and why both are essential The founders' biggest career mistakes — including owning full responsibility for a six-figure grocery store power outage Why private equity growth models don't translate to owner-operated trades businesses Hiring to fill your weaknesses: from permitting to office management, delegating what you hate frees you to lead Recommended training resources: HVAC School, Ty Craig / Skill Cat, Ruth King, ESCO, and Dirk Nauman Why the riskiest stage of business is never behind you — it scales with the size of your contracts   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    1hr 17min

  4. 28 APR

    Permanent Load Reduction As a Sales Driver - Short #284

    This short podcast episode is Jeremy Begley's Bry-X session from the 7th Annual HVACR Training Symposium: "Permanent Load Reduction in HVAC – The Hidden Driver of Long-Term Sales."  Some common customer complaints we hear as HVAC contractors include high humidity, high electric bills, noise, and uncomfortable rooms. The typical HVAC solution is to change the equipment or ductwork, such as by downsizing the unit, adding ancillary dehumidification, or modifying the ductwork. If we can't solve the problem, the customer will ultimately choose a different contractor, no matter how hard we try to modify the HVAC system. However, we may be able to use our thorough load calculations to turn our attention to the building and find ways to reduce the overall loads. We expose problems with the structure and can solve them with permanent load reduction strategies, rather than the equipment and ductwork modifications, and serve customers better while earning more money. Key performance indicators (KPIs) drive money in a business, and ServiceTitan has identified five KPIs closely linked to profit: callbacks, first-time fix rate, warranty claims, comfort complaints, and average ticket. Callbacks are often driven by comfort complaints, which may occur when we modify equipment but not the envelope and vice versa. Warranty claims occur when the equipment can't work as well or efficiently as intended, such as when the load doesn't match the equipment and strains the unit. When we solve these problems, we become trusted advisors and increase customer satisfaction. The customer will continue to work with a company that solves their problems and will recommend HVAC businesses to their family and friends, which also drives sales.  Permanent load reduction requires us to understand load calculations thoroughly, but it's a means for HVAC companies to control outcomes. It requires a mindset change, but when we control system outcomes and increase customer satisfaction, we earn trust and earn more sales in return.   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    26 min

  5. 23 APR

    Cold Climate Evacuation Livestream - Pandora's Box

    In this long-awaited live episode of HVAC School, host Bryan Orr reunites with three industry veterans — Jim Bergmann of measureQuick, Roman Baugh (Kalos), and Andrew Greaves of NAVAC — to tackle one of the most pressing and underaddressed challenges in modern HVAC: performing refrigerant recovery and system evacuation in extreme cold-weather conditions. The conversation was sparked by a real-world observation from technician Chris Hughes, who relocated from Louisiana to Minnesota and quickly discovered just how different — and difficult — cold-climate HVAC work can be. What follows is an honest, science-heavy, and often humorous deep dive into a problem the industry has largely ignored. The episode centers on the growing prevalence of cold-climate heat pumps, especially inverter-driven systems capable of operating at extremely low outdoor temperatures. As these systems become the primary heating source in cold regions, technicians are increasingly being called to make repairs — and perform evacuations — in sub-zero conditions. The group walks through why this is such a challenge, examining the fundamental physics that make pulling a proper vacuum nearly impossible once temperatures drop below 40°F. The conversation draws heavily from refrigeration science principles that, as Jim Bergmann bluntly points out, were largely left out of HVAC trade education over the past several decades. One of the most compelling moments of the episode is Andrew Greaves' introduction of the "heat provocation test," a term he coins on the spot to describe a technique for verifying whether moisture has truly been removed from a system by observing micron gauge behavior after applying external heat to cold-soaked components. This sparks a rich debate between Jim and Andrew about where moisture actually concentrates in a system — in the line set vs. the outdoor unit — and whether heat can realistically reach those areas in a real-world installation. The panel ultimately agrees that heat is the only viable tool when you absolutely must complete a job in cold conditions, but that prevention and scheduling remain the gold standard. The episode closes with a fascinating dive into the phase diagram of water, specifically the concept of the "triple point" and how it governs moisture behavior at low pressures. Andrew uses a whiteboard diagram to explain why, below 4,500 microns, moisture can only exist as vapor or solid — not liquid — and why that makes sublimation the only removal pathway when heat is absent. Jim adds nuance by describing the self-refrigerating cycle that occurs during deep vacuum pulls, a phenomenon that makes the problem progressively worse the deeper you pull without adding heat. The group wraps up with practical field takeaways and a promise to revisit the topic, including the potential role of nitrogen purging and triple-evacuation techniques in cold-weather scenarios. Topics Covered The rise of cold-climate heat pumps and why they demand refrigerant work during cold seasons Why evacuation becomes extremely difficult — or impossible — below 40°F ambient temperature The physics of moisture removal: heat energy, vapor pressure, and molecular movement Jim Bergmann's real-world demonstration pulling a vacuum to 135 microns on a wet system and still failing the decay test Andrew Greaves' "heat provocation test" — using external heat sources to verify dryness after evacuation The debate over where moisture concentrates: outdoor unit vs. line set Why mini-split manufacturers don't allow permanent desiccant dryers — and workarounds using temporary bypass configurations VRF systems and how shell dryers can be temporarily added and then removed post-evacuation The self-refrigerating cycle: how pulling a vacuum on ice makes the system progressively colder and more resistant to drying Phase diagram of water: the triple point (~4,580 microns) and why liquid water becomes unstable below it Why sublimation is the only moisture removal pathway below the triple point Gibbs free energy and its role in determining which phase (solid, liquid, vapor) a substance will occupy Hot nitrogen purging as a method for carrying moisture out of open line sets Push-pull recovery technique to maximize refrigerant removal in cold conditions The challenge of vapor recovery in cold weather — leaving multiple pounds of refrigerant behind Practical field solutions: insulated tarps, portable propane heaters, belly band heaters, heat guns Dry ice cold-trap brainstorm as a creative moisture capture method The dual-fuel argument: why Jim advocates for backup heating as the real long-term solution How rapid industry growth in the mid-20th century led to mechanics being trained instead of engineers, losing foundational science in the process Why this topic matters more now than ever as cold-climate compression refrigeration becomes mainstream   You can watch the original livestream on YouTube HERE. Learn more about the book Review of Vacuum for Service Engineers or purchase it from TruTech Tools. Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    59 min

  6. 21 APR

    Training Refrigeration: Building Technicians Who Think, Not Just Fix - Short #283

    Training the refrigeration technician is about building technicians who think, not just fix. In this engaging conversation from the 7th Annual HVAC/R Training Symposium, host Trevor Matthews sits down with Billy Carlson to explore what it really takes to develop technicians who think critically and troubleshoot effectively. Billy shares his journey in the HVAC/R industry, from residential air conditioning to commercial refrigeration, and ultimately specializing in supermarket rack systems and CO2 refrigeration. With only five years in the grocery sector, his company now dedicates 70-80% of its work to refrigeration, with 40% focused on rack systems. This rapid transition offers valuable insights for contractors looking to expand into commercial refrigeration. Key Topics Covered: Building Technicians, Not Just Fixers - Why understanding component flow, P&IDs, and electrical diagrams is crucial for developing thinking technicians rather than parts changers CO2 Refrigeration Training - Billy's honest account of learning CO2 systems, including challenges with dry ice formation, charging procedures, and system tuning Supermarket Rack Work - The unique pressures and rewards of maintaining systems that hold entire stores, including HFC and CO2 racks with multiple compressors Effective Training Methods - Billy's approach to teaching his five-person team, from component identification to reading refrigeration schedules and understanding sequence of operations Fine-Tuning Systems - Insights on slowing down ramp rates, adjusting flash tank pressure, and the importance of proper startup commissioning time Controls & Communications - Why modern refrigeration technicians need to understand networking, gateways, and digital controls alongside traditional refrigeration knowledge Billy emphasizes that patience and willingness to ask for help are essential traits for anyone entering supermarket refrigeration. He shares practical tips on charging CO2 systems, avoiding dry ice in lines, working with VFDs, and reading trend graphs to optimize system performance. Whether you're a residential tech considering commercial refrigeration, a trainer developing curriculum, or a service manager building a team, this conversation offers real-world wisdom on creating technicians who understand the "why" behind every repair.   Check out Refrigeration Mentor at https://refrigerationmentor.com/.   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    36 min

  7. 16 APR

    Succession in Family Business w/ TruTech & Kalos

    In this special collaborative episode between the Building HVAC Science Podcast and HVAC School, host Bryan Orr sits down with his father and co-founder Robert Orr (Kalos) and Bill and Billy Spohn, the father-son duo behind TruTech Tools, for an in-depth conversation about the realities of running, transitioning, and ultimately passing the torch in a family-owned business. What makes this episode particularly compelling is that both pairs are actively living through their own succession journeys in real time, offering listeners an unusually candid and personal look at the emotional, structural, and cultural dimensions of handing off a business you helped build from the ground up. The conversation begins with each participant sharing where they stand today. Bill Spohn Sr. is transitioning into semi-retirement as CEO and co-owner of TruTech Tools, which has tripled in revenue since his son Billy joined the company in 2018. Billy Spohn has stepped into the role of President and co-owner, focusing on working on the business rather than in it. Robert Orr, co-founder of Kalos alongside Bryan, has similarly stepped back after a formalized three-year succession plan, with Bryan now holding majority ownership and day-to-day control. Together, these four men represent two different approaches to the same deeply human challenge: what does it really mean to let go of something you built, and how do you do it in a way that honors both the past and the future? A major theme throughout the episode is the emotional weight of identity and transition that founders and long-time leaders rarely talk about openly. Both Bill Spohn Sr. and Robert Orr reflect candidly on how much of their personal identity has been wrapped up in their respective companies, and how surprising it has been to grapple with the shift from decision-maker to advisor. Robert speaks movingly about health challenges, including having suffered strokes, that accelerated his thinking about succession and mortality. The group explores how no amount of business planning fully prepares you for the emotional reality of stepping back, and yet both men express genuine peace and gratitude for how their transitions have unfolded. The honesty in these reflections is rare and refreshing, especially in business media that often skips the messy human middle. The discussion also digs deeply into the operational and cultural infrastructure that makes a successful handoff possible. TruTech Tools implemented the Entrepreneurial Operating System (EOS) starting in 2022, a framework that Billy says was one of the greatest gifts his father could have given him before assuming leadership. EOS brought role clarity, accountability structures, and regular team rhythms that transformed how the company functions. Bryan and Robert took a more organic approach at Kalos, leaning on trust, a shared value system, and clearly defined responsibilities that evolved over years of working side by side. Both companies emphasize that clarity and accountability are non-negotiable, regardless of company size, and that culture is not a poster on the wall but a reflection of how leaders actually behave when things get hard. The episode closes with practical advice for other family business owners navigating similar journeys. Key takeaways include starting the conversation early, building an advisory board outside the company, making public commitments to accountability, investing in business reading and peer groups, holding regular family meetings so that everyone understands the plan, and above all, prioritizing emotional health and the ability to have hard conversations before they become festering resentments. Bryan offers a memorable point: intelligence gets beaten by emotional regulation and patience every day. The group is unanimous that succession planning is not a single event but a thousand small handoffs, and the best time to start preparing is well before you feel ready. Topics Covered Introductions: Bryan Orr (Kalos), Robert Orr (Kalos co-founder), Bill Spohn Sr. (TruTech Tools CEO), and Billy Spohn (TruTech Tools President) TruTech Tools 3x revenue growth since Billy joined in 2018 The emotional side of letting go: identity shifts, loss of relevance, and the unexpected grief of stepping back from a business you built Moving from decision-maker to advisor: how both Bill Sr. and Robert are navigating this transition Legacy vs. transactional business: building to keep versus building to sell, and the stewardship mindset The baton handoff metaphor: why succession is a thousand small transitions, not one dramatic moment Robert Orr on health challenges (strokes) that accelerated his thinking about succession planning EOS (Entrepreneurial Operating System) at TruTech Tools: what it is, how it was implemented over two years starting in 2022, and why Billy credits it as the single biggest gift for his leadership journey Role clarity and accountability charts versus traditional org charts Quarterly employee check-ins as an alternative to annual reviews How Kalos grew organically without a formal EOS framework, and the value of building structure around trust and shared values GWC framework from EOS: Gets it, Wants it, Capacity to do it Kalos hitting 400+ employees and the challenges that come with scale Culture preservation through succession: how core values survive a leadership change Faith-based principles in business culture: loving your neighbor, leading with grace, clarity as kindness The concept of stewardship: feeling responsible for a business rather than simply owning it Separate job descriptions for CEO vs. President at TruTech Tools and why it mattered for the whole team Bryan on having five family members working at Kalos and maintaining clear boundaries between family and professional roles Advice for family businesses: start early, overcommunicate, make public commitments, seek outside advisors Building a small advisory board outside the company for outside perspective Recommended resources: business peer groups, books on succession planning, and the EOS/Traction framework by Gino Wickman The importance of family meetings for keeping non-active family members informed and aligned Forgiveness and reconciliation as a foundation for healthy family business relationships Having hard conversations proactively so tension does not carry into family life Bill Spohn Sr.'s closing reflection on what comes after stepping back, and the importance of preparing for your next chapter in life Resources mentioned: Traction by Gino Wickman Rocket Fuel by Gino Wickman & Mark Winters Succeeding by Albert Ciuksza Good to Great by Jim Collins Family Business Succession: The Final Test of Greatness by Aronoff, McClure, & Ward Process! by Mike Paton and Lisa Gonzalez The Business Transition Handbook by Laurie R. Barkman Who Comes Next? Leadership Succession Planning Made Easy by Mary C. Kelly & Meredith E. Powell Predictive Index (personality/behavioral assessment tool used at Kalos) University of Pittsburgh business peer group for entrepreneurs (referenced by Billy) Family business advisory boards and outside mentors   Visit TruTech Tools at https://trutechtools.com/.  Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    1 hr

  8. 14 APR

    Adding Plumbing To Your HVAC Business - Short #282

    Looking to Add Plumbing To Your HVAC Business? Learn the critical pitfalls to avoid before you make the leap! In this livestream from the 7th Annual HVAC/R Training Symposium, service plumber and third-generation tradesman Nate Agentis breaks down why adding plumbing to your HVAC business isn't as simple as hiring a plumber and stocking PVC on your trucks. What You'll Learn: Why most HVAC companies fail when adding plumbing services The hidden costs beyond just hiring plumbers Marketing challenges specific to emergency plumbing How to structure your plumbing division for success The importance of leadership and proper business planning Insurance, branding, and culture considerations Smart entry points like maintenance plans and water heater services Nate shares real-world insights on avoiding the cash flow drains, cultural toxicity, and structural mistakes that plague HVAC companies trying to diversify. Whether you're considering adding plumbing or already struggling with your plumbing division, this conversation provides actionable strategies for sustainable growth.   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

    29 min
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Real training for HVAC ( Heating, Ventilation, Air Conditioning and Refrigeration) Technicians. Including recorded tech training, interviews, diagnostics and general conversations about the trade.

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