HVAC guide

Hiring Your First HVAC Technician

Updated · 11 min read

The short answer

Decide which calls the new tech will take off your plate, then screen for EPA Section 608 certification, which federal rules require for techs who service, repair or dispose of equipment that could release refrigerant, unless they are a registered apprentice under close supervision. Check whether your state or city also licenses individual techs, set pay from BLS wage data for your area, test skills on a paid ride-along, and settle tools, the van and workers' comp before day one.

Decide what the first tech will do

Pick the role before you write the ad. Each choice changes what you screen for, what you pay and how much of your own day goes to supervision.

Role What it takes off your plate What to screen for
Experienced service tech No-cool and no-heat calls, diagnostics and tune-ups, so you can sell replacements, run installs or work the phone A Section 608 card that covers your equipment, any license your state or city requires, a strong ride-along
Install helper Carrying and setting equipment, hauling off old units, prep and cleanup on changeouts Reliability, comfort in attics and crawlspaces, a driving record your insurer will accept
Trainee or apprentice Starts as a helper and grows into service work Mechanical aptitude, a plan to pass the 608 exam, apprenticeship registration if you rely on EPA's apprentice exemption

If you're running every service call yourself and replacement leads go cold because you can't get back out to quote them, hire a service tech. If you're turning down changeouts because the work takes two people, an install helper fixes that sooner and costs less. A trainee is a longer bet: cheaper at the start, but you supply the training.

Hire in a shoulder season if you can, not in the middle of a heat wave. A tech who starts in spring or fall gets weeks of tune-ups and lower-stakes calls to learn your process before the phones light up. The HVAC seasonal playbook lays out the year so you can count back from your peak.

EPA Section 608: check it before anything else

Federal rules decide who can work on the refrigerant side of a system. EPA regulations under Section 608 of the Clean Air Act (40 CFR Part 82, Subpart F) require technicians who maintain, service, repair or dispose of equipment that could release refrigerants into the atmosphere to be certified, and certification means passing an EPA-approved test given by an EPA-approved certifying organization 1. There are four types 1:

Certification What it covers
Type I Servicing small appliances
Type II Servicing or disposing of high-pressure or very high-pressure appliances, except small appliances and motor vehicle air conditioning
Type III Servicing or disposing of low-pressure appliances
Universal Servicing all types of equipment

How to use that when you hire:

  • Ask which types they hold, and get a copy of the card. Universal is the simplest standard to hire against because it covers every type. If a candidate holds only one or two, confirm they cover the equipment you service. Each type is tied to specific equipment, and EPA only lets certified technicians buy refrigerant for the appliances their certification covers 2.
  • Don't accept a Section 609 card in its place. Section 609 covers motor vehicle air conditioning, and EPA says 609-certified technicians can't buy refrigerant intended for stationary equipment, whatever the container size 3.
  • Keep the copy on file. Section 608 certification doesn't expire, and EPA requires certified technicians to keep a copy of their certification at their place of business 1 4, so put one in each tech's employee file.
  • Treat a lost card as fixable. EPA publishes steps for replacing a lost Section 608 card 5, so ask for the replacement before the start date instead of taking someone's word for it.

The EPA Section 608 certification entry covers the exam itself.

Helpers, apprentices and the two-year clock

A green hire can't work on the refrigerant circuit until certified, with one narrow, time-limited exception. EPA exempts apprentices from certification only if they are closely and continually supervised by a technician certified for that type of equipment and are currently registered as an apprentice with the U.S. Department of Labor's Office of Apprenticeship or a State Apprenticeship Council it recognizes. A person can be an apprentice for only two years from the date they first registered 1.

That shapes the first months of a green hire:

  • Until they're certified or registered, keep them on work that doesn't touch the refrigerant circuit: carrying and setting equipment, hauling off old units, filters and coil cleaning on tune-ups, prep and cleanup.
  • If you register them as an apprentice, schedule the 608 exam well inside the two-year window so the exemption doesn't lapse before they pass.
  • Don't build the exam prep yourself. BLS notes that the EPA exam is typically part of completing a postsecondary HVACR program, and that many trade schools, unions and employer associations offer training to prepare for it 6.

Tip: Put the 608 exam date in a trainee's offer letter, so the two-year apprentice window never sneaks up on either of you.

Licensing: your license versus theirs

Your contractor license, if your state or city requires one, covers your business. Whether it also covers the people who work under it depends on where you work. BLS notes that some states and localities require HVACR technicians themselves to be licensed 6, so check both levels before you post the job. Ask your state licensing board and your city or county permit office:

  • Does a technician need their own license, registration or card to work under my license?
  • Can an unlicensed helper work alongside a licensed tech, and is there a supervision ratio?
  • Do gas piping, refrigeration or sheet metal work need a separate license here?
  • Who may pull permits, and who has to be on site for inspections?
  • Does the tech's license require continuing education, and when does it renew?

If a candidate holds a state or local license, look it up with the issuing board before you make an offer, and note the renewal date in their file. Get answers from the board itself, not another contractor: rules differ by state and city, and they change.

Where HVAC techs come from

Trade schools and community colleges

BLS says HVAC technicians typically need postsecondary instruction from technical and trade schools or community colleges, in programs that generally last 6 months to 2 years and lead to a certificate or associate's degree, and it lists long-term on-the-job training on top of that 6. A graduate arrives with theory and often a 608 card, but you still turn them into someone who can run calls alone.

To tap that pipeline:

  • Call the lead instructor, not only the career office. Instructors know who shows up on time and keeps a clean tool bag.
  • Offer ride-alongs or a paid summer helper spot to current students, so you meet people before they graduate.
  • Ask when each class finishes and post your opening a few weeks ahead.

Registered apprenticeship

BLS describes HVAC apprenticeships as programs that usually last several years and combine paid on-the-job training with some technical instruction each year, and it points to apprenticeship.gov to search for programs 6. Registration also does something an informal helper arrangement can't: it's what EPA's apprentice exemption requires. Before you write your own program, ask your state apprenticeship office, a community college HVAC program, or a union or trade association chapter whether there's a registered program you can join as an employer.

Experienced techs

Expect competition. HVAC mechanics and installers held about 440,900 jobs in 2025, and BLS projects employment to grow 11 percent from 2025 to 2035, much faster than the average for all occupations, with about 40,600 openings a year, many of them to replace workers who retire or move to other occupations 6. BLS expects commercial construction, including data centers, and residential construction to drive that growth 6, so commercial shops are hiring from the same pool you are.

What a small shop can offer instead: a fair on-call rotation, a clean and stocked van, direct access to the owner and a clear path to lead tech. Tell your distributor's counter staff and territory rep you're hiring; they talk with working techs every day.

What to pay a first HVAC tech

Start from local data, then adjust for the role. BLS reports May 2025 median pay of $61,010 a year ($29.33 an hour) for HVAC mechanics and installers, with the lowest 10 percent earning less than $40,050 and the highest 10 percent more than $95,210 6. Those are national figures for the whole occupation, and pay varies by area, so check the BLS state estimates for where you hire 7. A trainee starts near the low end of your local range; an experienced service tech who can run calls alone will expect the middle of it or more.

Settle these HVAC pay questions in writing before the offer:

  • On-call pay. Who covers nights and weekends during heat waves and cold snaps, how the rotation works and what a call-out pays.
  • Spiffs and commissions. If techs earn a bonus for replacement leads or maintenance agreements sold, define exactly what counts, and ask your payroll provider how it affects overtime pay.
  • Training and certification costs. Who pays for the 608 exam, manufacturer training and license renewals, and whether that time is paid.

The wage is only part of what a tech costs you.

Example: Say you hire a service tech at $30 an hour for 2,000 paid hours a year, or $60,000 in wages. Add round placeholder numbers for everything else: $9,000 for payroll taxes, workers' comp and benefits, $12,000 for the van, fuel and insurance, and $3,000 for tools, a phone and uniforms. That's $84,000 a year to keep one tech on the road. If 1,400 of those 2,000 hours are billable (the rest is drive time, supply house runs, training and slow days), each billable hour has to recover $60 of tech cost before it pays for parts, your office, your own salary or profit.

Run your real numbers through how to set your labor rate, then make sure your prices carry them. How to price HVAC jobs shows where that cost lands in service and replacement pricing.

Employee or contractor, and workers' comp

Plan on hiring an employee. If the tech drives your van, runs calls you dispatch, quotes from your price book and wears your logo, you're directing the work closely, and a 1099 doesn't settle the question by itself. The independent contractor entry explains how the IRS looks at classification, and your state may apply its own test, so have a CPA or employment lawyer review any contractor arrangement first. Subcontracting fits defined jobs done by a separate licensed and insured business, such as a new duct system, or a dedicated circuit run by an electrical contractor.

Workers' comp requirements vary by state. Before the tech's first day, check your state workers' compensation agency's rules on when coverage is required, and have your agent quote the policy for the install and service work your tech will actually do, including attic, crawlspace and ladder work. The workers' compensation insurance entry covers the basics.

Run a paid ride-along before you make an offer

A card and a résumé don't show how someone works in an attic in July. Bring your top candidate along for a paid day of real calls, ideally a tune-up, a repair and, in heating season, a gas furnace, and confirm with your agent that your coverage extends to a working interview. Tell the candidate up front what you'll be watching:

Watch for What good looks like
Electrical safety Kills power at the disconnect and confirms it with a meter before touching anything
Refrigerant handling Connects and removes gauges or probes cleanly, recovers instead of venting, knows which 608 types they hold
Brazing and evacuation Flows nitrogen while brazing, pressure tests, confirms the vacuum on a micron gauge
Charging Follows the manufacturer's charging method instead of guessing
Gas heat Checks venting and draft, tests for carbon monoxide, follows your combustion test process
Diagnosis Reads the wiring diagram, tests parts before replacing them, explains the reasoning
The customer Protects floors, explains the problem and the options plainly, no pressure
Paperwork Takes photos, records model and serial numbers, writes notes another tech could follow

A few questions that separate field experience from a good interview:

  • Walk me through a no-cool call where the outdoor fan runs but the compressor doesn't.
  • How do you decide a system's charge is right?
  • What do you check on a furnace before you leave the house?
  • Which refrigerants have you recovered and charged, and on what equipment?
  • Tell me about a callback you caused and what you changed afterward.

Score each row that evening and decide within a day or two, while the candidate is still available.

Tools, the van and refrigerant: write the rules down

Settle who owns what before day one, so tools never turn into an argument. A workable split:

  • The tech's kit: hand tools (screwdrivers, nut drivers, pliers, wrenches, a tubing cutter), a meter they trust and basic personal protective equipment.
  • The shop's kit: the recovery machine and recovery cylinders, vacuum pump and micron gauge, gauges or digital probes, a refrigerant scale, nitrogen with a regulator, the brazing setup, a combustion analyzer, ladders, and anything else your process requires on every job.

Write down who replaces lost or broken tools, and check your state's wage rules before you ever deduct a tool from a paycheck.

For the van:

  • Ask your commercial auto insurer what it needs before a new driver gets the keys, and run any driving record check the way your insurer or screening company directs.
  • Decide whether the van goes home at night (useful for on-call weeks) and put personal-use rules in writing.
  • Set a stock list and a restock routine, and decide how techs buy at the supply house: on your account with a job number on every ticket, or not at all.
  • Track refrigerant by cylinder: who used it, on which job and how much. That keeps the job's invoice accurate and puts the details in one place for the stationary refrigeration records EPA requires in some cases 8. How to invoice HVAC jobs covers what goes on the invoice.

The first 90 days

Put the new tech on a plan that moves from riding along to running calls alone, with checkpoints you both know about.

  1. Weeks 1 and 2: ride with you. Your call flow, how you present repair and replacement options, how you use the price book and how you close out paperwork.
  2. Weeks 3 to 6: tune-ups on their own. Maintenance visits are lower stakes, and you can check their work through photos and the next visit.
  3. Weeks 7 to 12: service calls on their own, with you on the phone. Review every callback together: what was missed and what changes next time.

Keep job notes, photos and serial numbers where both of you can find them, whether that's a shared folder, a group text or chat-first field service software such as Redline. A tech who reads the last visit's notes before knocking walks in prepared, and you can coach from the record instead of memory.

Common questions

Can my new tech buy refrigerant at the supply house on my account?

Yes, if the purchase fits EPA's sales restriction. Wholesalers may sell refrigerant to certified technicians for the equipment their certification covers, and to employers that give the wholesaler written evidence they employ at least one properly certified technician 2. Ask your distributor what it needs on file for your account, and keep a copy of each tech's card ready to send.

I'm hiring a tech who moved here from another state. Do their credentials carry over?

Their Section 608 certification is a federal credential and does not expire, so it comes with them 1 4. A state or local license is different. Ask your licensing board whether it accepts their license or what they need to get licensed where you work, and wait for the answer before you send them on work that requires it.

Sources

  1. Section 608 Technician Certification Requirements U.S. Environmental Protection Agency
  2. Refrigerant Sales Restriction U.S. Environmental Protection Agency
  3. Section 608 and Section 609 Overlap U.S. Environmental Protection Agency
  4. EPA's Refrigerant Management Program: Questions and Answers for Section 608 Certified Technicians U.S. Environmental Protection Agency
  5. Steps for Replacing a Lost Section 608 Technician Certification Card U.S. Environmental Protection Agency
  6. Heating, Air Conditioning, and Refrigeration Mechanics and Installers (Occupational Outlook Handbook) U.S. Bureau of Labor Statistics
  7. May 2025 State Occupational Employment and Wage Estimates U.S. Bureau of Labor Statistics
  8. Recordkeeping and Reporting Requirements for Stationary Refrigeration U.S. Environmental Protection Agency

Rules and figures change, and many requirements vary by state and city. Check the current version of each source and your local authority before acting, and talk to a licensed professional about your specific situation.

All HVAC guides · All guides · Contractor glossary

Hiring in other trades