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SER 027 at-a-glance

This class is targeted at HVAC technicians, who will learn the fundamental and advanced skills of troubleshooting residential and commercial HVAC electrical systems.

  • Tackle control or power electrical system malfunctions
  • Use troubleshooting process to rapidly discover failed components and prevent repeat failures
  • Lab exercises teach a systematic procedure for troubleshooting electrical systems

duration cost format register
5 days $1,200 classroom



Class Overview

A primary skill for HVAC technicians is the ability to troubleshoot electrical circuit problems. This course teaches the fundamental and advanced skills of troubleshooting residential and commercial HVAC electrical system problems. In this course, technicians learn and practice proven diagnostic techniques that they can apply immediately, back on the job. The goal is to provide technicians with both the skills and confidence to tackle any control or power electrical system malfunction. Emphasis is on using a process to rapidly discover failed components and prevent repeat failures through root cause determination. Following this logical, systematic procedure for troubleshooting electrical systems makes the job much less intimidating. This course can be taken as a stand-alone seminar, or can be taken in conjunction with HVAC Mechanical Pro-Troubleshooting. This is not a course for a technician just entering the HVAC field, and an understanding of basic electrical theory is assumed. This class is a combination of classroom and in-lab hands-on training, with 30% to 40% lab time.

Who should attend this training

This course is for HVAC technicians with a minimum of one year of field experience or a graduate of an HVAC training program. Students are expected to have basic math skills and a basic understanding of HVAC tools (gages and digital thermometers) and troubleshooting equipment.

HVAC Training Objectives

Learning Objectives

At the conclusion of this course each student should be able to:

  • Describe in testing and apply in lab exercises fundamental theories and rules that universally explain the operational characteristics of electrical circuits.
  • Identify on schematic diagrams common electrical symbols and differentiate between operating and safety controls.
  • Describe in testing and class discussions the different types of electrical diagrams, stating the purpose and application of each and in lab exercises use them in determining the sequence of operation.
  • Use in lab exercises a logical method to isolate a circuit or component that has failed using a process call “Hopscotching” to identify the problem.
  • Identify and explain in testing, class discussion and lab exercises step-up and step-down transformers, and the appropriate wiring of each to supply different power requirements.
  • Explain in testing and class discussion the principles of singe phase and three phase motor operation, how capacitors are applied on single phase motors, and the different types of motor protection.
  • Use in lab exercises the procedures for testing single and three phase motors including hermetic compressors and how to determine and use the winding resistance values.
  • Describe in testing and class discussion the function and operating sequence of Carrier solid state boards, including how to interpret timer bar cycle charts and the effect of electro-static discharge.
  • To use electrical meters on functioning air conditioning equipment and test panels to apply classroom learning to interpret wiring diagrams and troubleshooting complex electrical circuits.

Learning Methods Used

TThis course uses a combination of classroom lecture, videos, animations, tours in the training facility lab, demonstrations, practical labs on operating equipment and workshops to present the material. Student’s achievement of the learning objectives is determined by successful completion of the workshops, labs, homework, and final written and practical exam. Workshops are instructor guided exercises using the procedures taught in the lectures.

Class Details

Topics Covered

All times are approximate and shown as (classroom hours/lab or workshop hours).

  • Electrical symbols (2.0/0)
  • Electrical symbols worksheet 0/1.0)
  • Commercial packaged rooftops (2.0/0)
  • Commercial packaged worksheet / lab (0.5/1.0)
  • Electrical safety (0.5/0)
  • Capacitors and motor theory (1.0/0)
  • Single-phase motor testing (1.0/0)
  • Three-phase motor testing (1/0)
  • Motor testing lab (0/2.0)
  • Compressor lockout devices (CLO) (1.0/0)
  • Compressor motor troubleshooting (0.5/1.0)
  • Rooftop control troubleshooting (1.0/1.0)
  • Split system timeguard (0.5/0)
  • Residential gas furnace (1.0/1.0)
  • Residential split system heat pump (1.0/1.0)
  • Integrated gas control (1.0/0.5)
  • Commercial split system (1.5/1.0)
  • Water source heat pump (1.5/0)
  • Packaged electric / electric RTU with SSGTII (1.5/0)
  • Packaged electric / electric RTU with mechanical timeguard (1.5/0)
  • Troubleshooting lab (0/3.0)
  • Electronic controls (2.0/0)
  • Infinity controls (1.0/0)
  • Exam (0/1.5)

Class Requirements

Completion requirements

To receive a certificate for this course student must be present for the entire course, complete all workshops and labs and receive a grade of 70% (C+) on graded labs, homework and final.

Prerequisite requirements


Suggested background

For technicians just entering the HVAC field or persons with no field experience, this course is most effective when preceded by the BASIC Program (SER400), which introduces participants to fundamental concepts of both air conditioning and heating systems, including lab time with service test equipment and tools.

Materials to bring

No special equipment is required we provide the appropriate safety equipment required by Carrier. Arc flash equipment is not required for the voltages used in the lab, if you are required by your company to use other PPE you may bring that to class.

What you will receive

Students in this course receive a course workbook, Carrier Service Procedures handbook, safety gloves and goggles, charging calculators, and PT cards.

Appropriate dress for this class

This class has a number of exercises that take place in the lab on operating units; participants should wear long pants, closed toed shoes and appropriate shirt, long or short sleeve. If your employer requires special dress which is more stringent than these requirements, this dress should be worn.

Class hours

Class starts at 8 AM Monday and runs from 8 AM till 5 PM each day including Friday. Travel arrangements should be made accordingly.

Location & Lodging

Carrier University is located at 6540 Old Collamer Road South, East Syracuse, NY 13057. Lodging options can be found here.