Nate Magazine - August 2024

TECHNICIAN CERTIFICATION FOR THE HVACR INDUSTRY \ AUGUST 2024

Proper Training for Better Service THE CERTIFICATION DIFFERENCE NEW NATE BOARD MEMBERS WOMEN IN HVACR

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In This Issue AUGUST 2024

LETTER FROM THE NATE PRESIDENT

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YOU ASKED/WE ANSWERED WORD SEARCH

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NATE NEWS

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NATE-RECOGNIZED TRAINING PROVIDERS PREPARE TECHNICIANS FOR HEAT PUMP TECHNOLOGY UPDATES

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Cover photo: 309259101 © Yuri Arcurs | Dreamstime.com

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NATE CERTIFICATION BOOSTS TOP-LINE REVENUE FOR HVACR FIRMS

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NEW BOARD MEMBERS, NEW IDEAS

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TECHNICAL COMMITTEE SAYS GOODBYE TO LONG-TIME MEMBER JOEL OWEN

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REPRESENTATION, OPPORTUNITIES HELP SPUR WOMEN’S INTEREST IN HVACR AUGUST 2024

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PRESIDENT’S LETTER

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BY JOHN LANIER

The Power of Partnerships

t NATE, we understand that advancement and innovation within the HVACR industry depend on the recruitment and retention of skilled technicians. We are unwaveringly dedicated to fostering an inclusive and supportive environment that promotes continuous education. Our commitment extends to ensuring that all technicians have access to opportunities for learning, growth, and success throughout their careers. We work towards this goal by supporting technicians directly through our training and certification, as well as through our partnerships with contractors and educators who share our commitment to supporting technicians. Without the support of our community, our ability to assist technicians would not be the same.

In this issue, we highlight the essential collaboration between contractors and training providers in working alongside NATE to nurture and educate HVACR technicians.

By emphasizing their invaluable contributions, we aim to underscore the importance of these partnerships in shaping the future of our industry.

First, we explore the vital role of NATE Recognized Training Providers in preparing technicians for the latest updates in heat pump technology. As the industry evolves, our trainers are diligently updating their course curricula to match these technological advancements and the upcoming changes to the NATE exam. This ensures that technicians are equipped with the most current knowledge and skills, maintaining the high standards of the HVACR industry.

Additionally, we celebrate the significant impact of women in the HVACR industry.

Female HVACR educators are leading the charge in inspiring and training the next generation of women technicians. Their dedication and expertise are pivotal in fostering diversity and inclusion within our industry, paving the way for more women to pursue and succeed in HVACR careers.

We are also excited to share insights from a groundbreaking research collaboration with XOi Strategies. This study, involving hundreds of technicians across 34 states, reveals the substantial difference that NATE certification makes in the field. Our study found that NATE-certified technicians complete 17% more jobs and work on more unique equipment than non-certified technicians, which led to an average of $19,000 in additional revenue per month during the busy season for contractors. We break down the exact numbers in this issue and talk more about what this can mean for contractors.

Finally, we are pleased to introduce the newest members of the NATE Board of Trustees: Erica Leonor, Kevin Livingston, and Dean Wolfe, along with our new president of the board, Dave Kyle II. Each of these individuals brings a wealth of experience and a unique perspective to our board, contributing to the strategic direction and continued excellence of NATE. Their dedication to the HVACR industry and vision for NATE’s future will undoubtedly help us achieve our goals and elevate the standards of technician training and certification.

Our whole team at NATE is continuously striving to improve the accessibility of technician training and certification. We invite you to join us in our mission to cultivate and honor the remarkable professionals who form the bedrock of our industry. Together, let us embrace the opportunities and challenges that lie ahead, empowering ourselves to drive innovation and excellence within the ever-evolving realm of HVACR. l

NATE OFFICES 2311 Wilson Blvd., #410 Arlington, VA 22201 P: 877/420-6283 F: 703/527-2316 THE NATE BOARD OF TRUSTEES EXECUTIVE COMMITTEE Chairman: Dave Kyle II Trademasters, Lorton, Virginia Vice-Chairman: Randy Roberts Rheem, Atlanta, Georgia Secretary/Treasurer: Jon Hirsch Auer Steel, Milwaukee, Wisconsin Parliamentarian: John Lanier NATE President, COO of AHRI TRUSTEES Don Brenneman Portland, OR Erica Leonor GoodLeap, Roseville, California Kevin Livingston Mingledorff’s, Augusta, California Ed McFarlane Sila Services, King of Prussia, Pennsylvania David Meyers Carrier Enterprise, Indianapolis, Indiana Terry Tanker HVACR Business, North Ridgeville, Ohio John Whinery Lennox International, Plano, Texas Rhonda Wight Refrigeration Sales Corp., Valley View, Ohio Steve Widhalm Thermal Services, Omaha, Nebraska Dean Wolffe Johnstone Supply, Denver, Colorado Luke Wrona Cardinal Heating, Sun Prairie, Wisconsin ADVISORY COUNCIL Scott Boxer Service Experts Heating & Air Conditioning, LLC, Lennox International, Plano, Texas Kevin Dier Johnstone Supply, Portland, Oregon Laura DiFilippo DiFilippo’s Service Co., Paoli, Pennsylvania Don Frendberg Phase 3 Insights, Naples, Florida John Garvelink Commercial Design Engineers Ltd., Colorado Springs, Colorado Ray Isaac Isaac Heating & Air Conditioning Inc., Rochester, New York Wade Mayfield Thermal Services Inc., Omaha, Nebraska David McIlwaine HVAC Distributors Inc., Mount Joy, Pennsylvania Quan Nguyen Lennox Residential, Richardson, Texas Randy Tice APR Supply Co., Lebanon, Pennsylvania

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QUESTIONS

BY NATE STAFF

You Asked, We Answered QUESTIONS ASKED BY NATE-CERTIFIED TECHNICIANS, ANSWERED BY THE NATE TEAM AND SHARED WITH YOU.

Have a question for NATE? Please email us at asknate@natex.org!

WHAT INITIATIVES DOES NATE HAVE IN PLACE TO SUPPORT CONTINUING EDUCATION FOR TECHNICIANS?

WHAT RESOURCES DOES NATE OFFER TO HELP CONTRACTORS SUPPORT THEIR TECHNICIANS’ PROFESSIONAL DEVELOPMENT?

NATE offers a variety of continuing education opportunities to help technicians stay current with industry advancements and enhance their skills. Through partnerships w it h leading t raining prov iders, NATE ensures that technicians have access to high-qualit y courses and resources. We partnered with Interplay Learning to create NATE Training Academy, an online platform where technicians can access on-demand courses covering a range of topics, including Low-GWP refrigerants. Additionally, NATE regularly updates its study guides and provides online resources to support technicians in their preparation for certification exams.

Additionally, technicians can find on-demand, online training offered by NATE Recog nized Training Prov iders on our website at https://natex.org/technician/ earn-training-hours.

We are dedicated to helping technicians maintain their expertise and adapt to the evolving HVACR industry. If you would like more information, contact us at ask NATE@ natex.org

NATE offers several valuable resources t hrough t he NATE Consumer Cont ractor Connection (C3) program to support contractors and their technicians. This program provides contractors who employ NATE-certified technicians with access to a variety of marketing materials that help promote their services and highlight their commitment to quality and professionalism.

Additionally, contractors can use the myNATE platform to track their technicians’ Continuing Education Hours (CEH) required for recertification, ensuring that their team remains up to date with the latest industry standards and advancements. Also, participating contractors are added to the NATE Contractor Locator, a tool that homeowners can use to find trusted HVACR contractors in their area. The NATE Consumer Contractor Connection (C3) program is free to join for any contractor with at least 25% of their technicians NATE-certified.

For more information about the application process, visit https://natex.org/category/ contractor/join-the-c3-program.

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Valve Fan Heat Coil Tech Filter Warranty Vent Install Calibrate Repair Diagnose Thermostat Efficiency Condenser

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AUGUST 2024

Mike Hellmann, Director Building Infrastructure mhellmann@endeavorb2b.com, 978-289-0098 Mike Eby, Senior Director of Content—Buildings meby@endeavorb2b.com, 913-209-9884 Steve Spaulding, Editor-in-Chief—CONTRACTOR sspaulding@endeavorb2b.com, 702-848-4703 Terry McIver, Director of Content—Contracting Business tmciver@endeavorb2b.com, 216-346-8978 Contributors: Michael Keating, Neal Lorenzi, Terry Persun, and Elaine Yetzer Simon Joe Agron, Sales Manager jagron@endeavorb2b.com, 941-200-4778 Bill Boyadjis, Account Manager, Midwest bboyadjis@endeavorb2b.com, 973-722-2048 Brian Sack, Senior Manager, Business Development, East + Northeast bsack@endeavorb2b.com, 732-629-1949 Randy Jeter, Senior Manager, Business Development, South & West rjeter@endeavorb2b.com, 512-263-7280 David Sevin, Key Account Manager dsevin@endeavorb2b.com, 401-246-1903 Jay Thompson, Account Sales Manager jthompson@endeavorb2b.com, 913-707-0468 Steve Suarez, Media Account Executive ssuarez@endeavorb2b.com, 816-588-7372 Beverly Beckert, Endeavor Business Media Marketing Solutions bbeckert@endeavorb2b.com, 941-208-4308 Greg Araujo, Senior Production Operations Manager garaujo@endeavorb2b.com; 941-203-3722 Randy Schirz, Art Director, 773-259-7253 Ad Index: AHRI (Air-Conditioning Heating and Refrigeration Institute) ..................................... IBC American Standard A/C.......................................... 5 Daikin Comfort Technologies................................BC Fieldpiece Instruments Inc...................................18 Hodes........................................................................10 NATE................................................................... 11, 21 Ritchie Engineering.................................................. 3 Trane Residential...................................................IFC

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7/8/24 10:24 7/10/2024 4:09:24 PMAM

NATE NEWS

BY NATE STAFF

NATE News UPDATED NATE STUDY GUIDES NOW AVAILABLE IN ONLINE STORE NATE is excited to announce that new study guides are now available in our online store. NATE has made updates to the AC & Heat Pump Installation and Service specialty exams to ensure they reflect the latest advancements and best practices in the industry. These updates are part of NATE’s commitment to providing comprehensive certification exams that meet current standards.

To help technicians prepare effectively, NATE has released updated Knowledge Areas of Technician Expertise (KATEs) for each exam. These KATEs outline the key topics and skills covered in the revamped exams, offering valuable insights into the exam content.

With these updates, NATE continues to uphold its commitment to excellence in technician certification and supports the ongoing professional development of HVACR technicians worldwide. You can order the study guides online at www.NATEX.org/shop.

JOIN US FOR THE NATE WEBINAR ON SEPTEMBER 18!

Calling all Proctors, Contractors, Training Managers, and Technical Trainers! We invite you to join us on September 18 for an in-depth discussion on NATE’s latest offerings and initiatives, tailored to meet the evolving needs of the HVACR industry. This webinar will explore how NATE has become more accessible and beneficial to professionals at every level, from contractors to technicians. You’ll discover new programs and resources designed to support your business growth and enhance your team’s skills.

This event is specifically geared toward NATE Testing Organizations and those who manage HVACR technician training.

It will provide you with essential knowledge and tools to maximize the benefits of NATE certification. Whether you’re looking to improve technician proficiency, stay ahead of industry trends, or leverage NATE’s comprehensive training resources, this webinar is an invaluable opportunity to gain insights and connect with industry experts.

Join us to learn about the latest developments at NATE, hear real-life success stories, and discover strategies for technician recruitment and retention. Don’t miss this chance to stay informed and prepare for future changes in the HVACR industry.

Register now on the NATE website at www.NATEX.org/webinar. We look forward to seeing you there!

MASTER YOUR HVACR SKILLS WITH NATE TRAINING ACADEMY We teamed up with Interplay Learning to create NATE Training Academy, an innovative online training platform for HVACR technicians. This innovative online platform offers comprehensive courses that are available on-demand, allowing technicians to study at their own pace and convenience. The courses are interactive and immersive, featuring field-like 3D and VR simulations, videos, and knowledge checks to enhance the learning experience.

NATE Training Academy provides courses specifically designed to prepare technicians for the Certified HVAC Professional (CHP-5) and Traditional Pathway (Core and Specialty) certification exams. In addition to exam preparation, the NATE Training Academy also offers opportunities for technicians to complete continuing education hours to maintain their NATE certification. By utilizing the Interplay Learning platform, technicians can efficiently manage their ongoing professional development, ensuring they remain knowledgeable and skilled in the ever-evolving HVACR industry.

Whether you are preparing for your NATE certification exams or fulfilling your recertification requirements, the NATE Training Academy provides the resources you need to succeed. Visit the NATE website to learn more and start your training today.

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BY TERRY PERSUN

HEAT PUMP TRAINING

NATE-Recognized Training Providers Prepare Technicians for Heat Pump Technology Updates FOR LARGE AND SMALL COMPANIES ALIKE, PROPER TRAINING ALLOWS TECHNICIANS TO BETTER SERVICE THEIR CUSTOMERS.

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ith the latest transition to A2L refrigerants, different rules can apply to technicians handling the complexities involved in heat pump repair and installation. Challenges to these teams must be addressed early on, which means that ongoing training is key. NATE training has continued to evolve since the beginning of these challenges and is devoted to bringing the latest information forward — such as the Heat Pump specialty exam — so that trainers can make sure that technicians are always at the top of their game.

The Heat Pump specialty exam is a certification designed to evaluate the knowledge and skills of HVACR technicians in the installation, service, maintenance, and repair of heat pump systems. Achieving this certification signifies to the contractor and customer that a technician has the comprehensive knowledge to ensure the high-quality service that leads to customer satisfaction. This certification helps elevate industry standards by recognizing and promoting technical expertise.

CROSSWAY MECHANICAL Dav id Sma ll is qua lit y assurance and technica l excellence leader for Crossway Mechanical, LLC. As a NATE-recognized Training Provider and Testing Organization, Crossway Mechanical offers a number of core and advanced training — including the NATE heat pump specialty exam — to their technicians. Crossway Mechanical is a family-ow ned, residential and light commercial HVACR business with nearly 20 years of experience in the trade. The main business provides

NATE preparation training class. David Small is in the second row from the top, third person from the right.

residential service, repair and replacement, as well as serving the light commercial comfort and refrigeration markets. The company runs classroom and hands-on training every Monday morning, with additional safety training once a month.

With six service technicians and an installation team of three technicians, training is a must. The majority of the team of expert technicians is certified with NATE. Specific topics covered in the exam include basic principles such as refrigeration cycles and heat transfer; insta llat ion procedures, including site assessment, equ ipment plac ement, a nd s y stem c on f ig u r at ion; and knowledge-based learning concerning electrical components related to heat pumps, including wiring, cont rols, and safet y protocols. In addit ion, various applied knowledge is taught, involving fire protection

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HEAT PUMP TRAINING

BY TERRY PERSUN

regulations, state and local regulations, and electrical codes, as well as how to apply design considerations to the installation and service of equipment.

System performance analysis training helps technicians evaluate the efficiency of systems for optimal operat ion, wh i le ma i ntena nce a nd repa i r t ra i n i ng includes routine maintenance tasks, troubleshooting of common issues, and repairing of various heat pump system components.

According to Small, “Given our current understanding of heat transfer technolog y, heat pumps are truly the way of the future.” Presently, there is nothing on the market that exceeds heat pump efficiency. He adds, “I have witnessed a heat pump water heater deliver all the hot water needed for a 2000-square-foot home, while cooling and dehumidif ying the attic, as well. Twent y years ago, I would not have considered that as a practical application of vapor compression refrigeration.

And that’s just one example of many.”

As a training instructor, Small is aware that there is a need to ensure every tech in the field must know how a heat pump works and how to tell whether it is behaving normally or not. “A good technician would also do well to learn f luid dynamics, which includes airf low, duct design, refrigerant piping, turbulence, and pressure drop,” Small notes. “The overall functionality of an installed system depends on the technician understanding the complexities of f luid dynamics.” In addition, Small believes that every technician should become an expert at understanding human comfort factors to calculate how an application or installation affects the customer.

At Crossway Mechanical, each technician operates as his or her own service manager, structuring their time, vehicle use, customer interactions, and the outcome of every call. Similarly, the installation managers not only handle their own jobs but also train and manage any

“NATE CERTIFICATION PROVIDES PROOF OF A COMMITMENT TO PROFESSIONALISM. NATE TRAINING TO RENEW CERTIFICATION IS ONE OF THE FEW METHODS THAT TECHNICIANS HAVE WHERE THEY CAN PARTICIPATE IN RELEVANT ONGOING TRAINING.” — Randy Buck, assistant equipment regional manager for Hercules Industries

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Some standard heat pump controls (photo courtesy of Hercules Industries).

subcontractors under employment, to be sure that every part of every job is performed properly and in alignment with the company’s highest standards.

As a high-level trainer, Small also owns his own business, Air Analyst HVAC and Air Analyst HVAC School of H VAC Master y, bot h subsidia r ies of Mad Genius Enterprises. Air Analyst HVAC is Small’s contracting business, which focuses on the analysis and troubleshooting of HVACR systems for greater Houston area contractors. The School of HVAC Mastery offers NATE training and application/installation training. In 2018, Sma ll assisted loca l Johnstone Supply in NATE test prep classes where over 80 technicians were certified, earning that branch the NATE “Distributor of the Year” award for the Southwest region.

According to Small, “As a trainer, I have to accommodate different learning st yles based on the varied backgrounds of students.” He explains that new learners (Gens X and Z) require frequent variances in presentation. He satisfies this need through frequent variations in presentation, incorporating online learning from YouTube or TikTok. More experienced learners need to be able to demonstrate their expertise by expounding on a subject or even teaching a little themselves.

Visual learners need real-world examples and well-designed graphics such as PowerPoint and online videos. “I also use Interplay Learning interactive videos in my group settings with the whole team contributing in the “Knowledge Check” portion,” Small explains.

For t hose who learn by doing, Sma l l encourages technicians to pick a topic and teach the rest of the team. Similarly, he has more advanced technicians conduct one-on-one classes w it h new hires, which helps expert technicians learn to explain complex subjects

BY TERRY PERSUN

HEAT PUMP TRAINING

Buck ex pla i ns t hat i n t he northern markets where Hercules is located, heat pumps require special treatment. For example, contractors have to learn about defrost c ycles, control w iring, thermostat configuration, dual f uel opt ions, and most importantly, heating capacities. Buck says, “NATE certif ication provides proof of a commitment to professionalism. NATE training to renew certification is one of the few methods that technicians have where they can participate in relevant ongoing training.”

W it h t he IR A ta x cred it not expiring until 2032, manufacturers shrinking their A/C product lines, and heat pump technology improv ing, training is already beginning to shift toward heat Hercules Industries has three state-of-the-art training facilities to keep their technicians well-versed in the latest technologies. pumps. Buck adds, “We find that the most successful technicians in commonly understood terms. “To teach something are less resistant to change and more committed to learnis to learn it t w ice,” Small says. One other principle ing. Acquiring NATE certification allows each a more Small goes by is that ever y 20 minutes there must be rewarding career, both emotionally and financially.” a “knowledge check” or “teach back” exercise so that students better retain the material.

UPDATING THE HEAT PUMP EXAM The Heat Pump specialty exam supports NATE’s misHERCULES INDUSTRIES sion to improve the quality of HVACR installation and Hercules Industries started as a family-owned business service by ensuring competency through certification, selling sheet metal out of a garage in Denver, Colorapromoting professionalism to elevate the standards of do, in 1962. Since t hen, t he company has expanded skilled technicians, and supporting industry standards across six states and has 27 branch locations and over to align with best practices. These goals are met in order 600 employees. Hercules is the ninth largest H VACR to enhance overall customer confidence in the technidistributor in the countr y. The company works w ith cian, the company, and the products they’ve purchased. a l l levels of technicians who w ish to advance t heir According to NATE President John Lanier, “The process k nowledge. of developing and updating the NATE Heat Pump exam Hercules started selling equipment in 1997, which is is thorough and collaborative, ensuring its relevance when they started training their technicians. Presentand rigor.” This process begins with NATE’s Technical ly, they have three state-of-the-art training facilities, Committee, which first establishes what NATE refers all of which use live equipment on location to provide to as t he K nowledge A reas of Technician E x per t ise hands-on learning. Randy Buck, assistant equipment (K ATE) that must be covered. This detailed job task regional manager for Hercules Industries says, “We analysis outlines everything a technician working on a cover installation practices from start to finish, service heat pump system should know. Once these knowledge maintenance, and replacement considerat ions t hat areas are defined, they are circulated to other industry align w it h t he grow ing dual fuel and electrif ication professionals for feedback. movements.” The company tailors each training session As par t of t he collaborat ive rev iew, t his feedback to the needs of the class, including bringing in multia l low s for i nput f rom a ra nge of ex per t s, ensu r i ng lingual instructors. t hat t he ex a m content is comprehensive a nd up to

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HEAT PUMP TRAINING

BY TERRY PERSUN

date. Lanier says, “Collaborat ion w it h a w ide range of indust r y ex per ts and stakeholders is essent ial to prov iding the exam.”

NATE employs two key methods to assure that their e x a m i s ac c u r ate a nd u sef u l. T he y for m ad v i sor y committees composed of manufacturers, contractors, educators, and other industry leaders who are able to provide guidance and input to exam content. They also partner with industry organizations and manufacturers to stay informed about technological advancements and emerging trends so that they are always thinking ahead.

This feedback is incorporated and then goes through a set of Technical Committee edits. David Small has been on those committees and has helped to compile several exams, which in turn helps him to teach NATE test preparator y classes where he discusses the technolog y behind the work from a practical standpoint.

Following this editing process, the committee writes the individual questions and answers for the exam. Each question is meticulously reviewed and approved by the committee to ensure accuracy, relevance, and clarity.

“WE FIND THAT THE MOST SUCCESSFUL TECHNICIANS ARE LESS RESISTANT TO CHANGE AND MORE COMMITTED TO LEARNING. ACQUIRING NATE CERTIFICATION ALLOWS EACH A MORE REWARDING CAREER, BOTH EMOTIONALLY AND FINANCIALLY.” — Randy Buck, assistant equipment regional manager for Hercules Industries

This rigorous development process helps maintain the high standards of the exam and ensures that it accurately ref lects the current demands and advancements in the HVACR industry.

NATE provides a variet y of resources to help technicians prepare for the Heat Pump exam, as well. Official graphics-heav y, paperback study guides are created for easy absorption and assimilation. The guides include practice exam questions at the end of each chapter so that technicians have a targeted presentation to go through prior to taking the exam.

NATE has also partnered with Interplay Learning to offer an online training platform with interactive and immersive 3D and virtual reality training for many of their certification exams — including the Heat Pump specialty exam. In addition, distributors, contractors, and training organizations can register their courses with NATE, where they are reviewed and approved to confirm that they align with NATE standards.

The real value of NATE certification is that it enhances the credibility and marketability of technicians. Certification proves that a technician knows the science and technology that govern the systems installed and worked on.

Small concludes, “If I were to be inter v iew ing two candidates, and each had the same education, same driving record, same physical demeanor, but only one had NATE certification, that would tell me a lot about that candidate, because certif ication tells me that the candidate cares about how professional they present themselves. It says, ‘I wear my NATE credentials with pride. I am not a geek. I am an expert.’” l

Terry Persun is a contributor to the NATE Magazine.

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3/27/24 10:38 AM

ARE YOU READY FOR THE A2L TRANSITION?

NATE Low-GWP Refrigerant Certification The Industry's Refrigerant Certification Low-GWP refrigerants have different safety standards and can be more difficult for technicians to work with.

NATE can help you ensure your technicians have the proven know-how to work safely and effectively on these more difficult refrigerants.

NATE is proud to offer a new refrigerant certification, designed to ensures technicians have the necessary skills and job knowledge to handle refrigerants of all types, with a strong emphasis on the safe handling and use of A2L refrigerants

Study Guide and Online Courses Available

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THE CERTIFICATION DIFFERENCE

BY MICHAEL KEATING

NATE CERTIFICATION BOOSTS TOP-LINE REVENUE FOR HVACR FIRMS NATE-CERTIFIED TECHNICIANS ARE MORE PRODUCTIVE, VERSATILE, AND PROFITABLE THAN NON-CERTIFIED TECHNICIANS.

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recent research study conducted by NATE and XOi Strategies, Nashville, Tennessee, reveals compelling results for contractors. The study underscores a clear advantage: Contractors who invest in NATE certification for their technicians see measurable benefits, including increased technician efficiency and increased revenue.

I n t he su m mer of 202 3, NAT E partnered with XOi Strategies on a research study to evaluate the effectiveness and value of NATE-certified technicians in the field. The survey spanned three months, during the busiest season for technicians, to help identify what technicians were doing when they were working at maximum capacity. It followed the field work of 437 technicians across 34 states.

Nearly half of the participants were NATE-certified and the other half non-certified.

This project aimed to measure key performance indicators and compare them between NATE-certified and non-certified technicians. Using the information technicians inputted into the XOi platform during their daily work, the study measured the number of jobs completed each month, the types of equipment serviced, the age of the equipment, and the estimated top-line revenue differences between the two groups.

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BY MICHAEL KEATING

By quantifying these differences, the study revealed that NATE-certified technicians not only completed more jobs per month but also handled a wider variety of equipment types and ages more effectively.

“T he resu lts su r passed ou r expectations, showing that NATEcertified technicians are significantly more produc t ive, ver sat i le, a nd profitable compared to their noncertified counterparts,” says Daisy Weill, NATE market ing manager.

“They consistently complete more jobs each month, particularly during peak seasons, resulting in estimated additional revenue of $19,100 per month per technician.” Weill adds that the research survey shows that NATE-certified technicians completed 17 percent more jobs per month and saw 7 percent more unique equipment.

“The research findings supported the hypothesis that NATE-certified t e c h n ic i a n s a r e , o v e r a l l , m or e efficient,” says Aaron Salow, CEO and founder of XOi. He notes that the fact that NATE-certified technicians handle more unique pieces of HVACR equipment per month demonstrates greater versatility and expertise among the NATE-certified personnel. He adds that the additional revenue that NATEcertified technicians generated each month during the survey (including increased equipment sales) “highlights sig nif icant f inancia l benef its for HVACR businesses.”

CERTIFICATION RESEARCH As NATE’s Daisy Weill explains, NATE had done extensive research on certification and the profession prior to the XOi collaboration. “In 2021, we collaborated with the public opinion research firm Decision Analyst to better understand contractor and technician priorities. This collaboration provided deeper insights into the challenges technicians and contractors face, why they find NATE valuable, and what

THE CERTIFICATION DIFFERENCE

“THE RESEARCH FINDINGS SUPPORTED THE HYPOTHESIS THAT NATE-CERTIFIED TECHNICIANS ARE, OVERALL, MORE EFFICIENT. [ADDITIONAL REVENUE THAT NATE-CERTIFIED TECHNICIANS GENERATED EACH MONTH DURING THE SURVEY] HIGHLIGHTS SIGNIFICANT FINANCIAL BENEFITS FOR HVACR BUSINESSES.” – Aaron Salow, CEO and founder of XOi

NATE certification means to them.

The project was immensely valuable, and we learned a lot.

“In the 2021 study, we surveyed 250 contractors, 200 certified technicians, and 100 non-certified technicians.

We discovered that four out of five

contractors have more confidence in NATE-certified technicians compared to their non-certified counterparts. Additionally, 74 percent of NATE-certified technicians reported that their certification boosts their job satisfaction and confidence. Perhaps

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THE CERTIFICATION DIFFERENCE

most importantly, 76 percent of technicians stated that receiving training and certification support from their employer made them more likely to stay with their current employer.”

Weill notes that the 2021 study had limitations: “It doesn’t provide material proof of the productivity difference that NATE certification makes.

It a lso doesn’t qua nt if y whet her investing time and resources into NATE certification translates into a company’s improved bottom line.”

Weill says that when NATE began discussions with XOi regarding the 2023 survey, NATE saw that it had a potential solution that could provide solid proof: “We realized we could bridge this gap by providing tangible numbers and concrete evidence of the impact of NATE certification on productivity and company performance.”

PERFORMING WELL ON THE JOB Weill explains that there are several reasons why NATE-certified techs have higher job completion rates and equipment utilization than non-certified techs in the 2023 XOi-NATE sur vey. “The number one factor,” she says, “is that NATE certification requires technicians to pass rigorous exams that cover a wide range of technical knowledge and practical skills. Our certification ensures that technicians are well-versed in the latest industry standards and best practices. NATE-certified technicians are simply able to diagnose and repair issues more efficiently.”

Weill adds that the training and certification support that employers provide to their technicians reflects their company’s culture. “Contractors who create a n env ironment that holds their technicians to high standards and offers the necessary support to achieve those standards foster a more stable and motivated

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BY MICHAEL KEATING

workforce. This support can positively impact productivity and job completion rates. Satisfied technicians are generally more engaged a nd product ive, cont r ibut i ng to better performance and higher job completion rates.”

W hen NATE rev iewed bot h its public opinion research survey and the XOi research study, they found several significant factors contributing to the success of NATE-certified technicians. According to NATE’s opinion research survey, 74 percent of NATE-certified technicians reported that their certification enhances their job satisfaction and confidence.

This boost in confidence translates into a more proactive and decisive approach to tackling complex tasks.

Additionally, the opinion research survey found that contractors had increased confidence in their NATEcertified technicians and trusted them to get the job done right the first time. Weill explains: “We think that is translated in the XOi data that shows that NATE-certified technicians work on more unique types of equipment.

Cont ractors t r ust t hey ca n send their NATE-certified technicians out to any type of job with any type of equipment—and trust that they will successfully understand and diagnose the problem and solve it efficiently.”

Weill says the XOi study’s measurement of performance metrics such as job completion rates and equipment utilization showcases the concrete advantages of NATE certification. “This empirical evidence helps contractors understand the direct impact of certification on technician performance and company productivity. We’re frequently asked

by NATE champions for quantitative data because it’s a great way to draw people’s attention quickly. They see that revenue difference NATE-certified technicians create, and they are

THE XOI PLATFORM ENHANCES THE FIELD SERVICE EXPERIENCE FOR HVACR TECHNICIANS Technicians that use XOi in the field collect critical job site data, connect instantly with the answers they need, and provide the back office with data to capitalize on revenue-generating opportunities.

According to XOi CEO and founder Aaron Salow,” XOi is designed to empower techs to complete their work with better efficiency and transparency, and in doing so, simultaneously collect critical data points that reveal new revenue streams for the business they work for.”

Through the XOi platform, technicians can access a comprehensive library of troubleshooting guides, training videos, and equipment manuals directly from the field, which enhances their ability to solve problems quickly and accurately.

The XOi system, adds Salow, delivers real-time support: “The platform enables live video calls with experts or supervisors, allowing technicians to get immediate assistance on complex issues, which reduces downtime and increases first-time fix rates.”

XOi also enhances customer communication: “Technicians can provide transparent and detailed reports to customers, including visual evidence of work performed, which improves customer satisfaction and trust,” Salow says.

What’s more, NATE continuing education hours (CEH) credit has been integrated into the XOi platform. This will help technicians maintain their NATE certification and professional development.

“Through our collaboration with XOi, we ensure that the training modules align with NATE’s Knowledge Areas of Technician Expertise (KATEs) for NATE exams. Technicians can trust that these modules are of the highest quality, offering comprehensive, up-to-date, and industry-standard training that effectively enhances their skills and knowledge,” says Daisy Weill, NATE marketing manager.

“This integration provides technicians with what we call ‘microlearning’ moments on the job,” Salow explains. “They are tactfully doing the work assigned, and simultaneously training for the credit hours and certifications. This hands-on approach ensures that the information being learned will stick—and makes the earning of CE hours seamless.”

BY MICHAEL KEATING

interested in learning more, such as what steps they can take to get that same benefit.”

Weill adds that the information from the XOi research study, combined with what NATE learned from its past opinion research sur veys, shows how technician training and certification can help contractors stand out to potential new hires as well as strengthen their relationship with their current technicians. “In our industry,” she says, “technician recruitment and retention are some of the biggest challenges for contractors. According to the U.S. Bureau of Labor Statistics (BLS), the number of employed HVACR technicians in the U.S. has declined by more than 50 percent over the past decade. Our NATE staff are hearing more and more from contractors that they are struggling to hire technicians with any level of experience. They’re looking for ways to stand out and bring in more technicians, and keep the technicians they have.”

Weill believes that by providing continuous education support and robust on-the-job training, employers can achieve the above goal. “I am convinced that younger technicians seek more than just competitive wages in their employment. They desire opportunities for skill development and career advancement. They aspire to contribute to meaningful work env ironments where t heir efforts are ack nowledged and valued. By fostering a company culture centered on ongoing training and recognizing technicians for their contributions, employers position themselves to stand out to potential hires and retain their best technicians. This approach empowers technicians to meet and exceed high-performance standards.

As a result, they exhibit greater motivation and confidence, as evidenced by the notable productivity disparities observed in the XOi study.”

THE CERTIFICATION DIFFERENCE

FOR MORE INFORMATION To learn more about XOi as well as NATE’s Recognized Training Providers training programs near you, check out the sites below: • XOi: https://xoi.io/ • For locations of a NATE Recognized Training Provider near you: https://natex.org/locate-a-training-organization • To locate a testing organization for NATE exams: https://natex.org/contractor/locate-a-testing-organization

GETTING THE WORD OUT Weill says that NATE will take a number of steps to promote the new XOi Strategies research study findings to the marketplace. For instance, it is sharing study results with HVACR distributors and manufacturers at their dealer events and conferences. “When we speak to contractors, technical managers, and training managers at these events, it is fantastic to have this survey to point to the direct evidence that shows the difference NATE certification makes. It is wonderful to be able to show that the financial cost you put into training and certifying your technicians will pay itself back in just a matter of months.”

XOi’s Salow says his group is continuing to build its partnership with NATE via the research study. “XOi is collaborating with NATE to promote the study’s findings and encourage the adoption of best practices in a state-of-the-industry report expected to be released in late 2024.”

Plans call for NATE and XOi to collaborate in the future on research.

One proposal calls for doing a study similar to the 2023 survey that would look at the differences between NATE-certified and non-certified technicians during winter, a slower season.

“Additionally, we’d like to dig deeper into the data that XOi collects on its plat for m and gat her infor mat ion from a larger number of technicians,” says Weill.

XO i’s Sa low s ay s h i s f i r m a nd NATE may expand the 2023 sur vey to poll thousands of XOi users. The goal w it h t he expanded sur vey is to i nc rea se t he sa mple si z e a nd enable analysis of the findings on a larger scale. According to Salow, some spec i f ic s of t h i s proposed expanded study include: • Reg iona l A na ly sis: E x plor i ng reg iona l d i f ferences i n per formance and certification benefits to t a i lor t ra i n i ng a nd suppor t programs to specific areas.

• Expanded Metrics: The expanded st udy cou ld i nclude a na ly z i ng a dd it ion a l p e r f or m a nc e me trics, such as effectiveness across differing equipment t y pes, heat t y pes, and equipment operating condition on arrival.

O t her mea su res t hat cou ld be covered, says Salow: Performance on ser v ice ca l ls vs. preventat ive maintenance calls, and OEM-speci f ic per for ma nce i n for mat ion s uc h a s w h ic h OE M e q u i pme nt NATE vs. non-NATE certified techs w ork on mos t of ten . S a low s ay s ot her met r ics t hat cou ld be covered in the expanded sur vey may include percentage rates of success w hen work i ng on t hese spec i f ic OEM-equipment brands, as well as a breakdow n by location. l

Michael Keating is a contributor to the NATE Magazine.

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LEADERSHIP

BY NEAL LORENZI

NEW BOARD MEMBERS, NEW IDEAS NATE RECENTLY ANNOUNCED THREE ADDITIONS TO ITS BOARD OF TRUSTEES AND A NEW PRESIDENT

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ATE recently announced three additions to the NATE Board of Trustees —Dean Wolfe, Erica Leonor, Kevin Livingston—and NATE’s new Chairman of the Board, Dave Kyle II. These individuals bring diverse skill sets and perspectives to these important positions.

The NATE Board of Trustees plays a crucial role in guiding the strategic direction of the organization. By providing insights, expertise, and governance, the board ensures that NATE remains responsive to the evolving needs of the industry and continues to uphold its commitment to excellence.

The role of the board is critical to the organization, according to Gurminder Sidhu, NATE senior director of business operations. “We can come up with ideas, but we won’t know if they are logical or will be receptive within the industry. While we can generate ideas internally, it’s the board members who provide valuable insights into their practicality and industry reception. Their expertise and feedback help us refine our proposals, ensuring they are aligned with current industry needs and trends. By collaborating closely with the board, we ensure that our initiatives are both innovative and grounded in real-world feasibility.”

At board meetings, Sidhu adds, NATE fosters an environment where all members, regardless of tenure, stand on equal footing. NATE actively encourages new board members to participate fully and share their ideas from the moment they join. “Their perspectives are valued equally, and we listen attentively to their contributions, just as we do to those of more seasoned members. This inclusive approach ensures that we benefit from diverse viewpoints and insights, driving collaborative decision-making and innovative solutions.”

DAVE KYLE Dave Kyle, president and CEO of Trademasters in Lorton, Virginia, says that serving on the NATE Board of Trustees for the past few years has allowed him to work alongside some of the best minds in the industry. “Hearing from notable manufacturers, suppliers, contractors, and tech-

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Dave Kyle II

nicians helps the NATE board create a balanced program for all involved and has especially helped to provide me with the information to take on my role as chairman.”

There are many certifying bodies out there, but NATE is the only national standard that everyone recognizes. Kyle adds, “We provide a wide range of disciplines to choose from and build our certifications with the collaboration of manufacturers, contractors, suppliers, and technicians.

“Our President John Lanier and our team,” Kyle continues, “have built a network that ensures that everything we do is done with stakeholders in mind. John’s view is that our success is based on collaboration. This mindset has led to open and honest communication among all involved parties.” Communication then translates into new means of marketing and NATE’s ability to provide current and cutting-edge information to technicians.

One of Kyle’s goals is to make sure that any information NATE puts out there is easy to follow.

BY NEAL LORENZI

Kyle adds that NATE’s biggest challenge also is the industry’s biggest challenge: attracting new and skilled professionals. “The nation’s push for college education above technical training has left a bad impression of the industry on future professionals.

NATE’s fix for this issue is to offer national, broadly adopted training that will give people a path from a job to a credentialed career. Providing credentialing for the industry elevates our professionals not only in the eyes of customers but also in the eyes of future industry professionals.”

Dean Wolfe

NEW BOARD MEMBERS DEAN WOLFE Dean Wolfe is celebrating his 40th year in HVACR at Johnstone Supply Denver, the oldest independently owned location in the U.S. (456 nationwide today). “Just like many in the HVACR industry, I didn’t plan for HVACR as a career path, but I could not be happier with the outcome,” says Wolfe, head of design, sales, technical and training at Johnstone Supply Denver.

Wolfe believes that the benefits of training know no boundaries, noting that Johnstone Denver has worked hard to deliver many successes and firsts to Colorado and the HVACR industry. “Having the opportunity to work with the NATE team and contribute to changes on a national level is Erica Leonor an honor for me. After years in the classroom and in the field—solving problems, turning on the light for technicians—I look forward to helping NATE build an even bigger, brighter future for the current and next generations of professionals.”

Wolfe sees his primar y role as listening and understanding NATE’S mission, utilizing a solutions-based focus, and staying in touch with the most pressing issues that NATE members face today. “My natural interest in staying current with products, technolog y, industr y trends, and legislation requirements will help me contribute in meaningful ways as a member of the NATE Board of Trustees.”

LEADERSHIP

How does Wolfe see NATE evolving to meet the changing needs of the HVACR industry? “Depending on who you read or listen to, we are short 100,000 technicians this year, and we are in the middle of a generational change. We must be more proactive about recruitment into H VACR for t he next generat ion of i nsta l lers, ser v ice techs, and business owners. I’ve always loved that a person can come into the HVACR trade and start earning from day one.”

If that person has good coaching, mentoring, or training, they will be part of a great American success story, Wolfe adds. “If they get started without quality guidance, the trade and consumers will likely suffer. We need to expand our mission and message to capture the hearts and minds of all ages in the national education system. NATE is doing a great job, and now we can help turn up the recruitment heat to solve the workforce gap issue.”

ERICA LEONOR Erica Leonor is business development manager at Good Leap LLC in Roseville, California, where she supports business owners and their teams to grow their organizations through financing. For five years, she served on the board of directors for Women in HVACR. Through this endeavor, she often worked with NATE. Leonor was motivated to join the NATE board because she admires NATE and the reputation it has in the industry. “Being NATE-certified is like having a master’s degree in H VACR. That’s how homeow ners can relate to it. Technicians wear their NATE certif ication patches with pride and have confidence in themselves and their ability to perform.” Also, Leonor has developed f r iendsh ips w it h c u r rent boa rd members and employees of NATE. She wants to work more with them in advancing education for technicians throughout the country.

One of Leonor’s goals is to work closely with new and existing part-

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ners to make NATE certification and on-going training to technicians more accessible and frequent. “I want to help spread the mission of how powerful having NATE-certified technicians can be and the difference they can make in the profitability of a company.” Leonor also wants to help NATE receive more exposure. “There are so many opportunities to work with Instagram and TikTok inf luencers, YouTube creators, media companies, and podcasters to help spotlight the mission of developing the amazing service professionals in this industry.”

Leonor also wants to help recruit and retain more female technicians and she wants to ensure that women can rely on NATE to help them become qualified technicians. “As more women become trained and certified, contractors will be more competitive in their market and be able to connect with different demographics in unique ways. As NATE works with other media companies to change some of the marketing to be more women-focused, I believe it will invite more women to apply for scholarships, jobs, and attend schools that offer NATE certification so they can be top-level candidates for technician roles.”

Kevin Livingston

Kevin Livingston is technical service manager at Mingledorff’s in Peac ht re e C orners, Georgia.

Mingledor f f ’s Te c h n ic a l S e rvice Group supports its dealers with equipment educat ion, EPA cer t i f icat ions, NATE cert if icat ion s, c ont i nui n g e d u c a t io n , a nd equ ipment needs. He has been in the HVACR industry for 50 years.

Livingston decided to join the NATE board when h is super v isor, Ha rold Nelson, asked h i m i f he would consider participation in NATE leadership.

“He explained to me the importance of NATE’s role to Mingledorff’s. Once he explained that Factor y Authorized Dealers are required to have NATE-certified techs, I realized the importance of NATE within our industry.”

Livingston plans to work with the board to improve training for HVACR technicians. “I am glad that NATE has many paths for a technician to seek certification. As one of the key initiatives he would like to champion during his tenure on the board, Livingston points to the A2L equipment introduced to the industry this year, and the DOE-mandated 95 percent minimum AFUE furnaces effective December 18, 2028. “Technicians will have to be educated to manage these changes and relay this information to their customers. Thankfully, NATE is on the right path with its new A2L programs.”

Livingston warns that the AFUE furnace mandate could pose a challenge to contractors. “So, changes i n t hese a reas to educate cu r rent a nd f ut u re NATE technicians should be discussed now. NATE must continue to set the standards and certif y the knowledge base for quality HVACR technicians, as it always has.” l

Neal Lorenzi is a contributor to the NATE Magazine.

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KEVIN LIVINGSTON

7/8/24 10:31 AM

BY ELAINE YETZER SIMON

PROFILE

Long-Time NATE Technical Committee Chair Retires AFTER A DISTINGUISHED CAREER IN THE INDUSTRY AND SERVING ON THE NATE TECHNICAL COMMITTEE, JOEL OWEN RETIRES.

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ATE’s Technical Committee has a major impact on t he direction of the group and the HVACR industry as a whole.

From study guides and certification exams to the NATE Training Academy, those behind the scenes on the Technical Committee are at the top of their game in the HVACR world.

The makeup of the committee is changing a bit this summer—longterm member Joel Owen has retired from the committee and from his job as manager of the HVAC Training Center at Alabama Power, where he was employed for 41 years.

He “bla mes” his ent r y into t he HVACR industry on his mother.

“She worked for a dairy company and did a lot of the producer payroll.

She routed all the refrigeration companies that did work for them,” he says. “She encouraged me to pursue that as an option, which I did.”

Owen completed a two-year program at what was at the time Alabama Technical College. He followed that up by working for several contractors before joining Alabama Power. His assoc iat ion w it h NAT E fol lowed shortly after.

“Alabama Power’s parent company, Southern Company, contributed to the funding for the initial development of NATE,” Owen says. “So, I’m an old-timer.”

Owen initially served on a com m it tee t hat worked on the guidelines for proctors. In 1998, he earned his first certification, Gas Furnaces, both service and installation.

He also has earned Heat Pump, Air Conditioning, and Air Distribution certifications. He joined the Tech n ica l Com m it tee when a colleague from Alabama Power retired.

“I joined out of a desire to make sure that traini ng was ava i lable a nd that there was a viable certification for technicians,” Owen said. “I also joined to make sure that we had questions that were accurate and hopefully easy to understand— and, of course, just for the opportunity to work with a great group that was on the committee.”

Owen is proud of the many accomplishments of the Technical Committee over his tenure, including the fact that NATE was able to develop exams that showcased the knowledge of technicians.

“I think the opportunity for folks to realize weaknesses in their knowledge base so they can go back and tweak their skills is key to doing a

better job,” he says. “The industry is changing, equipment is changing, t herefore t he ne e d s a nd k now ledge base of t he tech n icia ns a re changing.”

Owen highlights the collaborative nature of the Technical Committee over the years as one of the keys to its success.

“You’ve heard the phrase, ‘It takes a village to raise a child,’ and that’s basically what it has taken with this village of very knowledgeable people that have served on the committee over all these years,” he says. “It was

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a collective effort. We all knew what our mission was, and we jumped in there together and worked on whatever was needed to be developed at the time.”

Owen is most proud of the fact that he’s had an opportunity to have input on something that is beneficial to the industry overall, and to an industry that has been good to him and his family—and one he knows can be good for so many others.

“It’s been an opportunit y that I have thoroughly enjoyed, and I’m proud that I have been a part of it,” he says. “I’m just honored that I have been a part of this process from its infancy to where it is today. I have con f idence a nd hope t hat it may become even more v iable i n ou r industr y as an example of what a technician should be able to do and how it can benefit him as well as the contractor.”

ACCOLADES Owen has played a pivotal role in numerous collaborative projects and key decisions during his time with the Technical Committee, particularly during his time as chairman, according to Tony Spagnoli, NATE director of testing and education.

“Over the past 14 years, Joel has been instrumental in shaping and guiding every major project undertaken by NATE. His leadership and dedication have ensured that these projects maintain high standards of excellence and relevance in the ever-evolv i ng H VACR i ndust r y,” he says. “Joel’s extensive technical expertise and strategic vision have been critical in the development and enhancement of NATE’s certification exams, educational programs, and industry standards.”

Charles R. White, vice president of regulatory affairs for the PHCCNat iona l A ssociat ion, h ig h l ig hts O w e n ’s w e l l - r o u n d e d b a s e o f

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“IT’S BEEN AN OPPORTUNITY THAT I HAVE THOROUGHLY ENJOYED, AND I’M PROUD THAT I HAVE BEEN A PART OF IT, I’M JUST HONORED THAT I HAVE BEEN A PART OF THIS PROCESS FROM ITS INFANCY TO WHERE IT IS TODAY. I HAVE CONFIDENCE AND HOPE THAT IT MAY BECOME EVEN MORE VIABLE IN OUR INDUSTRY AS AN EXAMPLE OF WHAT A TECHNICIAN SHOULD BE ABLE TO DO AND HOW IT CAN BENEFIT HIM AS WELL AS THE CONTRACTOR.” — Joel Owen

knowledge as key to his success on the Technical Committee.

“His expertise in the electrical arena has helped the committee through many complicated discussions for both the electrical power side and the control side of HVACR installations and diagnostics,” White says. “That’s not to short his knowledge of airflow, combustion, and refrigeration. He has been a significant contributor across the board.”

A c c ord i n g to Spa g nol i, O w en has brought a wealth of technical knowledge to the NATE Technical Committee, helping to ensure that certification exams and educational materials are rigorous, relevant, and up-to-date with the latest industry standards and technologies.

“H is i nput has been cr ucia l i n maintaining the high qualit y and credibilit y of NATE certifications, which are recognized as t he gold standard within the HVACR industr y,” says Spagnoli. “Additionally, Joel’s perspective as a utilit y provider has added significant value to t he NATE Technical Committee’s discussions. Through his promotion of best practices and fostering col laborat ion w it h i n t he H VACR community, Joel has helped create a more cohesive a nd suppor t ive industry environment. His contri-

butions have collectively advanced the standards and effectiveness of HVACR training and certification, benefiting the entire industry.”

O wen’s leader sh ip s k i l l s have impacted how the Technical Committee is run and have contributed to its smooth running over the years, according to W hite. “Joel doesn’t make rash decisions; he listens to all sides and thinks through the possible solutions,” he says. “He stays calm and never makes someone feel like they have to do it ‘his way.’ He makes his case and is usually right. I can say that I have never seen Joel lose his cool or be demanding.”

Spagnoli says that while it is hard to see someone of Owen’s caliber leave the Technical Committee team, Owen has set the committee up for success after his departure.

“Joel Owen has been a remarkable mentor and support system for other members of t he NAT E Tech n ica l Committee,” he says. “He has dedicated significant time and effort to suppor t ing commit tee members, particularly focusing on preparing his successor to ensure a smoot h transition after stepping dow n as chair.” l

Elaine Yetzer Simon is a contributor to the NATE Magazine.

CHP-5 CERTIFICATION Technicians can now earn their NATE Certification with five thirty-question exams designed to mirror the ways they learn and grow in the field.

Online exam options available.

www.NATEX.org

NEW: NATE TRAINING ACADEMY NATE has teamed up with Interplay Learning to create a new online platform with on-demand interactive courses that prepare technicians for the CHP-5 exams.

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WOMEN IN HVACR

BY ELAINE YETZER SIMON

Representation, Opportunities Help Spur Women’s Interest in HVACR NATE CERTIFICATION ENHANCES THE LEARNING EXPERIENCE OF STUDENTS ENROLLED IN GOLDEN RULE TOP TECH UNIVERSITY.

Margaret Ingles was the first woman to earn a mechanical engineering degree in 1920.

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h e H VA C R i n d u s t r y h a s c h a n g e d m a s s i v e l y s i nc e Margaret Ingles was the first woman to earn a mechanical engineering degree in 1920 and to join the American Society of Heating and Ventilating Engineers in 1921. Ingles went on to make severa l adva nces over her ca reer in the f ields of air conditioning and air quality.

W hat hasn’t changed much over the past 104 years, however, is the overa l l nu mber of women i n t he H VAC R i ndu st r y, despite I ng les and ot her trailblazers pav ing t he way. According to the U.S. Bureau of Labor Statistics, in 2024 only 2

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percent of H VACR employees are women.

That number has been growing in recent years, however, with women not only at the beginning of their ca reers joi n i ng t he i ndust r y but also women at later stages of their careers recognizing the benefits and becoming part of the HVACR family.

One of the latter is Bridget Godwin, school administrator of Golden Rule Plumbing, Heating, Cooling & Electrical in Grimes, Iowa. Golden Rule operates a fleet of more than 50 vehicles servicing the Des Moines and Salt Lake City metro areas. Godwin’s background is in traditional education.

“It’s fascinating how life’s twists and turns can lead us to unexpected opportunities,” says Godwin. “The day my children returned to school from the pandemic, I was drawn to a job posting for a school administ rator at Golden Ru le Top Tech University. Opening a trade school was quite a shift from my previous experience in elementar y/middle school education. I’ll never forget the look on my teenage sons’ faces when I told them I’d applied.”

T he ex per ience has been more seamless than she expected. “After my time at Golden Rule Top Tech,” she explains, “I’ve realized the shift isn’t as huge as I’d predicted—the essent ia l ing redients for success are all the same.”

Because Golden Rule specializes in residential plumbing, heating, c o ol i n g a nd ele c t r ic a l, G o d w i n has had t he pleasu re of work i ng with students in all trades, which is an inspiration to her. “I’ve always been pa s sionate about bu i ld i ng relationships and fostering growth in others,” she says. “Empowering others to reach their full potential lights my fire.”

POSITIVE ROLE MODEL As school administrator, Godwin is in the perfect position to ser ve as a positive role model to encourage women to enter t he H VACR f ield

BY ELAINE YETZER SIMON

a s w el l a s to prov ide a p o s it i v e inf luence on those who might not always be accepting of women in the industry. She has found the recipe to putting any issues to rest.

“I can’t say I’ve noticed unique challenges as a female HVACR educ at or,” s he s a y s . “I’v e not ic e d skepticism from students the first few weeks of class. Building a strong rapport, setting clear expectations, a nd l iv i ng t he Golden Ru le have always put any doubt to rest.”

Godwin has specific strategies she employs to encourage and motivate female students to pursue careers in HVACR. “One of my favorite opportunities is participating in Build My Future, a trades convention for high school students,” she says. “I’ve not iced a heft y increase in the number of young ladies interested in a career in t he t rades. I love to hear t heir perspec t ives, a ns wer quest ions, and encourage them to keep moving forward. It’s exciting to see the shift in perception toward trades as a viable career path. This positive trend will benefit both students and industries.”

Having female role models in the H VACR industr y, such as Godw in and those at Build My Future, has quite an effect on aspiring technicians. “Representation is important,” explains Godwin. “Successful female role models send a powerful message that anyone can thrive in this field, regardless of gender.”

Providing mentorship and ongoing support to female technicians as they progress in their careers is impor ta nt to Godw in. “Top Tech is only t he foundat ion—relat ionships continue to grow throughout their careers. I also coordinate our apprent ic e s h ip prog r a m, w h ic h provides the opportunity for regular check-i ns a nd ongoi ng suppor t,” she says.

WOMEN IN HVACR

Bridget Godwin

“I’VE NOTICED A HEFTY INCREASE IN THE NUMBER OF YOUNG LADIES INTERESTED IN A CAREER IN THE TRADES. I LOVE TO HEAR THEIR PERSPECTIVES, ANSWER QUESTIONS, AND ENCOURAGE THEM TO KEEP MOVING FORWARD. IT’S EXCITING TO SEE THE SHIFT IN PERCEPTION TOWARD TRADES AS A VIABLE CAREER PATH. THIS POSITIVE TREND WILL BENEFIT BOTH STUDENTS AND INDUSTRIES.” – Bridget Godwin, school administrator of Golden Rule Plumbing, Heating, Cooling & Electrical

Godwin continues, “I enjoy ridealongs with techs whenever possible—it’s actually one of my favorite things. W hether it’s a question or a venting session after a long day, or a new baby, or passing an exam, or an invite to a cookout, or a picture of the new house, or a write-up, or to share their newly posted 5-star

review—my students know I’m only a phone call away.”

Ac c ord i ng to G odw i n, now i s a pivota l t ime to f ur t her suppor t the inclusion and advancement of women in the industry. “ T he b o om i ng me d i a i ntere s t in HVACR and the trades presents a u n ique oppor t u n it y to prepa re

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st udents for rewa rd i ng ca reers,” she says. “Reint roducing H VACR programs at high schools is a crucial step. By prov iding oppor t unit ies for st udents to ex plore t he t rade and gain hands-on experience, we can inspire the next generation of HVACR professionals.”

Godwin’s vision is for more women to join t he f ield at all levels. “My hope,” s he say s, “i s to see more women actively participating in all aspects of HVACR—from installation to maintenance to leadership roles.

I will be here to encourage and provide guidance along the way.”

Godwin’s advice to women considering a career in HVACR but who may be hesitant due to the male-dominated nature of the field? “Know your worth. Choose a company who values you as an individual. Work hard, give yourself grace, and stay committed—there’s a lot to learn.”

“NATE CERTIFICATION IS SPRINKLED THROUGHOUT OUR TOP TECH CURRICULUM. AS A GRADUATION REQUIREMENT, I TIE EVERYTHING TOGETHER FOR A TWO-WEEK INTENSIVE NATE TRAINING CLASS. THIS TRAINING IS CRAFTED INTO A VARIETY OF INTERACTIVE FORMATS USING THE NATE STUDY GUIDE BOOKLETS.” – Bridget Godwin, school administrator of Golden Rule Plumbing, Heating, Cooling & Electrical

OVERALL ENVIRONMENT Godw i n ma kes su re to create a n inclusive learning environment that supports the success of all students, regardless of gender.

“A doctor doesn’t prescr ibe a l l patients with a Thursday appointment t he sa me med ic i ne, r ig ht?

An effective instructor will do the same,” she says. “In my classroom, e ver y st udent i s u n ique. It ’s my job to actively recognize each student’s strengths, understand each st udent ’s oppor t u n it ies, a nd acknowledge each student’s learning st yle—t hen proceed accordingly.

Bu i ld i ng rappor t t h roug h ac t ive l isten i ng a nd empat hy creates a safe space for students to express themselves in collaboration, feedback, and ref lection.”

This safe space includes balancing teaching technical sk ills w ith fostering soft skills and professional development among the students, b e c au s e b e c om i ng a s uc c e s s f u l

24

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technician requires more than just technical knowledge.

“Classes are structured into specific sections throughout the week to prepa re wel l-rou nded tech n icians,” Godw in says. “Classroom ses sion s i nc lude te c h n ic a l c ontent, sof t sk ills, and professional development. Technical labs offer hands-on practice of the technical content covered in the classroom.

R ide -a lon g s pr ov ide r e a l-w or ld exposure and utilization of the soft skills learned in class.”

NATE INTEGRATION Golden Rule Top Tech Universit y integrates NATE certification into its curriculum because it enhances the learning experience for its students, according to Godwin.

“NATE certification is sprinkled throughout our Top Tech curriculum. As a graduation requirement, I tie everything together for a twoweek intensive NATE training class,” she says. “This training is crafted i nto a v a r iet y of i nterac t ive formats using the NATE study guide booklets.”

NATE certification complements the training that female technicians receive at Golden Rule, Godwin says, providing important affirmation to the technician.

“A NATE certif ication validates skills and knowledge from installation to troubleshooting,” she says. “It’s the ultimate confidence booster.” l

Elaine Yetzer Simon is a contributor to the NATE Magazine.

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