NATE GS Installation study materials
NATE GS Installation study resources

NATE GS Installation study plan

NATE GS Installation · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Air Distribution & HVAC Fundamentals

  • Explain how total external static pressure is built from supply and return duct losses, filter, coil, and grille resistance

  • Convert between cfm, velocity, and duct cross-sectional area for rectangular and round ducts using the continuity equation

  • Identify the components of a simple air distribution system: return grille, filter, blower, heat exchanger or coil, supply plenum, trunk, branches, and diffusers

  • Read a duct layout sketch and label each fitting that adds resistance (elbows, tees, transitions, takeoffs)

Your checkpoint

A one-page worked example computing velocity and friction loss for a 1,200 cfm trunk and two branches, with all units shown

Week 2

Air Distribution & Refrigeration Cycle

  • Size supply and return ducts for a given cfm using a target friction rate and velocity limit

  • Describe how blower performance curves shift with static pressure and predict airflow change when a filter loads

  • Trace the refrigeration cycle states (compressor discharge, condenser outlet, metering device inlet/outlet, evaporator outlet) and name the phase at each point

  • Relate evaporator airflow and coil condition to sensible heat ratio and supply air temperature split

Your checkpoint

A table matching five airflow symptoms (low cfm, high cfm, uneven rooms, high static, short cycling) to likely causes and the measurement that confirms each

Week 3

Air Distribution & Electrical

  • Balance a simple system on paper: set dampers to hit design cfm in each branch and explain the order of adjustment

  • Measure static pressure with a manometer and interpret readings across filter, coil, and plenum

  • Identify the electrical components in an air handler circuit: contactor, sequencer, relay, capacitor, transformer, and blower motor

  • Read a ladder diagram and trace the call-for-cool sequence from thermostat to blower and outdoor unit

Your checkpoint

A hand-drawn ladder diagram of a cooling call annotated with expected voltage at each test point

Week 4

Electrical & Refrigeration Cycle

  • Calculate current, voltage, and resistance in series and parallel circuits with a meter, including start and run windings

  • Test a run capacitor and a compressor winding set for opens, shorts, and grounds, and state pass/fail criteria

  • Explain superheat and subcooling targets and how each shifts with load, airflow, and charge

  • Diagnose three charging scenarios (undercharge, overcharge, restricted metering device) from superheat, subcooling, and pressures

Your checkpoint

A diagnostic worksheet with measured pressures, temperatures, superheat, and subcooling for three practice scenarios and a written verdict for each

Week 5

Piping and Ductwork & HVAC Fundamentals

  • Lay out a refrigerant line set with correct sizing, trapping, and support spacing, and explain why each rule exists

  • Describe brazing procedure: nitrogen purge, flux use, heat direction, and leak testing steps

  • Assemble and seal duct joints and explain the purpose of mastic, tape, and mechanical fasteners

  • Explain the psychrometric relationships among dry bulb, wet bulb, relative humidity, and dew point and use them to find coil entering and leaving conditions

Your checkpoint

A piping and ductwork checklist of at least 15 items with the code or manufacturer reason written next to each

Week 6

Air Quality & Piping and Ductwork

  • Identify the three pollutant pathways (combustion products, moisture, volatile organics) and the control strategy for each

  • Explain how filter MERV rating, pressure drop, and airflow interact, and select a filter for a stated application

  • Describe duct leakage testing and why return-side leakage in an unconditioned space matters

  • Explain combustion air requirements and how to verify adequate ventilation for a gas appliance

Your checkpoint

A one-page air quality plan for a single-family home naming source control, ventilation, and filtration measures with a stated MERV and cfm

Week 7

Safety and Codes & Electrical

  • State lockout/tagout, PPE, and refrigerant handling requirements for common service tasks

  • Identify electrical code requirements for disconnects, grounding, bonding, and overcurrent protection at the unit

  • Explain clearance, venting, and condensate disposal requirements that affect installation layout

  • List the personal and environmental hazards of refrigerant exposure and the recovery steps required

Your checkpoint

A safety and code review sheet covering ten items with the specific requirement and where it applies

Week 8

Air Distribution & Refrigeration Cycle & HVAC Fundamentals

  • Complete a timed set of mixed-domain practice questions and score each domain separately

  • Re-teach the three weakest topics aloud from memory without notes

  • Re-perform the static pressure, superheat, and airflow calculations under time pressure

  • Build a one-page formula and reference card covering the highest-frequency calculations

Your checkpoint

A scored practice exam log by domain plus a final one-page reference card

Milestones

Week 2: Can size a trunk and branch for a given cfm and defend the friction rate and velocity chosen without notes

Week 4: Scores at least 70 percent on a mixed electrical and refrigeration practice set and can explain superheat and subcooling targets from memory

Week 6: Can state the correct MERV, ventilation rate, and duct leakage concern for a described home in under five minutes

Week 8: Scores at least 80 percent overall on the timed practice exam with no domain below 70 percent