NATE HVAC study materials
NATE HVAC study resources

NATE HVAC study plan

NATE HVAC · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Core (safety, tools, basic refrigeration and electrical fundamentals)

  • State, in writing, the lockout/tagout and PPE sequence for a residential service call, and name the conditions that require immediate shutdown (gas odor, CO alarm, scorched wiring, refrigerant release in a confined space).

  • Reproduce the vapor-compression cycle from memory, labeling compressor, condenser, metering device, and evaporator, and give the pressure/temperature state at all four points.

  • Solve 20 Ohm's-law and power-formula problems (E=IR, P=IE) plus five series and five parallel resistance combinations with no reference sheet.

  • Demonstrate on your own meter how to read AC/DC voltage, current, resistance, and capacitance, and explain what each reading proves about the circuit.

  • Identify the hand tools and instruments used for refrigerant recovery, evacuation, brazing, and combustion testing, and state one safety rule for each.

Your checkpoint

A one-page reference card (cycle diagram, formula triangle, shutdown checklist) plus a score of 80% or better on a self-written 40-question Core quiz.

Week 2

Air Conditioning & Core (safety, tools, basic refrigeration and electrical fundamentals)

  • Measure and calculate superheat and subcooling on a running system, then decide whether the charge is correct, over, or under.

  • Trace refrigerant flow through a split system and match each component to its failure symptoms for a no-cool complaint.

  • Read a pressure-temperature chart for R-410A and R-22 and convert gauge pressure to saturation temperature without error on 10 practice points.

  • Diagnose 10 written fault scenarios (restriction, undercharge, dirty condenser, weak capacitor, seized compressor, failed contactor) using only gauge, amp, and temperature evidence.

  • Test a run capacitor and a compressor winding set with a meter and state the pass/fail criteria for each.

Your checkpoint

A completed 20-row troubleshooting matrix (symptom to gauge/amp evidence to probable cause) plus five worked superheat/subcooling calculations with your reasoning shown.

Week 3

Air Distribution & Air Conditioning

  • Measure total external static pressure on a running air handler and compare it to the equipment rating plate limit.

  • Calculate airflow from both temperature rise and velocity-times-area, and reconcile any difference greater than 10%.

  • Plot a duct run with a duct calculator, marking equivalent length for every fitting, and flag the two highest-resistance segments.

  • Balance a two-branch supply system by adjusting dampers until each branch is within 10% of design airflow.

  • Explain how return-air restrictions, filter loading, and bypass affect delivered capacity, and show the effect on a measured temperature split.

Your checkpoint

An annotated supply-and-return layout sketch listing static pressure readings, target and measured CFM for every branch, and the damper adjustments you made.

Week 4

Gas Heating

  • Verify combustion air and venting for a Category I appliance against the installation instructions, and document the two most common venting violations.

  • Measure manifold gas pressure with a manometer and clock the gas meter to compute actual input rate in Btu/h, then compare to the rating plate.

  • Interpret a flue-gas analyzer readout and convert it into steady-state efficiency, CO air-free, and excess air, stating pass/fail thresholds.

  • Sequence both a standing-pilot and a hot-surface-ignition furnace step by step, naming each safety device that must prove before the next step and the failure symptom if it does not.

  • Trace a 24-volt control circuit on a schematic and locate the five points where a no-heat call is most likely to break.

Your checkpoint

A full 50-question mixed practice exam covering Core, Air Conditioning, Air Distribution, and Gas Heating at 75% or better, plus a one-page combustion-analysis worksheet from a single furnace.

Week 5

Heat Pump & Gas Heating

  • Explain the defrost cycle and measure the initiating and terminating conditions, stating the sensor and board inputs that drive each.

  • Diagnose reversing-valve, defrost-board, and auxiliary-heat failures from a described symptom set, naming the confirming measurement for each.

  • Compare the charging method used in heating mode (weigh-in or approach) with the method used in cooling mode, and state why subcooling alone can mislead.

  • Compute the balance point and economic balance point from a capacity table and a heating-load estimate, and explain what the numbers tell a homeowner.

  • List the airflow and refrigerant-charge differences that make a heat pump install fail a commissioning check.

Your checkpoint

A two-sided heat pump service checklist (cooling-mode steps on one side, heating/defrost steps on the other) with the confirming measurement for each step.

Week 6

Oil Heating & Hydronics (Gas and Oil)

  • Set up an oil burner end to end: electrode gap and position, nozzle selection, pump pressure, and a combustion test targeting a smoke number of 0 to 1 with acceptable CO2.

  • Trace oil from tank to nozzle and diagnose a no-heat call across the pump, filter, nozzle, transformer, and primary control.

  • Calculate flow rate, head, and temperature drop for a hydronic loop and select a circulator that meets the requirement.

  • Set boiler aquastats, high limit, and low-water cutoff, and explain what each control protects and how to prove it works.

  • Purge air from a hydronic loop and identify the three symptoms of a system still carrying air or a fouled circulator.

Your checkpoint

A completed oil-burner setup and combustion record for one appliance plus a hydronic loop calculation sheet with circulator selection and control settings.

Week 7

Light Commercial Air Conditioning & Commercial Refrigeration

  • Distinguish light commercial rooftop units from residential split systems across voltage, control, economizer, and ventilation requirements, and list the extra checks a commissioning visit adds.

  • Set up and test an economizer for changeover, minimum position, and enthalpy control, and identify the two most common economizer failure modes.

  • Sequence the refrigeration cycle of a medium-temperature commercial system and identify the function and failure symptoms of the receiver, liquid-line drier, sight glass, and head-pressure control.

  • Check superheat at the evaporator and subcooling at the condenser on a commercial system and determine whether the TXV or the charge is at fault.

  • Explain pump-down, defrost termination, and low-ambient control strategies and state which systems require each.

Your checkpoint

A written comparison table of light commercial AC versus commercial refrigeration service procedures, plus a scored 40-question practice block on Domains 8 and 9.

Week 8

Light Commercial Refrigeration & Core (safety, tools, basic refrigeration and electrical fundamentals) & Air Conditioning & Air Distribution & Gas Heating & Heat Pump & Oil Heating & Hydronics (Gas and Oil) & Light Commercial Air Conditioning & Commercial Refrigeration

  • Cover the light commercial refrigeration objectives: walk-in and reach-in box loading, evaporator superheat, defrost scheduling, and product-temperature verification.

  • Complete two timed 100-question practice exams that mix all ten domains and log every missed question with its cause (knowledge gap, misread, or math error).

  • Re-drill only the missed-question topics until each is answered correctly twice in a row.

  • Recite the safety shutdown criteria, the superheat/subcooling decision rules, and the combustion-test targets from memory without notes.

Your checkpoint

Two timed practice exams scored at 80% or better with a completed error log showing the second-attempt correction for every missed item.

Milestones

Week 2: Score 80% or better on a 40-question Core plus Air Conditioning block, and correctly compute superheat and subcooling on five consecutive practice scenarios.

Week 4: Score 75% or better on a 50-question mixed exam covering Domains 1 through 4, with no more than two misses in the safety and electrical categories.

Week 6: Score 75% or better on a 40-question block covering Heat Pump, Oil Heating, and Hydronics, and complete a combustion record and a hydronic calculation sheet unaided.

Week 8: Score 80% or better on two timed 100-question full-domain exams, with an error log showing every missed item corrected on the second attempt.