HVAC & Mechanical
HVAC Service Technician
New hire
Manager
Start date
First 30 days Verify and supervise
| Checkpoint | Done by | Date |
|---|---|---|
| Rides with a senior technician on commercial rooftops before taking calls alone | ||
| EPA 608 card, tool list and truck stock verified in writing | ||
| Dispatch, ticketing and parts ordering walked end to end, not just logged into | ||
| First solo calls are planned maintenance on familiar equipment, with phone backup named |
By 60 days Supervised independence
| Checkpoint | Done by | Date |
|---|---|---|
| Carrying own service calls on the equipment types in your mix | ||
| Service manager reviews three of their closed tickets line by line with them | ||
| Introduced by name to the ten accounts they will see most | ||
| First callback, if any, reviewed as a learning conversation rather than a warning |
By 90 days Working alone, measured
| Checkpoint | Done by | Date |
|---|---|---|
| Running a full route unsupervised, including after-hours rotation | ||
| Quoting found work up to an agreed authority limit | ||
| Measured on first-time fix, callback rate and ticket completeness - figures shared with them | ||
| Next credential or equipment training agreed and diarised |