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HVAC Job Description Templates for Office Staff

HVAC Job Description Templates for Office Staff

Posted by Alexa Greenberg

June 01, 2021

A schedule pulled up on a tech's phone.

Customer Service Representative Template #1

Job Summary

Our growing Service & Installation Company is looking for a personable & outgoing person to handle and supervise the relationships between our customers and technicians. This role involves making outbound calls offering our services to new and existing customers. The position is also responsible for handling inbound calls, setting appointments, handling customer concerns and it will grow into a supervisory position.

We are looking for someone that is looking to grow with a great company. A candidate with a strong customer service background or who is efficient in sales and marketing would make a great fit. Our customers deserve prompt attention and careful follow through.

So if you like to help people, can sell services and have a positive, enthusiastic and fun approach to customer service; we want to talk to you. This position has a fair amount of phone work so if you love to talk, then this is the job for you!

We offer:

  • Excellent wage

  • Awesome Work Environment

  • Health

  • Fun Company Events

  • Dental

  • Great Coworkers

  • Retirement

  • Paid sick days

  • Full paid vacations

We also offer continuing education and excellent working conditions.

Consider a career move to our company by sending a resume.

Confidentiality is always guaranteed, So why not just check us out and see what we're all about.

A friendly enthusiastic voice and personality are required for this position.

Job Type: Full-time

Salary: $13.00 to $16.00 /hour

Job Type: Full-time

Pay: $26,000.00 - $36,000.00 per year

Benefits:

  • 401(k)

  • Dental insurance

  • Employee discount

  • Health insurance

  • Paid time off

  • Referral program

Schedule:

  • 8 hour shift

Supplemental Pay:

  • Signing bonus

Experience:

  • Customer Service: 1 year (Preferred)

  • Phone Sales: 1 year (Preferred)

Customer Service Representative Template #2

Who We Are

We keep on growing because we only hire the best, and our customers love us for it. We’ve been at this a long time here in Vista, CA. You’ve probably seen our trucks and our ads. What you don’t know is what it’s like to be a part of a team like this. How much you feel appreciated when you don’t cut corners. How much we inspire ongoing training and education. How much you can earn when you truly are the best. People often come to us looking for a job. They stay with us because they find a fulfilling career, room to grow, and opportunities to excel.

Why We Need You

Because we offer top of the line products and services, we need top of the line Dispatchers who genuinely care about the customer and look at this opportunity as not just a job but a career.

The Big Task

You will evaluate customer calls and match the right technician to every job.

Key Sub Tasks

  • Learn the business and learn how to prioritize the most urgent customer calls.

  • Ensure a quality customer experience by relaying detailed and accurate information to the technicians in the field.

  • Record and report the service calls.

  • Participate in training so that you grow and develop as a professional.

  • Update customers throughout the day on the technician’s progress.

Desired Skills and Experience

If you can achieve the above and you find it fun and challenging - you have just the right amount.

What We Offer

  • Our top performers are among the highest paid in San Diego.

  • Medical, Dental & Vision Insurance

  • New technology, including iPhone, iPad & access to integrated software

  • 401k Plan with a company match

  • A family. This is last on the list because it’s most important. We care about our team, and expect you to bring that same caring when you join. We do a lot more than just work together. You’ll come to love our company outings, and you’ll build life-long friendships at [company name].

Requirements:

If you want to be part of something bigger than just a job – make this career move and find exactly what you’re looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct effect on the success of the company. If this sounds like you, spend a little time learning about [COMPANY NAME] by visiting [COMPANY WEBSITE].

Customer Service Representative Template #3

What you will do

Under general supervision, coordinates customer service requests, from initiation to service completion, and maximizing technical resource productivity and profitability by efficiently scheduling and dispatching Technicians with guidance from the Team Leads.

Partners effectively with the Service Team Manager to ensure technical service work is completed in a reasonable timeframe and to the customer's expectations. Analyzes and assesses technical team performance and makes adjustments as needed to enhance customer satisfaction in a cost effective manner.

How you will do it

  • Receives customer requests for unscheduled or scheduled service. Determines customer needs and matches appropriate Technician or Team Lead to the need.

  • Communicates the action plan and services to be provided directly to the customer.

  • Ensures work has been performed to the customer's expectations and performs follow-up with the customer, as needed. Answers any customer inquiries and resolves or escalated customer issues, as appropriate.

  • Upon completion, reconciles all service requests daily.

  • Coordinates labor scheduling to align technicians to the appropriate customer and service need. Ensures Technicians are provided daily schedules. Maintains consistent communication with assigned Technicians. Follows up on activities to ensure completion in an established timeframe.

  • Assists with creation of L&M quotations.

  • Develops and maintains viable long-term relationships with customers and subcontractors.

  • Prepares yearly, monthly and weekly execution plans for PSA scheduled service visits.

  • Participates in business review meetings by preparing and discussing critical account information pertinent to current profitability status (i.e. outstanding claims, PSA variance, Accounts Receivable issues) and customer satisfaction issues. Researches and follows up on questions identified during monthly business review.

  • Ensures that all customer account information required to support call management activities and scheduling of tasks are kept up to date.

  • Supports business forecasting

  • Processes change orders

  • Business review support

  • Billing support

  • Customer retention support

  • Facilitates administration of warranty claims.

  • May guide and prioritize the activities of the Customer Service Agent Assistants.

  • Periodically performs duties of the Customer Service Agent Assistant as overflow demands.

  • Other duties and administrative activities as assigned.

What we look for

Required

Associate degree preferred, high school diploma or equivalent required, plus a minimum of five years of service industry experience managing service operations and/or service scheduling. Must demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills. Must have strong interpersonal skills to effectively communicate with both internal and external clients. Must have the ability to simultaneously handle a large and diverse number of projects, tasks and issues with tact, cooperation, and persistence. Able to prioritize work activities based upon financial impact to desired business goals. Experience and/or basic project accounting or costing principles is desired. Able to influence diverse teams to accomplish tasks/goals.

Customer Service Representative Template #4

Applicants must have a minimum of 3-5 years hvac customer service experience / call center only. Candidates who do not meet this requirement will not be considered for the position. Please do not apply if you do not meet the minimum requirements.

We are an hvac company seeking a customer service representative to join our team! you will be responsible for helping our customers and our field team. We have a few openings and scheduled working hours may vary. Our company is open 7 days a week from [company hours] (8:30pm during winter hours). Our company offers benefits after 90 days of employment, as well as other perks. We are looking for a candidate to start immediately! Submit resume and references to [company email] for immediate consideration and to schedule an interview today!

Responsibilities:

  • Answer customer phone calls.

  • Input customer information into our internal database.

  • Schedule appointments using our internal software.

  • Keep track of gps to ensure appointments are taking place during scheduled time frames.

  • Respond to company emails from customers and lead sources.

  • Make outbound phone calls to schedule appointments and services.

  • Send and receive messages to and from several staff members throughout the shift as needed

Qualifications:

  • At least 3-5 years hvac customer service experience / call center (over the phone) experience.

  • Speak english, and spanish or filipino preferred.

  • Typing at least 50-60+wpm.

  • Must be able to work weekends and night time.

  • Knowledge of using apple computers and software.

  • Ability to multitask in a fast paced environment.

  • Must be friendly and professional.

  • Must be punctual and have excellent attendance.

  • Must be thorough and detail oriented.

  • Must be a self starter who does not require constant supervision.

HVAC Dispatcher Template #1

Attention Future Employees! Are you looking for a career, not a job, then come join our team and become a HIGH performer. We will train you to master your communication, goal achievement, leadership, and persuasion skills during your paid training.

Just bring your best attitude, your thinking cap, a passion for winning and we will do the rest. We will train you and help you develop some of the best dispatching and sales skills available. PLUS we will provide all the personal growth training you need so that you become the best version of yourself and that is just the beginning. So keep reading to learn the specifics of this challenging but limitless new journey.

We are a growing heating and air conditioning company in a high demand industry. We are located in [COMPANY LOCATION] and we are looking for aspiring superstars looking for the opportunity to change their lives. Yes, it's that good. You will be trained to be a highly respected Dispatcher in a rapidly growing industry. We are looking for someone who enjoys working as a team

This profession is a career and ensures long term employment. We are an essential business, we do not close. We are in demand and have constant work.

Who this is not for: This opportunity is not for complainers, low energy, problem-focused, moody, or tired individuals without a spark of passion. If you are not willing to go out and create a better life for yourself please don't apply. We can train you to be amazing only if you are trainable or you have something better yourself to bring to the table.

About the Company

[COMPANY NAME] is seeking XXXXXXX.

Job Responsibilities

  • Maintain the Service & Maintenance Technicians daily schedules.

  • Set the dispatch board and the technicians for service calls.

  • Ensure they are all properly completed.

  • Schedule any return trips with customers, and track the completion rating.

  • Maintain the on call schedule for service technicians.

  • Maintain a customer database with current information.

  • Clear and concise communications with department managers, employees and company customers, including keeping customers appraised as to company schedule and requested lead-times.

  • Provide accounting with maintenance contract billing information.

Additional Areas of Accountability:

* Dispatch Service Technicians in a timely manner and maintain a competency system for technicians for dispatch procedures.

* Maintain on call schedule, to include 1st on call and standby technician

* Role Playing with Service Technicians before introduction and presentations

  • Recording and restocking parts/materials for vehicles, kits, warehouse consistently

  • Successfully submit all purchase orders to vendors for all installations and repair jobs

  • Tracking and ensuring the availability of any parts/materials needed for the jobs

  • Update customer files as information is received from installation and service.

  • Accurately and consistently entering necessary data in the Dispatcher Tracking Sheet

  • Ensuring the data within our software application is accurate and precise

  • Process Implementation of the The Perfect Service Call Day,The Perfect Maintenance Call, Dispatch Daily Checklist.

  • Ensuring Technician Key Performance Indicators are tracked, measured and exceeding set expectations

  • Maintain the Maintenance Agreements, including billing, scheduling, database information, customer hard files and renewals

  • Resolve any emerging problems that our customer might face with the technician experience efficiently and in a timely manner.

  • Ensure 100% Complete Customer Satisfaction and exceed excellent service standards.

  • Achieve a customer experience where a customer is completely happy and satisfied with your technician, our company, and our services.

  • Adhere to the company's core values & beliefs.

  • Work within the team first and the individual second philosophy.

  • Come to work every day with a positive mental approach and attitude to work well.

If you're ready to make a change in your life because you want to work in a healthier/positive environment....let's see if we make a good fit! Submit your resume today and someone will contact you soon.

MUST BE ABLE TO PASS DRUG TESTING

MUST BE ABLE TO PASS A BACKGROUND CHECK

Benefits:

  • 401(k)

  • Employee discount

  • Health insurance

  • Professional development assistance

  • Referral program

Schedule:

  • 8 hour shift

  • Monday to Friday

Supplemental Pay:

  • Bonus pay

COVID-19 considerations:

We have installed a virus protection air filtration at our facility. Hand sanitizer and masks are provided if needed. Office stations are more than 6 feet apart.

Education:

  • High school or equivalent (Preferred)

Experience:

  • Dispatching: 1 year (Preferred)

  • Customer Service: 1 year (Preferred)

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous

  • People-oriented -- enjoys interacting with people and working on group projects

  • Detail-oriented -- would rather focus on the details of work than the bigger picture

  • Achievement-oriented -- enjoys taking on challenges, even if they might fail

  • High stress tolerance -- thrives in a high-pressure environment

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused

  • Innovative -- innovative and risk-taking

  • Aggressive -- competitive and growth-oriented

  • Outcome-oriented -- results-focused with strong performance culture

  • Stable -- traditional, stable, strong processes

  • People-oriented -- supportive and fairness-focused

  • Team-oriented -- cooperative and collaborative

HVAC Dispatcher Template #2

Primary Job Function:

  • Maintain the Service Technicians daily schedules and dispatch the technicians as service calls are completed.

  • Schedule return trips with customers when parts are in.

  • Maintain the on call schedule for service technicians.

  • Maintain a customer database with current information.

  • Clear and concise communications with department managers, employees and company customers, including keeping customers appraised as to company schedule and requested lead-times.

  • Provide accounting with maintenance contract billing information.

  • Prepare service invoices and timecards for processing.

Reports to:

Service Manager Required

Qualifications:

  • Advanced customer service skills.

  • Ability to multi-task organized geographical knowledge of service area or map reading skills

  • Knowledge of industry is recommended but not required

  • Computer skills

  • High school diploma or general education degree (GED)

  • Two years related experience and/or training in customer service, dispatching or project management or equivalent combination of education and experience

Daily Duties:

  • Take incoming customer calls.

  • Schedule and coordinate all service calls as calls are received.

  • Create a dispatch ticket for all service calls.

  • Dispatch Service Technicians, one call at a time.

  • Dispatch Service Technicians from home to first call.

  • Debrief Service Technicians after completion of each call.

  • Respond to all messages left overnight.

  • Maintain the dispatch board / schedule.

  • Forecast workload for 2 – 3 days out

  • Contact customers with a “Parts Pending” status as parts are received for scheduling.

  • Follow up on all pending and recommended work with customer utilizing the pending work log.

  • Maintain the maintenance agreements, including billing, scheduling, and staging of materials, database information, customer hard files and renewals.

  • Help Service Manager with marketing issues as directed.

  • Order parts for special orders.

  • Forward list of parts used by technicians to warehouse for truck restock.

  • Update customer files as information is received from installation. (Extended warranties, equipment info, new customers, Birthday tickler file, etc.)

  • Type service contract proposals for new customers

  • Maintain on call schedule, to include 1st on call and standby technician

  • Maintain customer history files in database

  • File service orders

  • Prepare paperwork for all manufacture warranty parts

  • Facilitate return of warranty parts

  • Update service database from service ticket

  • Maintain service invoice log

  • Compare service timecards and work orders to service schedule.

  • Compare time cards to GPS Report

  • Check service time cards for accuracy

  • Pull checks and charge slips and compare to invoices.

  • Forward checks and payments to accounting.

  • Happy calls / customer surveys.

HVAC Dispatcher Template #3

SUMMARY

OfficeTeam is currently seeking skilled candidates to fill a rewarding role as an HVAC DISPATCHER with a highly reputable company located in the Lehigh Valley area. Play a vital role with this HVAC DISPATCHER role as you will have an opportunity to coordinate and oversee the company's service technicians for work orders set up with both residential and commercial clients. This HVAC DISPATCHER must have a strong background in the service industry and must have previously scheduled work orders ranging from HVAC services, electric and plumbing needs. The HVAC DISPATCHER will be the first point of contact for all customer calls coming in regarding routine maintenance and emergency needs. The HVAC DISPATCHER must also be able to follow up with customers regarding progress of services being performed and ensuring technicians complete work in a cost-effective manner. The HVAC DISPATCHER will also be handling any other customer inquiries regarding potential services and maintenance needs. Become an integral part of the team with this HVAC DISPATCHER role as this position is temporary to full-time and provide an opportunity to expand your customer service experience. This HVAC DISPATCHER role will not be available long, so apply today!

DUTIES

  • Answer all incoming phone calls from customers

  • Schedule and coordinate service calls as received

  • Create dispatch tickets and work orders for all service calls

  • Schedule and dispatch technicians

  • Educate technicians on all services for maintenance calls based upon customers' needs

  • Maintain the dispatch board/schedule all technicians

  • Forecast workload for 2-3 days out

  • Contact all customers with "Parts Pending" status as parts are received for scheduling

  • Follow up with all pending and recommended work with customer utilizing the pending work log

  • Maintain the maintenance agreement including billing, scheduling, and staging of materials, database information, customer hard files and renewals

  • Assist the Service Manager with any marketing needs and provide mailings to send out to customers

  • Assist with ordering any parts needed for technicians

  • Update customer service files

  • Prepare the service contracts for new customers

  • Maintain the customer history files in database

  • File all service orders

  • Prepare paperwork for all manufacturing warranty parts

  • Update service database from service tickets and maintain service invoice logs

  • Assist with any additional customer service or administrative-related tasks

REQUIREMENTS

  • 2+ years' experience in HVAC Dispatching; preferably in the Service Industry

  • Industry in the Service Experience including HVAC, Electrical or Plumbing services

  • Proficient Computer skills, including Microsoft Office Suite

  • Excellent communication skills, both verbal and written

  • Excellent organizational skills

  • Understanding of strong attention to detail!

  • Capability of multi-tasking and working under little supervision

  • Must be a reliable and dependable employee!

HVAC Dispatcher Template #4

Summary

Responsible for exercising discretion and independent judgment in planning, scheduling, coordinating, controlling, directing activities of all service operational resources, labor hours and purchase order management. Responsible for status updates and communications with all parties involved for service work (Sales staff, customers, service staff, service management, etc.).

Essential Functions and Responsibilities

include the following. Other functions may be assigned.

  • Coordinates service resources.

  • Schedules personnel, materials, sub-contractors and equipment based on project needs, skill sets, and availability.

  • Generates work order documents, dispatches technicians, and notifies customers. • Responsible for customer interaction/satisfaction.

  • Interacts and communicates with Service Supervisors to assign/dispatch Controls Technicians and HVAC Technicians.

  • Filing of customer invoices and contracts for assigned customers.

  • Monthly analysis of service team open call report.

  • Enter and maintain service technician labor hours and work with payroll to process labor hour statements for Paychex.

  • Issues purchase orders to vendors and internal staff. Responsible for PO receipt collection, PO data entry, reconciliation, job costing and PO filing.

  • Maintains customer satisfaction by investigating concerns, routing them to the assigned staff, and responding to special requests

  • Schedules and follows up with customers regarding technician scheduling.

  • Logs service start-up and service work requirements in job tracking system.

  • Reviews project paperwork, complete calls, and forwards project paperwork to Project Administrators.

  • Coordinates operations interaction with the Parts Department and Acquisition, as necessary.

  • Handle customer inquiries related to billing questions, credit problems, and invoices in a professional manner.

  • Investigates customer inquiries regarding invoice discrepancies.

Additional Functions and Cross Training Responsibilities

  • Creates customer invoices for work performed in the assigned area.

  • Responsible for billing customers for all work performed by their assigned technicians including the southern territory technicians.

  • Responsible for job costing all labor and material and applying them to the correct job on a daily basis to ensure the correct profitability for each job.

  • Analyzes Work in Process (WIP) monthly and prepares invoicing for all complete jobs.

  • Process and update all claims to Trane through the Falcon system.

  • Process and update all claims to various equipment vendors.

  • Maintains customer database with regard to start-ups, warranty, and service contract contacts.

  • Responsible for generating, interpreting, and printing various assigned reports.

  • Transfers and posts all sales journals and invoices into software.

  • Processes site maintenance changes and corrections including technician account assignment changes.

Qualifications

To perform this job successfully, an individual must be able exercise independent judgment and discretion and perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

  • Two-year certificate from college or technical school; or three (3) years to five (5) years of related experience and/ or training; or equivalent combination of education and experience.

  • Working knowledge of office equipment and Microsoft Office products.

  • Familiarity with the operation of Energy Management Systems, HVAC Systems and/or Temperature Controls.

Language Skills

  • Ability to read and comprehend instructions, short correspondence, and memos.

  • Ability to write correspondence.

  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

  • Ability to add, subtract, multiple, and divide in all units of measure, using whole numbers, common fractions, and decimals.

  • Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Abilities:

  • Ability to apply common sense understanding and independent judgment to carry out instructions furnished in written, oral, or diagram form.

  • Ability to deal with problems involving several concrete variables in a variety of situations.

Certificates, Registrations, and Licenses

  • Valid Driver’s License (occasional field visits)

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, and hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift up to 25 lbs. Specific vision abilities required by this job include close vision, depth perception, distance vision, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position works in a typical office environment. The noise level in the work environment is usually moderate, fast paced, must be able to multitask.

This is a full time position with full company benefits - Medical, Dental, Vision, STD/LTD, Life Insurance, 401(k) with match, and numerous corporate discounts!

HVAC General Manager Template #1

A local HVAC contractor is looking for a hardworking, driven HVAC General Manager to join our growing team and become an integral part of our company's future! This individual will be responsible for sales, operations, profit/loss and must have a proven track record of achieving or exceeding revenue and profit goals.

Benefits:

Medical, dental, life insurance, Paid Holidays, PTO, sick time and 401K

Qualifications:

  • 5+ years management experience

  • HVAC experience preferred but not required

  • Proven record in operations and business management success

  • Good computer skills including Microsoft Word, Excel, and Google Docs

  • Cognitive ability to comprehend the core fundamentals and operations of the business

  • Detail-oriented, organized, and objective in decision-making

  • Demonstrate ability to lead, mentor and train personnel as necessary

  • Demonstrate excellent customer service skills

  • Excellent communication skills

  • Strong leadership abilities

  • Proficient in Microsoft Office products: Word, Excel, PowerPoint

  • Valid driver's license and insurable driving record

Duties:

  • Develop strategies to grow the business through superior sales execution and operational excellence

  • Build annual operating plans focused on growing the business

  • Oversees design, delivery, and quality of products and services provided.

  • Stays abreast of current trends related to the HVAC and construction industry and anticipates future trends likely to have an impact on the business.

  • Collects and analyzes evaluation information that measures the success of the organization's program efforts; refines or changes programs in response to that information.

  • Promote professionalism and pride in order to attract high-potential team members

  • Proven ability to hire, develop and motivate employees

  • Reviews analyses in activities, cost, operations and forecast data to determine progress toward stated goals and objectives

  • Monitor payables and receivables to assure optimum cash flow

  • Promotes a culture that reflects the organization's values, encourages good performance, and rewards productivity

  • Prudently manages the organization's resources within budget guidelines

  • Perform other duties as assigned, which can fluctuate as needed

Full Job Description Location:

We are currently looking for a dynamic HVAC/R General Manager. We have a great team of service technicians and Installers and are looking for someone who wants to be a pivotal member of our team's growth and success! Background in HVAC is not required, but construction or similar service industries would be ideal.

Job Title:

HVAC/R General Manager

Pay Scale:

$75,000 - $100,000 per year/ Depending on Experience

Benefits:

Health insurance, dental insurance, vision insurance, life insurance, disability insurance, paid time off starting year one, paid holidays, company training, education reimbursement and more!

Position Summary:

To assist the Owner in the implementation and execution of the company's goals. This includes but is not limited to the following areas; supervision of the company's sales, service, installation, and administrative functions. In addition, specific duties relating to sales management and project management on the General Managers own specific job are also incorporated.

Essential Functions:

  • Review billing reports, productivity reports on a daily basis, discussion with appropriate managers as warranted.

  • Monitor expenses; approve overhead expenditures in line with stated authority from Owner.

  • Continue to work with the Office staff and other employees to improve the overall internal efficiencies of the company.

  • Responsible for meeting ownership's business goals.

  • Implementation and execution of the strategic plan as outlined by the Owner to reach desired goals.

  • Act as the Service Manager and backup manager to Installation and Office.

  • Develop operations standards and policies through input and discussion with the Installation and Office Managers, and Service Team.

  • Be available to answer manager and/or employee questions.

  • Resolve disputes and problems, which may arise between various departments/managers.

  • Resolve customer disputes if not settled at the managers level

  • Negotiate pricing with vendors and suppliers, including billing terms, prompt pay discounts, shipping discounts

  • Attend weekly meetings and assist the Owner in the tracking and monitoring of various department goals and effectiveness

  • Inventory ordering, stocking and control for the shop and vehicles

  • Manage the Service Technician Team: Assist with the dispatch function for our HVAC/R Service Technicians to ensure the appropriate technician is selected based on customer needs

  • Supervise and delegate service employees, which includes involvement in hiring decisions, coordinating employee schedules, conducting staff meetings, training employees, evaluating performance, approving timesheets and supervising work assignments

  • Coach and motivate technicians to work at their maximum productivity; coach, train and develop technicians to increase work and sales skills

  • Support Sales efforts which could include: Developing the agenda and lead weekly sales meetings

Required Qualifications:

  • Valid driver's license and insurable driving record

  • Pass background check & drug screen

  • 5-10 years minimum Business Management Experience

  • 5 years of Construction Industry Management Experience

  • 3 years of HVAC/R Experience

  • Strong Communication Skills

  • Advanced Computer Skills

  • P&L and labor management Experience

  • Job Costing Experience

  • Strong Customer Service Skills

  • Strong Leadership Skills

  • Experience in Operating a Business with minimal supervision

  • Experience in Managing multiple departments

HVAC General Manager Template #2

We are looking for a self-motivated and results-driven General Manager to manage our HVAC & plumbing company, located in [COMPANY LOCATION]. The general manager will be expected to develop and implement effective business strategies and programs as well as managing day to day operations.

General Manager Duties & Responsibilities:

  • Manage daily operations of the business.

  • Lead business development

  • Preconstruction Services

  • Estimating

  • Training and hiring employees.

  • Coordinate the development of key performance goals for functions and direct reports.

  • Oversee key hiring and talent development programs.

  • Evaluate staff to determine training needs strengths and weaknesses and determine a plan for improvements or replacement.

  • Evaluate and decide upon key investments in equipment, infrastructure, and talent.

  • Communicate strategy and results to the unit's employees.

  • Help with HR related topics.

  • Engage in broader organizational strategic planning.

  • Other responsibilities assigned by the officers and/or directors

General Manager Requirements:

  • BS Mechanical Engineering or similar.

  • 5+ years of related experience

  • Strong leadership qualities

  • Excellent communication skills

  • Highly organized

  • Strong work ethic

  • Good interpersonal skills

  • Meticulous attention to detail

  • Proactive Nature

(preferred but not required for potential candidate)

  • Experience in HVAC or Plumbing Business

  • General Management Experience

  • Degree in Business Management or Masters in Business Administration

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

  • 401(k)

  • Dental insurance

  • Health insurance

  • Paid time off

  • Vision insurance

HVAC General Manager Template #3

The General Manager directs and coordinates the total activities of the service center, and provides leadership to all personnel and processes of the center.

Responsibilities:

Analyze the operating statement for both the center and individual departments, and take appropriate action.

Prepare/review the GM report and take appropriate action.

Analyze determinates of profitability and take appropriate actions to adjust.

Ensure employee payroll processes are accurate and on time.

Apply appropriate accounting control principles (for A/R, A/P, payroll, etc.).

Plan/set/achieve sales goals; utilize multiple processes for generating and responding to sales leads; Coach salespeople.

Ensure effective customer communications.

Utilize features and benefits of key products & services to drive the value proposition; profile customer marketing base and future customer niches and maintain customer files.

Support/practice company Human Resource standards and guidelines; conduct performance appraisals derived from ongoing performance feedback and provide appropriate counsel and discipline for employees. Develop employees and seek promotional opportunities for employees on a company-wide basis.

Utilize established Vendor Programs whenever appropriate.

Adhere to government safety guidelines and assure proper procedures are in place for handling accidents, fire, and emergency situations.

Job Requirements

BS or BA Degree in Business Administration or Operations

5-10 Years of experience in the HVAC, Security, Pest Control, or similar customer service focused industries.

Ability to utilize basic computer applications (databases, spreadsheets, word processing, and internet).

Job Type: Full-time

Pay: $90,000.00 - $95,000.00 per year

Benefits:

  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Employee discount

  • Flexible spending account

  • Health insurance

  • Health savings account

  • Life insurance

  • Paid time off

  • Referral program

  • Tuition reimbursement

  • Vision insurance