Building Services Proposal Coordinator

Comfort Systems•Chandler, AZ

13d

About The Position

About Us Comfort Systems USA Southwest is a leading provider of commercial HVAC services, committed to delivering exceptional mechanical solutions across Arizona and beyond. We pride ourselves on our team-oriented culture, technical excellence, and dedication to customer satisfaction. Position Summary BASIC DUTIES: (The following duties are included but not limited to the position’s scope. Others may be added as needed.) Reviews data to determine material and labor requirements and prepares itemized lists. Finalize preparation for Submittal/Approval. Assist in the dispatch function, arranging the service work orders and itemizing cost for submittal to customers. Complete the proposal duties to include pricing, scheduling, ordering and follow up with customers for approval. Review current average market cost of all refrigerants and set customer billing rates to be approved by VP of Building Services quarterly. Check R22 weekly. Computes cost factors and prepares estimates used for management purposes such as planning, organizing, and scheduling work, preparing bids, purchase orders, selecting vendors or subcontractors, and determining cost effectiveness. Conducts special studies to develop and establish standard hour and related cost data or effect cost reductions. Consults with clients, vendors, or other individuals to discuss and formulate estimates and resolve issues. EDUCATION and/or EXPERIENCE Basic understanding of HVAC, general office procedures, and record keeping functions. Basic understanding of mechanical systems. QUALIFICATIONS: To perform this job successfully, an individual must be able to 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. SAFETY Actively comply with CSUSA SW health, safety, and environmental policies and procedures. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. COMPUTER/SOFTWARE SKILLS Ability to use Microsoft Office, specifically Excel, Word Ability to use current job cost software REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. 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 frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, 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. We are seeking a highly organized and proactive HVAC Service Coordinator to join our dynamic service team. This role is essential in ensuring smooth scheduling, communication, and support for our field technicians and customers.

Requirements

Basic understanding of HVAC, general office procedures, and record keeping functions.
Basic understanding of mechanical systems.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to use Microsoft Office, specifically Excel, Word
Ability to use current job cost software
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Responsibilities

Reviews data to determine material and labor requirements and prepares itemized lists.
Finalize preparation for Submittal/Approval.
Assist in the dispatch function, arranging the service work orders and itemizing cost for submittal to customers.
Complete the proposal duties to include pricing, scheduling, ordering and follow up with customers for approval.
Review current average market cost of all refrigerants and set customer billing rates to be approved by VP of Building Services quarterly.
Check R22 weekly.
Computes cost factors and prepares estimates used for management purposes such as planning, organizing, and scheduling work, preparing bids, purchase orders, selecting vendors or subcontractors, and determining cost effectiveness.
Conducts special studies to develop and establish standard hour and related cost data or effect cost reductions.
Consults with clients, vendors, or other individuals to discuss and formulate estimates and resolve issues.

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