Document Control & CAD Associate (HVAC Test & Balance)

Integra Testing Services • El Dorado Hills, CA

7d

About The Position

We are seeking a reliable and detail-oriented Reports & CAD Technician to support our HVAC Test & Balance (TAB) operations. This position works closely with field technicians and project managers to prepare TAB reports, project agendas, and CAD drawings used for project documentation. The ideal candidate has basic CAD knowledge, can read and understand mechanical plans, and is highly organized.

Requirements

• Basic working knowledge of AutoCAD LT.
• The ability to read and understand HVAC/mechanical plans.
• Computer proficiency (Microsoft Word, Excel & Outlook, Adobe, file management).
• Strong written communication skills for technical documentation

Nice To Haves

• The ability to manage multiple projects and deadlines.
• High attention to detail and organizational skills.
• The ability to update and maintain drawings using AutoCAD LT.
• To create and revise airflow diagrams, zone plans, and equipment layouts as needed.
• To ensure all drawings align with mechanical plans and TAB documentation.

Responsibilities

• Prepare, organize, and finalize HVAC Test & Balance reports.
• Compile airflow, hydronic, and equipment data provided by field technicians.
• Prepare project Write-up and Agenda reports for technicians prior to testing, outlining systems to be tested, required prerequisites, and testing sequence.
• Coordinate with project managers and technicians to verify project readiness before TAB work begins.
• Review finished TAB reports for completeness, accuracy, and consistency with project requirements.
• Update and maintain drawings using AutoCAD LT.
• Apply redlines and revisions to mechanical plans.
• Create and revise airflow diagrams, zone plans, and equipment layouts as needed.
• Ensure drawings align with mechanical plans and TAB documentation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed