HVAC Service Coordinator
About The Position
The Thermal (HVAC) Service Quoting Coordinator prepares HVAC Service work to be estimated and works with the Service Sales, Parts Sales, and the Thermal Services Departments daily on all Thermal Service tickets closures and invoicing processes. This is a high volume, detail oriented, and fast paced role supporting several technicians in our West locations. This Coordinator works in customer portals, and ensures jobs are completed on time. We are a hybrid workplace requiring office attendance in our Sandy, UT location approximately 24 hours per week including Tuesdays. Come work for a nationally certified Great Place To Work Company since 2018!
Requirements
- High School Diploma is required; Some college preferred
- At least one year of recent and relevant customer service quoting experience required; Prior Thermal Services experience preferred
- Experience with customer portals
- Experience with basic estimating and accounting and with contract language
- Experience with purchase orders, bids, and subcontracts
- Ability to manage multiple tasks and work consistently in a volumedriven, fastpaced environment
- Strong organizational and time management skills
- Proficient with Microsoft Office Suite. Highly proficient with Excel
- Able to work in a hybrid workplace requiring office attendance approximately 24 hours per week including Tuesdays
Responsibilities
- Prepare Thermal service work to be estimated by gathering proposals, specifications and other documents as well as working with Thermal technicians
- Submission via customer portals and providing updates
- Assist the Sales team by providing guidance with service bids
- Collaborate with field technicians and Parts Sales Department to assist in parts lookup and availability
- Efficient follow-up to pursue outstanding quotes and ensure jobs are completed as promised
- Identify labor, material, time requirements by studying proposals, specifications, and interrelated forms
- Maintain parts inventory for Service Technicians trucks and the Service Department
- Compute cost by analyzing labor, material and time requirements
- Order parts from the Parts Sales Department and 3rd party vendors per the job requirements
- Create service ticket for the work to be scheduled through dispatch
- Ensure all logistics, materials and technologies align with scope of services
- Review and analyze financial contractual and quoting obligations regarding the service
- Create Method of Procedure (MOP) to meet customers requirements for job completion
- Assist Thermal technicians with truck inventory paperwork
- Assist with answering Service customer phone calls as needed
- Back up coverage for Estimating Coordinators in all locations as needed
Benefits
- Fully Company funded Employee Stock Ownership Retirement Plan (ESOP)
- 401(k) Retirement Program and Company Match
- Medical & Prescription Drug
- Dental
- Voluntary Vision
- 15 Paid Time Off days, Volunteer Paid Time Off and 10 Holidays per calendar year
- FREE Short & Long-Term Disability
- FREE Basic Life/AD&D
- Voluntary Supplemental Life insurance
- Flexible Spending Accounts (Health Care and Dependent Care)
- Employee Assistance Program
- Health Advocate
- Tuition Reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
