Install Coordinator

Western Heating, Air & Plumbing • Orem, UT

2d • Onsite

About The Position

Join the Western Heating and Air Team as a Install Coordinator! At Western, we pride ourselves on delivering top-notch service to our customers and fostering a supportive work environment for our team. We're looking for a skilled, motivated, and qualified Install Coordinator to join us. Primary Job Function: To manage the day to day scheduling operations, ensure that jobs are ready for installation. Company purchasing duties per the company’s purchasing procedures. Responsible for the creation of department job files, contacting customers regarding scheduling issues, scheduling subcontractors and inspections. Responsible for coordinating communication between installers, field supervisors, customers, vendors and the office.

Requirements

• Prior HVAC Install Coordinating experience is a plus!
• Computer literate; Intermediate experience in Microsoft Office Suite, preferred
• Ability to multi-task and prioritize workload
• Strong customer service skills
• Self-Starter who can work independently, and as a team
• Able to communicate effectively verbally and in writing
• Pride in being organized and detailed

Nice To Haves

• Prior HVAC Install Coordinating experience

Responsibilities

• Manage the day to day scheduling operations.
• Ensure that jobs are ready for installation.
• Perform company purchasing duties per the company’s purchasing procedures.
• Create department job files.
• Contact customers regarding scheduling issues.
• Schedule subcontractors and inspections.
• Coordinate communication between installers, field supervisors, customers, vendors and the office.
• Update and maintain schedule board with all sold jobs.
• Communicate scheduling issues with other departments including sales.
• Check paperwork and timecard from previous day’s job.
• Schedule any punch lists or uncompleted items.
• Ensure that at least one installer’s tools and van is inspected each week.
• Make sure that all jobs have permits and the inspections are called in timely.
• Create all job packets.
• Purchase equipment and schedule subcontractors; maintain a five-day lead-time.
• Know whereabouts and progress of crew daily.
• Process extended warranties and customer rebates.
• Coordinate with vendors as needed regarding returns, warranty, delivery, etc.
• Coordinate van service and repairs with the fleet supervisor.
• Check with Dept. Managers for any job site deliveries.
• Complete paperwork for job costing, orders received etc. and send to accounting.
• Schedule layouts and update layout & design schedules, coordinate with Installation Manager.
• Create any reports deemed necessary to track Sales/ Install information.
• Maintain equipment pricing.
• Maintain literature inventory, presentation and stamping with company name & phone.
• Take & schedule incoming sales appointments.
• Assist H.S.A. in closing jobs through phone calls, discussion and showroom assistance.
• Process all sales related packet information daily - job progression form to be completely filled out.
• Process all finance documents & schedule with customer for signage.
• Provide assistance in completing job packets.
• Act as a liaison between Customer & H.S.A.
• Send happy calls or thank you cards to the customer.
• Resolve customer differences.
• Design & mail Customer thank you gifts.
• Take incoming customer calls.
• Respond to all messages left overnight.
• Maintain the dispatch board / schedule.
• Forecast workload for 2 – 3 days out.
• Follow up on all pending and recommended work with customers.
• Assist development of marketing, advertising and collateral creation of implementation.
• Assist Sales Coordinator: Necessary back up on phones.
• Weekly update to Satisfaction Survey, Customer name & address for jobs installed.
• Participate in weekly sales meetings.
• Update customer files as information are received from installation (Extended warranties, equipment info, new customers, Birthday tickler file, etc.).
• Assist Warehouse in ordering of parts for special orders.
• Maintain on call schedule, to include 1st on call and standby installer.
• Perform happy calls / customer surveys.
• Additional duties as assigned.

Benefits

• Competitive Pay: Earn a base pay + bonus structure. Earn $60,000!
• Work Life Balance: We understand the importance of ensuring that you have time with your families.
• Healthcare premiums paid almost 100% for employee and 50% for family.
• Retirement Plan: 401k with company match.
• Paid Time Off: 13 vacation days + 6 paid holidays!
• Professional Development: Opportunities for personal and professional growth.

What This Job Offers

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