Install Technician

Heartland Home Services•Solon, OH

1d•Onsite

About The Position

The Install Technician is responsible for installing and performing CTS (Customer Transition Service) on residential HVAC equipment. This role focuses on maintaining customer satisfaction, identifying cross-departmental opportunities, and enforcing company policies. The technician will handle new installations, educate customers on new equipment and financing options, and assist other install teams to ensure timely completion of jobs. They will also be responsible for maintaining a clean job site, an organized truck, and accurate documentation.

Requirements

General knowledge of HVAC state codes and ability to apply them.
EPA certification with knowledge of applicable installation and venting codes.
Proven track record in heating and cooling systems.
Ability to draw simple diagrams, read blueprints and other diagrams.
Clean, safe driving record.
Highly organized with exceptional follow-through abilities.
Strong verbal and written communications.
High integrity with advanced social skills and ability to make solid connections.
Strong desire to be a better installer.
Mechanical knowledge of machines and tools, including their designs, uses, repair and maintenance.
Knowledge of tools and principles of design in the production of technical plans, blueprints, drawings and models.
Knowledge of the English language and ability to communicate effectively.
Troubleshooting skills to determine problems and how to solve them.
Repairing skills for machines or systems using needed tools.
Equipment maintenance skills, including performing routine maintenance and determining when components need replaced.
Installation skills for 80%/90% gas, oil, propane and electric furnaces of all makes, as well as air conditioning, heat pump and mini split systems, zoning systems and rooftop units, all manufactured type humidifiers, air cleaners, UV lamps and thermostats.
Sheet metal skills for laying out and fabricating standard sheet metal fittings and duct board fittings.
Active listening skills, including giving customers full attention, asking appropriate questions, and not interrupting.
Knowledge of principles and processes for providing excellent customer service.
Physical ability: Flexibility (twisting, bending, stretching, reaching), Finger Dexterity, Manual Dexterity, Arm-Hand Steadiness, Core and Trunk Strength.
Ability to perform regular sitting, standing, walking, bending, and lifting for prolonged periods of time.

Nice To Haves

Customer service training to educate and assist customers.
Competitive individual contributor who also loves to win as a team.

Responsibilities

Install and perform CTS on residential HVAC equipment.
Maintain customer satisfaction and generate cross-departmental opportunities.
Enforce company policies and assist with information gathering.
Provide general HVAC installation, CTS, and minor troubleshooting.
Handle new installations for customer homes.
Educate and assist customers in explanation/operation of new equipment and finance options.
Handle calls from other install teams to ensure timely job completion.
Complete jobs on time and under budget.
Establish customer rapport to ensure highest levels of satisfaction.
Ensure jobs are properly staged and sign off on job quality checklist.
Work alongside customer service and dispatch to ensure overall business success.
Adhere to the company’s plan for resolving customer complaints quickly and favorably.
Maintain a clean, organized job site and well-inventoried truck.
Participate actively in all training exercises, morning meetings, and technical vendor training.
Train and mentor apprentices to ensure on-time, high-quality installations.
Be accurate and timely with invoices, timecards, curbside feedback, and option sheets.