Service Agent I - HVAC

Modigent • El Cajon, CA

2h • $60,000 - $80,000 • Hybrid

About The Position

As a Service Agent I - HVAC, you'll serve as a key point of contact supporting both internal technicians and external customers by scheduling repair and maintenance calls, dispatching work, managing work orders, and ensuring a smooth, professional service experience. You'll help coordinate daily service activities, maintain accurate records, and contribute to customer satisfaction in a fast-paced environment. This entry-level role is perfect for someone who is organized, personable, and eager to build a career in HVAC service operations while supporting a high-performing team.

Requirements

• 1–3 years of experience in customer service, dispatching, administrative support, or inside sales (HVAC, mechanical, or service industry experience is a strong plus).
• High school diploma or GED required; associate degree or some college coursework preferred.
• Valid driver's license not required for this office-based role.
• Primarily sedentary office work with extended computer and phone use; occasional light lifting (<20 lbs).
• Professional office setting with hybrid options possible; standard office safety practices.
• Excellent verbal and written communication skills with a warm, professional phone presence.
• Strong organizational and multitasking abilities; ability to manage multiple service calls and priorities effectively.
• Customer service orientation with a focus on responsiveness and problem-solving.
• Proficiency in Microsoft Office (especially Outlook, Word, and Excel) and comfort learning new software systems.
• Attention to detail and accuracy when processing work orders and invoicing.
• Ability to work collaboratively with field technicians, Service Managers, and customers in a team environment.

Nice To Haves

• HVAC, mechanical, or service industry experience is a strong plus.
• associate degree or some college coursework preferred.

Responsibilities

• Receive, record, and dispatch incoming service requests from customers.
• Identify the appropriate technician and schedule work to balance productivity with prompt, effective customer service.
• Answer incoming calls with a warm, professional demeanor and act as a liaison between customers and field technicians.
• Call customers to set, confirm, and reschedule appointments while maintaining preventative maintenance schedules.
• Procure job-related materials from vendors and coordinate delivery or pickup to support timely job completion.
• Ensure technicians return completed paperwork in a timely manner and review work orders for accuracy.
• Finalize work orders and prepare them for accurate customer invoicing.
• Assist with reviewing weekly accounts receivable reports and support collections efforts as needed.
• Handle full-cycle invoicing from creation through completion.
• Maintain refrigerant management documentation and assist with technician truck stock inventory.
• Provide superior customer service to both internal teams and external clients.
• Perform other duties as assigned to support the Service Department.

Benefits

• medical, dental, and vision coverage
• HSA options with employer contributions in select plans
• company-paid basic life and accidental death & dismemberment insurance
• Paid time off
• holiday pay
• 401(k) retirement savings plan
• Professional development through hands-on training, mentorship, and clear career advancement paths

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED