HVAC office Manager

Patriot Mechanical Inc

  • San Rafael, CA
  • 2 days ago

    Highlights

    Technical Familiarity: Some knowledge of HVAC systems Service Titan Knowledge a plus, and related software is beneficial for efficiency. Manage various administrative tasks, including data entry, maintaining customer and service records, and preparing reports.

    Numbers & Facts

    LocationSan Rafael, CA

    Description

    Job Description

    Job Description

    Key Responsibilities

    • Customer Service & Communication: 
      Act as a primary point of contact for customer inquiries, complaints, and service requests. 
    • Scheduling & Dispatching: 
      Coordinate and schedule technician appointments, optimize routes, and dispatch technicians to service calls. 
    • Administrative Support: 
      Manage various administrative tasks, including data entry, maintaining customer and service records, and preparing reports. 
    • Billing & Financial Management: 
      Process invoices, manage accounts receivable/payable, and assist with financial reporting and budgeting. 
    • Inventory & Procurement: 
      Order and track parts, supplies, and office equipment to ensure technicians have the necessary resources. 
    • Staff Management: 
      Onboard, train, and supervise office staff, set performance expectations, and manage staff schedules. 
    • Operational Oversight: 
      Ensure efficient workflow, maintain office policies, and coordinate with other departments or staff. 
    • Compliance & Regulations: 
      Ensure adherence to industry regulations, company policies, and internal controls. 

    Essential Skills & Qualifications

    • Organizational Skills: Ability to juggle multiple priorities and manage a dynamic workload. 
    • Communication Skills: Excellent written and verbal communication for client, staff, and vendor interactions. 
    • Technical Familiarity: Some knowledge of HVAC systems Service Titan Knowledge a plus, and related software is beneficial for efficiency. 
    • Problem-Solving: Ability to resolve customer issues and streamline office operations. 
    • Leadership & Teamwork: Skills to supervise staff, coordinate teams, and foster a positive work environment. 
    • Financial Acumen: Understanding of accounting principles, billing, and inventory management is helpful. 
    \nCompany Description

    HVAC-/ Sheet Metal Co. /Contractor

    Company Description

    HVAC-/ Sheet Metal Co. /Contractor

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