Voted “One of the North Bay’s Best Places to Work”, Peterson Mechanical is a Sonoma-based mechanical contractor providing a single source for reliable mechanical systems in the San Francisco Bay Area, specializing in HVAC, plumbing and refrigeration for a wide variety of market sectors including Healthcare, Technology, Education, Office Space, Hospitality, Winery, High Rise and Low Rise Residential. Peterson Mechanical provides pre-construction, pre-fabrication, custom fabrication, design/build and plan/spec. solutions for San Francisco, Oakland, Sonoma, Solano, Marin, Napa and the surrounding areas. We are searching for a service coordinator to assist with our residential HVAC service business.
Job Summary:
The Service Coordinator plans, coordinates, and monitors the activities of the Service Technicians and Installers to ensure customer’s service needs are met promptly and satisfactorily; communicates with customers and employees with professionalism; tracks work status for service agreements, time and material and service projects; and processes reports including reconciliations of all finished work.
Essential Duties and Responsibilities:
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Takes incoming customer calls
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Schedules and coordinates all service calls
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Schedule Maintenance agreement work orders
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Provide support for Service Technicians
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AR Billing
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AR Collections
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Track rebates for service calls
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Creating customer numbers (AR Customers) (SM Customers)
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Providing quotes on repairs
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Forecasts workload
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Contacts customers with “parts pending” status to schedule service call
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Follows up on pending and recommended work
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Maintenance Filter Ordering
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Scheduling maintenance agreement work orders
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Maintains service invoice log
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Serves as Customer point of contact
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Creating Purchase Orders for work orders
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Ordering parts for repairs
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Receiving parts for repairs
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Prepares paperwork for warranty parts and processes returns
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Filing / scanning / copying
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Helping project manage the job
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Other duties as assigned
Essential Qualifications:
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HS Diploma or equivalent
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Computer literacy in office communication programs, Word and Excel
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Ability to effectively communicate with clients and staff
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Strong attention to detail and organization
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Demonstrated customer service skills
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Ability to keyboard at 60 WPM
Preferred Job Qualifications:
- Some experience/knowledge of HVAC systems
ADA Specifications:
There is frequent sitting at stationary position and workstation. Manual dexterity required for computer and programming work. There is occasional lifting of up to 25 lbs. Work performed in an office environment with moderate noise level. Reasonable accommodations will be made available.
Job Type: Full-time
Pay: $27.00 - $32.00 per hour
Expected hours: 40 per week
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
Schedule:
• 8 hour shift
Supplemental Pay:
• Bonus opportunities
Application Question(s):
• Do you have working knowledge of Excel?
Ability to Commute:
• Sonoma, CA 95476 (Required)
Work Location: In person
