Job Summary

The HVAC Surveyor supports the sales team with technical information once a lead is generated and a survey of existing conditions is required.

Supervisory Responsibilities

While the Surveyor does not have supervisory responsibilities, they are often required to work cross functionally to accomplish their tasks.

Duties/Responsibilities

Once assigned a work order, schedules a site visit to gather all required information to properly complete a material list, project folder and a full detailed estimate of work to be performed. This must be completed per the assigned schedule.
Creates detailed proposal booklets with pictures of each system and the recommended upgrades for the individual owners.
Researches and gathers pricing for the mew system components and upgrades.
Reviews scope and pricing information with estimator to develop a detailed and specific price for the different options and produce a "shopping list" type of proposal.
Once a proposal is accepted, generates a materialist, schedule, and job folder for operations, sets up a meeting with the customer and operations manager to determine schedule and review scope of work to be performed. Assists operations with material information and customer relations throughout the project.
Gathers Roof Check inspection reports from Roof Surveyors in order to get leads for potential HVAC work.
Cold calls associations, property managers, and facility mangers in the area of survey buildings.
Develops and maintains relationships with current purchasing contacts.
Maintain survey and sales log weekly.
Discusses heating or cooling system malfunctions with customers to isolate problems, to verify that repairs corrected malfunctions, or to arrange follow-on service.
Investigates and resolves customer issues.
Performs other duties as assigned.

Required Skills/Abilities

Ability to synthesize complex or diverse information, to collect and research data, to use intuition and experience to complement data.
Ability to identify and resolve problems in a timely manner, to gather and analyze information skillfully, and to develop alternative solutions.
Ability to develop and plan strategies for coordination on projects, communication during projects, and timely completion of projects.
Able to use contract management systems, internet software, dispatch and scheduling software, and Microsoft Office.
Skillful in interpersonal communications and develops working relationships effectively.
Demonstrates use of networking to develop leads and generate business.
Excellent time management skills.
Good customer service skills.

Education and Experience

Bachelor's Degree from a four-year institution and five years related experience or the equivalent combination of experience and education.

Physical Requirements

Prolonged periods of standing, walking, loading, unloading and carrying materials.
Must be physically able to climb ladders, bend, and crawl into awkward spaces.
Must be able to lift 30 pounds at a time.
Must be able to work in temperatures ranging from 40 to 110 degrees Fahrenheit.
Must be familiar with tag-out requirements and electrical safety precautions.

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