Peterson Mechanical
Overview
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.
Job Summary
The Residential HVAC 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
Takes incoming customer calls.
Schedules and coordinates all service calls; dispatches Service Technicians; manages contingency plans.
Maintenance Filter Ordering
Scheduling maintenance agreement work orders
Coordinating Service Work Order AR Billing- Labor – Material
Providing quotes on repairs
Scheduling maintenance agreement work orders
Serves as Customer point of contact
Forecasts workload
Work Order Part Ordering
Creating Purchase Orders for work orders
Ordering parts for repairs
Receiving parts for repairs
Creating customer numbers (AR Customers) (SM Customers)
Creating work orders for Maintenance and Service Calls
Creating purchase orders for equipment
Ordering equipment
Receiving equipment
Tagging the equipment
Scheduling Install calendar events
Permits, HERS, Sub Contractor
Obtain/send to the client
Permits, HERS
Assisting the Estimators in:
Take Offs
Register Counts
PDF Mechanical Plans
Processing Change Orders
Filing / scanning / copying
Helping project manage the job
Other duties as assigned
Non-Essential Job Duties
Conducts customer surveys.
Coordinates safety and other training for department.
Essential Qualifications
HS Diploma or equivalent
Computer literacy in office communication programs, Word and Excel
Ability to effectively communicate with clients and staff
Strong attention to detail and organization
Demonstrated customer service skills
Ability to keyboard at 60 WPM
Some experience/knowledge of HVAC systems
Preferred Job Qualifications ADA Specifications There is frequent sitting at stationary position and work station. 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.
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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.
Job Summary
The Residential HVAC 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
Takes incoming customer calls.
Schedules and coordinates all service calls; dispatches Service Technicians; manages contingency plans.
Maintenance Filter Ordering
Scheduling maintenance agreement work orders
Coordinating Service Work Order AR Billing- Labor – Material
Providing quotes on repairs
Scheduling maintenance agreement work orders
Serves as Customer point of contact
Forecasts workload
Work Order Part Ordering
Creating Purchase Orders for work orders
Ordering parts for repairs
Receiving parts for repairs
Creating customer numbers (AR Customers) (SM Customers)
Creating work orders for Maintenance and Service Calls
Creating purchase orders for equipment
Ordering equipment
Receiving equipment
Tagging the equipment
Scheduling Install calendar events
Permits, HERS, Sub Contractor
Obtain/send to the client
Permits, HERS
Assisting the Estimators in:
Take Offs
Register Counts
PDF Mechanical Plans
Processing Change Orders
Filing / scanning / copying
Helping project manage the job
Other duties as assigned
Non-Essential Job Duties
Conducts customer surveys.
Coordinates safety and other training for department.
Essential Qualifications
HS Diploma or equivalent
Computer literacy in office communication programs, Word and Excel
Ability to effectively communicate with clients and staff
Strong attention to detail and organization
Demonstrated customer service skills
Ability to keyboard at 60 WPM
Some experience/knowledge of HVAC systems
Preferred Job Qualifications ADA Specifications There is frequent sitting at stationary position and work station. 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.
#J-18808-Ljbffr