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:

1. Takes incoming customer calls.
2. Schedules and coordinates all service calls; dispatches Service Technicians; manages contingency plans.
3. Maintenance Filter Ordering
4. Scheduling maintenance agreement work orders
5. Coordinating Service Work Order AR Billing- Labor – Material
6. Providing quotes on repairs
7. Scheduling maintenance agreement work orders
8. Serves as Customer point of contact
9. Forecasts workload
10. Work Order Part Ordering
11. Creating Purchase Orders for work orders
12. Ordering parts for repairs
13. Receiving parts for repairs
14. Creating customer numbers (AR Customers) (SM Customers)
15. Creating work orders for Maintenance and Service Calls
16. Creating purchase orders for equipment
17. Ordering equipment
18. Receiving equipment
19. Tagging the equipment
20. Scheduling Install calendar events * Permits, HERS, Sub Contractor
21. Obtain/send to the client * Permits, HERS
22. Assisting the Estimators in: * Take Offs
23. Register Counts
24. PDF Mechanical Plans
25. Processing Change Orders
26. Filing / scanning / copying
27. Helping project manage the job
28. Other duties as assigned

Non-Essential Job Duties:

1. Conducts customer surveys.
2. Coordinates safety and other training for department.

Essential Qualifications:

1. HS Diploma or equivalent
2. Computer literacy in office communication programs, Word and Excel
3. Ability to effectively communicate with clients and staff
4. Strong attention to detail and organization
5. Demonstrated customer service skills
6. Ability to keyboard at 60 WPM
7. 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.