Role Overview ****

The Startup Technician is a mid-level HVAC field role designed for EPA-certified technicians capable of diagnosing residential HVAC systems, quoting approved repairs, and performing most service jobs (excluding full system replacements or major ductwork).

Working closely with a Sales Rep, Startup Techs form a two-person crew that delivers door-to-door visibility, field diagnoses, customer estimates, and job execution. They help qualify leads, execute repairs, and route major jobs efficiently—maximizing company effectiveness and customer satisfaction.

Primary Responsibilities ****

• Diagnose HVAC systems and generate estimates using the Climate Boss QC Form
• Obtain estimate approval from Carlos or Senior Tech prior to performing work
• Perform most residential HVAC repairs excluding major duct or full system installs
• Operate in a field team with Sales Rep for canvassing, QCs, and job execution
• Sell Comfort Club memberships and support referral generations
• Distribute flyers and support field marketing visibility
• Prescreen and route major technical jobs to Senior Techs
• Maintain and stock company vehicle with parts, tools, and safety gear
• Maintain vehicle cleanliness and perform weekly readiness checks
• Submit daily Field Reports with QC data, job documentation, and photos

Track and report KPIs weekly, including:

• Comfort Club sales
• Walk-up QCs
• Jobs scoped vs. completed
• Senior Tech referrals

Certification Requirements ****

• Required: EPA 608 Certification (Universal preferred)
• Preferred: OSHA 10, NATE, Manufacturer Training
• Driving: Clean, valid driver's license and insurable record

KPI & Reporting Expectations ****

• Submit daily Field Reports with photos, metrics, and job notes
• Prepare and organize each day’s schedule with full readiness
• Master Housecall Pro, QC forms, and proposal systems
• Track job productivity, sales performance, and referral handoffs
• Use AI tools and self-guided learning for growth and troubleshooting

Team Dynamics & Customer Experience ****

• Partner with Sales Rep as the field-facing face of Climate Boss
• Deliver excellent communication, professionalism, and technical clarity
• Train and support Maintenance Techs during ride-alongs (as assigned)
• Maintain a clean, respectful, and informative customer presence

What We Provide ****

• Company vehicle, tools, and support systems
• Paid training, mentorship, and internal career advancement
• Competitive hourly pay with bonuses tied to performance
• Branded uniforms, partial tool reimbursement, and technology tools
• Culture of service, excellence, and accountability