Position Summary: This role is responsible for leading installation teams, ensuring compliance with industry standards, maintaining efficiency, and delivering top-tier customer service. The ideal candidate will have a strong technical background, leadership skills, and a commitment to high-quality workmanship.
HVAC Installation & Execution
- Lead a team of installers in properly installing HVAC systems, including furnaces, heat pumps, ductwork, and air conditioning units.
- Ensure all installations meet manufacturer specifications, local building codes, and company quality standards.
- Perform system start-ups, testing, and quality assurance checks to verify proper operation and efficiency.
- Troubleshoot installation issues and make necessary adjustments for optimal system performance.
Team Leadership & Training
- Supervise, mentor, and train installation team members to develop their technical skills and efficiency.
- Assign tasks and ensure team members follow safety protocols and best practices.
- Foster a culture of accountability, efficiency, and excellence in craftsmanship.
- Conduct regular performance reviews and provide feedback to team members.
Customer Service & Communication
- Maintain a professional and courteous demeanor when interacting with customers.
- Educate customers on system operation, maintenance, and warranty information.
- Address customer concerns or questions and escalate complex issues to management when necessary.
- Conduct post-installation inspections to ensure customer satisfaction.
Sales & Business Growth Support
- Identify and recommend additional services, upgrades, or maintenance agreements to customers.
- Work closely with the sales team to provide technical insights and support for installation estimates.
- Maintain accurate records of completed jobs and any additional services recommended.
Safety & Compliance
- Follow OSHA and company safety procedures to ensure a safe working environment.
- Maintain a clean and organized job site, ensuring proper disposal of materials and debris.
- Ensure all necessary permits and inspections are completed for regulatory compliance.
Equipment, Vehicle, & Inventory Management
- Maintain an accurate inventory of installation materials, tools, and equipment.
- Update equipment information including serial and model numbers in CRM.
- Report any missing or damaged tools/equipment to management.
- Ensure company vehicles are clean, well-maintained, and properly stocked at all times.
- Conduct routine vehicle inspections, reporting any necessary repair or maintenance needs.
- Follow company vehicle policies regarding safe driving practices, gas usage, and equipment storage.
- Call Back Ratio: Not to exceed 5% – Maintain high-quality installations that minimize the need for return service calls.
- Upsell Conversion: Minimum of 10% – Identify and successfully recommend system upgrades, accessories, or service agreements to enhance customer experience.
- Quality Checks: Above 90% – Ensure all installations meet or exceed company and industry quality standards, verified through inspections and customer feedback.
- Job Run Over Time: Not to exceed 10% – Complete installations within estimated job timeframes, ensuring efficiency while maintaining quality (excluding unforeseen issues).
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Install Completion Forms in Service Titan Job Completion Rate: 100%
- Experience: Minimum 5 years of HVAC installation experience, with at least 2 years in a leadership role.
- Education: High school diploma or equivalent; completion of an HVAC trade school program is a plus.
Position Summary: This role is responsible for leading installation teams, ensuring compliance with industry standards, maintaining efficiency, and delivering top-tier customer service. The ideal candidate will have a strong technical background, leadership skills, and a commitment to high-quality workmanship.
HVAC Installation & Execution
- Lead a team of installers in properly installing HVAC systems, including furnaces, heat pumps, ductwork, and air conditioning units.
- Ensure all installations meet manufacturer specifications, local building codes, and company quality standards.
- Perform system start-ups, testing, and quality assurance checks to verify proper operation and efficiency.
- Troubleshoot installation issues and make necessary adjustments for optimal system performance.
Team Leadership & Training
- Supervise, mentor, and train installation team members to develop their technical skills and efficiency.
- Assign tasks and ensure team members follow safety protocols and best practices.
- Foster a culture of accountability, efficiency, and excellence in craftsmanship.
- Conduct regular performance reviews and provide feedback to team members.
Customer Service & Communication
- Maintain a professional and courteous demeanor when interacting with customers.
- Educate customers on system operation, maintenance, and warranty information.
- Address customer concerns or questions and escalate complex issues to management when necessary.
- Conduct post-installation inspections to ensure customer satisfaction.
Sales & Business Growth Support
- Identify and recommend additional services, upgrades, or maintenance agreements to customers.
- Work closely with the sales team to provide technical insights and support for installation estimates.
- Maintain accurate records of completed jobs and any additional services recommended.
Safety & Compliance
- Follow OSHA and company safety procedures to ensure a safe working environment.
- Maintain a clean and organized job site, ensuring proper disposal of materials and debris.
- Ensure all necessary permits and inspections are completed for regulatory compliance.
Equipment, Vehicle, & Inventory Management
- Maintain an accurate inventory of installation materials, tools, and equipment.
- Update equipment information including serial and model numbers in CRM.
- Report any missing or damaged tools/equipment to management.
- Ensure company vehicles are clean, well-maintained, and properly stocked at all times.
- Conduct routine vehicle inspections, reporting any necessary repair or maintenance needs.
- Follow company vehicle policies regarding safe driving practices, gas usage, and equipment storage.
- Call Back Ratio: Not to exceed 5% – Maintain high-quality installations that minimize the need for return service calls.
- Upsell Conversion: Minimum of 10% – Identify and successfully recommend system upgrades, accessories, or service agreements to enhance customer experience.
- Quality Checks: Above 90% – Ensure all installations meet or exceed company and industry quality standards, verified through inspections and customer feedback.
- Job Run Over Time: Not to exceed 10% – Complete installations within estimated job timeframes, ensuring efficiency while maintaining quality (excluding unforeseen issues).
-
Install Completion Forms in Service Titan Job Completion Rate: 100%
- Experience: Minimum 5 years of HVAC installation experience, with at least 2 years in a leadership role.
- Education: High school diploma or equivalent; completion of an HVAC trade school program is a plus.
o EPA 608 Certification (Required).
o NATE Certification (Preferred).
o OSHA 10 or 30 Certification (Preferred).
o Strong knowledge of HVAC systems, electrical wiring, and controls.
o Ability to read and interpret blueprints, schematics, and installation instructions.
o Excellent leadership and teamwork skills.
o Strong troubleshooting and problem-solving abilities.
o Proficiency with hand and power tools used in HVAC installation.
o Ability to lift up to 75 lbs and work in various weather conditions.
o Willingness to work flexible hours, including overtime and occasional weekends.
Driver’s License & Driving Requirements:
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A valid and current California driver’s license is required for this position.
-
Employees must maintain a clean driving record that meets the standards outlined in the company’s Fleet Usage Policy.
-
Driving records are reviewed upon hire and no less than every six months thereafter.
-
Any employee with a suspended or revoked license must immediately notify management and will be restricted from operating a company vehicle.
-
Continued eligibility to drive a company vehicle is subject to ongoing compliance with vehicle safety and insurance standards.
-
Please note: Some promotional opportunities within the company may require operation of a company vehicle. A driving record that does not meet company standards may limit your ability to be considered for promotion.
o EPA 608 Certification (Required).
o NATE Certification (Preferred).
o OSHA 10 or 30 Certification (Preferred).
o Strong knowledge of HVAC systems, electrical wiring, and controls.
o Ability to read and interpret blueprints, schematics, and installation instructions.
o Excellent leadership and teamwork skills.
o Strong troubleshooting and problem-solving abilities.
o Proficiency with hand and power tools used in HVAC installation.
o Ability to lift up to 75 lbs and work in various weather conditions.
o Willingness to work flexible hours, including overtime and occasional weekends.
Driver’s License & Driving Requirements:
-
A valid and current California driver’s license is required for this position.
-
Employees must maintain a clean driving record that meets the standards outlined in the company’s Fleet Usage Policy.
-
Driving records are reviewed upon hire and no less than every six months thereafter.
-
Any employee with a suspended or revoked license must immediately notify management and will be restricted from operating a company vehicle.
-
Continued eligibility to drive a company vehicle is subject to ongoing compliance with vehicle safety and insurance standards.
-
Please note: Some promotional opportunities within the company may require operation of a company vehicle. A driving record that does not meet company standards may limit your ability to be considered for promotion.
