Hvac Service Assistant

Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Family, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Family.

Position Purpose

Assist Service Operations and HVAC Sales, as well as facilitate all HVAC service contracts based on established departmental, company and ISO procedures, while meeting the customer commitments in a professional, high quality and timely manner.

Position Responsibilities

Operations:

• Assisting pulling documentation and scheduling Account Management meetings.

• Prepare renewal spreadsheet and attend renewal meetings.

• Task, monitor, and review all subcontractor work and oil analysis reports to send to internal and external customers.

• Set-up/enter, track, and manage the agreement booking package process (small adds/deletes, info changes, etc.).

• Assist Service Manager in new agreement start-up and add/delete process.

• Update all Kaukauna HVAC maintenance agreement contracts and tasking as necessary to ensure everything is up to date and accurate.

• Maintain agreement customer list and review/update maintenance status board.

• Print and prepare agreement performance reports for review with identified exceptions.

• Run various reports and share them with appropriate parties: non-charge report, hours analysis report, SIO report, calibration log, PM completion report, Grainger report, etc.

• Identify bottom performers and fill in metrics with cause and resolution.

• Agreement inventory creation and updating.

• Obtain all renewing service agreement customer purchase orders (POs).

• Prepare monthly renewal recommendations obtain POs for renewals.

• Maintain manpower planning report.

• Maintain technician performance reports.

• Perform Audits - Refrigerant (monthly) & Airgas (quarterly).

• Assist with new technician onboarding efforts -scheduling job specific orientation and training items, Grainger setup and reports, etc.

Other:

• Various administrative duties for HVAC Service Operations and Sales, such as: assembling binders, creating and/or mailing documents, updating & maintaining spreadsheets & metrics, maintaining various reports and records, creating and/or organizing job folders, gathering customer information for various needs, etc. Also provides Excel expertise and skills on projects or as needed basis.

• Support and maintain a safe & Lean work environment.

• Other duties and responsibilities as assigned

Summary of Skills, Knowledge and Abilities

• 3 - 5 years in a HVAC Industry, preferred by not required.

• Good communication/customer service skills

• To perform this job successfully, an individual should have computer skills/knowledge of Microsoft Word, Excel and Outlook, and be able to catch on to new programs quickly.

• Knowledge of office procedures and methods including telephone communications/etiquette, office systems, and record keeping.

• Ability to establish priorities, work independently, and proceed with objectives without supervision.

Direct Reports

• None