Hvac Service Tech & Team Leader

Job Title: HVAC Service Tech & Team Leader

Company: Hoffman Mechanical Solutions

Reports: Area Manager

FLSA Status: Non-Exempt

Position Purpose: The role of the HVAC Service Tech & Team Leader is to contribute to the day-to-day operations of the Technical Services Team. The Team Leader will be the first point of contact for support from the field team and/or service administrator. This role is the liaison between the Admin team and field team. This role will also perform the regular duties of a service technician.

Duties and Responsibilities:

• Works with service coordinator to determine most efficient work assignments: best pair skill sets for start-ups, quoted jobs, service agreement lead technician, service calls, etc.

• Initial Field Report and timesheet auditor - ensure all hours are correct, and timesheets and Field Reports are complete and accurate

• Ensure that all PO's listed, and reimbursable expenses have a receipt in drop box

• Follow up with appropriate party (coordinator, owner, sales engineer, etc.) on items on Field Report that need to be rescheduled, repairs that need to be quoted, etc.

• Communicate daily status of high-profile jobs to necessary parties (coordinator, owner, sales engineer, etc.)

• Approve tool purchases over $100 but not to exceed $250.00 for team members

• Work with Operations Managers/Directors as well as Human Resources with interviews and hiring process

• Must be able to operate a company vehicle and adhere to company vehicle policy, rules and regulations

• Must be diligent in properly caring for and maintaining a company vehicle

• First point of contact in ensuring team is properly and timely completing vehicle inspections, vehicle maintenance, PPE inspections, vehicle inventory, emergency equipment inspections, etc.

• Establish a monthly technical training schedule for their team members.

• Lead execution of in-house training for their team and determine content as needed to fill gaps and promote service growth

• Review individual technician performance with Operations Manager/Director prior to annual review and assist in the annual review process

• Monitor Work In Progress (WIP) and advise/assist Operations Manager/Director to answer questions for his teams' backlog and billing issues

• Manage job profitability (Gross Margin/Gross Profit) review of team's performance and held accountable for their team's financial success

• Remain in on-call rotation

• Continue servicing a variety of HVAC products and equipment and ensure customer satisfaction as well as other duties as listed in the service tech role

Education & Experience Requirements:

• 10+ years of HVAC experience minimum (15 years preferred)
• Minimum 2+ years working at HMS

Required Knowledge, Skills and Abilities:

• Strong verbal and written communication skills (via phone, email and in-person)

• Excellent organizational skills with an ability to think proactively and prioritize work

• High attention to detail and accuracy

• Strong time management skills

• Strong problem solving and analytical thinking skills

• Work independently and with team; consistently meet deadlines.

• Demonstrate sound judgment and good decision-making skills.

• High Energy - able to manage multiple projects in a fast-paced environment

• Ability to work occasional evenings and weekends

• Ability to travel occasionally, with some overnight stays

• Successfully build relationships (including remotely); strong people skills.

• Provide prompt solutions, highly responsive and superior customer service to inquiries and requests

• Be well versed in the equipment type/service skill set that their team is built upon.

• Ability to effectively use Excel, Word, Outlook, and basic computer skills or the ability to learn them quickly.

• Ability to effectively lead small teams

• Must possess a valid drivers license

• Must possess EPA mandated card for safe refrigerant handling. Universal certification preferred

Physical Demands

• In order to properly perform the duties of this job, the employee is regularly required to stand, use hands in order to finger/grasp/handle/feel, talk, and hear.

• The employee frequently is required to walk, reach, stoop, kneel, crouch, and/or crawl. The employee is occasionally required to sit.

• The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move up to 75 pounds.

• This position requires close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

• This position requires frequent working outdoors, inside mechanical/equipment rooms, and possible extreme weather conditions.

• This position is regularly exposed to live voltage, moving mechanical parts, and heavy equipment.

• Frequent exposure to wet and/or humid conditions, elevated and/or precarious workplaces, fumes or airborne particles, outside weather conditions, risk of electrical shock and vibration.

• Occasional exposure to toxic or caustic chemicals, extreme cold, and extreme heat.

• The noise level in the work environment is typically loud.

This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman Mechanical Solutions.

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