Customer Service & Install Coordinator (HVAC)

Meyers-Heating-; Boulder (CO); On-site; USD 31,684 - 39,950; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

Job summary

Meyers Heating and Air Conditioning is seeking an organized, detail‑driven Customer Service & Install Coordinator to manage scheduling, inspections, and installations. You’ll be the voice on the phone and the behind‑the‑scenes organizer ensuring smooth client journeys from first call to post‑install follow‑up.

Ideal candidates excel in fast paced roles, have strong phone etiquette, and can navigate scheduling software, Excel, and Word. HVAC knowledge and local inspection familiarity are a plus.

Qualifications

• 2 years of customer service experience in call center experience or similar.
• Proficiency with Microsoft Excel and Word; Field Edge experience preferred.
• Excellent phone etiquette and ability to manage multiple lines.
• HVAC experience or knowledge of local inspections is a big plus.

Responsibilities

• Answer inbound calls and make outbound calls to schedule service appointments.
• Coordinate installs and build work orders; ensure details support install teams and inspections.
• Check in with clients after installations to ensure a top-notch experience.
• Work closely with the Customer Service Manager and Install Manager to deliver a great client experience.

Skills

Detail-oriented

Organized

Strong communicator

Phone etiquette

Multitasking

English proficiency

Education

High School diploma or equivalent

Associate degree or higher

Tools

Field Edge

Service Titan

Scheduling software

Job description

Love juggling details while keeping customers smiling? If you’re the type of person who thrives on organization, enjoys talking to people, and takes pride in making sure things go off without a hitch, we want you on our team!

As our Customer Service & Install Coordinator, you’ll be the voice clients hear when they call in and the organizer behind the scenes making sure every HVAC installation is scheduled, inspected, and completed smoothly. You’ll work closely with both our Customer Service Manager and Install Manager to deliver an outstanding experience for our clients from the first phone call through final follow-up.

What You’ll Do:

• Answer inbound calls and make outbound calls to schedule service appointments, helping to ensure our service board is full.
• Place outbound calls to confirm installs, schedule inspections, and follow up with clients.
• Coordinate installs and build work orders ensure all details are listed to help set our install teams up for success; including navigating local inspection requirements (Boulder, Louisville, Longmont, Boulder County).
• Check in with clients after installations to ensure a top‑notch experience.

What We’re Looking For:

• Detail‑oriented, organized, and proactive.
• Strong communicator who isn’t shy about picking up the phone.
• HVAC experience or knowledge of local inspections is a big plus.
• Someone who thrives in a fast‑moving role where no two days are the same.

Why You’ll Love It Here:

• A supportive, team‑focused environment.
• The chance to be at the center of both our client experience and installation process.
• Opportunities to grow within a trusted, local company.

Essential Job Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications:

• High School diploma or equivalent
• 2 years of customer service experience in call center experience or similar

Preferred Qualifications:

• Associate degree or higher
• Experience with Field Edge, Service Titan or similar scheduling software.
• Previous experience in HVAC or similar trade.
• Previous experience with HVAC inspection & scheduling process highly preferred.
• Experience with position that is 70% phone time, anticipated 50 - 60 calls per day.
• Must have excellent phone etiquette and have the ability to manage multiple telephone lines in a professional and positive manner
• Must be able to effectively prioritize and organize daily job duties
• Must be able to accurately enter order information, including updating of customer accounts, telephone, and contact numbers
• Extremely high attention to detail is required
• Computer Skills: Must be proficient in Microsoft Excel and Microsoft Word; experience with Field Edge software preferred
• Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos; Ability to write simple correspondence; Ability to effectively present information in one‑on‑one and small group situations to customers, clients, and other team members of the organization; Must be able to read, write, speak, and comprehend English
• Mathematical Skills: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; Ability to deal with problems involving several concrete variables in standardized situations

Compensation & Hours

Starting wage of $23.00 - $29.00 per hour (DOE)

Hours: 7:30 a.m. – 4:00 p.m.

Days: Monday – Friday

Benefits: Medical, Dental, Vision + 401k

Open Positions: 1

It is the policy of Meyers Heating and Air Conditioning not to discriminate based on race, creed, color, sexual orientation, gender identity, national origin, sex, disability, religion, or age in its programs or employment practices.