HVAC Appointment Setter

Coulter Services; Columbus (OH); On-site; USD 21,000 - 30,000; Full time

Job summary

Coulter Services in Columbus, OH seeks an In-Store Appointment Setter to engage homeowners at retail partner locations and generate leads for residential HVAC services.

Greet shoppers, qualify needs, and schedule in-home appointments for estimates, maintenance, and indoor air quality solutions. You will accurately capture customer information and coordinate with sales and service teams to ensure smooth handoffs and follow-up.

Qualifications

• Strong communication and customer engagement skills.
• Comfort asking questions, qualifying needs, and scheduling appointments.
• Reliable, goal-oriented mindset with attention to accurate data entry.
• Professional presentation and ability to work effectively in a retail environment.
• Training provided on HVAC basics, scripts, and safety.

Responsibilities

• Greet shoppers and initiate friendly conversations.
• Qualify customers’ comfort and HVAC system needs.
• Schedule in-home appointments for estimates, maintenance, and indoor air quality solutions.
• Accurately capture and document customer information.
• Coordinate with sales and service teams to ensure smooth handoff and follow-up.
• Represent the brand professionally and work toward lead goals.

Skills

Communication skills

Customer engagement

Qualifying questions

Scheduling appointments

Data entry accuracy

Professional presentation

Job description

In-Store Appointment Setter to engage homeowners at retail partner locations and generate leads for residential HVAC services.

Key Duties

• Greet shoppers and initiate friendly, high-quality conversations.
• Qualify customers’ comfort and HVAC system needs.
• Schedule in-home appointments for estimates, maintenance, and indoor air quality solutions.
• Accurately capture and document customer information.
• Coordinate with sales and service teams to ensure smooth handoff and follow-up.
• Represent the brand professionally and work toward lead goals.

Qualifications & Skills

• Strong communication and customer engagement skills.
• Comfort asking questions, qualifying needs, and scheduling appointments.
• Reliable, goal-oriented mindset with attention to accurate data entry.
• Professional presentation and ability to work effectively in a retail environment.
• Training provided on HVAC basics, scripts, and safety.