HVAC Service Contracts Representative

LeoForce; Alameda (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Company paid life insurance

Paid time off / Holidays

Retirement savings

Job summary

LeoForce is seeking an HVAC Service Contracts Representative in Alameda, CA. The role acts as the liaison between customers, technicians, and the service team to coordinate PMAs and service work orders from start to finish.

You will schedule PMA visits, communicate site requirements, support data accuracy, and help ensure renewals and retention are handled professionally and on time.

Qualifications

• Previous experience in a similar role, preferably in HVAC, mechanical, construction, or service operations.
• Proficiency in Microsoft Office Suite and comfort learning new service management systems.
• Understanding of service contract management, customer service, and process improvement.
• High school diploma or equivalent required.

Responsibilities

• Coordinate first-time preventive maintenance visits by communicating with customers and assigned technicians
• Confirm booking details, including scope of work, equipment information, visit counts, and billing details
• Track site access requirements, security protocols, keys, badging, and other important site-specific information
• Proactively contact customers regarding PMA renewals, pricing updates, and retention opportunities
• Maintain accurate PMA records and resolve missing or incomplete information with technicians, customers, and internal teams
• Document customer feedback, service notes, and communication outcomes in the service management system

Skills

Customer service

Process improvement

Contract management

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

HVAC Service Contracts Representative

Alameda,CA, US

Experience: Mid Level

Salary: $85,000 - $115,000 per year

Job Details

We are seeking a Service Operations Representative to serve as the key link between customers, technicians, and our core service team in Alameda, CA. In this role, you will help organize and support preventive maintenance agreements (PMAs) and core service work order transactions from start to finish. You will coordinate initial PMA visits, communicate with customers about scheduling and site requirements, support data accuracy, and help ensure renewals and retention efforts are handled professionally and on time. This position is ideal for someone who thrives in a fast-paced environment, enjoys customer interaction, and takes pride in keeping service operations running smoothly.

Responsibilities:

• Coordinate first-time preventive maintenance visits by communicating with customers and assigned technicians
• Confirm booking details, including scope of work, equipment information, visit counts, and billing details
• Track site access requirements, security protocols, keys, badging, and other important site-specific information
• Proactively contact customers regarding PMA renewals, pricing updates, and retention opportunities
• Maintain accurate PMA records and resolve missing or incomplete information with technicians, customers, and internal teams
• Document customer feedback, service notes, and communication outcomes in the service management system

Qualifications:

• Previous experience in a similar role, preferably in HVAC, mechanical, construction, or service operations
• Proficiency in Microsoft Office Suite and comfort learning new service management systems
• Understanding of service contract management, customer service, and process improvement
• High school diploma or equivalent required

A bit about us:

We are a reputable commercial contractor with over 30 years of experience in the mechanical services industry. We are committed to delivering exceptional service and innovative solutions to our clients, focusing on quality and customer satisfaction. Our team of dedicated professionals works collaboratively to ensure smooth operations and successful project execution. As a mid-sized company, we value our employees and provide a supportive work environment that fosters professional growth, competitive compensation, and comprehensive benefits.

Why join us?

• Competitive pay ($85k-$115k DOE)
• Health, dental, and vision insurance
• Company paid life insurance
• Paid time off/ Holidays
• Retirement savings

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