Project & Construction Support
- Book new construction projects in accounting and project management systems.
- Prepare submittals, O&M manuals, as-built drawings, warranty letters, and close-out documentation.
- Issue subcontract agreements, coordinate with legal, and track insurance certificates.
- Process project change orders and maintain status updates.
- Transfer completed projects from construction to warranty status.
Service Coordination & Scheduling
- Set up new customers, service agreements, and vendors in the accounting system.
- Serve as a primary contact for service scheduling and customer updates.
- Receive and schedule service calls, collect customer details, and log in Viewpoint.
- Provide Level 1 phone support for contracted service customers, including basic BAS troubleshooting, alarm acknowledgment, point checks, resets, and remote diagnostics.
- Maintain technician schedules for efficient routing and resource allocation.
- Support technicians with materials, truck stock coordination, and travel arrangements.
- Review and update records based on field service reports.
Account Management & Quoting Support
- Maintain communication with contracted customers and assist with routine account needs.
- Prepare service quotes for repairs, PM findings, upgrades, and small projects.
- Deliver quotes with clear documentation and follow up on approvals.
- Track open quote status and coordinate next steps with Service Sales and Operations.
- Support contract renewals by providing historical data and documentation.
Administrative & Office Operations Support
- Prepare reports, correspondence, and memos as requested.
- Order office supplies, coordinate equipment maintenance, and manage loaner inventory.
- Open and distribute incoming mail and shipments.
- Coordinate meetings, training sessions, company events, and travel arrangements.
- Greet and assist visitors, vendors, and customers.
Customer & Internal Communication
- Maintain professional communication with customers, technicians, staff, sales teams, and subcontractors.
- Provide information supporting management reporting and operational planning.
- Recommend process improvements as conditions or resources change.
- Coordinate with home office administration and accounting as needed.
Knowledge, Skills & Core Values
Knowledge
- BAS, HVAC, or construction industry experience preferred.
- Basic understanding of building automation and networked systems.
- Knowledge of accounting and office administration practices.
- Proficiency with Microsoft Office Suite and related applications.
- Familiarity with project documentation such as submittals, plans, and closeout materials.
Skills
- Strong verbal and written communication.
- Ability to prepare accurate, professional quotes.
- Excellent time-management and multitasking skills.
- Problem-solving and resource coordination abilities.
- High attention to detail and documentation accuracy.
- Customer-service oriented with consistent follow-through.
- Ability to perform structured phone troubleshooting for remote support.
Core Values
- Dependable, trustworthy, and self‑motivated.
- Team‑oriented with strong cross‑department collaboration.
- Adaptable to shifting priorities.
- Able to work independently with minimal supervision.
- Organized, punctual, and detail‑oriented.
- Buil ds trust with customers, technicians, sales teams, and vendors.
Education & Experience
- 3–5 years in operations, service dispatching, or administrative support.
- HVAC/BAS experience strongly preferred.
- Experience with service management or project accounting software is a plus.
Physical Demands & Environment
- Combination of sitting, standing, and general office activity.
- Occasional lifting up to 50 lbs.
- Primarily office‑based with occasional exposure to field or warehouse environments.