Service Agent I - HVAC

Pueblo Mechanical & Controls; El Cajon (CA); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Paid time off and holiday pay

401(k) retirement savings plan

Professional development opportunities

Job summary

Pueblo Mechanical & Controls is seeking a Service Agent I - HVAC in El Cajon, California. This role involves being a key contact for technicians and customers, managing appointments, dispatching work, and ensuring customer satisfaction.

The ideal candidate has 1-3 years of relevant experience, a high school diploma, and strong customer service skills. The position offers competitive compensation, benefits, and an inclusive work environment.

Qualifications

• 1-3 years of experience in customer service, dispatching, or administrative support.
• Valid driver's license preferred but not required.
• Ability to work in a professional office setting.

Responsibilities

• Receive, record, and dispatch incoming service requests.
• Schedule work to balance productivity with customer service.
• Answer calls with professionalism and act as a liaison between customers and technicians.
• Procure job-related materials and coordinate deliveries.

Skills

Excellent verbal and written communication skills

Strong organizational and multitasking abilities

Customer service orientation

Proficiency in Microsoft Office

Attention to detail

Education

High school diploma or GED

Associate degree or some college coursework

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

Position Overview

As a Service Agent I - HVAC, you'll serve as a key point of contact supporting both internal technicians and external customers by scheduling repair and maintenance calls, dispatching work, managing work orders, and ensuring a smooth, professional service experience. You'll help coordinate daily service activities, maintain accurate records, and contribute to customer satisfaction in a fast-paced environment. This entry-level role is perfect for someone who is organized, personable, and eager to build a career in HVAC service operations while supporting a high-performing team.

Duties and Responsibilities

• Receive, record, and dispatch incoming service requests from customers.
• Identify the appropriate technician and schedule work to balance productivity with prompt, effective customer service.
• Answer incoming calls with a warm, professional demeanor and act as a liaison between customers and field technicians.
• Call customers to set, confirm, and reschedule appointments while maintaining preventative maintenance schedules.
• Procure job-related materials from vendors and coordinate delivery or pickup to support timely job completion.
• Ensure technicians return completed paperwork in a timely manner and review work orders for accuracy.
• Finalize work orders and prepare them for accurate customer invoicing.
• Assist with reviewing weekly accounts receivable reports and support collections efforts as needed.
• Handle full‑cycle invoicing from creation through completion.
• Maintain refrigerant management documentation and assist with technician truck stock inventory.
• Provide superior customer service to both internal teams and external clients.
• Perform other duties as assigned to support the Service Department.

Requirements and Qualifications

• Experience: 1–3 years of experience in customer service, dispatching, administrative support, or inside sales (HVAC, mechanical, or service industry experience is a strong plus).
• Education: High school diploma or GED required; associate degree or some college coursework preferred.
• Certifications/Licenses: Valid driver's license not required for this office‑based role.
• Physical Demands: Primarily sedentary office work with extended computer and phone use; occasional light lifting.
• Work Environment/Safety: Professional office setting with hybrid options possible; standard office safety practices.

Required Skills

• Excellent verbal and written communication skills with a warm, professional phone presence.
• Strong organizational and multitasking abilities; ability to manage multiple service calls and priorities effectively.
• Customer service orientation with a focus on responsiveness and problem‑solving.
• Proficiency in Microsoft Office (especially Outlook, Word, and Excel) and comfort learning new software systems.
• Attention to detail and accuracy when processing work orders and invoicing.
• Ability to work collaboratively with field technicians, Service Managers, and customers in a team environment.

Benefits

• Competitive compensation based on experience and level.
• Comprehensive benefits including medical, dental, and vision coverage, plus HSA options with employer contributions in select plans, and company‑paid basic life and accidental death & dismemberment insurance.
• Paid time off, holiday pay, and a 401(k) retirement savings plan to support your long‑term financial well‑being.
• Professional development through hands‑on training, mentorship, and clear career advancement paths across our nationwide operating companies.
• Inclusive, supportive culture that values diversity, dignity, respect, collaboration, integrity, and personal fulfillment—empowering you to build a rewarding, long‑term career.

Equal Opportunity Statement

Modigent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic.