Service Agent I - HVAC

Pueblo Mechanical & Controls; Placentia (CA); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan with company contributions

Paid time off and holidays

Career development and mentorship

Hybrid work options

Job summary

Modigent is seeking an entry-level Service Agent I - HVAC to coordinate daily service activities, dispatch technicians, and ensure a smooth customer experience. You will schedule repairs, manage work orders, and assist with invoicing in a fast-paced office setting.

The role emphasizes organization, strong communication, and teamwork, with hybrid options and a path to growth within our service teams nationwide.

Qualifications

• 1–3 years in customer service, dispatching or admin support; HVAC/service background is a plus.
• High school diploma or GED required; associate degree preferred.
• Valid driver’s license not required for this office-based role.

Responsibilities

• Receive, record, and dispatch service requests from customers.
• Identify technicians and schedule work to balance productivity and service quality.
• Answer calls with a warm, professional demeanor and liaise between customers and field staff.
• Coordinate appointments, maintain preventive maintenance schedules, and manage invoicing.
• Procure materials from vendors and support timely job completion.
• Review paperwork and ensure accurate work orders for invoicing.
• Support AR reports and collections as needed.

Skills

Customer service

Dispatching

Administrative support

HVAC knowledge

Microsoft Office

Organizational skills

Team collaboration

Education

High school diploma or GED

Associate degree preferred

Tools

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.

Supervisory Responsibilities

None (this is an individual contributor role focused on coordination and customer support).

Requirements & 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 and 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.