Service Agent I
- HVAC Contemporary Heating and Air Conditioning Placentia, CA Job Details $30
- $35 an hour 1 hour ago Benefits Health savings account AD&D insurance Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Microsoft Excel Microsoft Outlook Serving clients Phone communication High school diploma or GED Client invoicing Customer support Office phone management Full Job Description Service Agent I
- HVAC 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 (
