HVAC office Manager Job at Patriot Mechanical Inc, San Rafael, CA

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  • Patriot Mechanical Inc
  • San Rafael, CA

Job Description

Job Description

Job Description

Key Responsibilities

  • Customer Service & Communication:  
    Act as a primary point of contact for customer inquiries, complaints, and service requests. 
  • Scheduling & Dispatching:  
    Coordinate and schedule technician appointments, optimize routes, and dispatch technicians to service calls. 
  • Administrative Support:  
    Manage various administrative tasks, including data entry, maintaining customer and service records, and preparing reports. 
  • Billing & Financial Management:  
    Process invoices, manage accounts receivable/payable, and assist with financial reporting and budgeting. 
  • Inventory & Procurement:  
    Order and track parts, supplies, and office equipment to ensure technicians have the necessary resources. 
  • Staff Management:  
    Onboard, train, and supervise office staff, set performance expectations, and manage staff schedules. 
  • Operational Oversight:  
    Ensure efficient workflow, maintain office policies, and coordinate with other departments or staff. 
  • Compliance & Regulations:  
    Ensure adherence to industry regulations, company policies, and internal controls. 

Essential Skills & Qualifications

  • Organizational Skills: Ability to juggle multiple priorities and manage a dynamic workload. 
  • Communication Skills: Excellent written and verbal communication for client, staff, and vendor interactions. 
  • Technical Familiarity: Some knowledge of HVAC systems Service Titan Knowledge a plus, and related software is beneficial for efficiency. 
  • Problem-Solving: Ability to resolve customer issues and streamline office operations. 
  • Leadership & Teamwork: Skills to supervise staff, coordinate teams, and foster a positive work environment. 
  • Financial Acumen: Understanding of accounting principles, billing, and inventory management is helpful. 
Company Description

HVAC-/ Sheet Metal Co. /Contractor

Company Description

HVAC-/ Sheet Metal Co. /Contractor

Job Tags

For contractors, Work at office,

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