Service Coordinator

Overview

Coordinate service calls, manage client requests, schedule techs, handle admin tasks.

Key Responsibilities

• quote management
• dispatch scheduling
• erp workorders
• parts tracking
• data management
• client communication

Tasks

-Prepare and track service quotes while supporting seamless hand-off from sales-to-service. -Takes ownership of tasks and follows through to completion. -Uphold Climate Systems’ core values—Do What’s Right, Protect the Herd, Own It, and Get Better Every Day. -Schedule and dispatch technicians throughout the day for service calls and repairs. -Identify and recommend process improvements; participate in ongoing training. -Respond promptly and professionally to client calls, emails, and messages. -Track parts and materials to ensure technicians are schedule quickly upon receipt -Move work orders through the ERP system, ensuring accuracy and timely billing of completed work. -Verify technician time and job completion daily in support of weekly invoicing and payroll. -Assist with accounts receivable/payable and follow up on outstanding balances as requested. -Maintain accurate client and service data in ERP and CRM systems.

Requirements

• microsoft office
• erp/crm
• coins
• 3+ years
• problem solving
• communication

What You Bring

-Detail-oriented with strong problem-solving and analytical skills. -Proficient in Microsoft Office; ERP/CRM experience required (COINS a plus). -Clear, professional communication skills, verbal and written. -Strong organizational skills; able to manage multiple priorities and meet deadlines. -3+ years of service coordination or related experience, preferably in HVAC, controls, or electrical fields.

People Also Searched For

Benefits

-401(k) with company match -Competitive salary and performance incentives -Paid time off and holidays -Health, dental, and vision insurance -Company paid Life Insurance and Long-Term Disability

About Climate Systems Llc

-Founded with a vision to provide innovative climate solutions across industries. -Specializes in designing and delivering sustainable climate control systems. -Has a strong presence in industrial, commercial, and residential sectors. -Focuses on energy-efficient systems tailored to client needs and environmental goals. -Offers solutions for utilities, ensuring consistent and reliable performance. -Noted for integrating the latest technology in HVAC and building management systems. -Works on projects ranging from small-scale buildings to large industrial complexes.

Sector Specialisms