Service & Sales Coordinator

Service & Sales Coordinator Requirements & Responsibilities

Position Summary

The Service & Sales Coordinator plays a key role in supporting Hurckman Mechanical’s service operations and Service Sales team. This individual is responsible for planning, scheduling, and coordinating daily service activities while providing administrative support for service sales, daywork, and other smaller service-related projects. Responsibilities include coordinating customer and technician communications, maintaining job documentation, tracking work orders and job progress, supporting billing and administrative processes, and assisting Service Sales with the day-to-day administration of service-related work. The role requires sound judgment, strong organizational skills, attention to detail, and the ability to effectively manage multiple priorities in a fast-paced environment.

Essential Job Functions

To perform this position successfully, the following responsibilities must be performed satisfactorily. These functions are representative, but not all-inclusive, of what is necessary to succeed in this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential job functions. The following responsibilities include but are not limited to:

• Schedule and dispatch service technicians based on availability, location, skill set, and service priorities.
• Maintain the service schedule, work orders, customer information, and related service records.
• Provide professional communication and coordination with customers, technicians, Service Sales, Accounting, and other internal departments.
• Provide administrative support to Service Sales for daywork and smaller service-related jobs, including job setup, documentation, tracking, and follow-up.
• Track open work, outstanding information, and job status to ensure timely completion and invoicing.
• Follow up with technicians, Service Sales, and other internal teams to obtain outstanding information needed to complete work orders and support timely billing.
• Prepare, organize, and maintain job documentation to support accurate scheduling, job tracking, and billing.
• Review technician time, work orders, and job documentation for completeness and accuracy.
• Assist with processing completed service and daywork for timely and accurate billing.
• Maintain maintenance agreement records, customer files, and renewal information.
• Enter and maintain information in company software, spreadsheets, and other databases.
• Assist the Service and Sales teams with general administrative tasks as needed

Knowledge, Skills and Abilities

• Prior experience in customer service required; administrative, coordination, or dispatching experience preferred
• Dispatching experience or mechanical knowledge (HVAC, service industry) is a plus, but not required
• Ability to multitask and prioritize effectively in a fast-paced environment
• Strong written and verbal communication skills
• Technically inclined and comfortable learning mechanical terms and concepts
• Above-average computer skills; proficiency in Microsoft Office (Word, Excel, Outlook)
• Knowledge of local geography and basic map-reading skills helpful
• Highly organized with strong attention to detail
• Calm and professional under pressure; quick thinker and adaptable
• Willingness to speak up constructively when problems arise
• Self-motivated, goal-driven, and eager to contribute to company success
• Demonstrated reliability and a strong attendance record
• Passion for continuous improvement—both personal and organizational

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Job Type: Full-time

Benefits:

• Competitive pay
• Health, dental & vision insurance
• Health Savings Account (HSA)
• 401(k) with company match
• Paid time off & paid holidays
• Life & disability insurance
• Employee Assistance Program (EAP)
• Professional development assistance
• Short-Term & Long-Term Disability insurance
• Additional voluntary benefits, including accident, critical illness, hospital indemnity, and identity theft protection

Work Location: In person