Selling Technician

About the Role

Performs diagnostic and service work on residential and/or light commercial HVAC equipment and accessories under minimal supervision. Communicates with customers to answer questions, resolve problems, and ensure complete satisfaction while promoting products and services.

Responsibilities

• Perform residential and/or light commercial service and maintenance calls with minimal supervision.
• Analyze, diagnose, and resolve customer HVAC and water heater problems courteously, professionally, and accurately.
• Present comfort options and promote HVAC products and services using a consultative sales approach to enhance customer retention and satisfaction.
• Diagnose and service heating, air conditioning, ventilation, refrigeration equipment, and related accessories.
• Inspect equipment and perform diagnostics to identify potential issues and prevent premature breakdowns or callbacks.
• Complete routine maintenance and equipment cleaning as required.
• Deliver and remove parts and equipment needed for service work.
• Record all required information on customer calls using a hand-held device; complete forms and paperwork accurately and promptly.
• Collect payments from customers.
• Communicate with dispatch to provide accurate status updates on activities and availability.
• Deliver excellent customer service and maintain high levels of customer satisfaction.
• Generate and communicate replacement product sales leads to the Sales and Service Coordinator.
• Ensure proper use, maintenance, and accounting of company property, vehicles, and tools.
• Represent the company professionally, honestly, and ethically in all business matters.
• Follow standard procedures, maintain vehicle stock, return defective warranty parts, and replenish supplies as needed.
• Perform other similar or related duties as assigned.

Requirements

• Solid understanding of HVAC systems; previous experience as an Installer, Maintenance, or Service Technician.
• Ability to work independently and demonstrate strong problem-solving skills.
• Technical training certification in HVAC.
• Proven HVAC sales experience, preferably with direct-to-consumer selling.
• Demonstrated ability to communicate complex concepts effectively to diverse audiences.
• Excellent interpersonal skills to understand and address customer concerns.
• Commitment to delivering high-quality service.
• All valid licensing or certification required by federal, state, provincial, or local laws for the geographical work area (e.g., EPA and safety certifications).
• Proficiency in servicing heating, air conditioning, ventilation equipment, and related accessories.
• Mechanical aptitude and ability to operate necessary tools and equipment.
• Ability to read wiring diagrams and troubleshoot electrical, refrigerant, and duct system issues.
• Ability to start up and balance airflow, align belts and pulleys, and install basic duct fittings with minimal supervision.
• Experience troubleshooting and repairing electronic air cleaners, refrigeration systems, hot water systems, steam boiler systems, humidifiers, and related equipment.
• Effective communication and time-management skills.
• Valid driver’s license with an acceptable driving record.
• Availability for flexible hours and on-call shifts as needed.

Qualifications

• Minimum 0–2 years of experience.
• High School Diploma or GED.
• Ability to stand, walk, climb ladders, and maneuver in attics, basements, and crawl spaces.
• Ability to continually climb, balance, stoop, kneel, crouch, and crawl.
• Ability to work in various environmental conditions, including hot, cold, humid, slippery surfaces, heights, and congested areas.
• Ability to safely climb ladders rated for 300lb load capacity with a 30lb tool belt.
• Natural or corrected vision for close, distance, and peripheral tasks with normal depth perception.
• Ability to lift up to 75 pounds and carry items weighing up to 50 pounds.