Traveling Mechanical Equipment Field Representative
About the role
We are seeking a highly skilled and adaptable individual to join our team at Clayco’s Consolidated Distribution Company (CDC). This role involves frequent travel to various locations to support HVAC/mechanical equipment receiving, inspection, documentation, and storage verification.
Responsibilities
- Verify deliveries against BOLs/packing slips, POs, and approved submittals; document shortages, damage, and discrepancies.
- Capture clear photo logs (crate condition, tags/serials, model numbers, accessories, storage conditions) and issue concise condition reports.
- Confirm proper storage/protection/handling (weather protection, ventilation, security, rigging points, laydown practices) and coordinate corrections.
- Support damage/shortage investigations and freight/warranty claims: compile evidence, timelines, and required documentation; coordinate RMAs, parts, and service as needed.
- Attend factory visits/FATs when required; provide visit summary, findings, and action items.
- Maintain warranty log and closeout documentation; provide light takeoff/quote support and help identify recurring shipping/storage risks.
Requirements
- 3+ years of construction field experience on active jobsites; mechanical/HVAC experience required.
- Working knowledge of HVAC/mechanical systems and equipment (e.g., AHUs/RTUs, VAVs, chillers/boilers, pumps, cooling towers, VRF, accessories).
- Strong documentation habits and attention to detail; comfortable communicating with field teams, vendors, carriers, and manufacturers.
- Valid driver's license; ability to travel with very short notice and work flexible hours as needed; safety-minded and PPE compliant.
- Experience with warranty administration, freight/damage claims, receiving/storage standards, and/or factory inspections.
- Familiarity with submittals, POs, BOLs, packing lists, and serial number tracking; OSHA 10/30 (or ability to obtain).
Qualifications
While not all qualifications may apply to every position, we are looking for candidates who meet the following criteria:
- Education: Bachelor's degree in Construction Management, Engineering, or a related field.
- Skills: Proficiency in Microsoft Office, basic understanding of project management software, and excellent communication skills.
- Training: Completion of OSHA 10/30 course or equivalent.
Skills
While not all skills may apply to every position, we are looking for candidates who possess the following:
- Proficiency in Microsoft Office.
- Basic understanding of project management software.
- Excellent communication skills.
Benefits
At Clayco, we offer a comprehensive benefits package including:
- Medical, dental, and vision plans.
- 401(k) plan.
- Generous paid time off and paid company holidays.
- Employee assistance program.
- Flexible spending accounts.
- Life insurance.
- Disability coverage.
- Learning & development programs.
Pay
The salary range for this position considers a wide range of factors in making compensation decisions including but not limited to: Education, qualifications, skills, training, experience, certifications, internal equity, and location. Compensation decisions are dependent on the facts and circumstances of each case.
Schedule
This position requires frequent travel and flexible working hours. The exact schedule will be determined based on the needs of the project and the candidate's availability.