HVAC Scheduler

Key Responsibilities

• Coordinate, schedule, and optimize daily routes for service and installation technicians.
• Monitor job progress, technician availability, and job durations to adjust schedules in real-time.
• Communicate with technicians throughout the day to support efficient operations.
• Ensure all scheduled jobs have necessary parts, documentation, and customer details.
• Maintain and update job status in the scheduling software (we use FieldEdge).
• Answer inbound calls and respond to customer inquiries promptly and professionally.
• Convert incoming service or quote requests into booked appointments.
• Follow up on open estimates and unsold leads to support the sales team.
• Upsell service agreements and maintenance plans during scheduling calls.
• Track lead sources and appointment conversions in CRM or scheduling software.
• Prepare and send follow-up emails, proposals, or promotional offers as needed.
• Maintain accurate records of customer interactions, service notes, and job updates.
• Assist with technician timesheets and job completion documentation.
• Support warranty registration and follow-up processes.
• Provide administrative assistance to the sales and operations teams as needed.
• Strong knowledge of HVAC service types, terminology, and customer needs
• Familiarity with scheduling and dispatching software (we use FieldEdge)
• Ability to manage a dynamic workload and resolve scheduling conflicts
• Proficiency in Microsoft Office and CRM tools

Requirements

• High school diploma or GED
• 4+ years experience in a customer service, scheduling, or inside sales role
• Experience in HVAC, plumbing, or similar home services industry preferred
• Familiarity with HVAC systems and terminology
• Knowledge of FieldEdge, QuickBooks, or other industry-specific software
• Primarily office-based with frequent phone and computer use
• May occasionally require light lifting of files or product literature (up to 15 lbs)

Interested applicants should submit their resume and supporting documents to

• Apply via WORC Job Portal
• Email: info@parsonsac.com