Many contractors benefit from our HVACPro Masterclass Commercial HVAC Service Business Growth Club which includes all the staff job training tracks below.  When you enroll, we send you a link to access your HVACPro online Training Center sessions see Image.

Click on the image to view the Staff Job Training and Forms, Tools, and Documents included in HVACPro Masterclass Commercial HVAC Service Business Growth Club.

General Manager Job Training

This position is accountable for the business growth and profitability management activities of the Company, including establishing business plans, policies, and objectives for the Company following corporate directives by performing the following duties personally or through subordinate managers and staff members.

Marketing Manager Job Training

This position is accountable for developing, implementing, and executing lead-generating marketing plans for an entire organization’s lines of business to attract new customers and retain existing customers.

Sales Manager Job Training

This position is responsible for setting reasonable sales goals and teaching sales consultants how to achieve them. This position is accountable for all sales activities and customer relationships between the Company and its residential clients. This position aims to develop and implement the Company’s sales and marketing plan through direct customer sales, sales support, and coordination of trade allies and other sales channels as part of an overall territory plan. In addition, this position is accountable for all residential service agreement and project surveying, estimating, pricing, and proposal development functions between Company and its clients. This position also verifies that all transaction documents comply with Company published liability and payment protection terms and conditions before execution.

Comfort Advisor Job Training

This position is responsible for all sales activities and customer relationships between the Company and its residential replacement clients. This position aims to implement the Company’s sales call handling process through direct customer sales, sales support, and coordination of trade allies as part of an overall selling pan. In addition, this position is accountable for all residential replacement installation estimating, pricing, and proposal development functions between the Company and its clients.

Service Manager Job Training

This position is responsible for the management activities of the Company’s service operations including establishing service department development plans, policies, and procedures to ensure Company fulfills its contractual obligations for maintenance agreements, service repair and equipment replacement in accordance with corporate profit objectives and directives by performing the following duties personally or through subordinate managers.

Dispatcher/Customer Care Manager Job Training

This position is responsible for maintaining the service technicians’ daily schedules and dispatching the technicians and providing clear and concise communications with department managers, employees, and company customers, including keeping customers appraised as to company schedule and requested arrival lead times. As service calls are completed, scheduling return trips with customers when parts are in and keeping the customer database updated with current information. This position is also responsible for accurately charging job costs to appropriate jobs and ensuring efficient and accurate customer invoicing.

Selling Technician Job Training

This position is responsible for delivering field labor tasking procedures to execute planned service inspections, repair services, and equipment installations, providing emergency service response coverage per Company safety policies and procedures, and establishing repair and maintenance work tasking procedures. This position is responsible for service and replacement sales activities between Company and its residential clients. This position aims to implement the Company’s service and sales call-handling processes. In addition, this position is responsible for all residential replacement installation estimating, pricing, and proposal development functions between the Company and its clients.

Lead Technician/Technician Job Training

This position is responsible for the delivery support of field labor tasking procedures to execute planned service inspections, repair services, equipment installations, and to provide emergency service response coverage per Company and customer safety policies and procedures, and established work tasking procedures. In addition, this position is responsible for supporting assigned technicians in delivering field labor tasking procedures.

Installation/Construction Manager Job Training

This position is responsible for the transition for residential installations from the sales phase through the installation phase with the client, including verifying the installation scope of work, verification of equipment & material lists, permits processing, rebate processing, procuring equipment & materials, coordinating with subcontractors,  scheduling installation labor, closing out the project including inspections.

Crew Chief/Installer/Helper Job Training

This position aims to install residential heating and air conditioning systems or replacement equipment per the Company’s installation procedures and customer satisfaction guidelines through direct on-site installation work and internal/external coordination as part of an overall installation department. This position is responsible for all installation activities and customer relationship management functions between the Company and its residential clients. This position is also responsible for all customer satisfaction, quality workmanship, and all administrative paperwork between the Company and its customers.

Truck Driver/Warehouse Supervisor Job Training

This position is responsible for the support of field crews and service operations though transportation and delivery of materials and equipment. This position is also responsible for overseeing the day-to-day operations of a warehouse and for monitoring staff productivity. Things can come up unexpectantly that are regarded as more important than another to the Company. The ability to multitask and delegate is essential in this position. Proper office etiquette is required while communicating directly with the dispatcher, service manager, installation manager, construction manager and project managers, vendors, and customers.

Office Manager Job Training

This position is responsible for processing accounts payable, payroll, banking, and the financial and human resource management business activities, as well as reporting weekly and monthly financial performance by performing or overseeing the following duties.

Receptionist Job Training

This position is responsible for greeting visitors and delivering exceptional customer service assistance. Duties include answering calls, handling them accordingly, and helping to enhance customer experience.

Bookkeeper Job Training

This position is responsible for greeting visitors and delivering exceptional customer service assistance. Duties include answering calls, handling them accordingly, and helping to enhance customer experience.

Accounting Job Training

This position is responsible for recording transactions, compiling, and analyzing data, performing audits, assisting with budgeting and financial forecasting, computing taxes, and reporting their findings to management and other entities, such as the IRS or investors.

Human Resource Manager Job Training

This position is responsible for planning, coordinating, and directing the administrative functions of an organization. This position oversees the recruiting, interviewing, and hiring of new staff and consulting with top executives on strategic planning.CommercialCommercial