Included HVACPro Commercial Staff Job Training Tracks

General Manager Job Training

The training is included in the HVACPro growth club.

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.

Subsets of GM Track Below

Marketing Manager Job Training

The training is included in the HVACPro growth club.

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

The training is included in the HVACPro growth club.

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 Company and its commercial, industrial, healthcare, and large institutional 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 commercial 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.

Commercial Service Agreement Sales Rep Job Training

The training is included in the HVACPro growth club.

This position is accountable for HVAC Service sales activities and customer relationships between Company and its commercial, industrial, and large institutional clients.  This position aims to implement the Company’s service sales and lead generation 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 commercial service agreement estimating, pricing, and service agreement and project proposal development functions between Company and its clients.

Service Manager Job Training

The training is included in the HVACPro growth club.

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

The training is included in the HVACPro growth club.

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.

Technician Job Training

The training is included in the HVACPro growth club.

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.

Commercial Project Sales Consultant Job Training

The training is included in the HVACPro growth club.

This position is responsible for HVAC project selling, surveying, estimating, proposal writing, installation coordinator tasking activities, and customer relationship management functions between the Company and its Clients.  This position aims to implement the Company’s project development, design, estimating, proposal writing & follow-up, sold project installation coordination, and project management functions between the Company and its project customers.

Installation/Construction Manager Job Training

The training is included in the HVACPro growth club.

This position is responsible for the transition for project 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.

Project/Design-Build Estimator Job Training

The training is included in the HVACPro growth club.

This position is responsible for HVAC project surveying, estimator, and installation coordinator tasking activities and customer relationship management functions between the Company and its Clients. This position aims to implement the Company’s project development, design, estimating, proposal writing & follow-up, sold project installation coordination, and project management functions between the Company and its project customers.

Truck Driver/Warehouse Supervisor Job Training

The training is included in the HVACPro growth club.

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

The training is included in the HVACPro growth club.

This position is responsible for the company’s customer care functions, 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

The training is included in the HVACPro growth club.

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

The training is included in the HVACPro growth club.

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.

Accounting Job Training

The training is included in the HVACPro growth club.

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

The training is included in the HVACPro growth club.

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.