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Position Summary
The HVAC Sales & Installation Coordinator is responsible for overseeing and coordinating both sales and installation functions to ensure seamless operations and exceptional customer service. This role manages scheduling for sales appointments and HVAC installations, supports sales personnel in closing jobs, and ensures timely and accurate project execution. The position will supervise at least one team member and act as a liaison between customers, sales, and operations teams to maintain communication and satisfaction throughout the project lifecycle. Key Responsibilities
Sales Coordination
Take and schedule incoming sales leads. Assist Comfort Advisors in closing jobs through calls, discussions, and walk‑in support. Process all sales‑related documentation and verify financing details. Act as a liaison between customers and Comfort Advisors. Generate and maintain sales reports and updates for management. Project Coordination
Schedule and coordinate residential HVAC installations. Communicate with customers regarding installation dates, expectations, and preparations. Work closely with installers, warehouse staff, and suppliers to ensure timely delivery of equipment and materials. Maintain accurate records of job progress, permits, inspections, and closeout documentation. Handle scheduling changes, delays, and resolve issues promptly. Oversee administrative tasks related to installation projects, including rebates, warranty registration, and project costing. Leadership & Oversight
Supervise at least one supporting team member, providing guidance and support for daily tasks. Ensure adherence to company policies and customer service standards. Participate in monthly sales meetings and contribute to process improvements.
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The HVAC Sales & Installation Coordinator is responsible for overseeing and coordinating both sales and installation functions to ensure seamless operations and exceptional customer service. This role manages scheduling for sales appointments and HVAC installations, supports sales personnel in closing jobs, and ensures timely and accurate project execution. The position will supervise at least one team member and act as a liaison between customers, sales, and operations teams to maintain communication and satisfaction throughout the project lifecycle. Key Responsibilities
Sales Coordination
Take and schedule incoming sales leads. Assist Comfort Advisors in closing jobs through calls, discussions, and walk‑in support. Process all sales‑related documentation and verify financing details. Act as a liaison between customers and Comfort Advisors. Generate and maintain sales reports and updates for management. Project Coordination
Schedule and coordinate residential HVAC installations. Communicate with customers regarding installation dates, expectations, and preparations. Work closely with installers, warehouse staff, and suppliers to ensure timely delivery of equipment and materials. Maintain accurate records of job progress, permits, inspections, and closeout documentation. Handle scheduling changes, delays, and resolve issues promptly. Oversee administrative tasks related to installation projects, including rebates, warranty registration, and project costing. Leadership & Oversight
Supervise at least one supporting team member, providing guidance and support for daily tasks. Ensure adherence to company policies and customer service standards. Participate in monthly sales meetings and contribute to process improvements.
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