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HVAC office Manager

Patriot Mechanical Inc

San Rafael, CA • $50,000 to $90,000 / yr • 8/29/2026

Job Description

Job Description

Key Responsibilities

  • Customer Service & Communication:
    Act as a primary point of contact for customer inquiries, complaints, and service requests.
  • Scheduling & Dispatching:
    Coordinate and schedule technician appointments, optimize routes, and dispatch technicians to service calls.
  • Administrative Support:
    Manage various administrative tasks, including data entry, maintaining customer and service records, and preparing reports.
  • Billing & Financial Management:
    Process invoices, manage accounts receivable/payable, and assist with financial reporting and budgeting.
  • Inventory & Procurement:
    Order and track parts, supplies, and office equipment to ensure technicians have the necessary resources.
  • Staff Management:
    Onboard, train, and supervise office staff, set performance expectations, and manage staff schedules.
  • Operational Oversight:
    Ensure efficient workflow, maintain office policies, and coordinate with other departments or staff.
  • Compliance & Regulations:
    Ensure adherence to industry regulations, company policies, and internal controls.

Essential Skills & Qualifications

  • Organizational Skills:Ability to juggle multiple priorities and manage a dynamic workload.
  • Communication Skills:Excellent written and verbal communication for client, staff, and vendor interactions.
  • Technical Familiarity:Some knowledge of HVAC systems Service Titan Knowledge a plus, and related software is beneficial for efficiency.
  • Problem-Solving:Ability to resolve customer issues and streamline office operations.
  • Leadership & Teamwork:Skills to supervise staff, coordinate teams, and foster a positive work environment.
  • Financial Acumen:Understanding of accounting principles, billing, and inventory management is helpful.
\nCompany Description

HVAC-/ Sheet Metal Co. /Contractor

Company Description

HVAC-/ Sheet Metal Co. /Contractor