HVAC Office Associate

CAPITOL AIR SYSTEMS
COMMERCIAL HVAC SALES/SERVICE/MAINTENANCE
1772 Reiner Rd ▪ P.O. Box #670 ▪ Sun Prairie, WI 53590 TEL: (608)825-6657 ▪ FAX: (608)825-6779
capitolmechanical.com

JOB POSTING
JOB TITLE: HVAC Office Associate
DEPARTMENT: Service

POSITION OVERVIEW: The HVAC Office Associate is responsible for processing daily paperwork, providing
customer service support, assisting with scheduling coordination, and performing various office
support functions. This role helps ensure the HVAC service and installation operations run smoothly
and efficiently. The HVAC Office Assistant plays a key role in maintaining organized records and
supporting both field technicians and office staff.

DAILY PAPERWORK PROCESSING
o Process and review daily technician timesheets for accuracy prior to payroll submission
o Review daily work order notes for recommended repairs and parts requests and distribute them to
the appropriate personnel
o Organize and process equipment start-up documentation
o Update and maintain equipment and job records in company systems
o Ensure all service documentation is properly filed and recorded

CUSTOMER SERVICE
o Respond to incoming customer calls and emails in a professional and timely manner
o Assist customers with basic service requests and general inquiries
o Communicate scheduling information to customers when needed
o Maintain a high level of customer service and professionalism in all interactions

ADMINISTRATIVE SUPPORT
o Create work orders and purchase orders as requested
o Assist dispatch and office staff with administrative tasks
o Maintain organized electronic and paper filing systems
o Manage and track parking permits
o Support service managers and office staff with various clerical tasks
o Assist with tracking open work orders and ensuring proper documentation is completed
o Help coordinate communication between field technicians and office personnel

QUALIFICATIONS
o High school diploma or equivalent required
o Prior administrative or office support experience preferred
o Experience in HVAC, construction, or service industries is a plus
o Strong computer skills, including scheduling software
o Excellent organizational and time-management skills
o Strong written and verbal communication skills

KEY COMPETENCIES
o Attention to detail
o Organization and documentation management
o Customer service orientation
o Communication and teamwork
o Problem-solving and task prioritization
o The ability to work in a fast-paced environment

BENEFITS
o Competitive pay
o Medical, Dental, and Vision Insurance
o Paid Time Off and Holidays
o 401(k) Plan
o Employee Stock Ownership Plan (ESOP)

Capitol Mechanical Inc. is an Equal Employment Opportunity/Affirmative Action employer