Scheduling Coordinator / Admin - HVAC jobs in United States
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Cogent Analytics · 4 hours ago

Scheduling Coordinator / Admin - HVAC

Cogent Analytics is seeking a Scheduling Coordinator/Admin to manage technician scheduling and oversee administrative components of service work in a fast-paced HVAC environment. The role is crucial for ensuring technician productivity, revenue flow, and customer satisfaction.

AnalyticsConsultingManagement Consulting

Responsibilities

Create, manage, and adjust daily schedules for service technicians to maximize productivity and minimize drive-time
Optimize routing in real time based on job priority, location, emergencies, and technician skill levels
Monitor technician progress throughout the day to maintain schedule accuracy
Work closely with the Service Manager to:
Ensure daily schedule readiness
Communicate job priorities and technician assignments
Resolve logistical or documentation issues
Participate in weekly service meetings to review performance and upcoming workload
Coordinate with customers regarding appointment times, delays, and follow-up visits
Verify that all completed jobs are properly documented in Service Titan, including:
Job completion status
Photos, notes, recommendations
Time entries
Proper labor and materials recorded
Ensure technicians submit accurate and complete job tickets
Confirm that invoices are created correctly and ready for customer delivery
Follow up on incomplete documentation and resolve discrepancies before jobs are closed
Generate return visits, follow-up work orders, and maintenance recommendations based on technician feedback
Track open work orders to ensure nothing is missed or left unbilled
Work with Service Manager to track key technician productivity metrics such as:
Jobs completed per day
Average ticket size
First-time-completion rate
Drive-time efficiency
Report technician KPI results weekly to management
Identify recurring scheduling bottlenecks and recommend improvements
Maintain organized digital and physical records for service calls, invoices, and customer accounts
Assist with basic office duties such as phones, email responses, and data entry
Support owner, service manager, and technicians with administrative tasks as needed
Coordinate with the office manager or bookkeeper regarding invoice status and collections support

Qualification

Scheduling softwareQuickBooksGeneral Accounting SkillsMicrosoft Office SuiteOrganizational skillsTime managementCommunication skillsAttention to detail

Required

General Accounting Skills
Proficient with Microsoft Office Suite
Ability to work effectively in a deadline-driven, multi-priority environment
Exhibit consistent usage of effective time management skills and appropriate resource management
Provides others with timely and organized information and reports
Able to take direction and independently work on projects assigned and consults with appropriate individuals as needed
Strong organizational skills
Attention to detail and relays information that is sufficiently detailed
Strong written and verbal communication skills

Preferred

Associate or bachelor's degree in business or related field
Proficient in scheduling software (Service Titan preferred)
Working knowledge of QuickBooks

Benefits

Health, dental, and vision insurance
Supplemental insurance options
401k
PTO and holidays

Company

Cogent Analytics

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Cogent Analytics is a management consulting firm that partners with privately held businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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Ed Gillooley
Client Chief Financial Officer
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Monica Lester
Strategic Partnership Manager
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Company data provided by crunchbase