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​206-388-5667

SCHEDULE SERVICE

HVAC Sales

Please see Required Qualifications/Skills to list below:

Required Qualifications/Skills:

  • Valid social security card, driver’s license, clean driving and clean criminal record.
  • Ability to navigate Word, Excel, and Outlook (Basics)
  • Weekend on call rotation
  • Attend evening vendor training classes as available
  • Detail oriented and a desire to get job done right the first time
  • Drug Free
  • Legible hand-writing & basic reading and math skills
  • Operate a company vehicle safely and remain insurable
  • Provide excellent customer service and genuinely care for customers
  • Show up to work on time/self-motivated/ability to work alone
  • Well groomed and neat appearance
  • Operate ladders safely and be able to go into small crawl spaces
  • Work in all weather conditions
  • Desire to learn and advance your skills
  • Have attention to detail
  • Take and follow direction
  • Project a positive and optimistic attitude
  • Sales or customer service related experience with a genuine interest providing the best solution for our customers!

Desired Skills: (Not required, but a plus)

  • Able to read diagrams and house plans.
  • HVAC Installation, Remodel or Construction experience
  • Tech savvy
  • Participate in a networking community

Customer Care Rep

Main Job Responsibility Outline (but not limited to):

  • Answer and schedule incoming calls.
  • Follow up with customers if interested in repairs.
  • Supervise and assist other CCRs in taking all incoming calls, recognizing that this is where the client will form their first impression of the company.
  • Good communication with the client is essential!
  • Make sure that taking care of the clients, takes higher priority than any other task and that the clients are enthused about how they are treated.
  • Teach client reps to have a courteous and pleasant demeanor whether on a phone call or not. How they act between calls affects other team members.
  • Make sure that the phone is answered before the third ring and that the approved company greeting is used each time.
  • Assist in the dispatching of all service and maintenance calls to ensure maximum efficiency of scheduling, without compromising client satisfaction.
  • Make absolutely sure that a client is notified ahead of time if the technician is not going to arrive at their home in the scheduled time window, and reschedule the time to the client’s satisfaction.
  • Work closely with the dispatch to ensure that six repair calls per day are run. During periods of mild weather, if less than 6 repair calls per day are available, then immediately advise the operations manager of available technicians.
  • Make sure that Service Membership clients are continually called and that six scheduled service calls per day are run. Extra scheduled service should be booked to make up for any shortfall of repair calls. Notify the marketing coordinator at least three weeks in advance of any expected need for marketed service calls.
  • Assist in filing all customer files and invoices away weekly.
  • Assist manager’s and team in any tasks needed to be done. Asking if there is something you can do to help them weekly.
  • Close the shop according to the closing checklist if you are the last one to leave.
  • Obey the team rules
  • Collect and confirm that service invoices/paperwork are completed by service technicians, inputted into the schedule, and passed on to be invoiced, and in accordance with company procedures.
  • Confirm all service customer appointments/ work orders daily for the next business day’s schedule.
  • Arrive to work on time, ready to perform the tasks necessary for that day.
  • Follow up with voicemails, emails & answering service messages from previous night for service and communicate when messages cleared to rest of the office.
  • Manage Maintenance Club customers scheduling.
  • Communicate with office staff if dedicated time needed for paperwork.
  • Work together with other office staff to maintain a clean and organized office space. Clear desk every night before leaving.
  • Mail out postcards to all Maintenance Club customers who are due to schedule service as needed. Re-mail postcards to paying customers who have not called in within a two month time frame. After three months without scheduling, call the customer to set up the appointment.
  • Maintain high standards of organization and communication in all areas of your work and job responsibilities.
  • Perform other office and project administrative duties and tasks necessary and customary to this company’s business.
  • Maintain a positive attitude and understand that this can be a stressful position and place to work, requiring multi-tasking and careful prioritizing.
  • Keep an open mind to learn new ways and attend trainings to improve. Ask management for training available.

Dispatcher

Main Job Responsibility Outline (but not limited to):

  • Dispatch Service Technicians, and Assist in Scheduling Sales Calls when needed.
  • Go through every service call on the board (whether scheduled by you or not), and make sure all details in call, calls scheduled correctly, parts / filters ready for call.
  • Guide / remind other backup dispatchers in scheduling correctly for technicians.
  • Confirm that service invoices/paperwork are completed by service technicians, inputted into the schedule, and passed on to be invoiced in the same day, and in accordance with company procedures.
  • Always looking 3 days back that all calls are completed, followed up with, and invoices turned in and (at least) 3 days forward for Service Schedule.
  • Confirm all service customer appointments/ work orders daily for the next business day’s schedule.
  • Complete return service work orders and track all service and “will call” parts being ordered and/or received for service calls and schedule return service calls as needed.
  • Update Technician’s on call schedule on wall and in Successware – 1 quarter advance at a time.
  • Communicate with rest of team on changes from management.
  • Arrive to work on time, ready to perform the tasks necessary for that day.
  • Answer the telephone promptly, following Blue Flame protocol, and in a courteous manner every time.
  • Conduct conversations in a professional and courteous manner with employees and customers.
  • Outbound calls during slow season or slow days.
  • Lead CSR in outbound and inbound calls.
  • Follow up with voicemails, emails & answering service messages from previous night for service and communicate when messages cleared to rest of the office.
  • Check and respond to all office and customer e-mails, in a timely manner. 2 hour minimum response time for customers although immediate response is preferred for all customer interaction it is not always possible. In event an answer if not available, call customer to update them that you are working on it.
  • Utilize Successware, Outlook, and Blue Flame forms for majority of all work.
  • Monitor Fleetmatics
  • Enter timesheets into Successware
  • Check weather report and traffic daily and prepare the schedule, the techs, and the office staff for any possible high volume days. Making sure techs are stocked with parts and have blow-dryer and chains for Snow days and stocked for Hot days.
  • Manage Maintenance Club customers and direct CCR on scheduling.
  • Direct CCR on making “cold” calls whenever the schedule starts consistently slowing down.
  • Communicate respectfully with all service technicians.
  • Enter new customers into TOM database base and update current customers to Blue Flame protocol.
  • Check in incoming mail parts from Mail man / UPS / Fed Ex orders and work with Warehouse / Parts Runner.
  • Write up Sales Orders for any walk in customer purchases.
  • Create memos for all upcoming meetings (Service & Field Operations) and make reminder calls the day before the meeting to employees.
  • Verify hot lead sheets (Service Tech Leads) are immediately scheduled or followed up with.
  • Communicate with office staff if dedicated time needed for paperwork.
  • Work together with other office staff to maintain a clean and organized office space. Clear desk every night before leaving.
  • Work with CCR in Mailing out thank-you notes to customers, vendors or service technicians as needed.
  • Mail out postcards to all Maintenance Club customers who are due to schedule service as needed. Re-mail postcards to paying customers who have not called in within a two month time frame. After three months without scheduling, call the customer to set up the appointment.
  • Set up all Service Work Orders according to company protocol.
  • E-mail next day schedules to all applicable Service staff.
  • Secure premise each evening: Transfer phone lines, turn off all heating / cooling equipment in office, turn off lights inside office and in warehouse, lock all doors, and set alarm. Make sure coffee pot is off.
  • Perform other office and project administrative duties and tasks necessary and customary to this company’s business.
  • Maintain a positive attitude and understand that this can be a stressful position and place to work, requiring multi-tasking and careful prioritizing.
  • Communicate with management and ownership on a regular basis any concerns related to your employment at Blue Flame.
  • Manage and maintain all Service and Dispatcher documents for future growth and training of other dispatchers and technicians.
  • Stock all Service documents weekly. (Not making copies, but printing from originals)
  • Show initiative, continuously seek better ways of performing tasks and present suggestions on solutions (don’t just identify problems, help find solutions).
  • Keep an open mind to learn new ways and attend trainings to improve. Ask management for training available.

Sales Lead Coordinator

Job Responsibilities:

  • Arrive at work on time, ready to perform the tasks necessary for that day.
  • Assist Customer Care Representatives and Service Coordinator with answering phones.
  • Record messages accurately and legibly. Be certain before making any promises to customers.
  • Follow up with all voicemails & answering service messages from previous night for sales by 10am.
  • Check & respond to all office & customer e-mails within 1 hour.
  • Assist Installation Manager in scheduling sales & service calls that come in throughout the day.
  • Maintain high standards of organization and communication in all areas of work and job responsibilities.
  • Ensure that all blank form storage files are properly stocked and sorted throughout office and shop.
  • Update Sales Tracking daily with any new estimates or installs that have been performed or completed. This includes sales spreadsheets by individual & close rate sheets.
  • Create all Job Packs for install a minimum of two days in advance of job. Follow up with Salesperson or Project Manager on any issues or clarification needed.
  • Check incoming Job Reports bin for reports require immediate attention and respond accordingly. This should be done in the morning as a first priority.
  • Track, manage and coordinate the PSE, Trane, PUD, & Referral programs. Schedule any leads that come in through the PSE, Angie’s List, and websites/warm transfers.
  • Job Complete processing – weekly. Process rebates, extended warranties, Trane surveys, & 1st year Tune & Cleans.
  • Perform other office and project administrative duties and tasks necessary and customary to this companies business.
  • Review install board daily and update appointment manager accordingly.
  • Maintain a positive attitude and understand that this can be a stressful position and place to work, requiring multi-tasking and careful prioritizing.
  • Communicate with management and ownership on a regular and ongoing basis all and any concerns related to your employment at Chaisson Consulting, LLC.

Personal Management:

  1. Maintain an accurate schedule in Outlook. Adjust and communicate changes clearly. Utilize Outlook Calendar to manage your time and others effectively.
  2. Always have a plan for the day. Be efficient with time.
  3. Maintain a clean and orderly workplace – setting an example for others to follow.
  4. Keep accurate timecards and verify daily activities.
  5. Delegate as necessary with effective management style.
  6. Be actively pursuing job skill development, education, and current events (anything deemed that will encourage your growth).

Accounts Payable

Job Responsibility Outline but not limited to:

  • Learn and implement inventory system with warehouse manager
  • Monthly inventory
  • Review all invoices for appropriate documentation and approval prior to payment
  • Process 3 way P.O. matching invoices, up to 100 plus line items
  • Prioritize invoices according to cash discount potential and payment terms
  • Process check requests for vendor payments
  • Audit and process credit card bills
  • Match invoices to checks, obtain all signatures for checks and distribute checks accordingly
  • 1099 maintenance
  • Respond to all vendor inquiries
  • Reconcile vendor statements, research and correct discrepancies
  • Assist in month end closing
  • Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
  • Assist with other projects as needed
  • Prepares garnishment checks per reports from payroll.
  • Maintains all accounts payable reports, spreadsheets and corporate accounts payable files.
  • Prepares cleared checks for storage.
  • Prepares analysis of accounts, as required.
  • Performs filing and coping.
  • Maintains accounting ledgers by verifying and posting account transactions.
  • Maintains historical records by filing documents.
  • Disburses petty cash by recording entry; verifying documentation.
  • Protects organization’s value by keeping information confidential.
  • Updates job knowledge by participating in educational opportunities.
  • Accomplishes accounting and organization mission by completing related results as needed.
  • Serve as back-up telephone support on as needed basis
  • Maintain high standards of organization and communication in all areas of work and job responsibilities.
  • Filing and support for other office staff.
  • Other office and project administrative duties and tasks necessary and customary to this company’s business.
  • Show initiative, continuously seek better ways of performing tasks and present suggestions on solutions (don’t just identify problems, help find solutions).
  • Arrive at work on time, ready to perform the tasks necessary for that day.
  • Maintain a positive attitude and understand that this can be a stressful position and place to work, requiring multi-tasking and careful prioritizing.
  • Communicate with management and ownership on a regular and ongoing basis all and any concerns related to your employment at Chaisson Consulting, LLC.
  • Assist managers in tracking Company Key Performance Indicators and projects.

Service Tech (HVAC)

Reports To: Service Manager

Required Qualifications

  • Demonstrate mechanical aptitude
  • Valid driver’s license
  • Willingness to invest in tools used in the Service of HVAC equipment
  • Willingness to invest time in training seminars and classes.
  • Operate power and hand tools safely
  • Basic knowledge of electrical and refrigeration principles.
  • Basic knowledge of service tools and testing devices.
  • Perform filter changes and do filter checklist paperwork unassisted.
  • Perform furnace maintenance and cleaning under supervision.
  • Follow directions as given.
  • Work from 28’ extension ladder and 12’ step ladder.
  • Acquire State of WA 06A Low Voltage Trainee Card

Duties, Roles & Responsibilities

  • Arrive at jobsite at scheduled time and location as dispatched.
  • Relocate from one jobsite to another jobsite as dispatched during the workday.
  • Report to dispatcher when arriving and leaving jobsite.
  • Operate company vehicle as needed.
  • Follow instructions from supervisor and carry out in timely manner.
  • Report problems with company tools or vehicle promptly.
  • Report problems with equipment to Dispatcher to expedite parts delivery.
  • Purchase required tools as listed.
  • On call status for emergency service as required.
  • Ability to work staggered schedule if required.
  • Maintain professional appearance and attitude at all times.
  • Complete all service related forms properly.
  • Beginning knowledge of customer service skills.
  • Other duties as assigned

Lead Installer

Reports to: Install Manager / Operations Manager

Job Responsibility Outlined but not limited to:

  • Responsible for removing and installing HVAC related equipment, parts, accessories, duct and fittings and to completed projects on or below the budgeted labor hours, as outlined by Operations Manager.
  • Keep vehicle cab area and storage/work area clean and orderly. Maintain required levels of truck stock items. Smoking is not permitted in the vehicle. Please smoke in designating locations on job sites.
  • Advises Operations Manager immediately when the assigned project begins to fall behind the labor budget or any complications with the project arise.
  • Works with Operations Manager and Comfort Consultant team on ideas for reducing the cost of installation.
  • Minimizes shop time to allow for more productive time on projects, moving them closer to completion.
  • Completes Time Records daily, as you go throughout the day – and turns them into office every day.
  • Completes Job Reports daily and turns them into office daily when returning to office from that days project(s).
  • Familiarizes oneself with all Blue Flame forms, processes and procedures. Completes form accurately, completely and legibly.
  • Works in manner that does not jeopardize the safety of oneself or others, nor risks damage to property or damage to Blue Flame’s favorable reputation.
  • Reports any and every injury, emergency or damage to property, immediately to the supervisor or calls main office is supervisor is unable to be contacted directly.