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Licensed HVAC Technicians

 

POSITION TITLE: Summer Office HELP

Result: Responsible for performing clerical and administrative duties in an office setting. Assists office staff by sorting mail, filing, answering phones, greeting clients. Have strong computer software skills, organization skills, and English grammar skills. Performs duties to deliver excellent customer service and sustain high levels of client satisfaction.

All tactical work for which this position is accountable.

  1. Assist in filing duties.
  2. Reroute calls to appropriate people.
  3. Help organize office activities.
  4. Operate office machines and equipment, such as photocopiers, scanners, fax machines, and personal computers.
  5. Check TCC Files makes sure we have done their TCC.
  6. Mailings. (Service Reminders, TCC Reminders, Solar Post Cards)
  7. Make up hand out packets – have 10 on hand. *
  8. Organize files and check spelling.
  9. Anything else to assist administrative staff.

Behavior standards for which this position is accountable.

  1. Client focused, great customer service skills and ability to working in a retail environment.
  2. Ability to remain flexible, re-prioritize and respond to changing demands.
  3. Ability to work in a fast-paced retail environment.
  4. Able to take direction and be part of a team.
  5. Self-Motivated
  6. Strong ability to exercise sound judgment and find effective solutions.
  7. Must be multi-task oriented.
  8. Professional Company image on the phone.
  9. Honest and dependable.
  10. Ability to work with little supervision.
  11. Able to work overtime, nights, and weekend hours.
  12. Able to effectively communicate with all levels of staff and management.
  13. Magnolia’s staff must have stress tolerance, organization, planning, innovativeness, Team-spirt, Client relationship skills, and persuasiveness.

 


 

POSITION TITLE: Office Assistant

Result: Responsible for performing clerical and administrative duties in an office setting. Assists office staff by sorting mail, filing, answering phones, greeting clients, scheduling meetings, and restocking supplies. They have strong computer software skills, organization skills, and English grammar skills. Performs duties to deliver of excellent customer service and sustain high levels of client satisfaction.

All tactical work for which this position is accountable.

  1. Answer phones and greet clients warmly.
  2. Assist in filing duties.
  3. Reroute calls to appropriate people.
  4. Help organize office activities.
  5. Operate office machines and equipment, such as photocopiers, scanners, fax machines, and personal computers.
  6. Check TCS Files makes sure we have done their TCS.
  7. Send out Thank you cards for all Sales Leads.
  8. Happy call 6-month-old install Clients ask for referral and tell them about referral program.
  9. Go thru 1 time Clients and call to offer current tune up special.
  10. Mailings. (Service Reminders, TCS Reminders, Solar Post Cards)
  11. Make up hand out packets – have 10 on hand.
  12. Organize files and check spelling.
  13. Anything else to assist administrative staff.
  14. Send out Thank you cards for all Sales Leads.
  15. Check Demand Force – Daily
  16. Internet updates on Social Web Sites.
  17. Daily Filing – File service tickets, Organize files.
  18. Follow up on sales leads 1 week after appointment to see if they have had the work done or if they have any further questions for the rep.
  19. Check Schedule for upcoming week and set up work.

 


 

POSITION TITLE: Dispatcher

Result: A dispatcher organizes service/sales calls so that an HVAC technician is sent to a variety of locations in a timely manner. They translate the needs of the Client to the technician and vice versa. They maintain the work schedules for the field staff and assure that all Client commitments are met. Informing Clients of the progress of service operations while ensuring that technicians operate in a cost-effective fashion. The dispatcher must be able to match each available field staff to a job based on that their skill level and location. Performs duties to deliver of excellent customer service and sustain high levels of client satisfaction.

All tactical work for which this position is accountable.

  1. Receive dispatched work orders for HVAC calls via email, fax and phone in orders.
  2. Log all work orders into Magnolia’s System Software.
  3. Dispatch work orders to the field techs according to priority.
  4. Report work order status as required by Service Manager.
  5. Receive & review completed work orders from the field techs. (daily)
  6. Create invoice for completed work orders and send to Client. (daily)
  7. Check Schedule for upcoming week and set up work.
  8. Obtain quotes for equipment and or parts as needed for the field techs.
  9. Note and log a new to-do for any recommendations, repairs and or replacements not completed at time of service for future follow up with Client.
  10. Properly fill out all paperwork required for each job.
  11. Must be multi-task oriented.
  12. Highly organized and self-motivated.
  13. Effective written and verbal communication skills.
  14. Professional Company Image on the phone.
  15. Honest and dependable.
  16. Great customer service skills and ability to working in a retail environment.
  17. Must be able to take on different projects with little notice.
  18. Ability to work with little supervision.

Behavior standards for which this position is accountable.

  1. Client focused, customer service disposition.
  2. Ability to remain flexible, re-prioritize and respond to changing demands.
  3. Ability to work in a fast-paced retail environment.
  4. Able to take direction and be part of a team.
  5. Self-Motivated but able to take direction and be part of a team.
  6. Strong ability to exercise sound judgment and find effective solutions.
  7. Able to work overtime, nights, and weekend hours.
  8. Able to effectively communicate with all levels of staff and management.
  9. Magnolia’s management staff must have stress tolerance, organization, planning, innovativeness, Team-spirt, Client relationship skills, and persuasiveness.

 


 

POSITION TITLE: Project Coordinator

Result: The Administrative Project Coordinator is responsible for overseeing the development of projects varying size and complexity. They are responsible for directing, organizing and controlling project activities, under the direction of a CEO. They provide office support activities for multiple supervisors. Duties may include fielding telephone calls, receiving and directing visitors, word processing, creating spreadsheets and presentations, and filing. Extensive software skills are required, as well as Internet research abilities and strong communication skills. Performs duties to deliver of excellent customer service and sustain high levels of client satisfaction.

REPORTING POSITIONS: These positions report directly to me and are accountable for producing the indicated result.
Position: Office Assistant

Result: Responsible for performing clerical and administrative duties in an office setting. Assists office staff by sorting mail, filing, answering phones, greeting clients, scheduling meetings, and restocking supplies. They have strong computer software skills, organization skills, and English grammar skills. Performs duties to deliver of excellent customer service and sustain high levels of client satisfaction.

All tactical work for which this position is accountable.

  1. Review field sales proposals from Sales Consultants and assist in planning new projects, invoicing, financing, engineering, installation days and timelines and coordinate the payment collection.
  2. Effectively and accurately communicate relevant project information to the client and project team.
  3. Track sales teams close rate and success on appointments.
  4. Collect data from clients to determine reasons for close success’s and close failure on all sales all appointments, recommend a strategy in improve success, such as different rep, better qualifying.
  5. Ensure clients’ needs are met in a timely and cost effective manner.
  6. Track & manage contemplated change notices and change orders in the database and invoice.
  7. Communicate ideas for improving company processes with a positive and constructive attitude.
  8. Keep the Managers and others informed about project status and issues that may impact client relations.
  9. Properly fill out all paperwork required for each job.
  10. Call to confirm next day’s calls and make sure an email, has been sent out.
  11. Back up dispatch phones and set new appointments.
  12. Effective written and verbal communication skills and professional company Image on the phone.
  13. Honest and dependable.
  14. Great customer service skills and ability to working in a retail environment.
  15. Must be able to take on different projects with little notice.
  16. Ability to work with little supervision.
  17. Ensures that office assistant’s daily tasks are completed. Performs the tasks when office assistant if off duty.
POSITION TITLE: Marketing Coordinator

Result: Responsible for creating and delivering marketing ideas and activities. Concepts and creates marketing materials, manages projects, and ensures the company’s messages are constant. Coordinates and implements marketing communication projects with responsibilities that include public relations, special events management, advertising, and creating brand awareness.

All tactical work for which this position is accountable.

  1. Create, deliver, edit, and optimize marketing materials.
  2. Ensure that messages are supportive of and consistent with marketing strategies.
  3. Supervise social media outreach.
  4. Coordinate and deliver email campaigns.
  5. Mass-mail materials.
  6. Updates and maintains the document library and marketing supplies.
  7. May arrange meetings and conferences, schedules appointments, for the purpose of advertising.
  8. Work with CEO to determine event budget and manage expenses to that budget.
  9. Promote products and services through public relations initiatives.
  10. Develop marketing communications campaigns.
  11. Create internal company marketing materials.
  12. Create and deliver press releases, media relations content, case studies, white papers, executive bios, corporate newsletter content, social media content, and speaking proposals.
  13. Identify, develop and execute communications strategy for key media contacts and customer references.
  14. Research media coverage and industry trends.
  15. Prepare status reports on marketing efforts.
  16. Plan strategy to accomplish company’s sales goals.
  17. Develop fresh story ideas.
  18. Conduct extensive media outreach.
  19. Improve communication efficiencies within company.
  20. Manage video content.
  21. Create and distribute customer surveys.

Behavior standards for which this position is accountable.

  1. Highly organized and self-motivated.
  2. Creativity
  3. Confident and outgoing personality.
  4. Excellent attention to detail.
  5. Strong written and verbal communications skills.
  6. Ability to define Company’s strengths, collect data, establish facts and draw valid conclusions.
  7. Website maintenance.
  8. Excellent computer skills.
  9. May require a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area.
  10. Magnolia’s management staff must have stress tolerance, organization, planning, information management, team-leadership, presentation skills, and persuasiveness.

 

POSITION TITLE: Operations Manager

Result:To acquire and retain clients through the implementation of marketing, client fulfillment, and internal systems, so that clients’ needs and expectations, and the company’s financial objectives, are met or exceeded. Retain motivate and mange field staff. Performs duties to deliver of excellent customer service and sustain high levels of client satisfaction.

All strategic work for which this position is accountable.

  1. Improve the operational systems, processes and policies in support of Magnolia’s Mission Statement.
  2. Management reporting, information flow and management, business process and organizational planning.
  3. Play a significant role in long-term planning, including an initiative geared toward operational excellence.
  4. Oversee overall financial management, planning, systems and controls.
  5. Develop and manage annual company budget.
  6. Oversee short and long-term financial and managerial reporting.
  7. Drive imitativeness in the management team, and organization that contribute to long-term operational excellence.

Behavior standards for which this position is accountable.

  1. Manage and increase the effectiveness and efficiency in support of company services.
  2. Improve each level of company’s daily functions.
  3. Create financial reports.
  4. Computer skills and proficient in excel, word, outlook, and access.
  5. Educates office staff by establishing programs/seminars in the areas of new technology or company information.
  6. Holds regular meeting with office staff.
  7. Budget development.
  8. Look at situations from several points of view.
  9. Challenge and debate issues of importance to the organization.
  10. Ensures that Client relations and interface are professional and responsive, ensures that work rules and regulations are clear, understood and are enforced.

 

POSITION TITLE: Internal Operations Manager

Result: To provide staff support with the intention to retain and add new clients. Improving all areas of internal operations including, information technology, and administrative systems. Manage in a way that prompts a smooth-running organization.

REPORTING POSITIONS: These positions report directly to me and are accountable for producing the indicated result.

  • Position: Assistant Project Coordinator
    Result:
    The Administrative Project Coordinator is responsible for overseeing the development projects of varying size and complexity. The Administrative Project Coordinator is responsible for directing, organizing and controlling project activities, under the direction of a CEO. They provide office support activities for multiple supervisors. Duties may include fielding telephone calls, receiving and directing visitors, word processing, creating spreadsheets and presentations, and filing. Extensive software skills are required, as well as Internet research abilities and strong communication skills.
     
  • Position: Dispatcher
    Result:
    A dispatcher organizes service calls so that an HVAC technician is sent to a variety of locations in a timely manner. They translate the needs of the Client to the technician and vice versa. They maintain the work schedules for the field staff and assure that all Client commitments are met. Informing Clients of the progress of service operations while ensuring that technicians operate in a cost-effective fashion. The dispatcher must be able to match each available field staff to a job based on that their skill level and location.
     
  • Position: Office Assistant
    Result:
    Responsible for performing clerical and administrative duties in an office setting. Assists office staff by sorting mail, filing, answering phones, greeting clients, scheduling meetings, and restocking supplies. They have strong computer software skills, organization skills, and English grammar skills.

All strategic work for which this position is accountable.

  1. Drive operational efficiency within the company. Create smooth processes to drive staff productivity.
  2. Assists in developing and implementing short and long-range plans, conceptual designs, and budget requirements.
  3. Lead special company internal projects.
  4. Plans training policies, standards, guidelines.
  5. Manage and oversee office service functions including office equipment, software, supplies and vendors.
  6. Maintain in-depth knowledge of legal requirements related to HR, reducing legal risks and ensuring regulatory compliance.
  7. Conduct full-cycle recruitment of new employees, including placing advertisements, developing contacts with recruiting sources, interviewing, consulting with division manager.
  8. Maintain current professional insurance policies and act as point person for insurance certificate requests from staff, vendors and clients.

All tactical work for which this position is accountable.

  1. Reconciling monthly activity, generating year-end reports, and fulfilling tax related requirements.
  2. Create annual organizational budget and monitoring cash flow.
  3. Managing day to day processing of accounts receivable and payable using QuickBooks, producing reports as requested.
  4. Oversee monthly and quarterly assessments and forecasts of organization's financial performance against budget, financial and operational goals.
  5. Manage and increase the effectiveness and efficiency of Support Services (HR, IT and Finance)
  6. Ensure that Accounting Department requests are resolved and communicated in a timely manner to internal and external parties.
  7. Develop long-range forecasts and maintain long-range financial plans.
  8. Administering payroll and employee benefits and organizational insurance.

Available Positions

As the fastest growing Air Conditioning and Heating Service company in Riverside, we are continually hiring the best technicians. Links to available positions and qualifications are listed below.

 

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