In most cases, a job description – unlike a contract of employment – is not a legally binding document. You can still ask employees to take on other reasonable duties at any time. However, do they act as informal contracts between each employee and the company, specifying the services the employee will provide in consideration of the company’s wages and incentives to the employee?
These are the typical HVAC job descriptions by title:
Having a detailed job description assists the hiring effort by knowing what knowledge, skills, abilities, and duties you require for a specific position. Job description information focuses the hiring manager on what they should be looking for in a candidate.
What should the job description sections include?
Without a good job description, you run the risk of conflicting expectations between management and employee. Why? Because it is exceedingly difficult for an employee to know what is expected of them or for their manager to provide an accurate, fair, and effective performance appraisal. Without a job description, many managers are more likely to assess employees based on personal likes and dislikes than defined performance criteria.
Service & Maintenance Technician Job Description
Employee and supervisor signatures are an essential part of mutually ratifying the job description. The employee’s signature shows that the job description has been agreed upon and understands the position’s requirements, functions, duties, and how to behave with customers, the company, and fellow employees.
Conduction Performance Evaluations:
“How am I doing?” Nearly all employees want an answer to this question.
Employee performance reviews answer the “how am I doing?” question for each employee continuously.
Areas Where You Should Provide In Passing Positive Feedback:
Having a written job description contract between employee and company makes it possible to discuss performance situations to:
POSITION TITLE: Service & Maintenance Technician
This position is responsible for delivering field labor tasking procedures to execute planned service inspections, repair services and equipment installations and provide emergency service response coverage per company and customer safety policies and procedures and established work tasking procedures.
REPORTING TO: Service Manager DATE: ______ / _____ /_________
ESSENTIAL JOB FUNCTIONS:
1. Responsible for arriving at the service call in a clean uniform and vehicle, knocking on the door, properly greeting, and introducing yourself, confirming the purpose of the call and completing the Service-Right System Diagnostic while walking and visually inspecting the entire system with the customer and provide upfront pricing for Alert AC providing solutions to include:
a). Ductwork replacement and or repairs.
b). Replacing and or cleaning registers.
c). Communicating or programmable t-stats.
d). Whole house air filtration.
e). UV light installation.
f). Lighting surge protectors.
g). Sealed contactors.
h). System replacements.
2. Responsible for pricing all repairs with:
a). System diagnostic fee.
b). Repair fees.
c). System re-commissioning & safety fee.
d). Totaled repair price to the customers.
e). If the customer signs up for the monthly service agreement, monthly or annual option, calculate a single service agreement discount option off the total repair price.
3. Responsible for calling into service dispatch and debriefing with the following information before obtaining next call/job:
a). Total billable hours per demand service repair invoice.
b). Total revenue per ticket.
c). Indication of any accessories or service agreement sold.
4. Responsible for performing heating, ventilation, and air conditioning equipment mainte-nance, repair, and installation labor tasking procedures per Service Manager, company, and customer requirements.
5. Responsible for adhering to company and customer safety policies and practices.
6. Ensuring that all service tasking activities comply with local, state, federal, and all company requirements.
7. Responsible for providing feedback to the Service Manager regarding service trends, cost-saving opportunities, and customer issues.
8. Responsible for maintaining and recording written descriptions on company-provided field service/job on, e.g., Service-Right System Diagnostic Form, hard copy invoices, and within the field management software codes and for all Fix-Right flat rate repair codes used for all completed and open repair service work.
9. Responsible for communicating with Service Manager, Dispatcher(s), Billing Coordinator, Accounts Payables, and other company operating personnel to resolve company and or cus-tomer requests for information or problem resolution.
10. Responsible for performing all work in the most expeditious and cost-efficient means pos-sible while assuring customer satisfaction.
11. Responsible for developing and maintaining in-depth knowledge of:
a). Company’s products and services.
b). Equipment maintenance tasking procedures.
c). Customer needs, requirements, and service delivery issues.
d). Service industry trends.
12. Responsible for reporting safety, quality, and or productivity problems.
13. Responsible during the execution of service work for notifying the Service Manager of any job equipment, transportation, and or tool requirements.
14. Responsible for assuring those good housekeeping practices are maintained in an assigned service vehicle and at the Jobsite.
15. Responsible for coordinating company-provided service vehicle repair and maintenance with the Service Manager.
16. Responsible for attending company-provided NATE, HVAC skills, and or assigned vendor education and training.
17. Responsible for coordinating all personal leave and sick days with the Service Manager.
18. Responsible for coordinating truck stock and nontruck stock parts, materials, and or job pur-chases per company inventory purchasing requirements.
19. Responsible for working closely with other departments to ensure the proper transfer of all service work business data required for payroll, billing, accounts payables, lease vehicle management, and human resource management functions.
20. Responsible for complying with company standards of conduct and appearance to reflect positively on company image.
ESSENTIAL TECHNICAL SKILLS
HVAC trade school or equivalent from an accredited educational institution or equivalent field service experience.
PRIOR WORK EXPERIENCE:
Two to five years of proven field service experience in residential and commercial HVAC ser-vice organizations and working knowledge of residential/commercial service agreement maintenance tasking, repair tasking, and equipment installation procedures with a broad range of air conditioning and heating equipment and systems.
Incumbent must have:
OTHER MINIMUM REQUIREMENTS:
While it might seem simplistic, it pays to ensure that your employees read the job description and evaluation process. Yes, they might sign on the dotted line, but that doesn’t mean they actually read or understand it. Ask your employees if they have any questions, and if you add any new duties to the list, be sure to inform them. Taking this simple precaution will be a safety valve if a disagreement arises.
Wendell Bedell is CEO of GrowMyHVAC.com and President of HVACPro podcast companies. For detailed information about GrowMyHVAC.com’s or HVACPro podcast’s many high impact HVAC Business Operating Manual’s based best-of-the-best practices as well as, upfront price guides to help you “harvest” more on each call, simply call 800.240.2823 or visit them at
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