Commercial Service HVAC Inside Sales

• Review technician-generated recommendations, deficiencies, and repair opportunities daily.
• Evaluate service tickets, photos, inspection reports, and field notes to determine scope of work.
• Contact technicians when clarification is needed regarding recommended repairs or replacement options.
• Prioritize opportunities based on urgency, customer needs, potential revenue, and operational capacity.
• Create accurate and professional repair, replacement, and upgrade proposals.
• Present solutions to customers through phone calls, email, video meetings, or customer portals.
• Educate customers on equipment condition, risks, benefits, return on investment, energy efficiency, reliability, and code compliance.
• Answer customer questions regarding scope, pricing, warranties, scheduling, equipment options, and project timelines.
• Maintain an active sales pipeline and track opportunities through all stages of the sales cycle.
• Consistently follow up on open proposals until a final decision is reached.
• Negotiate within established pricing and margin guidelines.
• Close sales while maintaining customer satisfaction and profitability.

• Develop repair and replacement quotations based on technician recommendations.
• Accurately estimate labor, materials, subcontractors, permits, rentals, freight, and applicable taxes.
• Verify scope accuracy and ensure all proposal details are clearly documented.
• Utilize pricing databases, flat-rate systems, manufacturer pricing, and company standards.
• Ensure gross profit objectives are met or exceeded.
• Prepare multiple solution options when appropriate, including: 
  • Repair options
  • Replacement options
  • Preventative recommendations
  • Energy-efficiency upgrades
  • Capital project alternatives
• Review proposals for completeness and accuracy prior to release.

• Source HVAC equipment, replacement parts, components, and specialty materials from approved vendors.
• Obtain pricing and availability from suppliers.
• Verify equipment compatibility and lead times.
• Coordinate with purchasing and warehouse personnel regarding material procurement.
• Work with manufacturers, distributors, and vendor representatives to obtain: 
  • Costing
  • Technical information
  • Product availability
  • Warranties
  • Alternative equipment options
• Maintain awareness of market pricing, product changes, and supply chain challenges.
• Ensure all sourced materials support company profitability goals.

• Build trusted relationships with existing customers.
• Serve as the primary customer contact throughout the quoting and sales process.
• Respond to customer inquiries promptly and professionally.
• Conduct post-quote follow-ups to keep opportunities moving forward.
• Identify additional opportunities to provide value to customers.
• Promote repair, retrofit, replacement, maintenance, and service agreement solutions.
• Address concerns and objections using a consultative sales approach.
• Maintain excellent customer satisfaction and retention.

• Partner closely with service technicians and field supervisors.
• Provide coaching and feedback regarding recommendation quality and documentation.
• Help technicians improve identification of sales opportunities.
• Clarify customer concerns and communicate feedback to field personnel.
• Ensure technician recommendations are converted into actionable proposals.

• Enter and maintain accurate data within company software systems.
• Document all customer conversations, follow-up activities, and proposal status changes.
• Maintain organized records of: 
  • Quotes
  • Pricing worksheets
  • Cost estimates
  • Vendor pricing
  • Customer correspondence
• Track proposal activity and sales performance metrics.
• Generate reports related to sales pipeline, conversion rates, and revenue.

• Identify opportunities to increase service, repair, and replacement revenue.
• Support company growth initiatives through proactive sales efforts.
• Promote: 
  • Service agreements
  • Equipment modernization
  • Energy efficiency programs
  • Indoor air quality solutions
  • Building performance improvements
• Develop repeat business opportunities with existing customers.

• High school diploma or equivalent required.
• Associate degree in business, HVAC, engineering, construction management, or related field preferred.

• 3+ years of HVAC industry experience preferred.
• Experience in service sales, inside sales, estimating, service coordination, dispatching, or HVAC operations.
• Proven sales and customer service experience.
• Experience reviewing technical recommendations and developing proposals.

• Commercial HVAC systems
• Air conditioning systems
• Heating systems
• Ventilation systems
• Controls and automation systems
• Boilers and hydronic systems
• Refrigeration principles
• HVAC repair practices
• Building mechanical systems