Experience

Brian Cox Mechanical, Inc.

• United States
• Construction
• 1 - 100 Employee

• Service Sales

  • Feb 2022 - Present

• HVAC Estimator / Account Manager

  • Aug 2016 - Present

  Poway, California, United States Review all service reports for needed proposals Work with field technicians and clients regarding recommended repairs Contact vendors for parts pricing and availability Confirm hours needed to complete work Build proposal and prep for client Send proposals to clients and answer any questions Generate work orders and place part orders Track parts ETAs and schedule work with clients Order necessary equipment needed to ensure job is done efficiently and safely Manage… Show more Review all service reports for needed proposals Work with field technicians and clients regarding recommended repairs Contact vendors for parts pricing and availability Confirm hours needed to complete work Build proposal and prep for client Send proposals to clients and answer any questions Generate work orders and place part orders Track parts ETAs and schedule work with clients Order necessary equipment needed to ensure job is done efficiently and safely Manage quoted hour Contact client if additional work is necessary with costs to complete work Create and process purchase orders Close out all quoted jobs, proofread all notes, and make grammatical adjustments as needed Process quoted invoices and allocate all truck stock materials used on jobs Handle truck stock and warehouse inventory. Order inventory as needed to keep service vans stocked Handle service department collections for past due invoices Complete service department reports as required Dispatch, schedule and coordinate service work Communicate ETA to customers and complete a follow up call after each service Prioritize workload to complete PMs on time in the month scheduled Group PMs in the same area as well as PMs and repairs together when possible Schedule all work orders, including PMs, equipment start-ups, and customer service requests Provide timely and organized information to Field Techs to ensure efficient job completion Organize required information and provide to customers using emails, telephone and customer portals Track works orders from creation, scheduling, completion to approval for billing Ensure a solution is presented for each call by encouraging on the spot approvals or creation and delivery of completed quotes Review/approve tech time entries Communicate information to management, Contracts, Accounting, Sales and Techs so appropriate departments are aware of customer requirements Communicate with external and internal customers in a friendly, professional, and patient manner



Countywide Mechanical Systems, LLC.

• United States
• Facilities Services
• 1 - 100 Employee

• Plumbing Estimator/Dispatcher

  • Oct 2014 - Aug 2016