Demo

Service Clerk

Vulcan Mechanical Services
Montgomery, AL Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 6/7/2025

Vulcan Mechanical Services is looking to hire a Service Clerk to join a rapidly growing team that has experienced tremendous growth and is poised for more. HVAC office experience is a plus but not required. Willing to train the right talented and detail oriented person for this role. We offer tremendous benefits including BCBS, Vision, Dental, strong PTO, and 7% match 401K.

We look forward to hearing from you soon!

POSITION DESCRIPTION: Service Clerk

REPORTS TO: Operations Manager

PRIMARY FUNCTIONS:

1. Complete weekly payroll.

2. Coordinate and oversee PM ordering process.

3. Assist the Service Coordinator in running the office environment effectively.

4. Complete 1st daily audit of work orders, alerting SC of any pertinent information.

5. Maintain inventory counts.

6. Coordinate and oversee technician inventory usage/truck stock process.

7. Understand the roles of the Dispatcher and Service Manager. Be able to lend a hand or jump in and help out as needed.

PRIMARY RESPONSIBILITIES

· Evaluate backlog and generate required preventative maintenance work orders monthly.

· Provide support for any special projects as assigned that may or may not become part of this position’s primary responsibilities

· Work with Service Coordinator on all tasking to make sure it is up-to-date and accurate in the system.

· Monitor the GPS tracking, and work with the Service Coordinator on keeping accurate.

· Report to Service Coordinator for general upline communication.

· Answer phones.

· Obtain the mail daily and delivers to correct personnel.

· Create New Customer Folder PDF and prints any needed materials.

· Update Customer Data Spreadsheets on the V:Drive: Contacts, PM, Site Notes in VB.

· Update Price Builder equipment from completed start-up sheets.

· Upload all equipment into ValueBuilder from PriceBuilder.

· Enter Belts/Filters into ValueBuilder, ensuring start-up sheets reflect the same information.

· Assist with tasking in ValueBuilder.

· Complete daily audit of work orders, purchase orders, notes, etc. 1st audit.

· Oversee Client View for customers.

· Update Filter/Belt Lists (including when new units are installed).

· Complete payroll daily.

· Record technician PTO and training hours.

· Order office supplies.

· Maintain vehicle information.

· Audit vendor invoices weekly making any corrections to purchase order numbers and/or pricing.

· Primary on creating Inventory POs.

· Primary on creating Refrigerant Drum #s if applicable.

· Push PM work orders to the billing bucket.

· Assist Dispatcher, Service Coordinator, Service Manager/Ops Manager, and General Manager with operations as needed.

KNOWLEDGE AND SKILL REQUIREMENTS

· Excellent interpersonal skills

· Good written and verbal communication skills

· Ability to work in a team environment

· Computer proficiency

· Strong work ethic

WORKING CONDITIONS

Working conditions consist primarily of an office environment and infrequently those typical for the field of HVAC which may include exposure to weather conditions and require a limited level of physical activity.

Job Type: Full-time

Pay: $20-$25 per hour

Job Type: Full-time

Pay: $18.00 - $25.00 per hour

Benefits:

  • 401(k) matching
  • Employee discount
  • Flexible schedule

Shift:

  • Day shift

Ability to Commute:

  • Montgomery, AL 36109 (Required)

Ability to Relocate:

  • Montgomery, AL 36109: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $25

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Vulcan Mechanical Services
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