HVAC job descriptions
Every role a $20M business in this industry hires for: 21 Role Blueprints, from leadership to the field. Open any role for its full template and a free Word file.
Leadership 4
Chief Executive Officer
An HVAC chief executive officer decides where a heating and cooling company is going and lines up the money, people and partners to get there.
Chief Operating Officer
An HVAC chief operating officer makes sure the whole company can deliver the work it sells, from service calls and installs to tune-ups, dispatch and the warehouse.
Chief Financial Officer
An HVAC chief financial officer runs the money side of a heating and cooling company: cash, budgets, forecasts, lenders and risk.
General Manager
An HVAC general manager runs one heating and cooling business or branch day to day.
Managers 8
Field Supervisor
An HVAC field supervisor checks the work of techs and installers on site, solves the problems a crew can't, and enforces safety on the job.
HR Manager
An HVAC HR manager hires and keeps techs and office staff, and runs new-hire and safety training.
Marketing Manager
An HVAC marketing manager keeps the phones ringing with repair, tune-up and replacement calls.
Office Manager
An HVAC office manager runs the front office of a heating and cooling company.
Operations Manager
An HVAC operations manager runs the field side of a heating and cooling company: service, installs, dispatch, the warehouse and the trucks.
Production Manager
In residential HVAC, the production manager runs the install side of the business.
Sales Manager
An HVAC sales manager runs the team that sells heating and cooling replacements in customers' homes.
Warehouse Manager
An HVAC warehouse manager runs the stockroom that keeps a heating and cooling company working.
Office and sales 6
Customer Service Representative
An HVAC customer service representative answers the phone when a furnace quits or an air conditioner stops cooling.
Dispatcher
An HVAC dispatcher assigns heating and cooling calls to technicians, plans their routes, and keeps customers posted on arrival times.
Bookkeeper
An HVAC bookkeeper keeps the books for a heating and cooling company.
Inventory Specialist
An HVAC inventory specialist keeps parts, equipment and refrigerant stocked in the warehouse and on every service truck.
Sales Representative
An HVAC sales representative visits homeowners whose heating or cooling system is failing or old.
Rehash Specialist
An HVAC rehash specialist follows up with homeowners who got an estimate for a new system or a big repair but didn't buy.
In the field 3
HVAC Apprentice
An HVAC apprentice learns the heating and cooling trade by working beside your techs on service, tune-up and install calls.
HVAC Technician
An HVAC technician finds and fixes problems with furnaces, air conditioners and heat pumps in customers' homes, and runs your maintenance plan tune-ups.
Lead HVAC Technician
A lead HVAC technician takes the hardest heating and cooling calls, the ones other techs couldn't solve or that keep coming back.
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