Brea, California, United States · On-site
$60k–$80k/yr
Description Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that is formul…
Skills: Service Coordination, Project Coordination, Field Service Management, Customer Communication, Work Order Management
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The Operations Specialist coordinates the end-to-end lifecycle of service work tickets, from intake and resource allocation to final invoicing. They act as the primary communication link between customers, service engineers, and internal accounting teams to ensure efficient project completion.
Requires a high school diploma and 2-3 years of experience in project coordination or operations, preferably within HVAC or construction. Candidates must be proficient in ERP/field service software and possess strong organizational and communication skills.
Description
Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. We are devoted to the growth of our employees and look to provide opportunities for advancement from within, while providing a robust benefit package to our team members.
The Operations Specialist serves as the central coordinator for the Service Division, managing service work tickets from intake through invoicing and acting as the primary link between customers and the service team. This role supports daily operations by coordinating technician resources, communicating with customers, managing smaller projects, and helping ensure work progresses efficiently.
•Own the end-to-end lifecycle of service work tickets in the field service management system (Fieldpoint):
•Intake & setup: Receive new job information from the Service Managers and create the corresponding job/project ticket in Fieldpoint promptly and accurately.
•Documentation: Attach all relevant documentation to the ticket, including quotes, jobsite documents, schematics, access information, correspondence, and start-up reports.
•Materials & rentals: Add required materials and equipment rentals to the work order.
•Purchasing: Issue purchase orders needed by the technicians, coordinating with the office as a backup resource when necessary.
•Travel coordination: Arrange technician travel, keeping travel costs within reasonable budget expectations.
•Job tracking & close-out: Understand each job well enough to recognize when it is complete, then prepare it for hand-off to the team for invoicing — without needing to involve the Service Managers.
•Act as the point of contact and communication for Service Engineers, Independent Service Engineers, and outside customers, handling concerns and emergencies as they arise.
•Make confirmation calls to clients to verify the correct contact person and job site ahead of scheduled work.
•Coordinate with the contracts and accounting team on contract issues and follow-up, providing status updates to the Service Managers as needed.
•Relay field updates to customers and customer needs back to the field, keeping both sides aligned throughout the job.
•Track project scope, timeline, and key milestones from kickoff through completion.
•Coordinate the people, materials, and documentation needed to keep each project on schedule.
•Proactively flag risks, delays, or scope changes and communicate them to the appropriate stakeholders.
•Maintain organized project records so status is clear at any point and hand-off to invoicing is seamless.
•Partner with the team on day-to-day operational tasks and help keep workflows running smoothly.
•To ensure continuity and redundancy across the division, the Operations Specialist will be cross trained on the following functions and serve as backup support (with the potential to take ownership over time): invoicing, expenses, work order reports, prevailing wage, appointments, monthly reports
Requirements
•Prior experience in service coordination, dispatch, operations, project coordination, or administrative support — ideally within HVAC, construction, field services, or a related industry.
•Comfortable working in field service management or ERP software (experience with Fieldpoint is a plus) and proficient with email, spreadsheets, and standard office tools.
•Strong verbal and written communication skills, with the confidence to be the customer-facing voice of the service team.
•Highly organized and detail-oriented, able to manage multiple tickets and projects simultaneously without letting details slip.
•Calm and resourceful when handling customer concerns, scheduling conflicts, or emergencies.
•Collaborative and dependable, comfortable being a central support point for both the field and the office.
•Excellent verbal and written communication skills with the ability to interact professionally with customers, vendors, and internal teams.
•Strong analytical, problem-solving, and attention-to-detail skills.
•Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
•Knowledge of work order management, purchasing, invoicing, project coordination, and service operations processes is preferred.
•Familiarity with prevailing wage administration, project cost tracking, and project documentation management is a plus.
•Ability to work independently while collaborating effectively with cross-functional teams.
•Minimum 2-3 years of experience in project coordination or a related field (construction, engineering).
•High school diploma or equivalent required.
•Ability to sit or stand for extended periods.
•Frequent use of computers, phones and office equipment
•Ability to lift and carry up to 25 pounds occasionally.
•Ability to communicate effectively in person, by phone, and electronically.
At Air Treatment Corporation, we are committed to growth, innovation, and excellence. As leading experts in HVAC & R solutions, we recognize that the success of our team drives the success of our company. This is echoed in our commitment to a workplace built on fairness, professionalism, and opportunity, ensuring that every team member is valued. Join our team and contribute your unique skills and perspectives to help us continue delivering industry-leading solutions.
Heating, Ventilating, Air Conditioning & Refrigeration Rep Firm
Air Treatment Corporation is the leading HVAC & R manufacturer’s representative serving California, Nevada, Hawaii, Oregon and Guam since 1982. For 40 years, ATC has partnered with first-rate equipment manufacturers to deliver expert, sustainability-driven equipment, factory-certified service, and end-to-end support within our wide distribution network. We serve numerous markets, including cold storage and food processing, data centers, higher education, and sports areas. Our divisions include HVAC equipment, refrigeration, OEM service, and parts. What makes us different? We’ve shaped how businesses, contractors, and industry professionals work with HVAC & R manufacturer representatives. Our team of experts includes sales engineers, inside support teams, and certified technicians that use their industry knowledge and tools to be your reliable specialists in energy and water-saving solutions. We connect manufacturers, customers, contractors, builders, and designers through an in-depth understanding of HVAC & R equipment, personalized customer service, and relationship building that delivers long-term business results. Find out why the industry trusts us.
Offices: 640 North Puente Street, Brea, California 92821, US · 1320 Harbor Bay Pkwy, Suite 150, Alameda, California 94502, US · 7320 N Remington Ave, Fresno, California 93711, US · 3213 Ramos Circle, Sacramento, California 95827, US · 3821 Calle Fortunada, Suite C, San Diego, California 92123, US
Heating, Ventilating, Air Conditioning & Refrigeration Rep Firm
Air Treatment Corporation is the leading HVAC & R manufacturer’s representative serving California, Nevada, Hawaii, Oregon and Guam since 1982. For 40 years, ATC has partnered with first-rate equipment manufacturers to deliver expert, sustainability-driven equipment, factory-certified service, and end-to-end support within our wide distribution network. We serve numerous markets, including cold storage and food processing, data centers, higher education, and sports areas. Our divisions include HVAC equipment, refrigeration, OEM service, and parts. What makes us different? We’ve shaped how businesses, contractors, and industry professionals work with HVAC & R manufacturer representatives. Our team of experts includes sales engineers, inside support teams, and certified technicians that use their industry knowledge and tools to be your reliable specialists in energy and water-saving solutions. We connect manufacturers, customers, contractors, builders, and designers through an in-depth understanding of HVAC & R equipment, personalized customer service, and relationship building that delivers long-term business results. Find out why the industry trusts us.
Offices: 640 North Puente Street, Brea, California 92821, US · 1320 Harbor Bay Pkwy, Suite 150, Alameda, California 94502, US · 7320 N Remington Ave, Fresno, California 93711, US · 3213 Ramos Circle, Sacramento, California 95827, US · 3821 Calle Fortunada, Suite C, San Diego, California 92123, US
