HVAC Service Parts & Billing Administrator jobs in United States
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Sagamore · 9 hours ago

HVAC Service Parts & Billing Administrator

Sagamore is seeking an HVAC Service Parts & Billing Administrator who will be responsible for managing HVAC service parts and ensuring accurate invoicing for the HVAC Service Department. This role is essential for minimizing technician downtime and maintaining service efficiency through effective parts management and billing processes.

Building MaterialConsultingHeating Ventilation and Air Conditioning (HVAC)Real Estate
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Comp. & Benefits
Hiring Manager
Heather McDougall
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Responsibilities

Parts Research, Ordering & Tracking
Research HVAC replacement parts using model/serial numbers, OEM documentation, and supplier resources
Order parts from manufacturers and distributors to meet service timelines and cost targets
Track all parts orders from purchase through delivery and installation
Expedite backordered or critical parts as needed
Monitor open PO’s, back orders and delivery exceptions; proactively resolve issues to prevent schedule impact
Communicate part status updates to service technicians, dispatch, and service management
Maintain accurate parts records, including costs, lead times, and warranty status
Coordinate returns, credits, and warranty claims with vendors
Service Billing & Invoicing
Prepare, review, and process service invoices accurately and promptly
Verify labor, materials, and parts charges match service tickets and work orders
Ensure proper markup, pricing, and tax application per company policy
Resolve billing discrepancies with technicians, service managers, or customers
Submit invoices according to customer billing requirements and timelines
Assist with follow-up on missing documentation or approvals required for billing
Administrative & System Support
Enter and maintain service data in the service management/ERP system
Support service managers with reporting on parts usage, costs, and billing status
Assist with process improvements to reduce billing delays and part shortages
Assist with the implementation and optimization of procurement systems and tools
Customer & Vendor Communication
Act as a point of contact for vendors regarding parts availability and pricing
Communicate professionally with customers regarding invoice questions when needed
Maintain strong working relationships with suppliers to ensure reliable service support

Qualification

HVAC service administrationService management softwareBillingInvoicingExcel proficiencyOEM HVAC parts knowledgeCustomer service mindsetCommunication skillsOrganizational skillsProblem-solving

Required

High school diploma or equivalent
3+ years of experience in HVAC service administration, parts coordination, or billing (commercial HVAC preferred)
Strong understanding of HVAC equipment, components, and terminology
Experience with service management or accounting software
Proficient in Excel, Word and other Microsoft tools
Excellent organizational and time-management skills
High attention to detail and accuracy
Strong written and verbal communication skills

Preferred

Experience with commercial HVAC service operations
Familiarity with OEM HVAC parts and supply houses
Experience with Sage / Field service Ops or similar ERP systems
Basic understanding of service contracts and warranty billing

Company

Sagamore

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Sagamore is a mechanical contractor that offers commercial HVAC and plumbing services.

Funding

Current Stage
Growth Stage
Total Funding
$24M
Key Investors
Alaris Equity Partners
2022-11-09Private Equity· $24M

Leadership Team

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Joseph Harold III
Chief Executive Officer
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John Jankowski, CCIFP, CRIS
CFO/Controller
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Company data provided by crunchbase