Installation Administrator / Customer… at Comfort Tech… · Kelowna

Installation Administrator / Customer Service Representative

Are you organized, comfortable on the phone, and someone who follows through to make sure things get finished?

Comfort Tech Heating & Cooling is looking for a dependable Installation Administrator / Customer Service Representative to join our office team.

This position combines installation administration with regular customer service responsibilities. You’ll coordinate the paperwork and details behind residential installations while also answering incoming calls, helping customers, booking appointments and supporting dispatch. Both are expected parts of your day-to-day work.

We’ve served the Central Okanagan since 2005, guided by our values of Quality, Integrity and Respect. We’re looking for someone who takes pride in accurate work, communicates warmly with customers, and works well as part of a team.

What you’ll do

Customer service and office coordination

• Answer incoming calls, listen to customers’ needs and provide friendly, professional assistance.
• Book service and sales appointments, record accurate information and route inquiries appropriately.
• Assist with dispatching, scheduling changes and technician debriefing.
• Communicate with customers about appointments, next steps and outstanding questions.
• Share phone coverage and customer service responsibilities with the office team throughout the day.

Installation administration

• Coordinate installation dates with the Installation Manager and explain to customers what to expect.
• Collect job information, prepare installation folders and ensure crews have the information they need.
• Order equipment and materials from approved job surveys, confirm availability and coordinate with the warehouse.
• Process deposits, final payments, financing documentation and additional-work billing.
• Complete equipment registrations, warranty purchases, rebate paperwork and maintenance agreement entries.
• Coordinate permits and follow outstanding items through to completion.
• Keep job records current and flag missing information, discrepancies or delays promptly.
• Coordinate follow-up work and assist with installation-related warranty matters.

You’ll need to balance detailed administrative work with incoming calls and changing customer needs, keeping track of outstanding tasks when interruptions occur.

What you bring

• Experience in customer service and office administration.
• A friendly, confident phone manner and clear written communication.
• Strong attention to detail and a reliable system for tracking outstanding tasks.
• The ability to manage interruptions, adjust priorities and follow through on commitments.
• Confidence learning software and working with electronic records, Microsoft Office and spreadsheets.
• Sound judgment about what you can resolve independently and when to ask for guidance.

Experience in HVAC, construction, home services, scheduling or dispatch is an asset. You don’t need to be an HVAC technician, but you do need to be comfortable learning equipment terminology and our installation processes.

What we offer

• Full-time, year-round employment with an established local company.
• A Monday–Friday daytime office schedule.
• Training in our systems, products and procedures.
• An employee benefits plan with shared employer and employee premiums.
• A varied role where your customer service, organization and follow-through make a direct difference.

Pay: $21.00-$27.00 per hour

Expected hours: 40.0 per week

Benefits:

• Casual dress
• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• RRSP match
• Vision care
• Wellness program

Work Location: In person