What are the responsibilities and job description for the Commercial Purchasing Agent position at Middleton Heat & Air?
End Goal: To have less communication through emails and phone calls from techs by utilizing Service Titan (HVAC software for service dispatch, parts, etc.) to its fullest. We want to be as efficient as possible.
• Issue P.O. s for commercial service and maintenance techs
• Issue P.O’s for commercial retro (specifically for related materials and tools only)
• Pull through commercial service (CS) and maintenance (CM) requisitions and order parts
• Follow up on all CS and CM open PO’s and request packslips as needed
• Place all parts on will call orders on the dispatch board to be picked up daily
• Check in CS and CM parts only; tag the parts with project number, job number, job name, and where it needs to be staged. Update the job with what part came in and the location the part will be staged
• File warranties for CS and CM jobs
• Place warranty returns on dispatch board and have them returned
• Send filed warranty report to Becky for proper allocation of credits to departments
• Organize through CS and CM bins daily to make sure nothing needs to be returned.
• Stage all parts for CS and CM in proper bins
• New/Unused parts returns on P.O.’s that you issue that need to go back to the vendor. Place on the dispatch board for return.
• Follow up on CS and CM received P.O.’s and change tags on jobs as needed.