HVAC Technician

Service Technician

Job Description – Service Technician II

Role Purpose

The Service Technician II is responsible for performing independent HVAC service, diagnostics, maintenance, and repair work in residential and light commercial settings. This role requires solid technical competence, strong customer communication, accurate documentation, and the ability to manage service calls without direct supervision.

Technician II is expected to resolve the majority of service calls independently and escalate only complex or unusual issues.

Key Responsibilities

Field Service & Diagnostics

• Independently diagnose HVAC system issues
• Perform repairs, replacements, and maintenance
• Identify root causes, not just symptoms
• Verify system operation before leaving site
• Manage multiple service calls efficiently

Customer Interaction

• Communicate findings clearly and professionally
• Explain repair options and recommendations
• Set appropriate expectations on timing and cost
• Maintain a professional demeanor at all times
• Represent the company positively in the field

Documentation & Billing

• Accurately document diagnostics and repairs
• Properly code work orders and invoices
• Document recommendations and deferred repairs
• Ensure documentation supports billing and warranty

Equipment, Tools & Vehicle

• Maintain organized tools and truck stock (maintenance)
• Identify needed parts and materials
• Report vehicle (Keith/Davy) or tool issues promptly (FS)
• Maintain cleanliness and readiness of service vehicle

Team Support

• Assist Technician I when assigned
• Provide basic coaching and guidance
• Communicate effectively with dispatch and leadership
• Support department goals and standards

Technical Expectations

• Strong understanding of HVAC systems
• Ability to read wiring diagrams
• Basic refrigerant diagnostics and charging
• Electrical troubleshooting fundamentals
• Ability to work independently in the field

Reporting Structure

• Reports to: Service Technician III (if available) or Field Superintendent
• May supervise: Service Technician I (on assigned calls)

Success Indicators

• High first-time fix rate
• Accurate diagnostics
• Positive customer feedback
• Reliable documentation
• Efficient time management