Operations Specialist

At Davis Heating, Cooling, Plumbing & Electric, we believe great service starts with great people. For over 79 years, we’ve built our reputation on integrity, craftsmanship, and treating people the right way, including our team.

If you’re looking for a place where your work matters, where you can grow professionally, and where you’re supported by a strong team, you may have found your home at Davis.

We’re always looking for motivated individuals who want to build a long-term career in the skilled trades or home service industry.

The Operations Specialist is the engine behind daily operations at our Lynchburg branch. This role keeps technicians and installers

equipped, scheduled, and moving, keeps the numbers accurate, and makes sure customers get a fast, clear response whether

they're booking an appointment, waiting on an estimate, or working through a concern. It's a hands-on, detail-driven position for

someone who thrives on staying organized, solving problems on the spot, and seeing things through to completion.

• Schedule and dispatch technicians and install crews to maximize daily productivity
• Call customers to schedule appointments, present estimates, and follow up on past-due balances
• Address customer complaints and concerns, working toward a fair resolution
• Enter daily huddle numbers (sales, sold hours, MTD, TGLs, and HG sold)
• Calculate and enter timecards for branch payroll
• Gather parts and materials to replenish each technician's and installer's stock
• Gather equipment and materials for scheduled installs so install crews can “gather and go”
  
• Assemble install bags for customers
• Receive and check in inventory deliveries at the warehouse; restock parts and consignment inventor
• Complete monthly consignment inventory counts
• Process and return warranty parts
• Place and enter purchase orders for stock, consignment, and job-specific material needs
• Receive purchase orders when technicians submit pick tickets
• Make credit card purchases for material and equipment, and complete related expense reports
• Register equipment/units following installation and payment
• Handle outgoing mail and shipments via USPS/FedEx; serve as the branch's FedEx contact
• Answer geothermal system questions for customers and sales staff
• Serve as Fleet Coordinator for the Lynchburg branch
• Review and report vehicle status and needs to management
• Support the Operations Manager in interviewing candidates for open branch positions

• Comfortable working daily in ServiceTitan, Excel, and other standard business software; able to learn new tools quickly
• Able to consistently juggle multiple priorities including scheduling, inventory, purchasing, and reporting
• Doesn't wait to be told; spots what needs to happen and gets moving
• Drives issues to full resolution rather than a partial fix or hand-off
• Clear, professional and calm on the phone with customers, including in difficult conversations
• In the home services trades (HVAC, plumbing, electrical) or a dispatch/operations support role is a plus