HVAC Service Manager

HVAC Service Manager Job Description

Whether you’ve just started your career in the HVAC industry or you’ve been working as a technician for a decade, you should consider the possibility of becoming an HVAC service manager.

HVAC service managers occupy some of the higher rungs on the ladder in an HVAC company. While it may seem far off if you’ve just gotten started, understanding what the job requires and entails could lead you much closer to achieving such a position.

It’s always wise to think ahead in your career. Even if you’re only just beginning the training process, setting a goal for yourself career-wise can speed you along that path. Today, let’s discuss the HVAC service manager role and what it could mean for you and your future.

Written by Jeremy James

Jeremy James is a veteran of the U.S. Navy who has grown his family's HVAC business into one of the most successful home service businesses in Knoxville, TN. More than 20 years of experience in the HVAC and Engineering industries and passion for what we do has translated into our customer service, professionalism, and quality. LinkedIn

Blue Water Climate Control Ribbon cutting, service manager, Mike Wolfe, speaking to Tennessee baseball player Evan Russell.

HVAC Service Manager Requirements

Becoming an HVAC service manager requires more than a cursory understanding of air conditioning, equipment repair, and some technical training. You have to truly shine in your position among other service technicians and demonstrate a wide range of other talents as well as be able to ensure customer satisfaction on every job.

But once you become an HVAC service manager, you’ll have a lot more on your plate. The HVAC service manager job description includes a wide range of duties, both minor and major, that you must be able to perform at high levels. Let’s explore the HVAC service manager job description, what you can do to get the job, and how HVAC service managers can truly thrive in their careers.

HVAC Service Manager Duties

If you want to become an HVAC service manager, you’ll need to manage customer accounts, organize and train new employees, ensure your service technicians are fully up-to-date on all protocols and procedures, and otherwise keep your team happy and focused.

HVAC service managers determine which equipment should be used, keep track of warranty issues with customers, manage the office budget, work closely with other departments, ensure staffing, monitor safety regulations to maintain compliance, and oversee employee performance.

Budgeting Responsibilities

As an HVAC service manager, you’ll also be responsible for approving quotes on materials, equipment, and labor. If those ever exceed the normal threshold for the company, you’ll have to determine appropriate costs for each job. HVAC service managers must be able to multitask efficiently, prioritize tasks correctly and delegate work when and where it should be delegated.

Blue Water Climate Control Technicians, Ben Murphy, Trey Franklin, Jason Hampton, Spencer Justin, and Tyler Brock.

Key Traits for an HVAC Service Manager

A key part of the HVAC service manager job description is displaying and embodying certain traits. These set you apart from ordinary HVAC technicians and justify your position as a manager.

While you oversee your HVAC technicians as they install, repair, and maintain heating and air conditioning units in homes and businesses, you also should be available to them for their questions and concerns. By providing guidance through your advanced technical expertise, you can accomplish significant milestones for your company.

Some of the key traits you should have include:

Skill at Monitoring Company Success

Being a successful HVAC service manager means making your company more successful through your hard work. That means you’ll have to ensure that service calls go well while monitoring every aspect of the job or project status – every time.

You’ll need to understand how to use company-specific payroll and timesheet software. That way, you’ll know which HVAC technicians are available to work and when.

You’ll also need to track the return on investment you get from each project your team completes. You may also be required to oversee company marketing efforts and measure their efficacy in targeting home and business owners in your area.

Maintaining a Professional Staff

You’ll need to keep your workplace fully staffed with highly qualified HVAC technicians to tackle any project that comes your way. This can be done through constant recruitment, both through online postings and word-of-mouth recommendations.

Make sure prospective employees have the technical training and extensive knowledge of equipment repair needed to handle most daily tasks required of them. They should also have a valid driver’s license along with the essential licenses and other credentials needed to effectively perform HVAC services according to local codes on both residential and commercial buildings.

Finding valuable employees through the networking of your existing employees can also help you accomplish this uptick in team productivity. Some HVAC companies even offer incentives and bonuses to their employees if they help with a quality referral.

Optimizing Employee Training

Some HVAC companies spend as much as 3 to 5 percent of their total revenue on employee training. But regardless of how much your company wants to spend, it’s up to you to ensure that all of your HVAC technicians have the technical training and communication skills required to ensure customer satisfaction.

Not only should you train them on a variety of air conditioning systems and how to interact with customers – you should imagine your HVAC technicians as future service managers just like you. That way, they’ll have all the skills needed to exceed expectations in their future careers.

HVAC training on gas furnaces presented by HVAC Service Manager, Mike Wolfe.

Ensuring Customer Satisfaction

Perhaps the most important trait and role of the HVAC service manager's job description is to ensure customer satisfaction through excellent customer service. The air conditioning world is all about keeping people comfortable – but that’s not just about indoor temperature and humidity levels.

Excellent customer service means you can cover all the bases with professionalism and courtesy. Your communication skills should be better than the average service technician’s, and your understanding of air conditioning systems must be top-notch.

Mastering These Traits

If you feel like you have some or all of these traits but have not yet risen to the ranks of HVAC service manager, you may need to spend more time working on your abilities. Look at other company managers and evaluate their skillsets.

The service manager closest to you who trains HVAC technicians, schedules service work, and handles dispatching service technicians – does he or she have phenomenal written communication skills as well? Could you work on your written communication skills to flesh out your resume and become more competitive with them in their position?

If you can prove to a current or potential employer that you’d be a strong asset to their management team, you might just have a shot at the position of service manager. If they believed you could increase team productivity and effectively perform all the necessary tasks, the job could be yours.

General safety training to Blue Water Climate Control technicians.

How You Can Become an HVAC Service Manager

If you have several years of experience in HVAC service or a related field handling service jobs, ensuring job or project status results, and feel you can perform HVAC service manager duties, you may have a future as an HVAC service manager. Here are some of the major milestones every service manager has accomplished on their way to their position:


While many employers prefer a service manager with a bachelor’s degree or higher, many have only a high school diploma but bring many years of field experience to their role. As this is a management position, you may need to go to technical school and pursue an HVAC technology degree. In such a senior-level position, you need to fully understand the way the industry works and how to excel in most labor positions in an HVAC company.

You need to have a thorough understanding of local codes to be a successful service manager. Plus, you must be able to work well with your operations manager and ensure accurate communication at every step of any project.

Licensing and Certification

HVAC company managers are usually required to hold greater licensing and certifications than other company managers to evaluate prospective employees. First of all, you’ll need a valid driver’s license. Many states also require HVAC service managers to be licensed in the same way as their service technicians.

You may need to pass certain exams and have completed an apprenticeship. If you’ve handled refrigerants in the past, you likely have already obtained a Type II or Type III certification. All of these will be hugely beneficial to pursuing a job as a service manager.

The Path to Becoming a Service Manager

If you are still starting and want to work your way up to becoming an HVAC service manager, you can build your experience as an apprentice. While working on HVAC equipment and guaranteeing customer satisfaction, you can gain a level of experience that will guarantee your long-term success.

Make sure you have a solid understanding of HVAC systems in both residential and commercial buildings. HVAC technicians should be able to work on and delegate tasks related to the majority if not all types of HVAC systems. To maintain heating and air conditioning for your customers in the future, you need comprehensive knowledge of what’ll happen on each of the HVAC services calls you to manage.

Developing Your Skills

Make sure you put a primary focus on developing your customer service skills, communication skills, problem-solving skills, and a knack for providing technical support when dealing with project issues like complex installations.

Do you know what to do during a preventive maintenance job? Do you know the control circuits related to installing a new system in an older house? When you interview prospective employees, do you know what to ask them?

Will you be able to share your in-depth knowledge and provide technical training to new hires? When you feel you’ve achieved HVAC excellence, will you know how to direct reports up the chain of command to provide your worth?

Once you’ve fully wrapped your head around the intricacies of the industry and have a lot of hands-on experience – coupled with a traditional education background – you’ll be a prime candidate for a job as an HVAC service manager.

Blue Water Climate Control Service Manager Mike Wolfe

Work with a Professional Team

Want to learn more about becoming an HVAC service manager? Do you think you have the experience, the education, and necessary skills to maintain heating and air conditioning for a large number of customers?

Maybe a career with Blue Water Climate Control is right for you. Our team of highly qualified and professional HVAC technicians has spent decades collectively in the HVAC service industry and we’d love to see what you have to offer.

Contact Blue Water Climate Control

For more information on the HVAC industry, our services, and how you could become a member of our team, reach out to the experts at Blue Water Climate Control today.

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