Production Coordinator Position Agreement

NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. Such statements are not intended to be construed, as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

JOB TITLE: Production Coordinator
DEPARTMENT: Production
REPORTS TO (Job Title): General Manager


Responsible for the coordination and logistics of all residential replacement work. Manages installation crew schedules. ensures equipment, and products are ready and available, and that jobs are scheduled. Accurately maintains all inventories of job materials including ordering. Ensures that all job folders are accurate and complete (to standard) before being delivered to accounting.


  1. Installed revenue per day measured against a pre-determined benchmark.


  1. Oversees the scheduling of HVAC Replacement jobs and Home Performance Projects to ensure the appropriate placement of crews and the most efficient use of company resources.
  2. Keeps production schedules up-to-date. Ensures appropriate equipment is available and operative, special products are pre-ordered, inventory supply is available, and installation crews understand the specifications, location, and duration of jobs. Orders and tracks production materials and supplies. (30%)
  3. Supporting the daily needs of Production Crews to keep each job moving forward.
  4. Applying for and receiving appropriate permits in those jurisdictions, which require permitting. Keeps up-to-date on permitting regulations and requirements. (10%)
  5. Ensures that all job folders are complete and pre-closed to standard prior to being handed off to the accounting Department.
  6. Encourage continuous improvement and find ways to gain efficiencies. Ensures that jobs are installed and completed according to quality standards, safety standards, and job specifications. (10%)
  7. Collaborates with other managers to create efficiencies related to production activities. (5%)
  8. Outbound confirmation calls to scheduled replacement customers, 24 hours prior to each installation.
  9. Outbound Happy Calls to newly installed customer’s with-in 48 hours of each installation.
  10. Inbound call taking and scheduling as demand dictates.
  11. Pre-closing service tickets as demand dictates.
  12. Regular and punctual attendance.


  1. Performs other related duties as assigned by management.
  2. Assists and supports business planning when needed.

DIRECT REPORTS: Lead Installation Technicians


  1. Knowledge of HVAC Equipment, Materials, Parts & Supplies.
  2. Knowledge of Home Performance Solutions and techniques.
  3. Knowledge of inventory and procurement practices.
  4. Skill in operating personal computers and programs such as Microsoft Office, and other business software.
  5. Skill in logic and math.
  6. Ability to interpret complex information or instructions into understandable job specifications, measurements, instructions, and standards.
  7. Ability to order and manage inventory.
  8. Ability to communicate with subordinates about job generalities and specifics—to give instruction.
  9. Ability to motivate, guide and direct others to produce expected production outcomes.
  10. Possess talent and personal traits:
    • Self Management
    • Leading Others
    • Accountability for Others
    • Results Orientation
    • Customer Focus
    • Self Starting
    • Goal Achievement
    • Integrity


  1. Bachelor’s Degree in business administration or related field preferred;
  2. Associate Degree in business;
  3. An equivalent combination of education and experience to illustrate a proven track record in the business field.


0-24% 25-49% 50-74% 75-100%
Seeing: Must be able to see well enough to read reports, data, statistics & information on a computer screen. X
Hearing: Must be able to hear well enough to communicate on the telephone and in person. X
Standing/Walking: X
Must be able to operate computer & calculator
Climbing/Stooping/Kneeling: X

PHYSICAL DIMENSIONS for Lifting, Carrying, Pushing, Pulling:

Light Work: Exerting up to 20 pounds of force occasionally and/or up-to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. The job involves sitting most of the time, yet the use of arm and/or leg controls requires exertion of forces greater than for Sedentary Work.

Behavioral Standards

  1. Calmness Don’t become rattled when the pressure is on.
  2. Commitment to Improvement Abide by processes that have been and are being developed with a consistent effort for improvement.
  3. Continue to Learn The search for knowledge keeps the mind alert and active, often resulting in innovations.
  4. Reasonableness It is one thing to be rational; it is quite another to be reasonable. To be rational is to rigidly impose the rules of formal Logic upon life and all human behavior. Strive for a reasonable balance.
  5. Thoroughness and Persistence A half-hearted and shallow approach to accountabilities will spoil results. Practice Thoroughness and Persistence
  6. Resiliency Business can bring disappointments, frustrations, and outright disasters. Rather than naively hoping that nothing bad will ever happen to be prepared to bounce back from setbacks no matter how bad they may seem to be at the time.
  7. Basic Loyalty The Company’s Future is closely tied to your success: A common destiny: You play a role in embodying the spirit of the company and should demonstrate loyalty with a sense of allegiance.
  8. No Cynicism in the workplace! Cynics are tragic people whose self-perception is so bad that they cannot begin to imagine a world where optimism, dreaming, commitment to something greater than oneself and the desire to do something truly remarkable could possibly exist. Always “looking for the angle,” they can trust no one because they can’t even trust themselves. Cynicism, distrust, sarcasm, suspicion, skepticism, doubt, scorn and backbiting are unacceptable behaviors that have NO PLACE IN THE WORKPLACE! Be careful about how you express frustrations. How you actually feel about any situation is not the issue. The issue is how your reactions are perceived: Your reactions or perceived reactions will “set the mood” for the entire team. Be responsible.
  9. Smile A smile can “set the mood”.
  10. Maintain a good, healthy sense of humor. Try not to be terminally professional.
  11. Don’t worry or be concerned about failure. You represent a company that offers the best product and service in your area. Understand that the value of the products and services you offer your prospect far outweigh the investment. Be proud of that fact. Maintain a posture of confidence and conviction in what you do, who you are and the company you represent at all times.

Appearance & Dress:

  1. Well Groomed.
  2. Hair cut neatly,
  3. No facial hair is preferable, however, if facial hair is a must it should be well-groomed at all times.
  4. No exposed body piercing jewelry.
  5. Jewelry, in general, should be kept to a minimum (less is more).
  6. Company Issued Uniforms.
  7. The shirt should be kept neatly tucked in at all times.
  8. Socks should match the color of pants, shoes or shirt.
  9. The belt should match the color of shoes or boots.
  10. Perfume, after-shave, cologne or fragrances if used should be used conservatively.
  11. A breath-freshening mint (no gum) should be taken prior to meeting the prospect.
  12. Refrain from smoking. Never smoke or “chew” on or around a customer’s property or neighborhood.
  13. Look at your appearance in a mirror and make sure that your appearance reflects the professional company you represent prior to meeting the prospect.

Rules of the Home

  1. Do not park in the prospect’s driveway if parking is available in the street.
  2. Always be prompt (preferably 3-5 minutes before the scheduled appointment).
  3. Never use the prospect’s telephone unless the call pertains to their situation.
  4. No smoking in, on, around or in the vicinity of the prospects home or neighborhood.
  5. Never drink alcohol.
  6. Do not use the prospect’s bathroom.
  7. Do not bad-mouth the competition.
  8. Do not bad mouth or speak cynically about your company, co-workers, the boss, or our industry.
  9. Never use the prospect’s tools.
  10. Always be respectful towards the prospect.

I have read, understand and agree to follow the guidelines set forth in this Position Agreement.



Date: ______________________________

Direct Supervisor: _____________________________

Print: _______________________________________

Date: _________