Install Coordinator/Permits

Posted Yesterday
Be an Early Applicant
94530, El Cerrito, CA, USA
In-Office
22-28 Hourly
Junior
Professional Services • Energy • Utilities
The Role
Coordinates the conversion of sold estimates into scheduled installation jobs, sequencing multi-phase projects, dispatching technicians, reconciling invoices, and maintaining accurate ServiceTitan records. Manages installation permits from application through inspection and closeout, communicating with municipalities and internal teams to resolve issues. Identifies scheduling conflicts, capacity gaps, scope mismatches, and billing errors before they affect customers, field crews, or accounting.
Summary Generated by Built In

Full-Time

Pay: $24–$28/hour | Reports to: Installation Coordinator

Why This Role Matters

A sold estimate isn't complete until it becomes a scheduled crew, a confirmed appointment, and a paid invoice. The Booking Specialist owns that conversion. You'll sit at the center of the pipeline: turning closed sales into live install jobs in ServiceTitan, keeping multi-phase projects moving in the right sequence, and making sure every invoice matches the work that's scheduled. Move fast and stay accurate here, and technicians show up to the right job with the right scope while accounting isn't chasing down mismatched numbers a week later.

What You'll Do

• Convert sold estimates into scheduled installation jobs in ServiceTitan, sequencing multi-phase and large-scale projects so nothing books out of order.

• Build and reconcile invoices against scheduled bookings, catching discrepancies before they turn into AR problems.

• Step into full-time dispatch coverage, matching the right technician or salesperson to each call based on skill, location, and urgency.

• Flag scheduling conflicts, capacity gaps, or scope mismatches to the Installation Coordinator before they become customer-facing issues.

• Keep ServiceTitan job records clean and current so dispatch, accounting, and the field are all working off the same accurate information.

• Pull and manage required permits for installation projects, ensuring applications are submitted accurately and on time, inspections are scheduled, and permits are tracked through final approval and closeout.

• Follow through on the entire permitting process, communicating with municipalities, inspectors, and internal teams to resolve delays, corrections, or missing information before they impact the installation schedule.

• Maintain accurate permit records and status updates in ServiceTitan, ensuring the field team has confirmation that required permits and inspections are in place before work proceeds.

What You'll Bring

Must-Haves

• 2+ years of hands-on ServiceTitan experience, or equivalent experience in a trade/field-service environment (HVAC, plumbing, electrical, etc.)

• Basic accounting skills. You're comfortable building invoices and catching numerical errors before they go out.

• Strong multitasking under pressure. You're running large multi-phase projects and live dispatch calls in the same shift.

Bonus Points

• Background in dispatch, scheduling, or install coordination

• A sharp eye for catching math and scope errors before they cost the company money

• Comfort making fast, sound calls with incomplete information

Our Culture & Benefits

We move fast, and we trust the people closest to the work to make good calls without waiting for permission. You'll work inside a tight, collaborative Operations & Dispatch team where autonomy is expected, not micromanaged. If you see a better way to sequence a booking or catch an error early, you're expected to speak up and act. In return: medical, dental, and vision coverage, PTO, and a 401(k), plus a role where your work is visible, immediate, and directly tied to whether jobs run smoothly.

Skills Required

  • 2+ years of hands-on ServiceTitan experience or equivalent experience in a trade or field-service environment such as HVAC, plumbing, or electrical
  • Basic accounting skills, including building invoices and identifying numerical errors
  • Ability to multitask effectively under pressure while managing multi-phase projects and live dispatch calls
  • Experience in dispatch, scheduling, or installation coordination
  • Strong attention to mathematical and scope details
  • Ability to make fast, sound decisions with incomplete information
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The Company
25 Employees
Year Founded: 1999

What We Do

Hassler Heating and Air Conditioning is an award-winning HVAC solutions provider based in El Cerrito, California. The company specializes in residential and commercial heating and cooling services, with a strong focus on improving home energy efficiency through the installation, repair, and maintenance of high-efficiency systems, including heat pumps and ductless split systems, primarily serving the East Bay area.

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