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Customer Service Representative

CSR Job description:
  • Deliver exceptional customer service by greeting customers promptly and creating a welcoming branch environment.
  • Answer incoming phone calls and assist customers with product inquiries, quotes, and order placement.
  • Research and identify HVAC parts for customers using available resources and tools.
  • Read and interpret parts breakdowns and technical diagrams to accurately identify replacement components.
  • Identify parts on HVAC equipment based on model and serial information.
  • Provide accurate pricing and inform customers of current promotions, programs, and special offers.
  • Monitor inventory levels of key products and maintain stock availability to meet customer demand.
  • Source parts and equipment from other branch locations to fulfill customer orders.
  • Coordinate with other branches via email and phone to ensure timely delivery of sourced products.
  • Properly match HVAC systems with correctly sized replacement equipment and accessories.
  • Process and submit warranty claims for returned parts.
  • Verify equipment warranty status for customers and contractors.
  • Apply discounts and promotions accurately using the appropriate promotional codes.
  • Pick, pull, and stage customer orders accurately and efficiently.
  • Communicate with factory representatives to ensure parts orders are processed and shipped as required.
  • Keep branch personnel informed of upcoming factory shipments and expected delivery dates.
  • Read and interpret equipment model numbers to identify product specifications and compatible components.

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