Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

This position requires a proactive and highly organized CRM & Operations Systems Administrator to manage and optimize our FieldEdge CRM, Sortly inventory platform, job costing, and purchasing systems. This cross-functional role is essential to improving business operations across service, inventory, finance, and admin functions. Ideal candidates are detail-oriented, tech-savvy, and capable of balancing both systems management and hands-on operational support.
The essential functions include, but are not limited to the following:
FieldEdge CRM Administration

• Serve as the primary administrator for FieldEdge: manage workflows, user access, customer/job records, and reporting.
• Customize service types, billing rules, and job workflows to align with business needs.
• Train office and field staff on CRM best practices and usage.
• Build and run reports to track technician performance, job progress, and customer engagement.

Sortly Inventory Management

• Maintain the Sortly inventory system across service trucks and warehouse(s).
• Enforce inventory control procedures: item scanning, tracking, minimum stock levels, and labeling.
• Coordinate with purchasing and field teams to ensure material accuracy and availability.

Job Costing & Reporting

• Ensure accurate job costing by linking labor, materials, and expenses to service jobs.
• Reconcile data between FieldEdge, Sortly, and accounting systems.
• Create profitability and margin reports by job or department.
• Support leadership with operational data to guide decision-making.

Purchasing & PO System Management

• Manage day-to-day purchasing operations, including sourcing, ordering, and vendor coordination.
• Lead the implementation of a Purchase Order (PO) system for inventory and materials.
• Track purchase orders from creation through fulfillment and receiving.
• Maintain positive vendor relationships and evaluate supplier performance.

Dispatch Support (As Needed)

• Assist with dispatching technicians during peak times, staff shortages, or emergencies.
• Ensure jobs are scheduled efficiently and updates are communicated to customers and field staff.
• Help optimize technician routes and job stacking for efficiency.

Payroll Backup & Administrative Support

• Serve as a backup for payroll processing, assisting with timecard reviews, reporting, and submission.
• Support administrative tasks related to employee records, hours worked, and field tech pay structure.
• Collaborate with HR and finance on workforce-related processes and reporting.

Requirements

• 3+ years of experience in operations, admin, or systems support within a service industry (HVAC, plumbing, construction, etc.)
• Working knowledge of FieldEdge, Sortly, or comparable software
• Strong experience with job costing, purchasing, and inventory workflows
• Previous experience with dispatch operations and payroll support is a plus
• Highly proficient in Excel or Google Sheets for reporting and reconciliation
• Excellent communication, documentation, and problem-solving skills
• Comfortable working across departments and supporting multiple systems

Compensation: $25.00 - $32.00 per hour

There are many exciting options for a career in HVACR waiting to be explored.

If you’re looking for a career that offers flexibility, job stability, strong pay, benefits and more, then you’ve come to the right place!