Careers at Peterson Mechanical Inc. | 100+ Years of Service
Bay Area Plumbing & Mechanical Contractor Since 1915

Our residential HVAC installers meet the needs of homes and businesses throughout Northern California.

Safety First
Peterson Mechanical 100 Years of Service

Mechanical Engineer Jobs & Career Opportunities

careers in sonoma county at peterson mechanical

Peterson Mechanical earns Best Places to Work in 2021 award by North Bay Business Journal

Peterson Mechanical wins Best Place to Work in 2021

Current Positions Available (3)

SERVICE COORDINATOR

Job Summary:

The Service Administrator serves as a primary point of contact for service clients. They are also responsible for support billing, maintaining certain equipment including schedules and monitors the activities of the Service Technicians and Installers to ensure customer’s service needs are met promptly and satisfactorily; is first point of contact with customers and employees; coordinates work status for service agreements, time and material and service projects; and processes reports.

Essential Duties & Responsibilities:

  • Takes incoming customer calls.
  • Covering phone as back up for dispatcher on busy days
  • Creating customer numbers (AR Customers) (SM Customers)
  • Creating work orders for Maintenance and Service Calls
  • Providing quotes on repairs
  • Prepares customer statements
  • Back Up for the Service Coordinator to prepare lien releases
  • AR Collections
  • Back up for the Service Coordinator for Billing all invoices
    • Work Order Invoices
    • Job Billing
  • Maintenance Filter Ordering
  • Scheduling maintenance agreement work orders
  • Work Order Part Ordering
  • Creating Purchase Orders for work orders
  • Ordering parts for repairs
  • Receiving parts for repairs
  • Filing / scanning / copying
  • Helping project manage the job
  • Other duties as assigned

Non-Essential Job Duties:

  • Administrative errands, ex. mail and postage
  • General administrative tasks and requests from key staff
  • Conducts customer surveys.
  • Coordinates safety and other training for department.

Essential Qualifications:

  • Highly organized with strong attention to detail.
  • High School Diploma or equivalent.
  • Working knowledge of MS Office programs.
  • General knowledge of construction industry
  • Ability to effectively communicate with clients and staff
  • Strong attention to detail
  • Demonstrated customer service skills
  • Ability to keyboard at 60 WPM
  • Professional and courteous demeanor.

Preferred Job Qualifications:

  • Some experience/knowledge of HVAC systems

ADA Specifications:

There is frequent sitting at stationary position and workstation. Manual dexterity required for computer and programming work. There is occasional lifting of up to 25 lbs. Work performed in an office environment with moderate noise level. Reasonable accommodations will be made available.

Peterson Mechanical offers a competitive salary and excellent benefits including medical, dental, 401K with match and Profit Sharing.

 


CONTROLLER

Job Summary:

The Controller directs, plans, controls and reports the overall financial activities of the Company including banking, regulatory compliance, finance, accounting and third-party required reporting. Oversees financial Information Software System, budgeting, credit and collections. The Controller manages financial risk, implements approved cost-saving measures and assists in the Company’s overall financial health and profitability.

Essential Duties & Responsibilities:

  • Administrates company’s accounting enterprise software system
  • Monitors successful completion of daily cash and deposits, weekly payroll, payables and receivables tasks
  • Performs monthly, quarterly and annual closing activities.
  • Provides complete working papers for outside accountants; participates in annual review
  • Provides financial reports to the Board and senior management monthly.
  • Produces work-in-progress reports and overhead assessment reports monthly
  • Attend weekly work-in-progress meetings with Project Managers
  • Monitors successful contract administration, billings and client relations related to such.
  • Assures PMI compliance with local regulatory and tax requirements and reporting, including GAAP
  • Assures proper recordkeeping procedures, including retention and destruction per company policy
  • Provides banking and bonding reporting requirements
  • Develops, proposes and implements financial forecasting and planning tools as needed to support senior management strategic planning efforts.
  • Coordinates and reports out the budgeting process for overhead and indirect costs for senior management review and approval.
  • Monitors internal controls and assures tracking and protection of company assets. Coordinates tracking of IT assets with IT Manager.
  • Analyzes and reports financial data for financial and operational performance, including Company performance against key performance indicators at least quarterly.
  • Coordinate with senior management to reduce risks related to insurance claims and coverage.
  • Coordinate with senior management on outstanding litigation
  • Assures financial operations support Company credit and bonding worthiness
  • Partners with senior management to identify and implement cost-saving measures, succession planning and support services as needed.
  • Identifies competitive rates and fees by researching competition for needed services
  • Coordinates payments for company 401K and Profit Sharing Plan; works with HR in plan administration as needed
  • Mentors and trains direct reports.

Essential Qualifications:

  • Bachelor’s degree in Finance or Accounting, or related discipline
  • Minimum 5 years’ experience in cash management, forecasting and financial analysis experience
  • Effective time and project management experience; history of meeting commitments and deadlines
  • Ability to work flexible hours
  • Working knowledge of Word, Excel, Power Point, Outlook and online banking procedures
  • Sense of urgency and understanding of importance of deadlines.

Preferred Job Qualifications:

  • MBA
  • Construction Industry experience; experience in a union environment
  • Experience with Vista by Viewpoint

ADA Specifications:

Prolonged standing/sitting; occasional walking. Manual dexterity required for computer work. Occasional lifting of up to 25 lbs. Office work environment. Moderate noise level. Reasonable accommodations will be made available.

 


 

COMMERCIAL HVAC SERVICE TECHNICIAN

Job Summary:

The Commercial HVAC Service Technician provides maintenance, repair, and/or replacement of light commercial and large commercial customers’ heating, cooling, ventilation, refrigeration, and related systems.

Essential Duties & Responsibilities:

  • Repairs and maintains HVAC and refrigeration systems and any related components according to
    manufacturer’s specifications, including wiring, refrigerant lines, gas lines, and ductwork.
  • Provides timely and quality repairs and maintenance of customers’ products.
  • Troubleshoots problems with equipment. Adjusts, cleans, and calibrates equipment to assure
    proper operations. Complete diagnosis and repair of the following:

    • 80 percent to 90 percent efficiency gas furnaces.
    • Air conditioning and heat pump condensers (single phase, 3 phase, 208/230, and 460 volts)
    • Gas/electrical packaged units (5 ton to 25 ton)
    • ECM variable-speed motors
    • VFD (Variable Frequency Drive)
    • Compressor replacements
    • Large Motor Replacement
    • Superheat and sub-cooling
    • 20-50 Ton Packaged Boxcars
    • VRF system
    • Boilers
    • VAV’s
    • Pumps
    • Basic knowledge of controls
      • Carrier logic
      • Mitsubishi service tool
      • Daikin
      • VVT/Zone controls
  • Promotes additional products and services.
  • Advises customers on maintenance schedules.
  • Pre-measures jobs to ensure proper materials for repairs and maintenance.
  • Receives, verifies, and loads all equipment and materials for jobs.
  • Assures billing accurately reflects completed services. Prepares records and reports describing procedures, actions taken, and recommended solutions.
  • Assures all work is completed to quality and safety specifications.
  • Provides training to customers on electronic control system operations as directed.
  • Assures customers’ locations are left clean and undamaged.
  • Provides technical assistance with system designs.
  • Responds to customer emergencies in a timely manner. Provides on-call service on weekends and holidays.
  • Maintains truck stock inventory.
  • Keeps truck clean and organized.
  • Other duties as assigned.

Non-Essential Job Duties:

  • May assist with system installations, replacements, and start-ups.

Essential Qualifications:

  • HS Diploma or equivalent.
  • 3-5 years experience in the residential/light commercial HVAC field.
  • Ability to repair, replace, install, and set up computerized electronic components.
  • General knowledge of electrical trade.
  • Computer literacy in-office communication programs.
  • Ability to effectively communicate with clients.
  • Strong attention to detail.
  • Demonstrated customer service skills.
  • Must have current driver’s license.
  • Must have appropriate hand tools.
  • Mechanical aptitude.

Preferred Job Qualifications:

  • Advanced training in construction trades/HVAC.
  • EPA and/or NATE certified.
  • Training and/or certifications in construction safety, forklift training, defensive driving, etc.
  • Advanced knowledge of the construction industry.

ADA Specifications:

There is frequent bending, walking, carrying, and lifting; some sitting for prolonged periods. Manual dexterity is required for computer work. There is the occasional lifting of up to 75 lbs. There will be exposure to confined spaces, such as attics and roofs. Office and outdoor construction environments should be expected. Must be able to wear work boots and perform ladder work. It will require some exposure to cold, heat, weather, and sun. Work conditions include construction site noise level. Reasonable accommodations will be made available.

The Commercial HVAC Service Technician is a union position (Service Technician or Service Mechanic), covered under the Sheet Metal Workers Union

 


Highlight of Benefits

peterson mechanical staffWe offer a competitive benefits package:

Group Medical Insurance

  • Company pays 80% of monthly bronze premium per respective plan
  • Choose from several Blue Shield, Western Health Advantage, or Kaiser plans

Group Dental Insurance

  • Company pays 100% of employee monthly premium
  • Current carrier is Cypress Dental

Dependent Insurance

  • Employees may add dependents to group plan coverage
  • Company pays 60% of monthly bronze premium per respective plan

having fun at peterson mechanical in sonoma

Long Term Disability

  • Company pays 100% of premium
  • Supplements the State Disability Plan
  • Salary continuance at 60% up to $5,000 per month

401K

  • Company match: 100% of employee’s contribution up to 3% of compensation plus 50% match on contributions from 3% to 5% of compensation (excludes bonuses)
  • Match is made annually on a one-time basis
  • Choice of Mass Mutual self-directed investment options; includes a fixed investment option with a 3% guarantee
  • Match is made annually on a one-time basis, no later than June 15th of the following year

Profit-Sharing

  • Discretionary contribution to 401K plan of 7 to 15 % of employee compensation (excludes bonuses)
  • Match is made annually on a one-time basis, no later than June 15th of the following year

Voluntary Benefits

  • Employees can choose Critical Care Insurance, Hospital Coverage, Cancer and Accident Insurance, Whole or Term Life. A Long Term Care rider is available. Vision insurance is offered through VSP.

Employee Assistance Program

  • Referral-based benefit for situations such as legal, financial, and substance abuse assistance.

PTO (Personal Time Off)

  • 9 to 18 days per year based on years of service

Paid Holidays

  • 10 paid holidays per calendar year