Assistant Service Manager in Oklahoma City, Oklahoma at Pro Tech Mechanical inc

Company Summary:

Pro Tech Mechanical is a growing, relationship-driven Company built on trust, craftsmanship, technical aptitude, and long-term service. We work with customers who value reliability, technical competence, and a team that takes ownership of its services and outcomes.

Our culture is firmly rooted in servant leadership. Leaders are engaged, accessible, and focused on assisting their teams to perform at a consistently high level. We invest in training and growth, recognize and reward performance, and expect our teams to take pride in the quality of solutions they deliver.

Our work is technical, hands-on, and relationship-based – grounded in skills and judgment that cannot be automated or outsourced.

We are building something with specific intentionality – combining a strong customer base, solid reputation, and clear growth plans. We hire based on merit, values, and capability. We promote individuals who take initiative, think critically, and want to grow with the Company.

If you want to do meaningful work with a team that takes pride in what they build and how they serve customers, Pro Tech Mechanical is a place where you can grow and be respected for your contribution.

Job Summary:

The Assistant Service Manager (ASM) is an inside operational role that keeps our service operation moving — from the moment a technician identifies a quoting opportunity in the field through customer purchase order, return-visit scheduling, and parts procurement. The ASM reports to the Service Manager and works closely with the Customer Service Representative (CSR) who handles dispatch.

This role owns the Quick Quote cycle end-to-end. Technicians generate leads in the field; the ASM takes the handoff and runs with it — preparing accurate, margin-disciplined quotes, securing customer purchase orders, scheduling the return visit, and ordering required parts. The work demands speed, accuracy, and follow-through.

Beyond the quote cycle, the ASM administers our technician safety training program, manages the Edge Academy curriculum through ServiceLogic, and reviews T&M tickets generated by the CSR for accuracy and completeness before they are released for invoicing.

Duties & Responsibilities:

• Quick Quote Cycle Management — Own the Quick Quote cycle end-to-end. Take technician handoffs, prepare accurate and margin-disciplined quotes, secure customer purchase orders, schedule return visits, and order required parts. Maintain accurate Salesforce records of all activity.
• Safety Training Program Administration — Coordinate the technician safety training program, including the Service Logic safety curriculum, semi-monthly technician meetings, OSHA log maintenance, and procurement of safety supplies.
• Edge Academy Administration — Manage technician skill-development curriculum through Service Logic's Edge Academy. Assign programs aligned to each technician's skill path and track completion against the assigned curriculum.
• T&M Ticket Review — Review T&M tickets generated by the CSR for accuracy and completeness. Release approved tickets to billing to expedite invoicing and maintain healthy cash conversion.

Anticipated Future Responsibilities:

• Maintenance Renewal Support — Participation in the maintenance agreement renewal cycle for the service team's customer base.

Required Skills and Abilities

• Strong organizational discipline and follow-through across multiple concurrent workstreams.
• Attention to detail with comfort, applying margin, and pricing discipline.
• Clear written and verbal communication with customers, technicians, and internal teams.
• Proficiency with CRM platforms (Salesforce or comparable), spreadsheets, and digital workflow tools.
• Ability to operate effectively in a high-urgency environment without losing accuracy.

Preferred Skills and Abilities – These tend to increase ramp-up speed, but are NOT mandatory

• Background in HVAC, mechanical contracting, or another service-trade environment.
• Experience with dispatch, service coordination, or quote/proposal workflows.
• Familiarity with Salesforce or comparable service-industry CRM platforms.
• Experience administering training programs, learning management systems, OSHA recordkeeping, or workplace safety documentation.

Education

• High school diploma or equivalent required.
• Associate or Bachelor's degree preferred, not required.
• Relevant training, certifications, or hands-on experience can substitute for formal education.

Physical requirements – Must be able to regularly perform the following tasks

• Sit or stand for extended periods at a workstation while preparing quotes and managing communications.
• Operate standard office equipment, including computer, phone, and printer.
• Occasional travel to customer sites or job sites for coordination or training purposes.

Other Requirements

• Valid driver's license.
• Reliable transportation.
• Must be able to pass a drug screening and background check.

Benefits

• Medical, dental & vision — 100% company-paid for the employee and family.
• 401(k) — 9% total company match on a 6% employee deferral.
• Disability insurance — Short-term and long-term coverage, company-paid.
• Paid time off — PTO and company-recognized holidays.