Start Up & Field Solutions Lead

Job Summary

The Startup & Field Solutions Lead reports to the Area Service Manager and is responsible for leading all service department startup activities as well as resolving complex customer issues in the field. This role requires an individual who is decisive, tactful, dependable, and proactive, with strong communication skills and the ability to represent Capstone Mechanical in both technical and customer‑facing situations.

This position serves as the primary point of contact for project managers during startup handoff meetings, ensures that all startup documentation is accurately completed and turned in, and coordinates with the dispatcher to ensure startup activities are scheduled and executed efficiently. Approximately 50% of this position’s time will be dedicated to managing and performing startups, while the remaining 50% will focus on advanced troubleshooting, customer communication, and driving solutions to completion.

The Startup & Field Solutions Lead is an hourly position and is expected to maintain an approximate 50% or greater utilization rate, meaning that half of their time should be billable to jobs/customers rather than overhead. Job‑related contact can occur with all demographic groups, with many contacts being service customers, project managers, other Capstone Mechanical technicians, the Area Service Manager, and the dispatcher.

• Responsible for assisting in continuing education for technicians.
• Attending all startup handoff meetings with Project Managers to coordinate scope, expectations, and documentation.
• Attending Service Leadership meetings as required.
• Leading and performing startup activities, ensuring compliance with Capstone standards, customer requirements, and manufacturer guidelines.
• Completing, reviewing, and turning in all startup sheets and documentation to Project Managers in a timely manner.
• Coordinating with the dispatcher to ensure proper scheduling and resource allocation for startup activities.
• Reviewing job startup budgets in coordination with the Project Manager and ensuring startup activities are completed within the allotted budget.
• Assuring that all startup work is performed with a focus on both quality and financial stewardship, helping projects come in at or under budget.
• Serving as a technical lead in the field for complex service problems, working to identify root causes and implement long‑term solutions.
• Assisting sales team with existing or new issues by providing solution narrative, material takeoff, and seeing that solution is fully executed once it is sold.
• Keeping customers informed throughout the resolution process and ensuring issues are seen through to completion.
• Providing mentorship and technical guidance to other service technicians on startup procedures and troubleshooting practices.
• Conducting quality control checks on startup and complex service work to ensure accuracy and reliability.
• Performing related duties as directed by the Area Service Manager.

• High school graduate and graduate of a post‑secondary HVACR program of instruction of two or more years in duration.
• Four or more years of successful and full‑time HVACR experience, preferably in commercial service or installation with startup and commissioning responsibilities.
• Strong troubleshooting and problem‑solving skills with the ability to resolve complex technical issues.
• Excellent oral and written communication skills, including the ability to clearly communicate with customers, suppliers, project managers, and Capstone Mechanical employees.
• Physical ability to perform all duties noted above under the conditions, circumstances, and extreme weather found in Texas.
• Initiative in maintaining and advancing HVACR skills through a combination of self‑study, company training, manufacturers’ workshops, and other professional development activities.
• Current Texas operator’s license and the ability to operate all vehicles in the corporate fleet within 30 days of initial employment. Incumbent must be insurable by current Capstone Mechanical insurance carrier.
• Ability to work under pressures of time, non‑standard schedules, supervision…