BAS Service Project Manager
LegenceAbout the role
Therma, a Legence company
For over 50 years, Therma has continued to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions with a pragmatic, cost-conscious approach. Today, the firm employs more than 1,100 people in 3 regional offices, and its clients represent a diverse range of market sectors, including Biopharmaceutical, Education, Healthcare, Food & Beverage, Commercial, Industrial and Data Center facilities. Our culture is open, innovative, collaborative, and fun – all reflected in recognition of Therma as a #1 Best Place to Work on multiple occasions. We create an environment that empowers & challenges employees, giving them the greatest opportunity to succeed.
Position Overview
Therma is seeking a BAS Service Project Manager in our San Jose office who will be responsible for project management, field execution, estimating, customer relations, and financial oversight. Approximately 80% of the position is field time: performing installations, start-ups, troubleshooting, field repairs, and occasionally Preventative Maintenance. The remaining 20% is office-based time: estimating, project financial management, customer communication, and other administrative duties. This position is ideal for a candidate who enjoys unique project challenges, thrives in fast-paced field environments, and can seamlessly shift between tools on field work and professional project administration.
Key Responsibilities
Field Execution
• Perform hands-on field work including installation, troubleshooting, commissioning, repairs, and minor project-level construction activities.
• Complete project scopes independently or while leading small field crews as required.
• Conduct site walks, gather field measurements, identify required materials, and validate scope accuracy.
• Coordinate directly with customers, inspectors, and subcontractors during field activities.
• Perform redlines, markups, and as-built updates to reflect actual field conditions.
• Track daily labor hours, material usage, equipment needs, and job progress.
• Support value engineering, constructability feedback, and field-driven scope clarifications.
• Ensure safety compliance and enforce jobsite safety standards for all personnel.
• Represent Therma professionally while working on active customer sites.
Project Management & Estimating
Estimating & Quoting
• Prepare quotes for small to mid-size projects, including cost buildup for labor, materials, subcontractors, and equipment.
• Review Preventative Maintenance (PM) reports and generate corrective repair proposals.
• Support sales by identifying additional opportunities during site visits.
Project Administration & Customer Communication
• Maintain professional and timely communication with clients and internal teams.
• Attend project and customer meetings as needed.
• Develop and maintain customer relationships; ensure client satisfaction throughout project lifecycle.
• Prepare and issue contracts, change orders, submittals, and project correspondence.
Financial & Documentation Management
• Develop project budgets, monitor costs, and provide accurate projections.
• Track material procurement, equipment rentals, labor hours, and subcontractor invoices.
• Manage revenue goals and maintain margin performance on assigned projects.
• Review monthly PM and job-cost reports; identify variances and implement corrective action.
• Ensure all project documentation (including turnover documents) is accurate, timely, and compliant with Therma’s established PM procedures.
• Provide turnover documentation and warranty letter to client at the end of each job.
• Follow up with billing to ensure timely invoices and verify payment.
• Follow up on any unpaid invoices after 90 days unpaid.
Leadership & Team Coordination
• Lead project teams in both field and operational settings.
• Facilitate resolution of job problems, technical obstacles, and customer concerns.
Desired Experience
• 5+ years of experience in HVAC controls industry; field experience required.
• Prior project management or estimating experience strongly preferred.
• Ability to read and interpret plans, specifications, schematics, and submittals.
• Strong understanding of project budgeting, cost control, and forecasting.
• Comfortable performing field installations, troubleshooting, testing, and commissioning.
• Excellent communication, customer service, and problem-solving skills.
• Ability to manage multiple projects simultaneously.
• Proficient in Microsoft Office, project management systems, and mobile field tools.
• Abilit
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