CSR/Dispatcher

Customer Service/Dispatcher

PRIMARY RESPONSIBILITIES:

Provide excellent customer service and greet visitors

Assisting customers with small parts purchases or fabrication requests

Receive and field phone calls, scheduling jobs via Service Titan and responding to emails.

Provide basic troubleshooting to customers

Maintain office area upkeep including requesting supplies as needed

Filing and maintenance of Accounts Payable

Customer data management throughout QuickBooks desktop, Intuit QuickBooks, and Service Titan including equipment updates

Coordinating service department scheduling and job preparation including reminders

Monitoring work order completion and follow ups

File packing slips by Purchase Order name in install job folders or Accounts Payable

Assisting with general filing and follow up as needed

Report discrepancies to direct superior for correction

Closing shop at the end of the day

ADDITIONAL RESPONSIBILITIES:

Accounts Receivables including invoicing, filing, and collections on completed service work.

Equipment registration and relevant data collection Rebate and PUD Ductless Heat Pump application processing

Service maintenance contract management (residential and commercial)

Create call lists for maintenance seasons

Update and maintain Reception Information book

Retrieve order, scheduling, or equipment updates utilizing any tools available as requested

Contractor submittals and year-end shop inventory financial reports

Assisting the Controller and install department as needed