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 Field Edge.
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
ADDITIONAL RESPONSIBILITIES:
Equipment registration and relevant data collection Rebate and PUD Ductless Heat Pump application processing
Service maintenance contract management (residential and commercial) includes calling and scheduling for both seasons.
Assisting with Purchase Orders
Retrieve order, scheduling, or equipment updates utilizing any tools available as requested
Assist with year end Inventory
Assisting the Controller and install department as needed