Customer Service Representative

Responsibilities

• Answer inbound phone calls professionally and efficiently
• Schedule HVAC and plumbing service calls, maintenance, and estimates
• Make outbound follow-up calls for estimates, memberships, and maintenance reminders
• Maintain and update customer profiles in CRM software (Housecall Pro, Podium, etc.)
• Ensure job notes, tags, lead sources, and billing details are properly documented
• Aid with Friends & Family Membership management and renewals
• Process payments and verify billing information
• Support permit requests and rebate documentation
• Communicate effectively with technicians and field teams
• Maintain a high level of customer satisfaction
• Uphold company standards

Qualifications

• Previous customer service experience preferred
• Experience in HVAC, plumbing, or home services industry is a plus
• Strong communication skills (verbal and written)
• Ability to multi-task and prioritize in a fast-paced office environment
• Familiarity with CRM systems and Microsoft Office
• Professional appearance and positive attitude
• Highly organized and detail-oriented
• Team player with strong problem-solving skills