Customer Service Representative/Dispatch Assistant - Industrial HVAC

Responsibilities

• Check customers for contacts and add/correct to current/updated information.
• Attach packing slips and other needed documents to service calls.
• Run open calls report and verify there are no completed calls.
• When refrigerant is involved, verify records are entered.
• Process warranty claims and track paid claims.
• Billing to include the following: Verify job description matches invoice description and job is complete, adjust billing rates by customer, markup materials, as necessary.
• Follow up on aging Accounts Receivable weekly.
• Communicate with sales, technicians, supervisors and other coordinators regarding job scheduling and possible delays.
• Read emails addressed to "dispatch" and help reply to them when possible.
• Answer incoming calls to the dispatch line.
• Receive POs in Metaviewer.
• Prepare PowerPoint presentations for sales meetings.
• Makes sure subcontract forms in place for all subcontractors.
• Collect JSAs from technicians for every job.
• Track safety requirements for each customer site.
• Track existing safety certifications for each technician.

Qualifications

• Proficiency in Word, Outlook, and Excel.

Requirements

• Associate's degree or higher.
• 2-5 years of business experience in related field.