Key Responsibilities
Service Scheduling & Dispatch
--Create, manage, and adjust daily schedules for service technicians to maximize productivity and minimize drive-time.
--Optimize routing in real time based on job priority, location, emergencies, and technician skill levels.
--Monitor technician progress throughout the day to maintain schedule accuracy.
--Work closely with the Service Manager to:
o Ensure daily schedule readiness
o Communicate job priorities and technician assignments
o Resolve logistical or documentation issues
--Participate in weekly service meetings to review performance and upcoming workload.
--Coordinate with customers regarding appointment times, delays, and follow-up visits.
Technician Support
--Verify that all completed jobs are properly documented in Service Titan, including:
o Job completion status
o Photos, notes, recommendations
o Time entries
o Proper labor and materials recorded
--Ensure technicians submit accurate and complete job tickets.
--Confirm that invoices are created correctly and ready for customer delivery.
--Follow up on incomplete documentation and resolve discrepancies before jobs are closed.
Work Order & Invoicing Preparation
--Generate return visits, follow-up work orders, and maintenance recommendations based on technician feedback.
--Track open work orders to ensure nothing is missed or left unbilled.
Service Department Reporting & KPI Tracking
Work with Service Manager to track key technician productivity metrics such as:
o Jobs completed per day
o Average ticket size
o First-time-completion rate
o Drive-time efficiency
--Report technician KPI results weekly to management.
--Identify recurring scheduling bottlenecks and recommend improvements.
Office Administration
--Maintain organized digital and physical records for service calls, invoices, and customer accounts.
--Assist with basic office duties such as phones, email responses, and data entry.
--Support owner, service manager, and technicians with administrative tasks as needed.
--Coordinate with the office manager or bookkeeper regarding invoice status and collections support.
Qualifications:
• Associate or bachelor’s degree in business or related field preferred.
• Working knowledge of QuickBooks
• General Accounting Skills
• Proficient in scheduling software (Service Titan preferred)
• Proficient with Microsoft Office Suite.
• Ability to work effectively in a deadline-driven, multi-priority environment
• Exhibit consistent usage of effective time management skills and appropriate resource management
• Provides others with timely and organized information and reports
• Able to take direction and independently work on projects assigned and consults with appropriate individuals as needed.
• Strong organizational skills
• Attention to detail and relays information that is sufficiently detailed.
• Strong written and verbal communication skills