DISPATCH ASSOCIATE WITH EXPERIENCE IN HVAC - APPLY IF YOU ARE OK TO WORK FOR ONLY A FEW MONTHS

Our company is need of a Dispatch Associate with knowledge in Heating, Ventilation and Air-condition. However, this position is only for a few months but there is a big chance of being permanent, depending on you performance. Below are the roles and qualifications. Only apply if you have knowledge and experience with HVAC.
Phones
o Answer all phone calls
o Call customers to schedule work
o Familiarize with VOIP software to adjust routing as necessary
o Text customers and clients for scheduling and updates
- Follow-up
o Follow-up for approvals for jobs as required
o Follow-up with customers to gauge effectiveness of repairs
o Follow-up for reviews
o Follow-up to offer maintenance
o Follow-up for payment
o Follow-up for scheduling
- Maintain Equipment price sheet
- Call for repair parts pricing and generate custom job estimates
- Send monthly invoice summaries to property management companies as required
- Keep track of maintenance customers
o Maintenance Customer Tracker
o Generate monthly list of customers
o Add new maintenance customers (contract and one-time)
o Generate maintenance sheets for existing customers
o Mark customers in CRM (Housecall Pro)
- Permitting
o Initiate and track permits to completion
o Collect all required information for permits
o Coordinate with homeowners/tenants to schedule inspections
o Upload permits and COC’s to CRM
- Ensure that all insurance and licensing information is up to date and provided to vendors
annually.
- Keep track of insurance documents from Subcontractors and request renewals upon expiration.
- Tax and Utility Rebates
o Get familiar with available tax and utility rebates
o Submit and process rebates for clients
- Perform competitor research to keep informed on:
o Pricing
o Promotions
o Rebates
o Special programs worth implementing

CRM
- Create and maintain customer list
o Update with historical notes
o Tag customers appropriately for easy search
o Mark warranties for install customers
o Record equipment for install customers
o Mark service contracts for maintenance customers
o Upload relevant documents
- Create and schedule jobs
- Create and schedule tasks
- Review completed jobs for required items (notes, charges, and pictures)
- Invoice jobs and email to customers
- Mark invoice payments as required
- Identify overdue invoices and follow-up for payment

Office
? Need to be familiar with Microsoft Office Suite – particularly with Excel
? We use Microsoft 365 to manage all business operations including email and OneDrive file
sharing
? Need to be able to communicate effectively via email and voice with an emphasis on customer
service