-Monthly inspections list maintenance, checking for outstanding invoices and that service reminders and recurring charges are correct.
- Client contact both by email and phone.
- Emailing invoices.
-Collecting payments (through Chase Orbital or collect bank draft information & hand off for processing.
- Apply payment(s) to the account(s).
- Noting the accounts as I go along.
- Map out jobs to minimize tech drive times.
- Scheduling the inspections
- Sending tickets/list to the tech(s)
- Follow up with techs/clients as needed.
- Receive/create inspection reports
- Email reports to clients, following up on any invoices or repairs needed.
- Create a quote for repairs if needed and get client approval for partial payment up front.
- Follow up on quotes to collect and schedule as needed.
- Close out the tickets daily, once jobs are confirmed completed
- Submit to The Compliance Engine when needed and add locations on occasion.
- Update my list(s) and map(s) as needed.
Contact Southwest Dispatch to place systems on test as needed by techs in the field and update any changes in client contact information.
Email correspondence and answer phones.
Take and send messages if needed.
Prepare for weekly Monday conference call (if leading, or take notes)
Update on Monday.com as needed.
Update client contact information on the accounts as needed.
Communicate with co-workers and management as needed and support them when needed.
Order parts as needed.
Discuss invoicing with clients as needed.