DAILY:
- Answer Incoming Calls
- Check emails and Phone Messages. Print requests and Respond when asked
- Write up Service Requests
- Part delivery/dist to Techs (Label/ID by Customer)
- Set up new customers in Sage 50
- Open Jobs and Sales Orders in Sage 50
- Type up and verify Work Orders and match labor and materials to jobs
AS NEEDED:
- Update customer information
- Enter Purchase Invoices
- Invoice customers
- Collect past due accounts
- Run credit cards for payments, email receipts
- Type up and send out estimates
- Order parts for stock and supplies
- Price and put away of stock
- Send out returns
- Inventory
- Reports
- This is an overview of the job. More specifics available with interview.