Service Coordinator

Company: Insight Global
Location: Pleasanton
Posted on: September 20, 2023

Job Description:

Operate as the secondary dispatch contact, this includes interfacing with our clients and technicians over phone and email.

Provide service and field tech support.

Complete service call billing on a regular weekly schedule

Scan and email invoices to customers.

Review and respond to emails from customers about their invoices.

Track and obtain purchase orders from our clients for services provided.

Interface with other members on the team to request support as needed.

Review Smartsheet submissions for job number requests.

Using Wennsoft to generate job numbers for Project Managers approved quotes.

Verify billing information provided is accurate. If not, research and correct as needed

Upload all documents, quotes, approval emails, subcontracts, PO's, etc. to jobs.

Have new customer set up forms completed to authorize setting up new accounts.

Set up new customers billing and job site details into Wennsoft.

Operate as the secondary dispatch contact, this includes interfacing with our clients and technicians over phone and email.

Provide service and field tech support.

Complete service call billing on a regular weekly schedule

Scan and email invoices to customers.

Review and respond to emails from customers about their invoices.

Track and obtain purchase orders from our clients for services provided.

Interface with other members on the team to request support as needed.

Review Smartsheet submissions for job number requests.

Using Wennsoft to generate job numbers for Project Managers approved quotes.

Verify billing information provided is accurate. If not, research and correct as needed

Upload all documents, quotes, approval emails, subcontracts, PO's, etc. to jobs.

Have new customer set up forms completed to authorize setting up new accounts.

Set up new customers billing and job site details into Wennsoft.

Required Skills & Experience

Must be comfortable going onsite 5 days a week for this role

2+ years data entry administrative duties - any admin experience for an HVAC, Construction, Plumbing or Subcontracting industry is a plus

Previous or current experience with billing or dispatching is a plus

Experience working and communicating with internal teams and external customers and vendors

Strong attention to detail and experience with internal databases

Nice to Have Skills & Experience

HVAC or similar industry experience

Experience with creating work orders for service requests or any experience with work orders

Experience with Wennsoft or Smartsheets

Experience working with project managers to gather information

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Keywords: Insight Global, Pleasanton , Service Coordinator, Professions , Pleasanton, California