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