Key Responsibilities
Service Scheduling & Dispatch
--Create manage and adjust daily schedules for service technicians to maximize productivity and minimize drive-time.
--Optimize routing in real time based on job priority location emergencies and technician skill levels.
--Monitor technician progress throughout the day to maintain schedule accuracy.
--Work closely with the Service Manager to:
o Ensure daily schedule readiness
o Communicate job priorities and technician assignments
o Resolve logistical or documentation issues
--Participate in weekly service meetings to review performance and upcoming workload.
--Coordinate with customers regarding appointment times delays and follow-up visits.
Technician Support
--Verify that all completed jobs are properly documented in Service Titan including:
o Job completion status
o Photos notes recommendations
o Time entries
o Proper labor and materials recorded
--Ensure technicians submit accurate and complete job tickets.
--Confirm that invoices are created correctly and ready for customer delivery.
--Follow up on incomplete documentation and resolve discrepancies before jobs are closed.
Work Order & Invoicing Preparation
--Generate return visits follow-up work orders and maintenance recommendations based on technician feedback.
--Track open work orders to ensure nothing is missed or left unbilled.
Service Department Reporting & KPI Tracking
Work with Service Manager to track key technician productivity metrics such as:
o Jobs completed per day
o Average ticket size
o First-time-completion rate
o Drive-time efficiency
--Report technician KPI results weekly to management.
--Identify recurring scheduling bottlenecks and recommend improvements.
Office Administration
--Maintain organized digital and physical records for service calls invoices and customer accounts.
--Assist with basic office duties such as phones email responses and data entry.
--Support owner service manager and technicians with administrative tasks as needed.
--Coordinate with the office manager or bookkeeper regarding invoice status and collections support.
Qualifications:
Associate or bachelors degree in business or related field preferred.
Working knowledge of QuickBooks
General Accounting Skills
Proficient in scheduling software (Service Titan preferred)
Proficient with Microsoft Office Suite.
Ability to work effectively in a deadline-driven multi-priority environment
Exhibit consistent usage of effective time management skills and appropriate resource management
Provides others with timely and organized information and reports
Able to take direction and independently work on projects assigned and consults with appropriate individuals as needed.
Strong organizational skills
Attention to detail and relays information that is sufficiently detailed.
Strong written and verbal communication skills