On Site Customer Relations Administrator HWP

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

• Serve as the primary administrator for FieldEdge: manage workflows user access customer/job records and reporting.
• Customize service types billing rules and job workflows to align with business needs.
• Train office and field staff on CRM best practices and usage.
• Build and run reports to track technician performance job progress and customer engagement.

• Maintain the Sortly inventory system across service trucks and warehouse(s).
• Enforce inventory control procedures: item scanning tracking minimum stock levels and labeling.
• Coordinate with purchasing and field teams to ensure material accuracy and availability.

• Ensure accurate job costing by linking labor materials and expenses to service jobs.
• Reconcile data between FieldEdge Sortly and accounting systems.
• Create profitability and margin reports by job or department.
• Support leadership with operational data to guide decision-making.

• Manage day-to-day purchasing operations including sourcing ordering and vendor coordination.
• Lead the implementation of a Purchase Order (PO) system for inventory and materials.
• Track purchase orders from creation through fulfillment and receiving.
• Maintain positive vendor relationships and evaluate supplier performance.

• Assist with dispatching technicians during peak times staff shortages or emergencies.
• Ensure jobs are scheduled efficiently and updates are communicated to customers and field staff.
• Help optimize technician routes and job stacking for efficiency.

• Serve as a backup for payroll processing assisting with timecard reviews reporting and submission.
• Support administrative tasks related to employee records hours worked and field tech pay structure.
• Collaborate with HR and finance on workforce-related processes and reporting.

• 3 years of experience in operations admin or systems support within a service industry (HVAC plumbing construction etc.)
• Working knowledge of FieldEdge Sortly or comparable software
• Strong experience with job costing purchasing and inventory workflows
• Previous experience with dispatch operations and payroll support is a plus
• Highly proficient in Excel or Google Sheets for reporting and reconciliation
• Excellent communication documentation and problem-solving skills
• Comfortable working across departments and supporting multiple systems

If youre looking for a career that offers flexibility job stability strong pay benefits and more then youve come to the right place!