What are the responsibilities and job description for the Install Coordinator position at Apex Pros Plumbing, Electric, Heating and Air?
Apex Pros
INSTALL COORDINATOR POSITION :
Ensures continuity in all critical client touch points between client and Apex Pro . This position is focused on the accuracy and timeliness of client deliverables and scheduling technicians.
Qualifications :
2 years of Customer Service, with outstanding Customer interaction skills. Preferably in a fast-paced environment.
Possess enthusiasm, persuasiveness, accuracy, and quickness.
Working knowledge of Microsoft Outlook, Excel, and Word.
Must be available to work flexible hours
Must have a high school diploma or GED equivalent
Service Titan experience PLUS
Dispatching / Service Coordinating experience required, or similar role.
Ability to pay keen attention to detail and communicate effectively with internal and external clients.
ESSENTIAL DUTIES & RESPONSIBILITIES :
Answer incoming calls in a professional manner and provide information to the callers. Take messages and transfer calls.
Enter Service calls in Service Titan, books service calls as needed.
Maintain client information
Coordinate call for dispatch and communicate with technicians.
Set up and manage install plumbing filing systems
Operate office equipment
Maintain scheduling and Outlook calendars
Complete forms in accordance with company procedures.
Monitors and reviews service calls and PM activity (daily, weekly, monthly)
Issues Purchase orders and organize technicians’ parts for pick up or staging.
Client web-based systems (tracking, updates, submissions etc.
Communicate with installers daily
Provide detailed information about the installation job to installers the evening before the job is scheduled. This includes phone and emails to tech and personal email addresses with job sheet specifications.
Secures any permits needed for a job.
Finance and resolves any issues relating to financing.
Make any necessary schedule adjustments to ensure all work is completed timely, thoroughly and to the customer’s satisfaction.
Communicate with warehouse personnel as soon as a job is received to begin the equipment & parts acquisition process.
Prepares closing paperwork for customers to sign and places it in a job packet prior to installation.
Files finished paperwork with the finance company timely in order to receive payment quickly.
Keep a pulse on the job market with advanced job matching technology.
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