What are the responsibilities and job description for the Invoicing and Collections Specialist position at CraneTech?
Job Description: CraneTech is looking for a highly organized and proactive Invoicing / Collections Specialist to support our service and operations teams through accurate, high-volume billing and diligent accounts receivable follow-up. The ideal candidate has prior experience invoicing in a fast-paced, industrial or service-based environment and understands the importance of precise billing tied to field work. This role ensures that the hard work done on job sites is accurately captured, promptly invoiced, and effectively collected.
Responsibilities
A high-growth overhead crane company, CraneTech is focused on becoming the best crane service provider in the nation measured by customer and employee satisfaction. The company is well-established, well-funded, and well-positioned to support sustained expansion while continuously delivering exceptional products and service. We are industry leaders with a unique culture that differentiates us from our competitors and other field service businesses. A values-driven meritocracy, we provide our team members with opportunities for personal and professional growth.
Responsibilities
- Generate and issue accurate invoices for crane inspections, maintenance, repairs, rentals, and other field services based on technician reports and job details.
- Review service documentation, work orders, purchase orders, and job completion notes to ensure invoices are complete and aligned with customer contract terms.
- Coordinate with service coordinators, dispatch, and field technicians to resolve any missing or unclear billing information.
- Manage a high volume of ongoing jobs and billing cycles, often with overlapping schedules and varying service scopes.
- Monitor accounts receivable aging reports and conduct timely outreach (calls/emails) for overdue invoices while maintaining positive customer relationships.
- Address customer inquiries, discrepancies, or disputes quickly and professionally, escalating as needed.
- Apply payments accurately and issue customer statements or follow-ups as requested.
- Maintain and update internal billing trackers and AR dashboards to reflect real-time invoicing status.
- Contribute to monthly closeout procedures, reconciliations, and reporting on AR metrics.
- Ensure all invoicing and collections processes follow company policy, safety standards, and industry compliance where applicable.
- 3 years of invoicing and collections experience, ideally in a construction, industrial services, or equipment rental environment.
- Proven ability to handle high-volume, job-based billing with attention to detail and accuracy.
- Familiarity with service-based billing tied to field reports, technician notes, and POs.
- Proficiency in accounting or ERP systems (QuickBooks, Sage, or NetSuite preferred) and Microsoft Excel.
- Strong organizational skills and ability to multitask across active jobs and customer accounts.
- Comfortable collaborating with field teams, service coordinators, and management on job status and billing readiness.
- Excellent verbal and written communication skills with a customer service mindset.
- High school diploma or GED required; associate degree or accounting coursework a plus.
- Experience with service dispatch software or field operations platforms (e.g., ServiceTitan, FieldEdge, or custom solutions).
- Familiarity with lien releases, retention billing, and project-based customer requirements.
- Prior experience in equipment rental, HVAC, or crane services billing (strong plus)
A high-growth overhead crane company, CraneTech is focused on becoming the best crane service provider in the nation measured by customer and employee satisfaction. The company is well-established, well-funded, and well-positioned to support sustained expansion while continuously delivering exceptional products and service. We are industry leaders with a unique culture that differentiates us from our competitors and other field service businesses. A values-driven meritocracy, we provide our team members with opportunities for personal and professional growth.