What are the responsibilities and job description for the Field Customer Service Representative position at Universal Roofing LLC?
The Field Customer Service Representative acts as a field-based project manager and customer advocate, providing personalized on-site support throughout construction projects. This role combines project management expertise with exceptional customer service skills to ensure successful project completion within their designated geographic territory.
REQUIRED: KEY RESPONSIBILITIES
Project Oversight:
- Conduct construction meetings with Property Owners to set expectations and review project scope
- Perform regular site visits to monitor project progress and quality
- Coordinate with crew leaders, inside customer service reps, field repairs tech to maintain project timelines
- Document and photograph project milestones
- Update ERP with communications, photos, and documentation provided by Property Owner or crews
Customer Experience Management:
- Serve as additional point of contact for Property Owners throughout field trade lifecycle
- Proactively address customer concerns and provide real-time project updates
- Facilitate on-site communication between crews, property owners, and internal employees
- Guide customers through each phase of their project
Quality Control:
- Conduct pre and post-project inspections
- Ensure work meets company standards and customer expectations
- Document and coordinate punch list items, small repairs as needed
- Facilitate warranty walk-throughs and follow-up
Field Operations Support:
- Manage site logistics
- Identify and resolve potential project delays or issues
- Support crew needs and resource requirements
- Manage truck inventory for miscellaneous project items
- Review and approve labor invoices & receipts from subcontractors
- Track and report special pay circumstances
Sales Operations Support:
- Conduct thorough on-site inspections for MRP, PURE, and Inside Sales follow accurately documenting property damage and required repairs
- Adhering to TPA guidelines
- Maintain excellent communication with homeowners during inspection
- Ensure all documents and picture are uploaded to Blaze
- Communicate with MRP leaders with any issues or changes
- This is a field position and will revolve around job site travel up to 90% of time
- Additional Duties as Assigned
REQUIRED: QUALIFICATIONS
- Education: Associates degree preferred; equivalent experience in construction/project management accepted
- 3 years in construction project management or customer service
- Experience with construction processes
- Valid driver's license and clean driving record
- Strong project management and problem-solving abilities
- Excellence in face-to-face customer interaction
- Proficiency in project management software and mobile applications
- Knowledge of construction practices and safety requirements
- Must be able to pass a criminal background check, have a valid driver’s license and a clear drug screen
REQUIRED: KEY PERFORMANCE INDICATORS (KPIS)
- Quality Score Card
- Customer Satisfaction (CARE)
- Project Service Rate
- REQUIRED: WORKING CONDITIONS
- Hours: 40 hours weekly
- Location: to be performed at Elite location
- Travel: Extensive travel to job sites up to 90% of time