Build and adjust daily schedules around emergency and routine calls. Coordinate routing so technicians spend less time between jobs. Confirm appointments and send reminders to reduce no-shows. Flag scheduling conflicts before they affect a job.
Customer Service & Booking
Answer inbound calls and texts in English and Spanish. Walk customers through service options, repair vs. replacement, and next steps. Book and confirm maintenance, repair, and installation appointments. Handle routine questions so crews stay focused on the job.
Billing & Back-Office Support
Prepare and send invoices for completed jobs. Track outstanding balances and follow up on late payments. Reconcile payments against completed work orders. Maintain accurate customer and job records in your system.
Lead Follow-Up and Booking
Respond to new leads quickly across calls, forms, and messages. Qualify prospects before booking an estimate. Follow up on open quotes. Keep the estimate calendar full and up to date.