Scheduling & Crew Coordination
Build and update crew schedules based on job progress and availability. Reschedule appointments when weather or project delays affect the timeline. Coordinate inspections, estimates, and homeowner walkthroughs. Confirm appointments and send reminders.
Customer & Appointment Management
Answer inbound calls, texts, and customer messages in English and Spanish. Schedule and confirm estimates, inspections, and service appointments. Route urgent inquiries to the appropriate team member. Manage increased call volume during busy periods or after severe weather.
Billing, Payments & Job Records
Prepare and send invoices for completed jobs. Reconcile payments against completed work orders. Organize documents and information related to insurance claims. Help monitor important paperwork and follow-up deadlines.
Lead Follow-Up & Estimate Coordination
Respond to new leads quickly across calls, forms, and messages. Qualify prospects before booking an estimate. Schedule estimates with the appropriate team or crew. Track open opportunities and keep follow-ups from being missed.