- Scheduling Client Appointments: Manage bookings and ensure optimal technician scheduling for site visits and repairs, coordinating between clients and team members.
- Maintaining the Company Calendar: Update and manage the master calendar, ensuring all appointments, meetings, and deadlines are recorded and communicated effectively.
- Reminders and Follow-Ups: Send reminders to clients and staff about upcoming appointments and follow up post-service to gather feedback or schedule additional work.
- Handling Inquiries and Customer Service: Respond to phone calls, emails, and online inquiries, addressing client questions regarding services, availability, and pricing.
- Client Relationship Management: Maintain positive relationships with clients, ensuring their needs are met promptly and effectively, including managing communication about appointments and project updates.
- Generating and Sending Invoices: Create accurate invoices based on completed work, ensuring all relevant details like labor hours and materials are documented.
- Tracking Payments and Following Up on Outstanding Invoices: Monitor client payments, update records, and follow up on overdue invoices, resolving billing disputes as needed.
- Managing Payment Systems: Utilize accounting and invoicing tools to generate invoices and maintain accurate financial records.
- Documentation and Record-Keeping: Organize and manage important documents such as client contracts and job specifications, ensuring easy accessibility and accuracy.
- Assisting with Project Coordination: Support the operational team by providing necessary job information, allowing technicians to focus on their work without logistical concerns.
- Supplies and Inventory Management: Oversee inventory of office supplies, ensuring that necessary materials are stocked and available.
- Tracking Key Metrics: Input and track business metrics like completed jobs and invoicing totals, aiding management in assessing financial health and performance.
- Generating Reports for Management: Compile regular reports on scheduling, invoicing, and client feedback to provide management with insights for operational improvement.
- Streamlining Administrative Processes: Identify and implement improvements to administrative workflows, such as optimizing scheduling and invoicing systems.
- Automation of Tasks: Introduce automation tools for routine tasks like sending reminders and tracking payments to enhance office efficiency.
Get.It Recruit - Administrative
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