ServiceM8 (CRM) Management
•Create, update, and manage client profiles within the ServiceM8 system.•Schedule and assign jobs to technicians, ensuring that all tasks are appropriately distributed.
•Track job progress, ensuring that accurate documentation, updates, and job details are maintained.
•Generate and send invoices through ServiceM8, ensuring prompt and accurate billing.
•Manage job notes, client photos, and communication within the system to ensure up-to-date records.
Client Communication & Customer Service
•Respond to and manage incoming emails, phone calls, and messages from clients in a professional and timely manner.•Provide accurate quotes, estimates, and updates to customers as required.
•Handle customer inquiries, addressing concerns or questions with a high degree of professionalism and efficiency.
•Follow up with clients to ensure satisfaction, job completion, and gather feedback.
Scheduling & Coordination
•Schedule and confirm appointments for technicians, ensuring proper allocation of resources.•Manage job timelines, minimizing downtime and ensuring efficient job flow.
•Coordinate with clients and technicians to manage job changes and reschedule appointments when necessary.
Internet Phone & Email Management
•Utilize the ServiceM8 phone system for both inbound and outbound calls.•Maintain consistent and professional email communication with clients and suppliers.
•Monitor and respond to inquiries in a timely manner, ensuring client satisfaction and issue resolution.
General Administrative Support
•Maintain well-organized records and files to ensure ease of access and retrieval.•Provide support with basic bookkeeping tasks, including invoice follow-ups and payment tracking.
•Order necessary supplies and coordinate with vendors to ensure adequate inventory.
•Assist management with various administrative tasks as needed.