Assistant/Customer Service

Job Description

Responsibilities
• Prepare, submit, track, and close all permits, keeping a simple, up-to-date permit log.
• Pull weekly time and job data to maintain commission and payroll prep spreadsheets for the bookkeeper and owner to review.
• Maintain accurate customer, job, and invoice records in ServiceTitan and keep data clean.
• Build and send a short daily and weekly “numbers snapshot” from ServiceTitan with key metrics like calls, bookings, jobs sold, and open estimates.
• Turn decisions from coaching calls and internal meetings into clear checklists and tasks, and track progress so nothing falls through the cracks.
• Update and distribute simple weekly scorecards for CSRs and technicians based on ServiceTitan data.
• Listen to a set number of recorded calls each week and summarize patterns or issues for the owner to review with the CSR.
• Maintain simple trackers for truck registrations, inspections, and insurance, and send reminders for upcoming expirations or missing items.

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