Customer Service Representative/dispatcher

4 days ago


Edmonton, Canada Otto Heating & Cooling Full time

**Responsibilities**:

- **Customer Support**: Serve as the first point of contact for our customers and address inquiries, schedule appointments, and ensuring a seamless customer experience. Directing to the direct department or person when other team members are needed to properly handle the customer call.
- **Dispatch**: work closely with our Operations and Service manager to dispatch technicians to schedule service and maintenance calls, optimizing technician assignments and availability
- **Bookkeeping Support**: support with the review of completed job invoices and payments to customers, ensuring proper amounts have been invoices and proper payments have been collected. Correct invoicing or payment errors where needed. Prepare, send and collect payment for invoices when not completed by a technician.
- **Accounts Receivable**: follow up and collect on outstanding customer invoices
- **Sales Team Coordination**: Coordinate with the sales team to arrange estimates and quotes for customers, maintaining efficient communication to meet customer needs.
- **Bookkeeping Support**: assist bookkeeping with invoicing review, customer collections, and inputting data into QuickBooks Online
- **Field Service Management**: Manage customer interactions and service records in Jobber (our field management software), ensuring accurate and up-to-date information for smooth follow-ups and quick issue resolution.

**Qualifications**:

- **Experience**: 2+ years in customer service, administration, or a related role; experience in the HVAC or trades industry a plus.
- **Bookkeeping Knowledge**: Basic bookkeeping and invoicing experience; familiarity with QuickBooks Online is a plus.
- **Skills**: Highly organized with excellent communication and problem-solving skills; able to manage multiple tasks and maintain attention to detail.
- **Attitude**: Positive, empathetic, and professional demeanor with customers and team members; reliable under pressure and proactive in solving issues

**Why Join Us?**
- **Competitive Compensation**: we offer wages that are above industry average because we recognize and value your skills and expertise
- **Time off**: we offer three weeks of vacation and the day off for your birthday
- **Comprehensive Benefits**:our benefits package includes health, dental and vision insurance, ensuring you and your family are well taken care of
- **Professional Development**:we have a team oriented and mentorship culture to support your growth

Pay: $40,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 3 years (preferred)
- HVAC: 1 year (preferred)

Work Location: In person



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