Managing customer communications, selling & booking jobs, supporting sales conversations, and coordinating schedules for our field team
Answering phones, booking jobs, reviewing inbound emails, text messages, responding to customer calls, and following up on online leads in a timely and professional manner
Educating customers on our services, capabilities, pricing structure, and availability
Building estimates and guiding customers through service decisions primarily by phone, text, and email
Scheduling and coordinating jobs using our dispatching and scheduling software
Maintaining accurate customer records, job notes, and sales activities within our CRM system
Monitoring job progress and assisting technicians in real time in the field, communicating with clients, and ensuring jobs are running as expected
Auditing job actions and information to ensure accuracy and completeness before being closed out, you have extreme attention to detail
Communicating schedule updates and changes clearly with customers and field technicians
Working closely with the GM and leadership team to support smooth daily operations
Completing daily administrative and operational tasks using a structured checklist

High school diploma or GED
2+ years of experience in inside sales, customer service, scheduling, or a related role
Comfort speaking with customers on the phone and guiding conversations professionally
Strong organizational skills with close attention to detail
Ability to manage multiple tasks while maintaining accuracy
A positive, solution-focused approach to customer interactions
Willingness to learn new systems and adapt to technology
Strong written and verbal communication skills
Ability to work collaboratively as part of a small, close-knit team
Experience with CRM or field service management software (ServiceTitan preferred)

Inside Sales, CSR

Key skills