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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail while managing customer service interactions and scheduling in a growing HVAC business. Proficient in maintaining accurate records and coordinating appointments to ensure timely completion of tasks.
Highest-signal resume keywords
Customer Service SkillsOrganizational SkillsHVAC ExperienceHousecall Pro KnowledgeOffice Administration Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SchedulingInvoice PreparationData EntryRecord KeepingTask Prioritization
Soft Skills
Attention to DetailCommunication SkillsIndependenceConfidentialityFriendly Demeanor
Tools & Technologies
Housecall ProEmailCalendarsSpreadsheets
Industry Keywords
HVACHome ServicePreventive MaintenanceCustomer ProfilesService Agreements
About the role
Key responsibilities & impact- Schedule preventive maintenance visits and coordinate appointments with customers and technicians
- Keep Housecall Pro customer profiles, equipment details, service agreements, job notes, and schedules accurate and up to date
- Follow up on open estimates, record customer responses, and help schedule approved work
- Prepare and send invoices from completed job information
- Follow up professionally on outstanding balances and refer payment issues to the owner
- Answer and return customer calls, texts, and emails
- Communicate appointment updates and route technical questions to the appropriate technician
- Organize job paperwork, receipts, and service records
- Coordinate missing information with the owner and bookkeeper
- Maintain a follow-up list so maintenance appointments, estimates, and customer requests are completed on time
- Work directly with the owner to help keep the growing HVAC business running smoothly
Requirements
What you’ll need- Strong organization, attention to detail, and friendly customer service skills
- Comfort using computers, email, calendars, and basic spreadsheets; ability to learn new software
- Ability to prioritize tasks, work independently, and handle customer and business information confidentially
- Office administration, scheduling, or customer service experience preferred
- HVAC or home service experience and Housecall Pro knowledge are a plus
- Must live in the area of the job
- Must be legally authorized to work in the US
Benefits
Comp & perks- Paid time off
- Bonus based on performance
- Company parties
- Flexible schedule
- Flexible work from home options available