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HelpSquad

Customer Service and Scheduling VA – HVAC

HelpSquad

. Handle inbound customer calls and verify customer and job information in Housecall Pro .

Posted 10/22/2026contractRemote • United StatesMid-LevelSenior💰 $5 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on effective communication, appointment scheduling, and issue resolution. Proficient in using Housecall Pro and other relevant systems to manage customer interactions and maintain accurate records.

Highest-signal resume keywords
Customer Service ExperienceAppointment SchedulingHousecall ProClear Verbal CommunicationOrganizational Skills

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Appointment SchedulingCustomer Interaction DocumentationIssue EscalationJob Information VerificationDispatch Coordination
Soft Skills
Professional Phone MannerAttention to DetailDependabilityProactivityTeam Coordination
Tools & Technologies
Housecall ProQuoCRM SystemsComputer Systems
Industry Keywords
Customer SupportHome ServicesCall HandlingService AppointmentsWarranty Coverage

About the role

Key responsibilities & impact
  • Handle inbound customer calls and verify customer and job information in Housecall Pro
  • Answer inquiries, take complete messages, and track unresolved requests
  • Respond to customer text messages through Quo and Housecall Pro using approved templates
  • Book, confirm, reschedule, and cancel service appointments
  • Check technician availability, parts readiness, and required approvals when scheduling
  • Update job notes and customer information in Housecall Pro
  • Track pending customer inquiries and service issues
  • Coordinate with team members and provide clear shift handoffs
  • Handle frustrated customers professionally and escalate refunds, legal complaints, and other issues beyond authority
  • Coordinate with office managers regarding scheduling conflicts and unresolved issues
  • Verify parts arrival dates and warranty coverage
  • Explain approved customer costs and warranty-related charges
  • Maintain dispatch board accuracy
  • Track technician schedules and paid time off
  • Follow up on jobs awaiting authorization, parts, customer decisions, or office action
  • Assist with manufacturer equipment registration

Requirements

What you’ll need
  • Excellent spoken English and clear verbal communication skills
  • Professional, friendly, and confident phone manner
  • Previous experience in customer service, call handling, appointment scheduling, or a similar support role
  • Strong organizational skills and attention to detail
  • Ability to manage a high volume of calls, messages, and follow-up tasks
  • Comfortable using computer systems to document customer interactions and update records
  • Ability to follow established procedures and approved communication templates
  • Ability to recognize when an issue needs escalation
  • Dependable, proactive, and able to work independently while coordinating with a team
  • Willingness to learn new systems and processes through training
  • Dedicated to one client account
  • Must be available for the full scheduled shift and maintain reliable attendance
  • Must have a quiet work environment suitable for customer calls
  • Must have a reliable computer, stable internet connection, and backup internet or power solution
  • Preferred but not required: experience with appointment scheduling software, CRM systems, dispatch coordination, or home services customer support
  • Clear spoken English and professional phone manner are essential
  • Must be comfortable speaking with homeowners, handling customer concerns, and communicating information clearly over the phone

Benefits

Comp & perks
  • On-time payments, every time
  • Payments processed via Wise
  • Direct client training provided
  • Dedicated Account Manager as your point of contact
  • Stable, long-term placement with a growing U.S.-based company
  • Exposure to a wide range of modern SaaS platforms
  • Potential for increased responsibilities as the company scales
  • Tenure recognition for long-term team members
  • Clear escalation paths
  • 100% remote — work from home
  • Supportive team culture across all accounts
  • Potential for increased hours or additional accounts based on performance
  • Build your U.S. industry experience
  • Exposure to multiple practice types and platforms
  • Recognition for long-term team members