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Customer Services / Scheduling Manager
Pear Tree.. Handle incoming customer calls and service enquiries in a friendly and professional manner.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong expertise in ServiceM8 for managing customer records, job creation, and scheduling, while maintaining a customer-first attitude and effective communication skills. Proven ability to coordinate operations efficiently and improve workflows in a field service environment.
Highest-signal resume keywords
ServiceM8 ExperienceCustomer ServiceAppointment BookingOrganisational SkillsField Service Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Job CreationSchedulingCustomer Records ManagementRecurring Services ManagementFollow-Up Coordination
Soft Skills
Telephone CommunicationWritten CommunicationAttention to DetailProactive MindsetCollaborative Work
Tools & Technologies
ServiceM8
Industry Keywords
Plumbing ServicesField Service OperationsCustomer EnquiriesAppointment ChangesService Progress Updates
About the role
Key responsibilities & impact- Handle incoming customer calls and service enquiries in a friendly and professional manner.
- Build strong customer relationships through proactive communication and follow-ups.
- Assist customers with bookings, appointment changes, service enquiries, and concerns.
- Keep customers informed about appointment updates and service progress.
- Follow up on quotes and recommended services.
- Contact customers whose recurring services are due or overdue to arrange appointments.
- Coordinate bookings for water filter changes, UV servicing, and other scheduled maintenance.
- Plan technician schedules based on location, availability, required skills, job duration, and parts availability.
- Confirm appointments, manage cancellations, and arrange rescheduling.
- Maintain regular customer follow-ups to secure bookings and minimise missed opportunities.
- Maintain accurate customer, site, equipment, and job records in ServiceM8.
- Create and update jobs, assign technicians, and manage schedules and job statuses.
- Keep recurring service records up to date and ensure follow-up tasks are completed.
- Monitor outstanding jobs, missed calls, callbacks, and overdue tasks.
- Check completed job records and coordinate information handover for invoicing.
- Identify opportunities to improve workflows, reporting, and the team’s use of ServiceM8.
- Work closely with technicians to ensure they have the right job information and customer requirements.
- Escalate urgent enquiries and technical questions to appropriate team members.
- Help keep daily operations organised, efficient, and customer-focused.
Requirements
What you’ll need- Two to three years of strong hands-on ServiceM8 experience — particularly with customer records, job creation, scheduling, recurring services, and follow-ups.
- Experience in a plumbing trade or plumbing services business, with an understanding of field service operations and common customer enquiries.
- Proven experience in customer service, outbound calling, and appointment booking.
- Excellent telephone communication and written communication skills.
- Strong organisational skills and attention to detail, with the ability to manage competing priorities.
- A proactive mindset and the confidence to follow through on tasks without constant supervision.
- The ability to work collaboratively with technicians and other team members.
- A customer-first attitude and the confidence to handle enquiries and concerns professionally.