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Dispatcher Bookkeeper - Coordinator
Comfort Zone Service - Mokena, IL
posted about 2 months ago
About the position
The Dispatcher - Bookkeeper - Coordinator role is a full-time position focused on customer service, dispatching, and managing day-to-day scheduling operations. The individual will be responsible for ensuring jobs are ready for installation, coordinating communication between various stakeholders, and maintaining accurate financial reporting. This position requires strong organizational skills and the ability to multitask effectively in a fast-paced environment.
Responsibilities
- Manage day-to-day scheduling operations and ensure jobs are ready for installation.
- Coordinate communication between installers, field supervisors, customers, vendors, and the office.
- Create department job files and contact customers regarding scheduling issues.
- Update and maintain the schedule board with all sold jobs and communicate scheduling issues with other departments.
- Forecast workload for 2-3 days out and check paperwork and timecards from previous jobs.
- Purchase equipment and schedule subcontractors, maintaining a two-day lead-time.
- Return customer calls in a timely manner and resolve open issues efficiently.
- Assist Sales in closing jobs through email, phone calls, and discussions.
- Process all sales-related packet information daily and maintain the dispatch board/schedule.
- Generate reports to track sales information and maintain equipment pricing.
Requirements
- High school diploma or GED required.
- Combined five years of bookkeeping, customer service, dispatching, or project management experience.
- Advanced customer service skills and ability to multi-task.
- Organizational skills and geographical knowledge of the sales area or map reading skills.
- Advanced computer skills.
Nice-to-haves
- 3+ years of HVAC office experience.
- 5+ years of dispatching experience.
- Excellent verbal and professional phone skills.
- Strong interpersonal skills and energetic personality.
- Working knowledge of GPS and mapping software.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
