Responsibilities

• Answer calls from clients and utilize the FSM system to schedule and book service calls.
• Communicate with technicians regularly concerning job dispatching.
• Create estimates for job proposals using templates and information provided by technicians.
• Handle invoicing and ensure accurate billing for services.
• Manage daily bookkeeping tasks and maintain financial records.
• Update and monitor the company budget.
• Prepare and review monthly, quarterly, and annual P&L reports.
• Generate and analyze multiple reports to support business operations.
• Use our CRM System to track marketing efforts and monitor sales.
• Monitor network of clients and follow up periodically.
• Cold call local businesses to offer our services.
• Assist in the implementation of business strategies to improve efficiency and profitability.
• Provide support to the management team as needed.
• Receive calls and email responses.

Qualifications

• 3+ years of experience in Bookkeeping and Virtual Assistance.
• Proficient in Excel and Quickbooks
• Good communication and written skills
• Experience with ServiceTitan or similar software is a bonus