Overview

United Mechanical is looking for qualified candidatesto provide outstanding customer service and support the administrative operationsof our growing Service Department. Theideal candidate should possess a minimum of 5 years of relevant experience, haveexcellent computing and communication skills, and be fully committed toproviding a high standard of external and internal customer service each day.

Location: San Jose, CA (Headquarters) 

Reports to: Service Operations Manager

Duties andResponsibilities

Dispatching and WorkOrder Management

• Answer service related phone callsand work to maintain excellent rapport and prompt communication with clients.
• Receive and distribute clientservice calls and schedule planned maintenance calls in coordination withservice department labor management.
• Place material orders andsubcontractor agreements to support planned maintenance, repair, or specialproject work orders. Track and coordinate the delivery of orders and schedulingof subcontractors with clients, sales, and field personnel.
• Follow up continuously with openwork orders (completion status, client notification, internal updating andreporting).
• Review completed work orders withaccount manager and invoice.

Payroll, Sales, andAccounting Support

• Review weekly timecards foraccuracy and make corrections
• Provide support to sales andproject management staff
• Update sales tracking systems(“Smartsheet” dashboard) and provide revenue and gross margin reports for salesand project management staff
• Process and review end of themonth open work order, A/P, and A/R reports
• Work daily to close all eligibleopen work orders to ensure timely invoicing
• Process A/P invoices and paymentapprovals.
• Generate weekly billings andassist company A/R staff to ensure timely payment of invoices