: B2B Billing & Service Coordinator (QuickBooks & Field App Experience)

Job Overview

We are a growing, Equipment Sales, Service, Maintenance Company in the Atlanta, GA Metro area looking for a LOCAL (MUST LIVE IN THE ATLANTA, GA METRO AREA TO BE CONDISDERED)sharp, tech-savvy B2B Billing & Service Coordinator to bridge the gap between our field operations and our commercial clients, reporting directly to the Owner and Service Manager.

This is not a traditional, passive data-entry bookkeeping job. Because 99% of our clients are commercial accounts with strict, manual Accounts Payable workflows, you will be the owner of the entire billing cycle. You will translate field technician notes into accurate, custom quotes and invoices, coordinate directly with corporate client requestors, and ensure our cash flow remains healthy through polite, professional follow-up. You WILL be required to be out in the field upon initial employment to learn first hand what we do.

If you have great mechanical/operational logic, love organizing digital workflows, and possess the communication skills to navigate corporate B2B accounting systems, we want to hear from you.

Key Responsibilities:

• Audit Field Data: Review daily completed jobs inside our Field Service Management (FSM) software. Cross-reference technician labor logs, parts lists, and site photos to ensure accuracy.
• Generate B2B Quotes & Invoices: Use your technical logic to catch missing details (e.g., matching the right parts and markups to the right jobs) and build clean, professional invoices and quotes.
• Manual Client Invoicing: Instead of sending automated portal links, you will format custom PDF invoices, attach required client paperwork/POs, and email them directly to client decision-makers.
• QuickBooks Management: Manually log all quotes and invoices into QuickBooks to ensure accurate revenue tracking, due dates, and reporting. Reconcile incoming checks and ACH payments.
• B2B Collections (Light but Crucial): Track Net [30/60] payment windows. When corporate invoices stall in client approval chains, pick up the phone or send personalized emails to original requestors to clear up bottlenecks and expedite payment.

What We Are Looking For:

• QuickBooks Savvy: At least 2 years of experience handling invoices, accounts receivable, and payment reconciliation in QuickBooks.
• Field Software Literacy: Experience using a Field Service Management app (such as ServiceTitan, Jobber, Housecall Pro, FieldEdge, Connecteam) or a strong ability to master new cloud-based software platforms quickly.
• B2B & Corporate Accounting Fluency: You understand Purchase Orders (POs), Net terms, ACH processes, and how to navigate a corporate company’s Accounts Payable department.
• Operational & Mechanical Logic: You don't need to be a mechanic, but you do need "trade aptitude." You should be able to read a technician's notes about a job and understand if the parts and hours match the scope of work.
• High-Touch Communication: Excellent verbal and written skills. You can build great relationships with our field techs, and you are comfortably diplomatic when calling a client about a late payment.
• To Apply:

Please submit your resume along with a brief note describing your experience working with commercial B2B clients, trade businesses, or field service software.

Pay: $25.00 - $35.00 per hour

Work Location: Hybrid remote in Atlanta, GA 30332

Salary : $25 - $35