What are the responsibilities and job description for the Billing Specialist position at Integrity Lift Services?
Salary: $55,000/yearDescriptionThe Billing Specialist plays a central role and is responsible for ensuring accurate, timely, and compliant billing across all Service and Rental operations. This includes managing invoicing workflows, reviewing documentation, validating work orders, maintaining billing accuracy, and supporting both internal teams and customers with billing-related needs. Success in this position is measured by precision, responsiveness, and consistent follow-through that supports revenue accuracy and strengthens financial operations.The following responsibilities must be actively managed, executed & upheld as core function of the role. Consistent ownership & follow-through are essential to ensure operational success * service excellence. SERVICE & RENTAL INVOICINGGenerate invoices for all Service, Road, Shop, PM, Rental, and Allied work orders.Review all supporting documents for accuracy (work orders, PM sheets, technician notes, rental logs).Ensure correct labor hours, parts, rental rates, surcharge items, and taxes are applied.Validate customer-specific billing terms, PO requirements, rate structures, and contract notes.Maintain daily accuracy of unbilled work in Jobber/Softbase and ensure timely close-out.Process credit card payments, deposits, and adjustments in accordance with finance guidelines.DOCUMENTATION VALIDATIONConfirm all required documentation is attached prior to invoicing (signatures, photos, logs, PM checklists).Follow up with technicians, service operations, and rental teams to correct incomplete information.Maintain clean, organized digital records within Jobber, Softbase, and OneDrive.Track missing information & escalate unresolved discrepancies promptly.INTERNAL & CUSTOMER COMMUNICATIONRespond to all billing-related inquiries in alignment with company communication standards.Provide invoice clarifications, supporting documents, and corrective updates as needed.Collaborate with dispatch, service operations, sales, and rental teams to resolve billing issues.Communicate with A/R to resolve short-pays, discrepancies, and credit holds.ESTIMATE & CONTRACT SUPPORTOpen/close/convert estimates for Service, Rental PMs, Allied jobs, and Shop work.Ensure credit hold tracking is maintained and communicated to all affected departments.Support rental contract billing including rate changes, extensions, and pro-rated periods.Maintain alignment with ongoing PM contract structure changes or billing updates.QUALITY CONTROLReview daily/weekly unbilled work to ensure nothing is missed, duplicated, or inaccurately assigned.Maintain accuracy and consistency across all invoice types (Service, PM, Rental, Allied).Partner with team leads to uphold billing process adherence across the organization.Support periodic audits of invoicing accuracy and documentation completeness.REPORTING & TRACKINGPrepare weekly unbilled revenue reports for leadership review.Track disputed invoices and maintain documentation of resolutions.Monitor workflow completion to ensure month-end targets are met.Assist with KPI tracking related to billing efficiency, accuracy, and timelines.EMAIL COMMUNICATIONMonitor & respond to all billing-related email correspondence in accordance with company communication guidelines.Ensure timely follow-up on missing documentation, PO requests, customer inquiries, and internal requests.
Salary : $55,000