What are the responsibilities and job description for the Service Billing and Account Receivable Specialist position at Upchurch?
Company Overview
Upchurch is a rapidly growing, full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States. Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has grown through both organic expansion and strategic acquisitions, establishing a strong reputation for quality, reliability, and service excellence. We offer end-to-end solutions—from design and installation to ongoing maintenance and emergency support—helping clients maximize building performance, energy efficiency, and equipment lifespan.
Position Summary
The Service Billing & Accounts Receivable Specialist is responsible for accurately billing service work, monitoring customer account balances, and ensuring timely payment collection. This role works closely with Service Coordinators, Project Sales, Field Technicians, and Accounting to process invoices, reconcile accounts, and support a healthy financial cycle for our Service divisions.
The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment where accuracy, accountability, and customer service matter.
Key Responsibilities
Service Billing
Upchurch Companies provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Upchurch is a rapidly growing, full-service building engineering company providing mechanical, plumbing, HVAC, and electrical services across the southeastern United States. Founded in 1970 and headquartered in Horn Lake, MS, Upchurch has grown through both organic expansion and strategic acquisitions, establishing a strong reputation for quality, reliability, and service excellence. We offer end-to-end solutions—from design and installation to ongoing maintenance and emergency support—helping clients maximize building performance, energy efficiency, and equipment lifespan.
Position Summary
The Service Billing & Accounts Receivable Specialist is responsible for accurately billing service work, monitoring customer account balances, and ensuring timely payment collection. This role works closely with Service Coordinators, Project Sales, Field Technicians, and Accounting to process invoices, reconcile accounts, and support a healthy financial cycle for our Service divisions.
The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment where accuracy, accountability, and customer service matter.
Key Responsibilities
Service Billing
- Review work orders, labor entries, material charges, and purchase orders for billing accuracy.
- Generate and issue service invoices, T&M invoices, PM invoices, and project/service sales invoices.
- Ensure proper cost coding and adherence to company billing procedures.
- Track billable labor, warranty work, and service contract coverage.
- Partner with Service Leadership on disputed invoices, adjustments, credits, and escalations.
- Monitor A/R aging reports and identify overdue accounts.
- Conduct collections outreach and maintain positive customer relationships.
- Apply customer payments (check, ACH, credit card, lockbox, etc.).
- Process credit memos, short-pays, and reconciliations with supporting documentation.
- Assist with customer onboarding (billing contacts, tax certificates, account setup).
- Support cash flow goals and reduce uncollectable balances.
- Communicate invoice status, account issues, and payment delays to internal teams.
- Support project closeout and contract billings.
- Assist with month-end closing, reporting, and financial reconciliations.
- Maintain organized records in accordance with company policies and audit standards.
- Identify opportunities to streamline billing processes and reduce rework.
- 4 years of experience in billing, accounts receivable, or accounting support.
- Experience in construction, field service, or mechanical trades preferred.
- Knowledge of cost codes, invoicing cycles, and collections practices.
- Strong attention to detail with the ability to manage competing priorities.
- Effective written and verbal communication skills.
- Proficiency in Microsoft Excel, Outlook, and business software systems.
- Ability to manage confidential financial data responsibly and professionally.
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- Paid time off and holiday pay.
- Opportunities for professional development and certification assistance.
Upchurch Companies provides equal employment opportunities to all employees and applicants. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.