Operations and Customer Service Assistant

Assisting in the Following Areas:

Making sure Sales has included a scope of work and map if necessary

Sending necessary Docusign documents to client, following up, tracking completion

Sending necessary information to monitoring station for setting up account

Saving documents and Account # to client profile

Accounts Receivable

Calling for overdue accounts with a prepared list

Tracking payment commitment date and following up in a polite, pleasant manner

Accounts Payable

Compiling invoices to be paid on a weekly basis

Payments made on Fridays on a weekly basis via credit card or e transfer

Parts

Ordering job parts and arranging pickup

Creating purchase orders for all parts

Owner Support

Assisting with communication and other tasks

Reciepts and Minor Bookkeeping

Collecting receipts every Friday

Organizing receipts by date and by credit card

Uploading pictures of receipts into Quickbooks

File Organization

Organizing server folders and files, general upkeeping