Roofing Service Account Manager

Alan N. Daum And Associates
Pompano Beach, FL
Permanent

Title : Service Account Manager

Supervises : Field Personnel and Subcontractors

Objective : Oversee Service Accounts from intake to billing to ensure the Service Department is profitable.

Job Responsibilities :

Lead Intake : (After job folder is created by Admin)

oContact client within 24 hours of receiving job folder

oSchedule appointment to investigate leak / repair request

oUpdate notes in Pipedrive and update job board

oCoordinate schedule to optimize the number of repairs that can be visited in a day

Proposals and Estimates :

oPrepare estimate and scope of work for repairs

oComplete and send proposal with photos to client

oFollow-up once per week for status of pending items to be approved

oOnce approved add the job to the approved board and add job folder to the scheduling board

Scheduling :

oManage and schedule approved jobs

oCommunicate scope and materials to Service crew and ensure they are prepared

oRoute / schedule service jobs in an efficient manner

Billing :

oEnsure job was completed to scope

oReview photos

oReview job was completed per budget

oSend complete job to billing department for invoicing

  • Handle day to day questions regarding service jobs
  • Work with project manager and billing department to ensure all jobs are accounted for
  • Workload to be shared during rainy season but musted be monitored and managed by the Service Manager
  • Ensure Service crew(s) are completing jobs properly and on budget
  • Must be a team player
  • 15 days ago
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