VA Masters
Key Responsibilities • Answer incoming customer calls professionally and convert inquiries into scheduled appointments • Create, update, and dispatch jobs in our field-service management system (Workiz) • Coordinate schedules between customers and field technicians throughout the day • Prepare and send estimates and invoices accurately and on time • Follow up with customers on quotes, appointments, and outstanding items • Respond to customer messages via text and messaging apps in a timely, friendly manner • Communicate with technicians to confirm job details, timing, and closings • Keep customer and job records organized and up to date • Support light administrative tasks as needed to keep operations running smoothly • Mandatory Skills: • Excellent spoken and written English with a clear, neutral, customer-friendly phone manner • Proven experience in dispatching, appointment setting, or phone-based customer service • Confidence handling inbound and outbound calls and closing/booking appointments • Comfort learning and working within a field-service CRM (Workiz or similar) • Strong organizational skills and attention to detail • Dependable, detail-focused, and able to work independently • Strong communication skills and a proactive, customer-first attitude • Preferred Skills: • Experience with Workiz, CallRail, or similar dispatch/CRM and call-tracking tools • Background supporting a home services, field-service, or trades business (e.g., HVAC, plumbing, garage door, or locksmith) • Familiarity with preparing and sending estimates and invoices • Interest in learning marketing and content tasks (social posts, Google Business Profile, review responses) as the role expands • Comfort using AI tools like ChatGPT to draft and refine content • Ability to manage multiple tasks and priorities at once • Why Join Us: • This is a chance to join a close-knit, family-run team where your work directly impacts our growth and every customer's experience. You'll take ownership of a key role, pick up new skills, and grow into expanded responsibilities over time. If you're proactive, dependable, and love helping customers, we'd love to work with you.
VA Masters
