Podcast
Office Coordinator
Responsibilities
1. Scheduling & Dispatch Schedule service calls and small installs Confirm appointments with customers. Coordinate daily technician schedules.
2. Invoicing & Customer Follow-Up. Send invoices promptly after jobs are completed. Follow up on unpaid invoices (phone and email). Track past-due accounts and communicate updates. Process customer payments accurately
3. Bookkeeping Support (We already have a full-time bookkeeper). Upload invoices, receipts, and job documents. Keep digital job folders organized. Ensure documentation is complete before sending to bookkeeper
4. Customer Communication. Answer incoming calls. Assist walk-in customers. Provide job status updates. Route technical questions to the right team member
Qualifications
Requirements:
Comfortable using Excel or Google Sheets
Some experience with Quickbooks Online
Strong organization and attention to detail
Clear and professional communication
Comfortable discussing invoices and payments
Able to manage multiple tasks calmly
Preferred Experience in HVAC or construction office
Dispatch or scheduling experience
Basic understanding of invoicing or accounting processes
McCormick's Heating & Air Conditioning
York, York, NE 68467
US