Please send your CV and Resume at [email protected]
Position Overview

Key Responsibilities

Customer Intake & Job Setup

• Answer and manage incoming customer inquiries professionally.
• Gather all required information for new residential and commercial jobs.
• Accurately enter customer, project, measurement, scheduling, and job information into the appropriate company software and spreadsheets.
• Make sure job files are complete before moving them to the next stage.
• Follow up with customers when additional information is required.

Estimating & Measurement Scheduling

• Schedule estimates and on-site measuring appointments.
• Coordinate appointments between customers and company estimators/technicians.
• Confirm appointments and communicate schedule changes.
• Ensure measurements and job specifications are properly documented and entered into the system.

Technician Scheduling & Dispatch Coordination

• Build and manage technicians' daily schedules.
• Coordinate installations, measurements, service calls, and other field appointments.
• Handle last-minute customer cancellations, rescheduling, technician changes, and other scheduling conflicts.
• Communicate schedule updates quickly and clearly to customers and technicians.
• Help maximize technician productivity while maintaining realistic travel and job-completion schedules.

Ordering & Vendor Coordination

• Manage product and material orders for jobs.
• Communicate directly with vendors regarding pricing, product specifications, availability, lead times, order status, and delivery timelines.
• Compare purchase information against job specifications before submitting orders.
• Follow up on delayed or incomplete orders.
• Maintain organized records of vendor communications and purchase information.

Measurement & Order Accuracy

• Cross-reference measurements between estimates, field measurements, orders, invoices, and job records.
• Double- and triple-check measurements before orders are finalized.
• Identify conflicting or missing information before it causes a costly mistake.
• Verify dimensions, quantities, product types, finishes, hardware, and other job specifications.
• Escalate questionable or inconsistent measurements before an order is placed.

Invoicing & Payments

• Prepare and send customer invoices.
• Follow up regarding outstanding balances when necessary.
• Process customer payments according to company procedures.
• Maintain accurate payment records.
• Verify that invoices correspond correctly with completed work and job information.

Payroll & Administrative Support

• Assist management with payroll preparation and employee time information.
• Verify technician hours and related information before payroll is submitted.
• Maintain accurate administrative records.
• Assist management with other operational and administrative responsibilities as needed.

Software & Process Improvement

• Learn and utilize Smart Glazier.
• Work extensively with Microsoft 365, Outlook, and Excel.
• Help implement new software, modules, automations, and operational systems.
• Test new workflows and identify repetitive or inefficient processes.
• Help management create more organized and streamlined procedures.
• Learn new software and technology quickly.

Required Qualifications

• Excellent written and verbal American English communication skills.
• Exceptional attention to detail.
• Strong organizational and time-management skills.
• Ability to manage multiple active jobs simultaneously.
• Ability to work independently without constant supervision.
• Strong follow-through and accountability.
• Excellent computer skills and strong Microsoft Excel skills.
• Experience using Microsoft 365 and Outlook.
• Ability to learn unfamiliar software quickly.
• Comfort working with tape-measure measurements and fractions down to 1/16 of an inch.
• Ability and willingness to cross-reference and triple-check important information.
• Professional telephone and customer-service skills.
• Ability to remain organized while handling last-minute changes and interruptions.
• Comfortable communicating regularly through video calls using Microsoft Teams and Zoom.

Ideal Candidate

• Notices when one number does not match another.
• Naturally checks their work before submitting it.
• Enjoys organizing complicated information.
• Can manage many moving parts at once without losing track of the details.
• Is comfortable asking questions when something does not look correct.
• Learns new systems quickly.
• Communicates clearly and professionally with both customers and technicians.
• Takes ownership of problems until they are resolved.
• Is proactive rather than waiting to be told every next step.
• Enjoys finding better, faster, and more organized ways to operate.

Remote Work Requirements

• Modern, updated computer capable of efficiently running all required company software.
• Reliable high-speed internet connection.
• Reliable backup internet connection.
• Reliable power backup solution.
• Quality noise-canceling headset.
• Webcam.
• Quiet, private, and professional workspace.
• Ability to participate professionally in Microsoft Teams and Zoom video meetings.
• Ability to work uninterrupted during scheduled business hours.

Schedule

Systems Used

• Smart Glazier
• Microsoft 365
• Microsoft Outlook
• Microsoft Excel
• Microsoft Teams
• Additional software and operational tools as implemented

What Success Looks Like

• Every incoming job is entered correctly.
• Estimates and measurements are scheduled promptly.
• Technicians know exactly where they need to be and when.
• Customers receive clear communication.
• Orders match the actual measurements and job specifications.
• Vendors are followed up with consistently.
• Invoices and payments are processed accurately.
• Management has reliable information.
• Fewer mistakes occur because details are caught before they become problems.
• Company processes become more organized and efficient over time.