WorkNow
Virtual Assist logo

HVAC Customer Service Representative

Virtual Assist
External
Company
remote
full-time
Salary not disclosed

Posted 6 days ago

You'll complete your application on Virtual Assist's career site.

About the Role

This role involves providing professional virtual assistance to help business owners delegate routine tasks like administration, email handling, and social media management. By managing these essential duties, you help clients and financial advisors prioritize high-level strategy and business expansion. You will focus on improving productivity and operational efficiency in a budget-friendly manner. As an HVAC Customer Service Representative, you will serve as the main interface for service-oriented firms, delivering efficient and professional customer support. This position is vital for balancing client requests with the logistical demands of technicians in the field. You will work remotely to support U.S. operations by managing schedules, service documentation, and client communication.

Requirements

  • You need a minimum of two years of background in dispatching, call center support, administrative work, or customer service, with specific HVAC industry experience being a strong plus.
  • You must have excellent verbal and written English skills and be able to stay professional while managing a high volume of calls.
  • You should be highly organized, detail-oriented, and capable of multitasking effectively.
  • You are required to be proficient in Microsoft Office or Google Workspace.
  • It is a significant advantage to have experience with field service or CRM software like Jobber, ServiceTitan, FieldEdge, or Housecall Pro.
  • You must demonstrate the ability to work autonomously, solve problems, and uphold high standards of integrity in a remote, fast-paced setting.

Responsibilities

  • You will handle incoming customer queries via phone, email, and digital messages regarding pricing, appointment availability, and service options.
  • You will manage the scheduling and dispatching of HVAC technicians, optimizing daily travel routes and notifying clients of any adjustments or schedule delays.
  • You will update and manage precise customer files, service histories, and work orders inside CRM systems.
  • You will pursue open service tickets, maintenance contracts, and estimates to improve customer satisfaction and increase revenue.
  • You will address customer complaints, manage billing and documentation, and handle general administrative tasks to ensure seamless service operations.

Benefits & Perks

  • You will receive paid training and the convenience of working from a home-based office.

Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.

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