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Set up installation jobs
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Complete job file creation and budget adjustments in Great Plains.
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Generate and process accurate installation invoices for customers based on provided data and billing information in a timely manner.
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Maintain customer \& general contractor communication \& tasks.
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Maintain up-to-date records of invoices and customer information in the billing system.
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Verify the accuracy of billing data and resolve any discrepancies or errors before issuing progress draws.
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Schedule technicians for installation projects in Great Plains.
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Stay updated on billing policies, procedures, and regulations to ensure compliance with company and industry standards.
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Collaborate with internal teams, such as Dispatch and Accounts Payable, to gather necessary information for billing purposes.
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Respond to customer inquiries regarding billing issues, discrepancies, or payment options in a professional and timely manner.
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Complete permits and business license applications
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Complete close-out documents, as builds, seismic reports, scope on large projects.
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General Service \& Construction administrative support for management as required.
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Perform other related duties, as assigned by management, for the purpose of ensuring the efficient and effective functioning of the business.
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Highly organized, with an ability to manage multiple tasks, set priorities, and meet deadlines.
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Strong problem-solving skills with excellent attention to detail.
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Proficiency in office software and tools.
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Self-motivated and working well with others.
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Ability to handle high-pressure situations and prioritize tasks effectively.
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Effective communication skills working with customers and colleagues at all levels of the business.
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Capable of working with cross-functional teams to meet deadlines and goals.
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Flexibility and desire to take on additional responsibilities.
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Willing to learn and grow with the company.
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High school diploma or general education degree.
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HVAC/R industry knowledge but not required.
