Scheduling Coordinator

Heritage Pools, LLC
North Charleston, SC Full Time
POSTED ON 2/18/2022 CLOSED ON 4/17/2022

What are the responsibilities and job description for the Scheduling Coordinator position at Heritage Pools, LLC?

Daily Morning Routine -

  • Dispatch technicians on routes. Make sure they are aware of any work orders or changes made to their routes.
  • Review all POM reports as they come in to check chemical readings and pictures – check for additional charge items, extra time, etc – create and send invoice to customer if needed – send reports to customers.
  • Collect all work orders from the previous day, confirm they are completed properly and check off the agenda.
  • Collect pictures from all techs, look through pictures to find any issues, organize them by address in PTEMP.
  • Review recheck pictures with techs.
  • Review notes made by tech from the previous day, discuss issues and let them know about any corrections they need to make.
  • Track techs using GPS to see that route was followed in order and that they are not taking unnecessary routes and compare times to POM reports.
  • Create estimates for simple repairs/equipment replacements, send to customers for approval, order parts when approved.
  • Process billing for all maintenance customers – create and send invoices and use SOP to verify all customers have been billed correctly.
  • Assist customers with taking payments over the phone.
  • Follow up on estimates daily.
  • Monitor phones and handle calls.
  • Take calls from customers with issues/complaints, understand problems completely, create work orders with details and necessary actions. Add complaint to spreadsheet.
  • Speak with potential customers, explain services, schedule estimates and send letter and packages. Confirm that property is accessible, obtaining gate codes or special passes.
  • Use Google map to locate pools to determine service days or estimates.
  • Make work orders as technicians call in with issues.
  • Put all work orders on calendar and notes into POM appointment once scheduled.
  • Schedule all new construction free maintenance visits and send NC customers the maintenance information, follow up once free maintenance is completed.
  • Organize NC scheduling boards
  • Call and email customers with pricing the morning after estimate visit.
  • Complete and send agreements and recurring forms using Nitro to new maintenance customers.
  • Track on spreadsheet all pools added and removed from the route.
  • Maintain Maintenance Customer Audience list on Mail Chimp.
  • Write SOPs for maintenance.
  • Call and email customers to bring accounts current, track on spreadsheet and notes in QuickBooks.
  • Call all customers with closed/covered pools in Spring to recommend reopening and added back to maintenance.
  • Follow up on all recurring payments that have failed as soon as received. Collect failed payment and update recurring entry.
  • Update Google Sheets as needed and follow up with customers to make sure issues have been resolved.
  • Write newsletters seasonally with department updates and information. Send using Mailchimp.
  • Manage company apparel inventory on spreadsheets, obtain apparel for each new employee and current employees, reorder apparel when needed.
  • Manage company promotional inventory on spreadsheet.
  • Make and manage gifts and free maintenance for NC customers.
  • Manage, update and inspect tech cameras, GPS units, salt testers, power vacs and truck passes.
  • Interview and hire new maintenance technicians.
  • Enter payments for maintenance and other customers into QuickBooks as they come in.

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 10 hour shift

Supplemental Pay:

  • Bonus pay

Education:

  • Associate (Preferred)

Experience:

  • Computer literacy: 3 years (Required)

Work Location: One location

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