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ComfortsystemsofmtPosted 3 months ago

HVAC CSR/Dispatcher

$31,200–$52,000 year

On-siteBozeman, Montana, United States

Full TimeLicense Or Certification

Job Summary

Serve as the primary point of contact for inbound customer inquiries via phone, email, and text, providing clear communication regarding service timelines, pricing, and next steps. Confirm appointments, follow up with customers before and after service calls, and manage review requests. Utilize ServiceTitan to schedule service calls, installations, and maintenance visits, dispatching technicians in real time with optimal routing while balancing skillsets and availability. Schedule preventative maintenance customers according to seasonal targets, track agreement renewals, and coordinate technician capacity to prioritize maintenance during shoulder seasons. Accurately enter customer records, track KPIs including booking rates and technician utilization, and generate reports on scheduling efficiency and revenue performance. Address customer concerns with professionalism, de-escalate situations, and escalate technical issues to management when necessary. Collaborate with Service Managers, Install Coordinators, Sales, and Billing to ensure seamless operations and support marketing initiatives with outbound campaigns.

Required Qualifications

  • Proficient computer skills
  • Advanced level knowledge of computer and software technologies, such as iOS, Windows OS, CRM Software, Service Titan, Office 365, Word, and Excel
  • 5 years of related experience and/or training in customer service, dispatching, or project management

Desired Qualifications

  • Knowledge of the industry is recommended but not required
  • High school diploma or general education degree, (GED)
  • 5 years of related experience and/or training in customer service, dispatching, or project management, or an equivalent combination of education and experience is preferred

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