Logistics Coordinator

ClassetSan Diego, CA
Onsite

About The Position

Rooter Hero is Hiring a Logistics Coordinator/Office Manger! This role is responsible for assisting the Operations Manager with daily office and clerical duties, including warehouse and equipment management. The objective is to effectively support the profit center's operations.

Requirements

  • Ability to type at least 40 wpm alpha-numeric.
  • Must work in assigned shop 100% in person (no remote work).
  • Must be able to sit for long periods (up to 8 hours per day or up to 95% of day).
  • Must be able to work on a computer 8 hours per day (includes looking at a monitor, and typing using a keyboard and a mouse).

Nice To Haves

  • Prior work in a customer-based background preferred but not necessary.

Responsibilities

  • Preparing paperwork for accounting, including collecting receipts, ensuring Purchase Orders are created and marked up on jobs.
  • Managing all paperwork needed for regular orders (credit card slips, invoices, change orders).
  • Tracking and following up on payments that need to be resolved ('Issue' files).
  • Tracking invoices that are passed out and balancing them with invoices turned in.
  • Screening mail and sending AR checks and AP bills to corporate.
  • Keeping track of the Permit Check Book Register and assigning checks for technicians to pull permits.
  • Ensuring POs for permits are pulled and following up to confirm permits are pulled and inspections are complete before technician payment.
  • Daily check payment deposits into the bank, keeping logs, and emailing accounting.
  • Following up on payments not received and calling clients to collect.
  • Running daily un-invoiced reports of payments not received and following up with technicians.
  • Processing refunds.
  • Processing all jobs to completion, collecting and turning in time sheets for hourly employees to accounting on Tuesday mornings.
  • Processing commission sheets for all technicians on Wednesday mornings, matching against Service Titan and completion reports.
  • Assisting Dispatch in managing technician routes and ensuring client commitments are met.
  • Keeping the board updated by rescheduling, completing, or maintaining calls.
  • Processing credit cards as soon as jobs are cleared.
  • Uploading videos of camera inspections and pictures/paperwork from job sites into Service Titan.
  • Obtaining signed credit card authorization forms via email or fax.
  • Checking Van Tracking and matching with jobs in the computer.
  • Maintaining a log of iPads assigned to technicians and channels, and assisting with any issues.
  • Occasionally booking calls using Service Titan.
  • Assisting technicians with calling dig alert.
  • Faxing OSHA.
  • Preparing client letters and 'Thank You' cards.
  • Processing immediate surveys.
  • Calling vendors and suppliers to check orders.
  • Assisting Operations Managers with client complaints.
  • Typing meeting agendas and preparing meetings for ops manager, channel manager, and techs.
  • Preparing lists of estimates and recommendations for channel managers.
  • Assisting with setting up interviews for Ops Managers.
  • Submitting and tracking all CSLB applications for HIS Licensing.
  • Completing onboarding tasks for new hires, including I-9 verification and securing 2810.5 Labor Notice signatures, as well as handling terminations and employee changes.
  • Checking out equipment to technicians.
  • Handling all vehicle claims, tracking systems installs, and wraps.
  • Contacting appropriate technicians to resolve client issues and recalls.
  • Collecting credit card receipts for non-job related items for accounting.
  • Pulling online permits when available.
  • Attending weekly Dispatch, accounting, Profit Center, and All Team meetings.
  • Performing additional duties as assigned by Operations Managers.
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