Office Secretary for a Construction Company in the US (Home Based Full Time)

Virtual Coworker•Palm City, FL

7d•Remote

About The Position

• Monitor new leads coming in through Roofr • Track lead status to ensure no leads are missed • Call homeowners for new lead intake, collecting details such as roofing type, material preferences, and information needed to prepare estimates and proposals • Follow up on past leads that have not responded • Create estimates and proposals using templates • Send proposals to homeowners • Create job folders in Roofr • Upload and organize job documents in the correct folders • Use Google Docs for templates and shared access

Responsibilities

Monitor new leads coming in through Roofr
Track lead status to ensure no leads are missed
Call homeowners for new lead intake, collecting details such as roofing type, material preferences, and information needed to prepare estimates and proposals
Follow up on past leads that have not responded
Create estimates and proposals using templates
Send proposals to homeowners
Create job folders in Roofr
Upload and organize job documents in the correct folders
Use Google Docs for templates and shared access

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