Service Agent Assistant
About The Position
The Service Agent Assistant supports the service team responsible for planning and dispatching technicians across quoted, maintenance, and time-and-material jobs. This is a fast-paced, detail-oriented, customer-facing role at the center of our day-to-day operations — you'll be the first voice many customers hear, the person who sets the tone for their experience with our company, and a key support to both our field technicians and our office. This role is a great fit for someone who genuinely enjoys helping people, thrives on staying organized amid competing priorities, communicates clearly and professionally, and takes pride in making sure every customer feels heard, informed, and taken care of.
Requirements
- A genuine passion for customer service and creating a positive experience for everyone you interact with
- Prior experience in a customer service, administrative, or service coordination role
- Comfort learning and navigating field service management, CRM, or ERP-adjacent software
- Strong phone and written communication skills, with a warm, professional customer service approach
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities in a fast-paced environment without losing sight of the customer
- A proactive, team-oriented attitude
- Patience and a calm, solutions-focused approach when helping a frustrated or urgent customer
Nice To Haves
- Experience with field service management, AP automation, or expense management software is a plus, but not required — we'll train the right person
- Experience with invoicing, purchase orders, expense reporting, or billing is a plus, but not required
Responsibilities
- Serve as a friendly, responsive first point of contact — answering incoming phone calls and routing inquiries appropriately
- Set up new customers and properties in our field service management system, ensuring a smooth start to every customer relationship
- Create and manage new service call requests in our field service management system, keeping customers informed every step of the way
- Issue purchase orders (POs) to service technicians
- Assist Accounts Payable with processing vendor invoices using our AP automation software
- Fulfill purchase orders within our field service management system
- Review and bill completed jobs in our field service management system, ensuring accurate, timely, and customer-friendly invoicing
- File expense reports using our expense management software
- Check and distribute incoming mail
- Place office supply orders
- Coordinate training and travel arrangements for the team
- Support the service team with other duties as needed, always with the customer experience in mind
Benefits
- 401(k) retirement plan to help you save and plan for the future
- Comprehensive health, dental, and vision insurance coverage
- 80 hours of paid time off (PTO) per year to rest, recharge, and handle life outside of work
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
