Who We Serve
This is a remote, full-time position supporting a fast-growing plumbing and HVAC company in New Jersey. The company handles a wide range of work: plumbing repairs, drain and sewer work, water heaters, boilers, furnaces, heat pumps and mini-splits, gas lines and water treatment. It serves homeowners across several counties, with same-day and emergency service. You’ll work US Eastern business hours.
The owner runs a team of field technicians and is busy growing the business. Day to day, you’ll be the person who keeps the office running: phones, scheduling, dispatch, estimates, invoices and follow-up. The company is moving its operations onto Housecall Pro now. You’ll start with a newly set-up system, written SOPs and the full support of our team, and you’ll help shape how the office works from the start. As the company grows, you may also train and lead a new office team member.
This role is for someone who wants to own the office and run it without waiting to be told what to do next.
What you’ll own
- The phones. You’re the first voice customers hear. Answer incoming calls and book service calls, emergencies and estimates, calmly and professionally. Offer financing and membership options when they fit.
- Scheduling and dispatch. Book and dispatch jobs for a team of technicians in Housecall Pro, and fit in same-day and emergency calls. Keep customers updated on arrival times so the owner doesn’t have to step in.
- The estimate pipeline. Follow up on every open estimate until it’s won or declined, and keep the pipeline current so the owner always knows where each job stands.
- Invoicing and collections. Send invoices as soon as jobs are done, and follow up on receivables so nothing overdue without action.
- Clean system data. Keep Housecall Pro accurate: job details, technician time, material costs and receipts, job pictures , lead-source tags and routine price catalog updates. Make sure the technicians use the app the right way.
- Permits and compliance. Track and coordinate permits, certificates of insurance and town requirements as the owner directs.
- Vendors. Coordinate with the bookkeeper, marketing agency and payroll provider using documented processes.
- Reporting. Send the owner a regular report on calls, bookings, the estimate pipeline, jobs completed and receivables.
- SOPs and team growth. Follow the office SOP library and keep it updated. When the company adds office staff, train and supervise them using the SOPs.
How you’ll be measured
- 95% or more of calls answered
- Every new lead contacted within 5 minutes
- 75% or more of qualified leads booked
- Arrival-window and "on the way" texts sent on every job
- Every open estimate followed up on time, per the SOP, until it closes
- Invoices sent the day the job is completed
- Receivables kept within target, with nothing aging without action
- Housecall Pro data complete and accurate enough that the owner can trust the reports
- Permits, insurance certificates and vendor tasks done on time, every time
You’ll succeed here if you have
- 2 or more years in office management, dispatch, customer service or operations coordination, ideally in plumbing, HVAC or other home services
- Hands-on experience with Housecall Pro, or with ServiceTitan, Jobber, FieldPulse or a similar platform
- Experience dispatching a team of several technicians, including same-day and emergency calls
- Excellent spoken English and a confident, warm phone presence
- A strong follow-up habit. You chase estimates and invoices without being reminded.
- The ability to juggle phones, schedules and follow-ups at the same time without dropping anything
- Comfort working independently for a busy owner
- Availability to work US Eastern business hours, full-time
Nice to have
- Experience with Housecall Pro specifically
- Spanish speaking
- HVAC experience (seasonal demand, maintenance plans, equipment installs)
- Experience offering financing or selling membership plans on the phone
- Experience coordinating permits or certificates of insurance
- Experience training or supervising a CSR or a small office team
- Experience helping a team move to a new field service platform