Dispatch Clerk

Calvey Heating & Air; San Jose (CA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Employee discounts

Paid time off

Zusammenfassung

Calvey Air is seeking a dependable Dispatcher / Customer Service Coordinator to support daily HVAC service operations. You will be the main contact for customers, handling calls, gathering information, scheduling service appointments, and dispatching technicians with clear, professional communication.

In addition to customer-facing duties, you will maintain organized records, assist with general office tasks, and provide occasional support to the accounting team.

Qualifikationen

• Customer service or dispatching experience preferred.
• Strong phone and email communication skills are essential.
• Excellent organizational and follow-up abilities are required.
• Proficiency with office software and field-service systems.

Aufgaben

• Answer incoming customer calls and emails; gather details and schedule service appointments.
• Dispatch technicians based on availability and job requirements; update customers on status.
• Maintain accurate customer and job records in the company system; enter data in ServiceTitan or similar tools.
• Support accounting with basic tasks and document handling as needed.

Kenntnisse

Customer service

Phone etiquette

Organizational skills

Multitasking

Professional communication

Computer literacy

Tools

ServiceTitan

QuickBooks

Jobbeschreibung

Benefits

• Employee discounts
• Paid time off

Calvey Air is looking for a dependable, organized, and customer-focused Dispatcher / Customer Service Coordinator to support our daily HVAC service operations.

This position will be one of the main points of contact for our customers. You will answer incoming calls, gather customer and job information, schedule service appointments, dispatch technicians, communicate with customers throughout the service process, and help keep our office organized.

You will also provide general administrative support and assist the accounting team when needed.

We are looking for someone who is comfortable on the phone, communicates professionally, stays organized, and can handle multiple customers and technicians throughout the day.

Key Responsibilities

Customer Service & Phones

• Answer incoming customer phone calls and respond to emails and service inquiries.
• Speak professionally and courteously with customers.
• Gather customer information, including name, address, contact information, service needs, and job details.
• Enter and maintain accurate customer information in the company system.
• Answer general customer questions and direct technical or billing questions to the appropriate team member.
• Follow up with customers regarding appointments, technician arrival times, job status, and other service updates.
• Handle customer concerns professionally and escalated issues to management when necessary.
• Maintain accurate notes regarding customer conversations and requests.

Dispatching & Scheduling

• Schedule service appointments and coordinate technician calendars.
• Dispatch technicians based on availability, location, urgency, and job requirements.
• Communicate new assignments and schedule changes to technicians.
• Monitor the daily service schedule and make adjustments as needed.
• Notify customers of technician arrival times, delays, or scheduling changes.
• Help ensure technicians have the customer and job information needed before arriving at a service call.
• Follow up with technicians regarding job status and completion.
• Help schedule return visits or additional work when required.

Administrative Support

• Maintain organized customer and job records.
• Enter information into ServiceTitan or other company systems.
• Assist with filing, scanning, emails, documentation, and general office responsibilities.
• Help collect missing customer, technician, or job information.
• Maintain accurate records of completed and outstanding service calls.
• Assist management and other office staff with administrative projects as needed.

Accounting Support

This is not primarily an accounting position, but the Dispatcher will assist the accounting team when additional support is needed.

Responsibilities may include:

• Helping collect customer payment information.
• Following up with customers regarding outstanding invoices.
• Providing completed work orders and supporting documentation to the accounting team.
• Assisting with basic data entry.
• Helping gather receipts, invoices, purchase orders, and other documents.
• Confirming customer and job information needed for billing.
• Assisting with other basic accounting and administrative tasks as requested.

Qualifications

• Strong customer service and telephone communication skills.
• Comfortable answering and managing a high volume of phone calls.
• Strong organizational and follow-up skills.
• Ability to communicate professionally with customers and technicians.
• Comfortable working with computers, email, spreadsheets, and office software.
• Ability to accurately enter customer and job information.
• Ability to manage multiple priorities in a fast-paced environment.
• Dependable and able to work independently while also supporting a team.
• Strong attention to detail.
• Willingness to learn new systems and procedures.

Preferred Experience

• Previous dispatching or scheduling experience.
• HVAC, plumbing, electrical, construction, or other field-service experience.
• Customer service or call-center experience.
• Experience with ServiceTitan or another field-service management system.
• Basic QuickBooks or accounting experience.Previous administrative or office experience.

What We Are Looking For

The right person for this position is someone who enjoys working with people and solving problems.

You will often be the first person a customer speaks with, so professionalism and customer service are extremely important. At the same time, you need to stay organized and communicate clearly with our technicians and office team.

We want someone who takes ownership of customer requests, follows through, and makes sure information gets to the right person.

Position Details

• Full-Time
• Monday through Friday
• Customer service and dispatch-focused position
• Works closely with technicians, management, operations, and accounting
• HVAC or field-service experience is preferred but not required