HVAC Billing Specialist: Invoicing & Reconciliation

Hoffman & Hoffman Inc; Knoxville (TN); On-site; USD 38,000 - 56,000; Full time

Job summary

Hoffman Mechanical Solutions is seeking a Service Billing Specialist to support the Service Department and report to the Billing Manager. You will ensure accurate billing for client accounts, manage invoice data entry in Viewpoint, and generate related financial reports.

Excellent communication with technicians and customers is essential to reconcile invoices and resolve issues. The role emphasizes attention to detail, timely processing, and collaboration with multiple departments to deliver

Qualifications

• Excellent verbal and written communication skills.
• Strong time management and coordination skills.
• Desire to exceed customer expectations.
• Solid verbal, written, analytical and problem-solving abilities.
• Knowledge of general accounting principles and accounts receivable.

Responsibilities

• Perform accurate and timely billing of client accounts.
• Prepare invoice data entry using Viewpoint and maintain file documentation.
• Generate pro forma invoices as needed.
• Review details of each work order and clarify billing scope with customers and technicians.
• Generate financial reports using Viewpoint tool.

Skills

Verbal and written communication

Time management

Customer focus

Analytical problem solving

Accounts receivable basics

Tools

Viewpoint

Job description

Hoffman Mechanical Solutions is seeking a Service Billing Specialist to support the Service Department and report to the Billing Manager. You will ensure accurate billing for client accounts, manage invoice data entry in Viewpoint, and generate related financial reports.

Excellent communication with technicians and customers is essential to reconcile invoices and resolve issues. The role emphasizes attention to detail, timely processing, and collaboration with multiple departments to deliver