HVAC Service Billing Specialist

Hoffman-; Knoxville (TN); On-site; USD 38,000 - 54,000; Full time

Job summary

Hoffman Mechanical Solutions provides essential service billing support for its HVAC division, reporting to the Billing Manager. The role focuses on accurate, timely invoicing, data entry in Viewpoint, and collaboration with technicians and departments to resolve billing issues.

The ideal candidate has 2–4 years of service-billing experience, strong communication skills, and familiarity with accounts receivable and Viewpoint invoicing.

Qualifications

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

Responsibilities

• Perform accurate and timely billing of client accounts.
• Prepare invoice data entry using Viewpoint and maintain documentation.
• Generate pro forma invoices as needed.
• Review work order details and verify with customers, subcontractors, and service coordinators.
• Generate financial reports using Viewpoint tool.
• Research unresolved payment issues and billing discrepancies to reconcile invoices.
• Track and verify Service Technicians' inventory when applicable.
• Assist with completing contract documents or generating billing documents for complex customers.
• Perform other general administrative duties as assigned.
• Flexibility to deviate work hours to meet deadlines.
• Familiarity with Viewpoint service tool for data entry of billing process.
• Familiarity with HVAC repairs to interpret invoice scope.

Skills

Communication

Time management

Customer service

Analytical skills

Accounting basics

Tools

Viewpoint

Job description

Hoffman Mechanical Solutions provides essential service billing support for its HVAC division, reporting to the Billing Manager. The role focuses on accurate, timely invoicing, data entry in Viewpoint, and collaboration with technicians and departments to resolve billing issues.

The ideal candidate has 2–4 years of service-billing experience, strong communication skills, and familiarity with accounts receivable and Viewpoint invoicing.