Roofing Customer Service & Scheduling Virtual Assistant

Humamaria

United States

Remote

USD 21,000 - 34,000

Full time

12 days ago

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Benefits offered by this job

Competitive rates

Weekly payments

Career variety

Free training and upskilling

Supportive community

Job summary

20four7VA is seeking an offshore independent contractor to provide remote roofing customer service, scheduling, and business support. The role focuses on handling customer communications, coordinating inspections, and maintaining CRM records for a California roofing contractor.

Ideal candidates have strong English communication, calendar management, and note-taking skills, plus experience with CRM systems. Bilingual Spanish is a plus; contractors work 40 hours/week and can be offshore or

Qualifications

Customer service, receptionist, or front desk support experience required
Back office or administrative experience strongly preferred
Excellent spoken English and professional phone communication required
Appointment scheduling and calendar coordination experience strongly preferred
CRM and customer data-entry experience strongly preferred
Spanish-English bilingual communication is a plus
Construction, roofing, or home-services experience a plus but not required
Strong organization and ability to follow established procedures required

Responsibilities

Answer incoming customer calls and respond to routine inquiries
Gather contact information, service requests, and relevant property details
Assist homeowners with scheduling questions and general concerns
Follow established procedures when addressing routine customer questions
Direct technical roofing questions, pricing requests, and project-specific concerns to management
Maintain a welcoming, patient, and professional phone presence
Schedule inspections and customer appointments using the calendar and CRM
Contact customers to confirm upcoming appointments
Follow up on new inquiries and scheduling requests
Update the owner's calendar and communicate schedule changes
Coordinate appointment information with sales representatives and field personnel
Track cancellations and rescheduling requests to help reduce missed appointments
Enter accurate customer information and notes into the CRM
Maintain records of previous appointments, property visits, and service history
Track outstanding follow-ups and unresolved customer matters
Respond to routine business emails using approved guidance
Keep internal team informed of customer requests
Follow lead intake and appointment handling procedures

Skills

Customer service

Receptionist experience

English communication

Appointment scheduling

CRM data-entry

Spanish bilingual

Tools

CRM platform

Calendar tools

VoIP

Email platforms

MS Office / Google Workspace

Job description

Title: CPT-11709Roofing Customer Service & Scheduling Virtual Assistant

Independent Contractor – CPT-11709 Roofing Customer Service & Scheduling Virtual Assistant/Business Support VA/Entry-Junior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

An established California roofing contractor is seeking a full-time Business Support VA to assist with incoming calls, customer inquiries, inspection scheduling, appointment confirmation, CRM updates, and recurring administrative follow-up.

The business serves residential customers and works with office staff, field crews, installers, and sales personnel. The VA will support communication between customers and the company while keeping appointments and customer records organized.

The ideal candidate will bring excellent phone communication, a friendly and patient personality, strong organizational skills, and previous customer-service experience.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Customer Communication & Front Desk Support

Answer incoming customer calls and respond to routine inquiries
Gather contact information, service requests, and relevant property details
Assist homeowners with scheduling questions and general concerns
Follow established procedures when addressing routine customer questions
Direct technical roofing questions, pricing requests, and project-specific concerns to management
Maintain a welcoming, patient, and professional phone presence

Inspection Scheduling & Appointment Coordination

Schedule inspections and customer appointments using the company calendar and CRM
Contact customers to confirm upcoming appointments
Follow up on new inquiries and outstanding scheduling requests
Update the owner's calendar and communicate schedule changes
Coordinate appointment information with sales representatives and field personnel
Track cancellations and rescheduling requests to help reduce missed appointments

CRM & Administrative Follow-Up

Enter accurate customer information and communication notes into the CRM
Maintain records of previous appointments, property visits, and service history
Track outstanding follow-ups and unresolved customer matters
Respond to routine business emails using approved guidance
Keep relevant internal team members informed of customer requests
Follow established lead intake and appointment handling procedures

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

Customer service, receptionist, or front desk support experience required
Back office or administrative experience strongly preferred
Excellent spoken English and professional phone communication required
Appointment scheduling and calendar coordination experience strongly preferred
CRM and customer data-entry experience strongly preferred
Experience handling inbound customer inquiries and follow-up required
Spanish-English bilingual communication is a plus
Construction, roofing, or home-services experience a plus but not required
Strong organization and ability to follow established procedures required

IDEAL CANDIDATE PROFILE

Friendly, personable, patient, and approachable
Excellent communicator who can remain calm with difficult customers
Organized and dependable with appointments and follow-up
Strong listener with accurate note-taking skills
Comfortable learning roofing terminology and company procedures
Team-oriented and willing to assist internal staff
Consistently professional throughout customer interactions

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

Client CRM – Platform TBD
Calendar & Appointment Scheduling Tools
Business Phone / VoIP Platform
Email & Communication Platforms
Microsoft Office / Google Workspace

Work Schedule

Contracted Hours per Week: 40Hours
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: 8:00 AM–5:00 PM PST (One-Hour Break For Lunch)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements