Customer Support Representative Job at Expert Air, The Woodlands, TX 77380

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Job Description

Mission Statement: "At Expert Air, we are dedicated to providing our customers with reliable, cost-effective, and energy-efficient heating, ventilation, and air conditioning (HVAC) solutions. Our team of skilled technicians is committed to delivering top-quality service, using only the best equipment and techniques. We believe in building long-term relationships with our customers by exceeding their expectations and earning their trust."


Core Values:

  • Be the Expert
  • Peak Performance
  • Integrity
  • Accountability
  • 5 Star Experience
  • Operational Excellence

Company Vision: "At Expert, our vision is to be the leading provider of innovative, sustainable, and cost-effective HVAC solutions in our marketplace. We aim to be a trusted partner to our customers, helping them to create comfortable, efficient, and healthy environments. We strive to be at the forefront of the HVAC industry, driving change and setting new standards for quality and performance. And we are committed to being a positive force in the communities we serve, using our expertise and resources to make a positive impact."


Scope of Role:

  • Heavy outbound telephone calling to existing customers to renew maintenance memberships.
  • Maintain the service & maintenance technician's daily schedules.
  • Set the dispatch board and the technicians for service calls.
  • Insure they are all properly completed.
  • Schedule any return trips with customers and track the completion rating.
  • Maintain customer database with current information.
  • Clear and concise communications with department managers, employees and customers. This includes keeping customers apprised to company schedule and requested lead-times. Provide accounting with maintenance contract billing information.

Work Hours:

8:00 am to 5:00 pm - Monday through Friday


Functional Areas of Accountability:

Daily Duties:

  • Dispatch Service Technicians, one call at a time.
  • Respond to all messages from answering service.
  • Schedule and coordinate all demand service calls as calls are received.
  • Create work orders for all service calls in computer system.
  • Maintain the dispatch board.
  • Contact customers with a “Parts Pending” status as parts are received for scheduling.
  • Maintain the Maintenance Agreements, including billing, scheduling, renewing and selling new.
  • Maintain customer history files in database.
  • File work orders.
  • Update service database from each service ticket.
  • Maintain a competency system for technicians for dispatch procedures.
  • Other duties as assigned.

Performance Measurements:

  • Attitude and demeanor with customers (subjective) and as rated by customer debrief.
  • 85% first time call completion ratio.
  • Review each invoice for accuracy and note any exceptions.
  • Maintain the weekly tracking board system by technician.
  • Number of return trips/call backs due to scheduling inefficiencies.
  • 100% accuracy of customer history files.
  • 100% accuracy of customer Maintenance Agreement files.
  • Timeliness of billing information to accounting.

Personal Skill Development Plan:

As noted by manager and employee for the year.


Training Plan for Dispatcher

  • EXCEL – Basic Spread Sheet
  • Software Training
  • Must be proficient in proper punctuation and grammar
  • Job Duties and Task Training

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