CRM Systems | Scheduling Platforms | Dispatch Systems | Customer Service Software | VOIP/Phone Systems | Digital Communication Tools
What Makes You a Strong Fit
You’ll likely thrive in this role if you:
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Understand how HVAC and plumbing service calls work
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Are comfortable handling a high volume of inbound calls
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Can confidently guide customers toward booking
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Are persuasive without sounding scripted or pushy
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Stay calm when customers have urgent service problems
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Balance excellent customer service with sales and conversion goals
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Are comfortable introducing memberships and additional services
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Work quickly while maintaining accurate records
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Follow up consistently and take ownership through resolution
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Understand that every customer interaction can impact both retention and revenue
What a Typical Day Looks Like
Your day may begin by reviewing open customer requests, scheduled appointments, and any follow-ups requiring attention.
Throughout the day, you’ll answer inbound HVAC and plumbing calls, identify customer needs and urgency, convert inquiries into booked appointments, and coordinate technician availability with dispatch.
You’ll also introduce maintenance memberships and relevant services, handle customer objections or concerns, update CRM records, and coordinate with operations teams to keep service requests moving.
You may finish by reviewing outstanding requests and monitoring booking and conversion performance.
In short: you turn inbound service inquiries into booked appointments, satisfied customers, and recurring revenue.
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Call-to-booking conversion rate
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Total appointments booked
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Membership sales and close rate
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Customer satisfaction and call quality
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Scheduling accuracy and efficiency
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CRM documentation accuracy
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Response and call-handling times
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Customer retention and repeat-service opportunities
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Follow-up completion rates
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Direct impact on both customer experience and company revenue
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High-ownership role with clear, measurable performance goals
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Opportunity to combine customer service, inbound sales, scheduling, and home services operations
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Stable full-time remote position
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Exposure to fast-paced U.S. HVAC and plumbing operations
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Career growth opportunities into:
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Customer Service Team Lead
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Senior Customer Success Manager
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Dispatch / Scheduling Lead
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Home Services Operations Manager