Virtual Assistant | Customer Support - Plumbing and HVAC Job at CPI Service, San Jose, CA

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  • CPI Service
  • San Jose, CA

Job Description

We are a commercial Plumbing and HVAC company looking for Virtual Assistant to help us with Customer Service, Data Entry Tasks, Invoicing, and Lead Generation. This is a 40 hours per week position and requires the freelancer to be in front of a computer from 1:30pm - 9:30pm PDT

Responsibilities:

1\. Customer Service:

- Answer Phone Calls between 

- Respond to Customer Messages (Text, Website chat) as they come in

- Requirements: Must have excellent English fluency and telephone skills. Understanding of Plumbing and HVAC 

2\. Data Entry:

- Fill out timesheet based on employee and vehicle GPS location records

- This requires you to review daily timesheets and trace the location of Technicians and vehicles using our GPS system

- Requirements: Previous experience in HR/Timesheets or GPS systems is a plus

3\. Invoicing:

- Create invoices for Plumbing and HVAC

- Requirements: A/R, Finance, Accounting knowledge is a plus

4\. Lead Generation

- Manage Email and Voice campaigns

- Book Appointments

- Requirements: Marketing experience, cold calling experience is a plus

Job Tags

Full time, Freelance, Remote work,

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