Customer Service Representative with Servicetitan Experience
Benefits:
401(k)
Competitive salary
Dental insurance
Health insurance
Paid time off
Position Overview: We're seeking a detail-oriented Customer Service Representative with strong technical knowledge of ServiceTitan and QuickBooks to manage our dispatching operations and bookkeeping functions. This dual-role position is perfect for someone who wants to grow with an expanding business and be integral to our operational excellence.
Key Responsibilities:
Dispatching & Customer Service:
Manage daily dispatch operations using ServiceTitan
Schedule and coordinate service appointments for plumbing, heating, and HVAC services
Handle customer inquiries via phone, email, and online chat
Process service requests and emergency calls efficiently
Coordinate with field technicians and ensure optimal route planning
Track job progress and update customers on service status
Maintain customer records and service history in ServiceTitan
Bookkeeping & Administrative:
Process invoices, payments, and financial transactions in QuickBooks
Reconcile accounts and maintain accurate financial records
Generate reports to support business growth and operational decisions
Handle accounts receivable and follow up on outstanding payments
Assist with payroll processing and expense tracking
Support month-end and year-end closing procedures
Required Qualifications:
2+ years of experience with ServiceTitan (dispatch, scheduling, customer management)
2+ years of hands-on QuickBooks experience (invoicing, payments, reporting)
Previous customer service experience, preferably in home services industry
Strong communication skills and professional phone manner
Excellent organizational skills and attention to detail
Ability to multitask and work under pressure
Proficiency in Microsoft Office Suite and Google Workspace
Preferred Qualifications:
3+ years of advanced ServiceTitan experience (preferred)
Experience in plumbing, HVAC, or home services industry
Knowledge of Massachusetts plumbing and heating codes
Familiarity with emergency dispatch procedures
Basic understanding of plumbing and heating terminology
Growth Opportunities:
Be part of an expanding business adding new services like heat pumps and duct cleaning
Opportunity to develop expertise in emerging HVAC technologies
Cross-training opportunities in different aspects of business operations
Professional development support including manufacturer training programs
Potential for increased responsibilities as the company grows
Work directly with ownership in a collaborative environment
What We Offer:
Competitive salary based on experience
Health insurance and benefits package
Paid time off and holidays
Training and professional development opportunities
Stable, family-owned work environment with growth potential
Supportive team culture focused on continuous improvement
Working Conditions:
Office-based position with occasional remote work flexibility
Standard business hours with occasional after-hours emergency dispatch
Dynamic environment supporting expanding service offerings
To Apply: Please submit your resume along with a brief cover letter highlighting your ServiceTitan and QuickBooks experience. Include specific examples of how you've used these systems in previous roles and your interest in growing with an expanding home services company.