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Work Order Management
- Receive, create, schedule, and manage R&R work orders from initiation to
completion.
- Ensure accurate data entry and documentation in internal systems.
- Track and update project statuses and timelines.
Scheduling & Coordination
- Book and coordinate R&R appointments with customers, field crews, and
subcontractors.
- Optimize crew schedules to minimize downtime and maximize efficiency
- Coordinate permitting, inspections, and materials as needed.
Customer Communication
- Serve as the main point of contact for R&R customers throughout the project
lifecycle.
- Provide timely updates on scheduling, project status, and next steps.
- Handle escalations and resolve scheduling conflicts professionally.
- Take payment and occasionally negotiate with customers on pricing.
Roof Sales Opportunity Support
- Identify potential roofing needs during R&R coordination.
- Qualify leads for roof replacement or repair and offer reroof options (quotes
are automated and easy to offer).
- Assist in preparing basic estimates or proposals when required.
Collaboration & Reporting
- Work closely with operations, installation teams, and subcontractors to align
timelines and project goals **
**
Required:
- Proven experience in project coordination, scheduling, or work order
management (solar, roofing, or construction preferred).
- Strong organizational and multitasking skills with attention to detail.
- Excellent communication skills, both verbal and written.
- Proficiency in scheduling tools, CRM systems, and MS Office Suite/Google
Workspace.
Preferred:
- Knowledge of solar PV systems and roofing practices.
- Experience in a customer-facing role with a focus on service quality.
- Ability to read basic plans, permits, or work scopes. **
**
- Exceptional time management and problem-solving abilities.
- Strong sense of accountability and follow-through.
- Customer-centric mindset with a focus on building trust.
- Ability to identify upselling opportunities without compromising customer
experience.