Crystal Travis Email & Phone Number

South Boston, Va, Us

South Boston, Virginia, United States

-Monitor issues to resolve and create methods to lesson complaints and concerns quickly and professionally for customers.-Ensure that safety protocols are being observed and followed by the service team and safety training is current-Ensure continuous staff development for field and office staff through different forms of training-Initiate goal setting process with each employee and administer performance reviews-Develop and update all Service Operations policies and documents-IT support for all service field staff-Service Department support for North Boundary, XOI, and Maxwell Management Suites-Interviews, hires, trains, coaches/mentors employees-Marketing and sales support (using Canva, PowerPoint, etc)-Company Social Media accounts-Co-chair for Safety Advisory Board-Soft Skills Training Facilitator

South Boston, Virginia

Contract Management - responsible for contract and renewal review, entry, billing, maintenance setup, equipment and materials updating for over $1M contract baseSales Support - marketing, lead trackingNorth Boundary CRM - Work in the program daily to assist with quotes, pull information for turnover to field, update pricing and mark-up scale, create additional pricing templates, created screenshot instruction for current employees and new hires, adjusted templates for our business turnover from sales to operationsXOI Vision - proficient in using the program, offer support and training for the department, user setup, create workflows for Sales Support, Safety Evaluations, Service PM checklists, Proactive CareProject Coordinator - Turnover with sales, create turnover document for field, and schedule HVAC installs and small projectsProcess Developer - Assist in evaluating any failing processes within the department that need altering and develop a new process that will increase profit and productivity Recent Examples: Warranty Processing/Tracking, Project Turnover/SchedulingMaxwell Management Suite - worked in this software since I have worked for Comfort, manually create new reports, run, reports, use all of the Service Management module, I am the department support for everything Maxwell software related.

South Boston, Virginia

Responsible for many critical functions of the service department, including billing and contract administration. I have worked with Comfort Systems collectively for 10 years; starting with the company by filling in temporarily for the Service Dispatcher and Billing Clerk and ultimately taking on a full time position in late 2012. - Preventative Maintenance contract setup and renewals- Entering and updating customer site equipment, warranty information, and materials needed for preventative maintenance work- Preparing and submitting customer invoices per individual customer requirements- Processing customer credits and invoice revisions- Updating and maintaining customer account information- Residential, Commercial, and Industrial AR collections calls and updating internal notes- Ordering Parts, Purchase order entry, and receiving - Accounts Receivable - processing all forms of customer payment (including online check deposits and online credit card processing)

South Boston, Virginia

As Office Manager, I was in charge of all office procedures and operations ranging from front office manager to financial reporting.- Tracked all customer draws and project costs- Maintained records of all company expenses, analyzed variances, and facilitated all company audits- Filed all Monthly, quarterly, and annual taxes- Established and maintained employee records- Calculated and distributed all weekly payroll- Managed and reconciled company bank account as a joint account holder - Processed all accounts payable transactions