David Monaghan Email and Phone Number

Contact customers to set appointment to arrange for bid on job/project. Set contract price with customer and schedule times to do work approved/set by client. Bill customer for work performed and ensure that they were satisfied with all work completed.

Receive incoming calls from techs/repair companies and third party service people for parts, cost quotes and inventory availability. Process incoming requests for parts, ship daily via UPS, create mailing labels, package parts, process credit card payments and ensure correct packing slip information. Assist walk-in parts customers, process credit card payments, place parts on Will-Call, and assist in department as required including creating parking lot signs and equipment specials flyers.

• Review, categorize and complete applicant file information in order to complete mortgage loan cancellation process sending same to out of state archive

Manage incoming email routing to appropriate recipients, maintaining internet contact log via Excel spreadsheet, Assist with other department tasks as required.Process daily HOA violation reports, mail violation letters with associated fines to occupants according to CC&Rs

• Receive calls from customers to assist with online orders on a daily basis• Document all calls, using software to log information (name, email address, etc.)• Assist customer with placing order using credit cards, navigating website, and resolving technical issues. • Follow up with calls, resolving issues, or send thank you cards to customer for using our service.

• Contacted vendors to obtain important information required to process invoices• Maintained Records for review by Environmental Protection Agency • Ordered Freon gas for vendors and maintained records of all gas ordered daily • Resolved issues with vendors about invoices being held for payment or missing required information• Maintain sensitive information for government regulations• Utilized online information for vendors in order for vendors to obtain a reference number for invoices

• Utilized QuickBooks • Matching of invoices with deposit summary for input into Excel spreadsheet• Completed monthly State and City tax forms, utilizing data from Excel spreadsheet• Set / scheduled individuals’ daily assignments, and calendared appointments for follow up• Prepared and shipped equipment to manufacturers for repair and return

• Handled client personal information (Social Security number, birth date, License Number, etc.) to pull credit reports • Disputed items on credit reports for clients, spoke with clients to clear up misinformation from Credit Bureaus • Converted newsletters from Word document, into PDF formats, and secured to prevent alterations• Researched new financial news on Internet daily to be used in monthly newsletters to clients.