Customer Account Maintenance• Enter, update, and inactivate equipment.• Set-up and enter notes at the customer, maintenance contract, and work order levels.• Enter and update customer and/or location contact information.• Search for and verify customer/location information.• Terminate customer/location.• Work with Service Queue to reactivate customer account.• Work with Service Queue to update an “Out of Business” customer account.• Add alert to customer account for Chapter 11 or Chapter 7 bankruptcy.Work Order Creation, Scheduling and Dispatch• Resolve Scheduling notes on work orders.• Close out active work orders for lost customer accounts.• After hours emergency work order distribution.• Process warranty/defective material work orders.• Process walk-in sales.• Handle insurance/general liability claims.• View or print reports.• Electronic Archiving of WO or Inspection documents into OnBase• Respond to Customer Billing Question Requestso Review customer receivables.o Review collection notes.Purchasing Procedures• Follow steps to purchase or schedule material, equipment or subcontractors needed on work orders on the Dispatch board.• Obtain necessary permits/fees for work orders.• Enter and distribute costs to work orders.Maintenance Contract Revisions• Revise/adjust schedules.• Inactivate/activate equipment, locations, and schedule service dates.• Cancel/activate coverage periods.• View tasks, equipment, or material on scheduled service dates.• Adjusting billing and invoice limit amounts.• Add or delete equipment.

Assist with communication updates daily to internal job management and scheduling software. Enter 3rd party updates and upload data to external job management platforms. Prepare paper and electronic job files for permanent storage. Assist with file server organization as directed. Develop daily project schedule. Maintain project summary notes.Participate in Pre-Construction Meeting with Estimator and production lead technician. Assist estimators and production lead technicians with coordinating subcontractors.

Perform administrative tasks, such as maintaining records and handling policy renewals. Calculate premiums and establish payment method. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. Confer with clients to obtain and provide information when claims are made on a policy. Contact underwriter and submit forms to obtain binder coverage. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Transcribe accurate electronic medical reports, correspondence, and other administrative materials from audio files made by physicians and other health care personnel.

Perform general secretarial/clerical duties including the preparation, compilation and maintenance of medical records, scheduling of all nursing staff, and medical supply orders.