Office Manager
CurrentConsistently review Leads Dashboard and complaint logEnsure accurate production and on-call scheduleProvide ongoing training, support, and coaching to Receptionist-DispatcherAll calls are answered with a high level of customer service and documented in Leads Dashboard% of leads converted to appointments (by type)% of appointments converted to jobs by type (Operations result)Complaints logged and resolved within 5 business daysAll emergency service customers assisted in a timely manner and schedule conflicts minimized Office Procedures Manual: Telephone Handling; Complaint Resolution; Office Recurring Task ListQuality Assurance ProgramWorkCenter™ Office User Guide: SchedulerReview all National Account, third-party guidelines, and updates as neededConsistently review active and completed job filesPerform self-audits Provide ongoing training, support, and coaching to Job File Coordinator(s) Green light status is maintained on all active job files and auditsJob files are complete, accurate, and uploaded in a timely mannerAverage job file scorecardAverage Net Promoter Score (NPS) Active Jobs Dashboard User GuideCompleted Jobs Dashboard User GuideWorkCenter™ Office User Guide: WIPOffice Procedures Manual: Job File ManagementSelf-audit questionsRun QuickBooks® reports to verify accuracy of bookkeeping activityReview Aging A/R report and receive updates on a daily basisAt every hire or purchase, review business resume, inventory, and fixed asset listsAudit personnel filesReview technology backup log Accurate and updated QuickBooks® recordsUpdated business resume, inventory, and fixed asset listsComplete and updated personnel filesBacked up filesAverage A/R at or below 30 daysFinancial Management Manual: Fixed Asset Depreciation; Bookkeeping; Accounts ReceivableOffice Procedures Manual: Office TechnologyNew Hire ChecklistHuman Resources Manual: Employment Records