Customer Service Representative

Call Center Agent

The Call Center Agent is responsible for professionally handling inbound and outbound calls, accurately booking and dispatching jobs, maintaining CRM accuracy, and managing digital leads in accordance with defined SOPs and client playbooks. This role requires a strong sales mindset, with a focus on converting inquiries into booked appointments, maximizing revenue opportunities, and treating every call as a potential booking. The role directly impacts SLA performance, client satisfaction, booking conversion rates, and overall revenue generation.

Agents are expected to operate with urgency, accuracy, accountability, and a results‑driven, sales‑oriented approach.

Our mission is to help small business owners in the home service trades understand and manage their financials and bookkeeping with the highest standards. Our staff has extensive experience in electrical, plumbing, HVAC, and other home service industries, and we provide the knowledge that helps clients improve their business performance. We are known for professionalism and expertise in scheduling software and accounting integrations, allowing our clients to focus on what they do best.

Must live in Alabama, Arizona, Florida, Georgia, Michigan, Nevada, North Carolina, South Carolina, Tennessee, Texas, Virginia.

• Competitive salary - starting at $17/hour
• Medical benefits – available after 90 days
• Retirement savings plan
• Vacation pay
• Paid training
• Advancement opportunities

• Answer all incoming calls or online inquiries, serving as the initial point of contact
• Use a company‑prepared script to answer customers’ questions and guide them to the best service solution for their home
• Provide a sense of calm and exhibit empathy to help customers feel comfortable
• Conduct service‑related follow‑up calls to check in on past customers and assess their current needs
• Help the field team by taking detailed notes from customer calls and entering them into our system
• Contribute to the company’s culture by being upbeat and hard‑working

• High school diploma or GED required
• Self‑starter, reliable, and flexible with hours
• High level of accuracy and efficiency
• Exceptional verbal and written communication skills
• Courteous, professional manner and strong customer service skills
• Computer literacy and strong typing skills (30+ WPM), experience with Microsoft Office
• Excellent multitasking and follow‑up skills, with high attention to detail
• Excellent interpersonal communication skills on both professional and technical levels
• Ability to work independently and as part of a team
• Experience with Service Titan, Field Edge, Housecall Pro, or other scheduling software is a plus. HVAC, plumbing, or electrical home service customer service or dispatch experience is also helpful but not required.

Flexible schedule depending on business needs.

We are an equal opportunity employer.