Coordinates the conversion of sold estimates into scheduled installation jobs, sequencing multi-phase projects, dispatching technicians, reconciling invoices, and maintaining accurate ServiceTitan records. Manages installation permits from application through inspection and closeout, communicating with municipalities and internal teams to resolve issues. Identifies scheduling conflicts, capacity gaps, scope mismatches, and billing errors before they affect customers, field crews, or accounting.

Handles accounts payable and receivable for an HVAC service company, including vendor invoices, customer billing, payment processing, collections, account maintenance, reconciliations, and month-end close support. Reviews ServiceTitan jobs for billing accuracy, resolves posting and billing issues, maintains records, and collaborates with dispatch, technicians, operations, vendors, customers, and management.

Provides high-quality customer service, listens actively, resolves grievances, addresses sensitive concerns, recommends appropriate solutions, and prioritizes tasks effectively in a fast-paced environment.