Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Training & development

Wellness resources

The Accounts Receivable Coordinator is responsible for the daily processing of all invoices from the technicians. This person must be very organized and motivated to work at a fast pace. Must have excellent computer skills and understand the basic principles of accounting to navigate within Field Services Management (ServiceTitan) and Quick Books Accounting programs.

Daily activities will include, but are not limited to:

Review invoices for accuracy and completeness

Follow-up on jobs for any special notes or additional actions needed

Review $0 dollar invoices for warranty calls, customer courtesy calls, billing, etc. and update Operations Manager/Management in a timely manner

Send invoices to billable customers and follow up to make sure payment is received in a timely manner

Manage monthly Planned Maintenance Agreement (PMA) renewals and update accordingly

Apply payments and keep PMAs up to date

Ensure technicians turn in checks in a timely manner

Batch and post invoices / payments daily

Export to Quick Books and make deposit daily

Reconcile credit card payments daily

Keep track of any checks that are returned as non-sufficient funds and contact customer

Monitor aged receivables on a weekly basis - Resend invoices at 30 days and call customers prior to 60 days past due

Other office duties as needed

ADDITIONAL JOB DUTIES

Coach and provide guidance to office staff regarding PMAs and invoicing

Work ahead of owed customer visits on PMA renewals as paid or payment due

Be available to technicians for guidance with invoicing

Management of residential development and Commercial PMAs

Registration of some plumbing/HVAC equipment and services