Office Manager – Plumbing & HVAC (Remote, Housecall Pro)

The role

You will manage office operations for a plumbing and HVAC company. This includes handling phones, scheduling, dispatching technicians, managing estimates, and invoicing using Housecall Pro.

What you will do

• Answer incoming calls and book service calls, emergencies and estimates
• Offer financing and membership options
• Book and dispatch jobs for technicians in Housecall Pro
• Keep customers updated on arrival times
• Follow up on open estimates
• Send invoices and follow up on receivables
• Maintain accurate data in Housecall Pro
• Track and coordinate permits, certificates of insurance and town requirements
• Coordinate with the bookkeeper, marketing agency and payroll provider
• Send regular reports to the owner and maintain SOPs

Required qualifications

• 2 or more years in office management, dispatch, customer service or operations coordination
• Hands-on experience with Housecall Pro, or with ServiceTitan, Jobber, FieldPulse or a similar platform
• Experience dispatching a team of several technicians, including same-day and emergency calls
• Excellent spoken English
• Availability to work US Eastern business hours

Nice to have

• Experience with Housecall Pro specifically
• Spanish speaking
• HVAC experience
• Experience offering financing or selling membership plans on the phone
• Experience coordinating permits or certificates of insurance
• Experience training or supervising a CSR or a small office team
• Experience helping a team move to a new field service platform

Benefits

• HMO
• PTO
• Transparent bonus
• Raise
• Career pathways
• Comprehensive health benefits, including dependents: health, life, vision and dental insurance
• 16 days PTO

About the company

Offshore Launch is a business and growth operations firm helping home service owners scale their operations. They are a people-centered agency with a passion for leaving every employee and client in a better position than they found them.