Home Services Project Manager

Full Job Description

Project Manager Daily Deliverables

Daily job touch

·      Add a note to the portal or email thread daily with an update 

·      Update Salesforce daily

·      Send the job daily to the tech until the job is complete and confirm the scheduled date 

o   If the job cannot be completed within 48 hours, reassign it to another tech  

·      Follow up with the tech daily on all open jobs 

·      Communicate with the residents the status of their work order 

Client/job Management

·      Accept work orders within 2 hours of receiving them 

o   Only accept work orders in your region 

o   Add a note to the portal we “Have received the work order and will schedule as soon as possible”

o   Call resident to let them know we have received the work order from “blank” and will have a tech reach out with a scheduled date 

·      Dispatch the work order to the Tech that you believe is best for the job 

o   Send the Tech: the address, brief description, lockbox code, or resident information

o   Ask the tech when they would be able to complete the work

§  Update the portal with the expected completion date same day we receive the work order

·      If you do not have a tech, you believe can accomplish the job, add the job to Tech Procurement Todo list and send a text message to Vendor procurement daily until you have someone for the job 

·      Update client after each conversation with the resident or visit to the residents' houses 

·      Call techs after they leave a work order to confirm details of invoice and what next steps are 

o   You are responsible to know when a tech is at a work order and where the tech is expected to be 

·      Add the cost of the materials and cost of labor to the Estimate needed Todo list 

· 

Track costs associated with jobs

§  Review your jobs in QB to track labor and materials costs to ensure they align with expectations

o   Review invoices from techs and ensure they match expectations 

o   work with the tech to lower the bills when appropriate

§  Only enter a bill into QuickBooks if it has your approval and you believe it to be a fair price 

§  Only enter a bill into QuickBooks if we have 8+ photos for the jobs and they are necessary photos 

o   Push vendors to turn in invoices before they leave the property so that you can review the invoice and ensure it is correct and all work on the work order was complete 

o   Invoices will be paid via Melio within 24 business hours of a correct invoice being turned in

Track and order needed materials

·      Work with the tech to understand any materials that are needed 

o   Checks receipts for any unauthorized purchases or purchases that do not look necessary

·      Order the materials promptly if we do not have to prepay for the materials 

·      If we must pay up front for the materials understand the cost of the materials and communicate the cost on a request for a bid 

·      Ensure warranty items are covered and either utilize a direct swap or return

o   Ensure that materials are under warranty are returned, and the transaction is reflected in the project on QB

Job Responsibilities

Completing jobs

·      Complete jobs within 48 hours of receiving the work order 

·      Dispatch tech to the job within 2 hours of receiving the job 

·      Send an email to Trevor daily with a list of jobs that were completed that day and how long they were open for 

·      If a project is on Trevor’s Todo list for more than 12 hours, call Trevor and do not get off the phone until the job has been moved off the Todo list 

Job Requirements

Home service background

Great organization skills

Excellent English

Great wifi and data plans. You will be expected to be available for emgencacy calls nights and weekends

Skills Required

• Project Management - Expert

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