Service Agent Assistant

Service Agent Assistant

Evolution Mechanical and Controls is a mechanical services company built on delivering reliable, high-quality service and an outstanding customer experience to the commercial customers who depend on us. As part of the Modigent family of companies, we combine local, hands-on expertise with the resources and stability of a larger organization. We're growing our service team and looking for an organized, customer-focused Service Agent Assistant who takes pride in making every customer interaction a great one.

The Service Agent Assistant supports the service team responsible for planning and dispatching technicians across quoted, maintenance, and time-and-material jobs. This is a fast-paced, detail-oriented, customer-facing role at the center of our day-to-day operations you'll be the first voice many customers hear, the person who sets the tone for their experience with our company, and a key support to both our field technicians and our office.

This role is a great fit for someone who genuinely enjoys helping people, thrives on staying organized amid competing priorities, communicates clearly and professionally, and takes pride in making sure every customer feels heard, informed, and taken care of.

What You'll Do

• Serve as a friendly, responsive first point of contact answering incoming phone calls and routing inquiries appropriately
• Set up new customers and properties in our field service management system, ensuring a smooth start to every customer relationship
• Create and manage new service call requests in our field service management system, keeping customers informed every step of the way
• Issue purchase orders (POs) to service technicians
• Assist Accounts Payable with processing vendor invoices using our AP automation software
• Fulfill purchase orders within our field service management system
• Review and bill completed jobs in our field service management system, ensuring accurate, timely, and customer-friendly invoicing
• File expense reports using our expense management software
• Check and distribute incoming mail
• Place office supply orders
• Coordinate training and travel arrangements for the team
• Support the service team with other duties as needed, always with the customer experience in mind

What We're Looking For

A genuine passion for customer service and creating a positive experience for everyone you interact with

Prior experience in a customer service, administrative, or service coordination role

Comfort learning and navigating field service management, CRM, or ERP-adjacent software

Experience with field service management, AP automation, or expense management software is a plus, but not required we'll train the right person

Strong phone and written communication skills, with a warm, professional customer service approach

Excellent organizational skills and attention to detail

Ability to manage multiple priorities in a fast-paced environment without losing sight of the customer

A proactive, team-oriented attitude

Patience and a calm, solutions-focused approach when helping a frustrated or urgent customer

Experience with invoicing, purchase orders, expense reporting, or billing is a plus, but not required

Why Join Evolution Mechanical

Be part of a growing, established company backed by Modigent, with room to grow as we expand

Collaborative, supportive team environment

Opportunity to develop skills across operations, purchasing, and billing

Defined career paths, with opportunities for advancement as you build your experience with the company

401(k) retirement plan to help you save and plan for the future

Comprehensive health, dental, and vision insurance coverage

80 hours of paid time off (PTO) per year to rest, recharge, and handle life outside of work

Evolution Mechanical and Controls, LLC is an Equal Opportunity Employer.