Operations Assistant

Operations Assistant

Schedule: Monday–Friday, 7:30 AM–4:00 PM

Pay: $25.00–$27.00 per hour

Position Summary: We are seeking an organized, reliable, and customer-focused Operations Assistant to support daily office and field service operations. This position will coordinate service calls and installations, assist customers and vendors, support field technicians, maintain CRM records, and help ensure projects move smoothly from scheduling through completion. The ideal candidate is highly organized, detail-oriented, professional, and comfortable working in a fast-paced environment.

Key Responsibilities:

• Schedule service calls and installation appointments based on product availability and technician schedules.
• Answer and assist with incoming customer phone calls.
• Use CRM and dispatching software to coordinate and organize daily field technician schedules.
• Communicate professionally with customers, vendors, technicians, and internal teams.
• Enter detailed and accurate customer, purchase, installation, and service information into the CRM.
• Follow up on completed installations and service calls to identify and coordinate any additional work needed.
• Process customer payments and upload invoices and supporting documentation.
• Assist the outside sales team with general customer and product inquiries.
• Coordinate with vendors to order parts and materials for jobs.
• Track parts and inventory used by field technicians.
• Maintain communication with customers throughout the project, including order confirmation, installation scheduling, and post-installation follow-up.
• Assist with office organization and maintaining adequate office supplies.
• Perform general clerical and administrative duties as needed.
• Provide support to ensure customers receive a positive experience throughout the service and installation process.

Qualifications:

• Previous experience in customer service, office administration, scheduling, dispatch, or operations preferred.
• Experience with ServiceTitan, Housecall Pro, or similar CRM/field-service software strongly preferred.
• Excellent customer service skills and professional phone etiquette.
• Strong attention to detail and organizational skills.
• Ability to multitask and prioritize in a fast-paced environment.
• Reliable, punctual, and accountable.
• Strong knowledge of the San Diego area and local geography for efficient appointment scheduling.
• Positive, enthusiastic attitude with a willingness to learn and grow.
• Professional communication skills and the ability to interact effectively with customers, vendors, and field personnel.
• Previous experience in construction, home improvement, property management, or field service is a plus.
• Bilingual English/Spanish skills are a plus.