Bookkeeper/Intake Coordinator

Bookkeeper/Intake Coordinator

Are you organized, detail-driven, and great with people? Do you enjoy both numbers and customer service? Do you want to be part of a small, local business that helps families and businesses recover after disasters? Paul Davis Restoration of Greenville and Spartanburg is locally owned and part of a national network of over 350 offices. We specialize in restoring homes and businesses after fire, water, mold, and storm damage. We are looking for a Bookkeeper/Intake Coordinator who will be the first point of contact for our customers and the backbone of our office operations. This role combines bookkeeping, job intake, scheduling, and customer communication.

What You Will Do

• Answer all incoming calls in a professional and caring manner
• Gather all required information from insurance carriers and homeowners when new jobs are received
• Enter new jobs accurately into our CRM system
• Schedule estimators for property inspections
• Take detailed messages and ensure they are entered into the CRM and routed correctly
• Follow up with callers to make sure their questions are answered
• Provide excellent customer service to homeowners during stressful situations

Bookkeeping and Office Administration

• Manage all phases of job costing
• Maintain accurate financial and job records
• Use QuickBooks Online for daily bookkeeping tasks
• Prepare and process vendor and subcontractor payments
• Reconcile bank accounts and prepare deposits
• Track work in progress and job cost reports
• Review and correct cost variances
• Coordinate accounting records with CPA
• Prepare monthly sales reports for ownership
• Maintain organized digital and paper filing systems
• Assist with collections and customer billing questions

What We Are Looking For

Experience with QuickBooks Online is required. Strong attention to detail and accuracy. Ability to multitask and prioritize in a fast-paced environment. Excellent phone and communication skills. Comfort working with both numbers and people. Professional, dependable, and self-motivated. Customer-focused mindset.

Why Work With Us

Locally owned small business with strong support from a national brand. Meaningful work helping people after property disasters. Stable, long-term position. Positive team environment and culture. Opportunity to grow with the company. If you enjoy keeping things organized, helping people, and being the person everyone depends on, this may be the perfect role for you.

Compensation: $20.00 - $25.00 per hour

Since 1966, Paul Davis has been an industry leader in the areas of property damage mitigation, reconstruction and remodeling. With more than 370 offices in our franchise network, the company serves residential, institutional, and commercial customers and clients across the United States and Canada.

We have built our heritage one project at a time, establishing a reputation for performance, integrity and responsibility among customers and carriers alike. Whether property damage is caused by water, fire, smoke, storms or other disasters, we deliver on our promise to deliver excellence, expertise and a customer experience that is second to none. At Paul Davis, our passion for quality drives everything we do.

Our Vision

To Provide Extraordinary Care While Serving People In Their Time Of Need.

Our Values

Deliver What You Promise

Respect The Individual

Have Pride In What You Do

Practice Continuous Improvement

Our Mission

To provide opportunities for great people to deliver Best in Class results