• Follow up new customer enquiries and leads by phone, email, SMS and WhatsApp, converting enquiries into booked jobs and arranging free roof inspections.
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Respond to customer emails and messages, return missed calls captured by the AI receptionist and provide friendly, qualified communication to homeowners.
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Prepare quotes in ServiceM8 using notes provided by the business owner, send quotes once approved and proactively follow up outstanding quotes by phone.
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Manage crew bookings and job schedules in ServiceM8 based on the owner's instructions, including return visits, follow-up work and rescheduling jobs affected by weather.
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Check completed jobs, follow up with customers and assist in managing complaints or unhappy customers professionally, escalating matters to the owner when required.
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Maintain accurate customer information, job details, appointments and communication records in ServiceM8, and participate in a daily 20-minute check-in with the business owner.

📌 Admin & Customer Service Assistant For A Roof Plumbing Company In Australia (Home Based Part Time) (Victoria)
🏢 Virtual Coworker
📍 Victoria