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Virtual Assist

Outsourced virtual assistant services

HVAC Customer Service Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeRemote in PhilippinesNo salary listedRemote

About the Job

Requirements

  • At least 2 years of experience in customer service, call center support, dispatching, HVAC administration, or a similar role.
  • Excellent written and verbal English communication skills.
  • Strong phone presence and the ability to communicate clearly and professionally with customers.
  • Ability to handle a high volume of inbound and outbound calls.
  • Strong customer service and relationship-building skills.
  • Ability to remain calm, professional, and solution-oriented when handling difficult customers or urgent service requests.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple appointments, customer requests, and priorities simultaneously.
  • Strong computer skills and ability to learn new software and systems quickly.
  • Ability to accurately document customer interactions, service details, and appointment information.
  • Strong problem-solving and decision-making skills.
  • Ability to work independently while maintaining consistent communication with the team.
  • Ability to prioritize tasks and work effectively in a fast-paced environment.
  • Professionalism, reliability, and integrity.
  • Ability to maintain confidentiality and protect customer information and company data.

Responsibilities

  • Answer incoming customer calls, emails, and messages professionally and courteously.
  • Respond to inquiries about HVAC services, appointments, pricing, and availability.
  • Schedule, reschedule, and confirm HVAC service appointments based on technician availability and customer needs.
  • Coordinate daily schedules with HVAC technicians to support efficient routing and timely appointments.
  • Dispatch technicians and accurately communicate job details, customer information, and service requirements.
  • Collect and document customer information, service requests, equipment details, and appointment notes.
  • Create and update customer records in the customer relationship management or HVAC management software.
  • Follow up with customers regarding estimates, scheduled appointments, completed services, maintenance recommendations, and outstanding requests.
  • Handle customer concerns and complaints and work toward timely, appropriate resolutions.
  • Monitor technician schedules and notify customers of delays, cancellations, or changes.
  • Assist customers with basic questions about HVAC services, maintenance, repairs, installations, and service processes.
  • Identify potential service opportunities and recommend appropriate HVAC services based on customer needs.
  • Follow up on unsold estimates and open opportunities to help increase booked jobs and revenue.
  • Contact customers about maintenance agreements, seasonal tune-ups, service reminders, and recurring HVAC services.
  • Conduct inbound and outbound customer communication, including appointment confirmations and follow-up calls.
  • Process service requests, work orders, invoices, payments, and related customer documentation as needed.
  • Maintain accurate records of customer interactions, appointments, service history, and technician notes.
  • Coordinate with technicians, service managers, dispatchers, and other internal team members to support smooth job execution.
  • Monitor open service tickets and follow up to ensure outstanding customer issues are addressed promptly.
  • Assist with after-hours or emergency service requests according to company procedures.
  • Maintain professionalism and customer service during customer interactions.
  • Identify scheduling conflicts and proactively resolve issues that could affect the customer experience.
  • Support administrative tasks related to service operations, customer accounts, and daily scheduling.
  • Perform additional administrative, customer service, and operational tasks as assigned.

Desired Qualifications

  • HVAC industry experience is highly preferred.
  • Experience with HVAC terminology, service processes, and common HVAC equipment is an advantage.
  • Familiarity with HVAC software, customer relationship management systems, and field service management platforms such as ServiceTitan, Housecall Pro, Jobber, or FieldEdge is highly preferred.
  • Experience scheduling and dispatching technicians is an advantage.
  • Proficiency with Google Workspace and/or Microsoft Office applications.
  • Sales or upselling experience, particularly in home services or HVAC, is a plus.
  • Experience working remotely with U.S.-based customers or companies is highly preferred.

About the Company

Virtual Assist

Outsourced virtual assistant services

Virtual Assist provides outsourcing services that handle repetitive, day-to-day tasks for clients so they can focus on more important work. A skilled, educated team executes tasks efficiently, professionally, and cost-effectively, using English as the language of communication and operating in the client’s time zone (e.g., San Francisco, Dallas, New York, London, Sydney, etc.). The service works by taking clients’ pain points and requests and completing them as outsourcing tasks, freeing clients from procrastination and routine chores. What sets Virtual Assist apart from competitors is the combination of English-language communication, time-zone alignment with the client, a proven, educated team, and a focus on delivering clear, reliable results at a lower cost. The goal is to help clients reclaim time and productivity by outsourcing non-core tasks, enabling them to concentrate on high-priority activities.

Company size
1-10
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
2014

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