Job Description

Job Description: Customer Service & Dispatch

Credentials Needed

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Detailed Process Flowchart & Timeline

Here's a flowchart showing the customer service and dispatch tasks:

graph TD
    A[Daily Tasks] --> B[Handle & Classify Inbound Calls]
    A --> C[Classify Calls in Service Titan]
    A --> D[Book Jobs in Service Titan]
    A --> E[Edit Jobs in Service Titan]
    A --> F[Invoice & Collect Payments]
    A --> G[Email Documents & Get Signatures]
    A --> H[Manage PPLs & Dispute Leads]
    
    I[Weekly Tasks] --> J[Manage Affiliate Program on Fridays]

This diagram shows the workflow and timing of customer service and dispatch tasks, organized by daily, weekly, and monthly cadence. The color coding helps distinguish between different timing categories:

• Blue: Daily tasks
• Purple: Weekly tasks
• Orange: Monthly tasks

Process Page

Handling Inbound Phone Calls

Classifying Calls in Service Titan

Booking Jobs in Service Titan

Invoicing and Payment Collection

Editing Jobs in Service Titan

Checking Daily Job Schedule in Service Titan