Summary of Position: 
Provide financial and administrative support to the organization. Provide professional 
assistance to customers through positive interactions on the phone, via email or in person. 
Responsible for the generation of invoices according to company practices and submission of 
invoices to customers for both commercial and residential divisions. Assist in the follow-up and 
collection process for past due payments. 
Duties & Responsibilities: 
 Prepare accurate and timely invoices for all divisions, commercial, residential, and 
preventative maintenance customers. Review technician timesheets for accuracy, 
ensure all photos and appropriate documents are attached, review Job Summary for 
completeness, spelling, and grammar, along with ensuring all tasks and materials are 
appropriately invoiced. 
 Distribute invoices and back up documentation to customers via email, mail, and 
customer on-line portals once Controller has reviewed and approved. 
 Assist Controller with accurate and timely management of collections of past due 
amounts. All first copies of invoices are sent via mail, email or uploaded to customer 
portals. 
a. For receivables that are 45 days past due or more, send out statements and as 
needed, email, mail, and call customers for payment collection. 
 Assist Senior Accountant with support of payables process as well as processing of 
payments via credit card and checks. 
 Provide support to other office staff members to ensure smooth and efficient 
operations. 
a. Assist with monitoring inventory levels of office and break room supplies and 
placing orders in a timely manner. 
b. Maintain accurate inventory counts of technician clothing and hats. 
 Responsible for following strict safety program guidelines. 
 Additional responsibilities may be assigned as needed.
Qualifications: 
 Excellent telephone etiquette and customer service skills. 
 Strong written and verbal skills. 
 Outgoing and cheerful personality and ability to work well with others. 
 Self-motivated. strong at multi-tasking, detail oriented and organization skills. 
 Knowledge of general accounting principles, accounts receivable, accounts payable, 
invoice processing and chart of accounts. 
 Associate degree in accounting and 3–5-year experience in the accounting field is 
preferred.
 Strong computer skills including Quick Books, Microsoft Office Products, Microsoft 
Outlook, and HVAC/Refrigeration Service software (preferrable but not required). 
 Have ability to concentrate and perform very well under pressure. 

Benefits of working as an HVACR Technician