The Impact you’ll make
- Reconcile GPS data from 30+ trucks with ServiceTitan timesheets; investigate and resolve discrepancies before payroll.
- Coordinate with field supervisors/techs to validate hours and obtain approvals.
- Prepare and process payroll once discrepancies are cleared, ensuring accuracy and timeliness.
- Build and maintain weekly dashboards/reports in ServiceTitan (and Sheets/Excel) for dispatcher booking rates, CSR/installer metrics, and technician five-star bonuses.
- Automate and deliver weekly five-star review reports, ensuring bonuses are applied accurately and transparently.
- Maintain clear documentation of bonus rules, data sources, and report logic.
- Make weekly collections calls; log outcomes in ServiceTitan; send reminders and escalate aged receivables as needed.
- Track payment commitments and follow through to reduce outstanding balances.
- Partner with accounting/ops to keep AR status current and visible.
- Manage inbox and calendar; triage priorities, schedule meetings, and prepare agendas/follow-ups.
- Keep projects on track with checklists, deadlines, and status updates; document SOPs and process changes.
- Draft clear, professional communications for internal and customer-facing needs.
- Identify bottlenecks in scheduling, reporting, and payroll workflows; propose and implement improvements.
- Maintain a weekly operational rhythm (report delivery, collections cadence, payroll checkpoints).
- Track and surface KPIs to give the owner real-time visibility.
Skills, Knowledge and Expertise
- Hands-on ServiceTitan experience (must-have): timesheets, reporting, and operational workflows.
- 2+ years as an Executive Assistant supporting an owner/GM, including inbox and calendar management.
- Strong Excel/Google Sheets (e.g., VLOOKUP/XLOOKUP, pivot tables) for reconciliations and reporting.
- Proven experience reconciling GPS/timekeeping data and supporting payroll in a field service or similar environment.
- Able to work 9:00 am–5:00 pm PST, Monday–Friday (40 hours/week); excellent spoken and written English.
- WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
- Technical: ServiceTitan fluency; Excel/Google Sheets; G Suite and MS 365; data reconciliation; report building and automation.
- Operational: Process-oriented, detail-obsessed, and deadline-driven; strong project management and documentation.
- Communication: Clear, concise, and professional—confident with phone-based collections and stakeholder coordination.
- Personal: Proactive self-starter, high ownership, resourceful problem-solver, discreet with sensitive information, team-first mindset.
- You love turning messy data into clean, reliable reports and on-time payroll.
- You’re comfortable picking up the phone for collections and can maintain a positive customer experience.
- You thrive in a fast-paced home services environment and enjoy supporting an owner by anticipating needs.
- You take pride in checklists, SOPs, and continuous improvement—and you deliver on your promises every week.
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
- 40 hours per week
- Monday to Friday, 9 AM - 5 PM Pacific Time
- $7 per hour
- No benefits package included
