We are seeking an organized, detail-oriented, and highly communicative individual to join our team as a Bookkeeper & Service Coordinator. This unique hybrid role acts as the central nervous system of our daily operations. You will be responsible for keeping our financial records accurate (Accounts Payable and Accounts Receivable) while simultaneously managing the daily schedules and dispatching of our field technicians.
The ideal candidate is comfortable wearing multiple hats, can transition seamlessly between financial data entry and customer service, and thrives in a dynamic small-to-medium business environment.
Key Responsibilities
Financial & Bookkeeping (Approx. 50% of the role):
- Accounts Receivable (AR): Generate and send customer invoices promptly upon job completion; process incoming payments, manage deposits, and follow up politely but firmly on overdue accounts.
- Accounts Payable (AP): Review, code, and enter vendor invoices; reconcile receipts and credit card statements; prepare weekly or bi-weekly check runs/electronic payments.
- Data Integrity: Maintain accurate financial records in our accounting software (e.g., QuickBooks/Sage) and assist with basic monthly reconciliations or end-of-month reporting for our accountant.
Scheduling & Operations (Approx. 50% of the role):
- Technician Dispatch: Act as the primary point of contact for field technicians; assign work orders logically based on geographical proximity, technician skill level, and urgency.
- Calendar Management: Build, maintain, and optimize the daily and weekly schedules for our technical team using dispatch software.
- Customer Interaction: Answer inbound service calls, assess customer needs, quote basic service rates, and schedule appointments into the system.
- Logistics Support: Communicate schedule changes or delays to customers in real-time, ensuring a high level of customer satisfaction.
- Administrative: Enter technician work order’s, process service/warranty, Receive inventory, audit inventory for accuracy & other’s.
Required Qualifications & Skills
- Experience: 2+ years of experience handling both Accounts Payable/Receivable and operational scheduling/dispatching (highly preferred in service industries like HVAC, plumbing, construction, IT, or logistics).
- Software Proficiency: Proven experience with accounting software (QuickBooks Online/Desktop or similar) and dispatch/CRM tools (e.g., ServiceTitan, Jobber, Housecall Pro, or Microsoft Outlook/Google Calendar).
- Organization: Elite time-management skills; the ability to prioritize tasks when phones are ringing while keeping accounting books meticulously clean.
- Communication: Exceptional verbal and written communication skills. You must be empathetic and clear with customers, and firm yet collaborative with technicians.
- Problem-Solving: Strong critical thinking skills to handle last-minute schedule cancellations, emergency service calls, or billing discrepancies.
Pay: $20.00-$35.00 per hour
Experience:
- Accounting: 2 years (preferred)
Language:
Location:
- Brantford, ON N3R 6S8 (required)
Work Location: In person
