engagement efforts. Understand and align with customers' business objectives, providing guidance on how Workiz can best support... in office/2 days remote and is open to candidates in the Austin area only. Why Join Workiz?: As a trailblazing SaaS company...
that values professional growth and values your input? Look no further! Workiz, a dynamic and rapidly growing organization..., is seeking a Customer Success Manager to join our team. With a start-up mentality and limitless potential, Workiz...
. Understanding of OSHA compliance and CRM systems (Workiz preferred). Strong communication and coaching abilities. Valid...
fuel/downtime/GPS for optimization Routing & Field Support Build/monitor routes in Workiz;verify accuracy... improvements Inventory & Equipment Management Track van tools/materials via Workiz;ensure daily stocking and restocking...
, chimney caps). Document jobs with photos/notes in CRM (e.g., Workiz);ensure accurate invoices. Maintain stocked...
Strong understanding of residential/commercial field operations and OSHA safety practices Familiarity with CRM systems (Workiz...
jobs and appointments using company CRM (Workiz) and Google Calendar. ⢠Confirm and update booking details for same-day and next-day... complaints to owner promptly. CRM & Data Entry ⢠Accurately log all calls, bookings, and customer interactions in Workiz...
to the job file, and complete all notes, estimates, and status updates in the company CRM (e.g., Workiz) before leaving the...
., Workiz). Maintain clean, organized work areas and company van;perform daily equipment checks. Deliver professional...
. Strong knowledge of residential/commercial operations, safety (OSHA), and CRM tools (e.g., Workiz). Excellent communication...