Project Administrator
3 months ago
SERVICE ADMINISTRATOR
JOB DESCRIPTION
Job Responsibilities include but are not limited to:
The Project Admin supports with billing, customer service and various clerk duties:
Set up jobs in CE
Monitor credit approval as required (run DNB and check payment history in CE)
Create Electronic and Hard Folder
Auto fill information into job scope for Sales Rep to complete
When Job Scope is complete – distribute (by email) scope, svc ticket, previous reports, material list, etc. to Jacob and Shawn for scheduling
Prep Contract jobs before being sent to Contract Admin
Issue POs
Enter PO receipts and upload pick tickets to POs
Request missing invoices and packing slips from vendors
Process paperwork when returned from Operations Manager (make sure all information is on ticket, run job cost and check for issues, make sure there is a material PO or inventory control sheet
Invoice jobs in CE
Send out invoices to customers
Scan paperwork to put in Electronic folder
Filing
Issue credits
Customer service issues on invoices
Research issues with POs from Accounts Payable
Research issues from Collections
Research & Verify under/over or duplicate payments and report back to accounting
Update billing notes in CE weekly
Reports:
Run monthly billing report for PS & PD and give to Managers as needed; also send full report at end of month to Managers and Partners
Run active report for meetings
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