Answer and direct incoming phone calls while providing excellent customer service
Schedule and coordinate customer appointments and project meetings
Maintain and update CRM records, ensuring accurate customer and project information
Perform data entry and manage administrative documentation
Prepare permit applications and submit required paperwork to county offices for new projects and jobs
Manage and coordinate Google Calendars, including scheduling, reminders, and appointment tracking
Assist with general office operations and administrative support to ensure efficient workflow

Professional phone etiquette and ability to communicate effectively with customers
Experience coordinating calendars and managing appointments
Fast and accurate data entry skills with strong attention to detail
Experience using CRM systems such as Salesforce, HubSpot, JobNimbus, ServiceTitan, Zoho, or similar platforms
Proficiency with Google Calendar and scheduling tools
Proven experience working with contractors, construction companies, roofing companies, or local municipal permit departments
Hands-on experience with Housecall Pro, HubSpot, Slack, and the Google Workspace ecosystem
Familiarity with document preparation, filing workflows, and the general process of submitting paperwork to county or city offices

Executive Assistant

Key skills