Office Manager / Customer Success Coordinator

Help Build Something Great

At Handy Dan Heating & Air, we're not just looking for someone to answer phones—we're looking for someone who wants to help build one of Jacksonville's best home service companies.

We're a fast-growing HVAC and home services company built on professionalism, integrity, and exceptional customer service. Every day, homeowners trust us to keep their homes comfortable, and our office is the heartbeat of that experience.

If you thrive in a fast-paced environment, enjoy solving problems, love helping people, and take pride in keeping everything organized, we'd love to meet you.

This is more than an office job. It's an opportunity to become a key leader in a growing local business with room for advancement as we continue to expand.

What You'll Do

As our Office Manager, you'll own the customer experience from the first phone call until the invoice is paid.

Customer Service

• Answer incoming calls, texts, and emails with professionalism and enthusiasm.
• Schedule service appointments and communicate with customers throughout the service process.
• Follow up on missed calls and customer inquiries.
• Resolve customer concerns quickly and professionally.
• Request Google reviews and help grow our online reputation.
• Enroll customers into our Comfort Club maintenance program.

Scheduling & Dispatch

• Schedule and dispatch technicians using Workiz CRM.
• Optimize daily routes and technician schedules.
• Monitor technician progress throughout the day.
• Adjust schedules as emergencies and priorities change.

Office & Financial Administration

• Create and send invoices.
• Process customer payments.
• Manage accounts receivable and collections.
• Assist with accounts payable and vendor invoices.
• Maintain accurate records in QuickBooks.
• Assist with payroll preparation and office administration.

Operations Support

• Coordinate daily with technicians and ownership.
• Order office supplies, materials, and equipment.
• Track warran...