Home Exteriors Field Customer Service Representative
Elite Construction Solutions
- Milwaukee, WI
- $54,000-63,500 per year
- Permanent
- Full-time
Key Responsibilities:REQUIRED: KEY RESPONSIBILITIES
- Window Measurement & Technical Support:
- Visit residential and commercial job sites to take precise measurements for window replacements or installations with 100% accuracy
- Verify window opening dimensions and specifications against initial estimates
- Document any discrepancies or modifications needed for proper window installation
- Input measurement data into digital systems accurately and efficiently
- Identify potential installation challenges or access issues and report them to sales and production teams
- Complete window measurements as assigned on the day they are assigned and all photos must be uploaded while at the location or within 1 hour of the inspection time
- Call suppliers to check on window availability
- Assist in the transportation and delivery of windows to job sites when needed
- Support window division reps and installers by providing clear measurements, field notes, and updates
- Inside Sales Team Support:
- Conduct on-site visits to projects sold by out-of-state inside sales representatives to gather final verification information and documentation
- Serve as the local field representative for inside sales team members who cannot physically visit project sites
- Collect and report final project details, measurements, and conditions back to inside sales team to complete customer transactions
- Act as the local point of contact for customers working with remote sales representatives
- Project Documentation & Quality Control:
- Take high-quality photos of project sites as needed for sales professionals pre-production or post-production
- Ensure all necessary angles and aspects of the site are documented for future reference and estimating accuracy
- Adhere to the estimating/order checklist and photo checklist for all photos
- Complete Inspection Checklists accurately and thoroughly for both pre and post-project activities as requested
- Conduct on-site quality control inspections to ensure windows meet order specifications and are installed properly
- Document and report any issues with product quality or installation errors
- Customer Management & Communication:
- Act as liaison between clients, sales reps, and installers to resolve on-site concerns
- Communicate professionally with homeowners and contractors to represent the company positively
- Coordinate with clients and team leads to ensure timely site visits and communication
- Collect final payments from customers in a professional and courteous manner
- Ensure all payment documentation is accurately turned into the Office Manager
- Field Operations & Logistics Support:
- Regional travel as needed to complete scheduled measurements
- Assist in the transportation and delivery of windows to job sites when needed
- Handle materials with care to avoid damage and ensure proper handling
- Support window division reps and installers by providing clear measurements, field notes, and updates
- Administrative Support:
- Assist both field Sales Representatives and Inside Sales Team with administrative tasks as needed
- Ensure all customer records and project documentation are accurately maintained and accessible to remote team members
- Prepare detailed reports for inside sales team regarding site conditions, project status, and customer interactions
- Additional Duties As Assigned
- High school diploma or equivalent
- 1-3 years of experience in construction, windows, or home improvement industry (preferred)
- Proven experience in a support role, preferably in a sales or customer service environment
- Experience working with remote teams or supporting off-site sales operations (preferred)
- Customer service experience in field-based roles (preferred)
- Strong measuring skills and ability to use tape measure, laser measure, and mobile apps or tablets
- The ability to do final measurements for windows at a 100% accuracy rate
- Excellent organizational and multitasking abilities
- Strong attention to detail and accuracy
- Effective communication skills, both written and verbal
- Proficiency in using Microsoft Office Suite and other relevant software
- Ability to work independently and as part of a team
- Photography skills and experience with digital documentation (preferred)
- Self-motivated, organized, and dependable
- Valid driver's license and clean driving record
- Reliable transportation