1. Administrative Tasks:

• Appointment Scheduling:  Manage appointments for electrical inspections, repairs, installations, and consultations.
• Email Management:  Respond to or forward client inquiries, vendor communication, and other important emails.
• Data Entry:  Update customer details, project records, job statuses, and invoices in the CRM or project management software.
• Document Management:  Organize contracts, permits, warranties, and technical documents, ensuring they are stored securely and easily accessible.
• Order Supplies:  Coordinate with suppliers to order electrical materials, tools, and equipment as needed.
• Prepare Quotes and Invoices:  Assist in preparing and sending estimates, quotes, and invoices for clients based on service requirements.
• Payment Follow-up:  Track payments and follow up with clients on overdue invoices to ensure timely collection.
• Licensing and Certification Management:  Keep track of employee certifications and ensure licenses are up to date.

2. Customer Service:

• Answering Phone Calls:  Handle client inquiries, answer common questions about electrical services, and direct calls to the appropriate person.
• Responding to Inquiries:  Provide information about services, pricing, and availability to potential customers via phone, email, or chat.
• Follow-up with Clients:  Conduct follow-up calls or emails after service to gather feedback or remind clients of scheduled maintenance.
• Handling Complaints:  Assist in managing customer complaints or disputes, escalating issues when necessary for resolution.

3. Lead Generation & Sales Support:

• Lead Qualification:  Screen incoming leads to determine potential customers and assess their electrical needs.
• Cold Calling and Email Outreach:  Reach out to potential clients or businesses to generate new leads for electrical services.
• CRM Management:  Maintain and update the customer relationship management system with lead information, client status, and follow-up actions.
• Appointment Setting:  Schedule consultations, site inspections, or follow-up meetings with qualified leads.
• Follow-ups with Prospects:  Conduct timely follow-ups with potential clients to move leads through the sales funnel.

4. Marketing Support:

• Social Media Management:  Create, post, and schedule content on social media platforms (Facebook, Instagram, LinkedIn) to promote services and engage customers.
• Online Reviews Management:  Monitor and respond to customer reviews on platforms like Google My Business, Yelp, and social media.
• Email Marketing:  Create and send email newsletters, promotions, or service updates to customers and leads.
• Content Creation:  Write blog posts or articles related to electrical services, safety tips, or energy-saving advice for the company’s website or social media.
• SEO Optimization:  Optimize the website and blog content for search engines to increase online visibility.
• Paid Advertising Campaigns:  Assist in setting up and managing paid advertising campaigns on Google, Facebook, or other platforms.
• Website Updates:  Help maintain the company website by updating service offerings, case studies, or customer testimonials.

5. Project Management Support:

• Job Coordination:   Assist in scheduling and coordinating electricians for various job sites based on availability and expertise.
• Tracking Projects:  Monitor the progress of ongoing electrical projects and ensure timelines are met.
• Communicating with Contractors/Subcontractors:  Facilitate communication between contractors, vendors, and electricians to ensure smooth project execution.
• Client Communication:  Provide clients with regular updates on project timelines, milestones, and any potential delays.
• Permit Management:  Ensure that all necessary permits are obtained and filed before starting electrical projects.

6. Finance & Accounting Support:

• Bookkeeping:  Manage accounts receivable/payable, track expenses, and record income using software like QuickBooks or Xero.
• Invoice Creation and Payment Processing:  Generate and send invoices to clients and follow up on overdue payments.
• Payroll Management:  Assist in processing payroll for electricians and other employees, ensuring accurate records of hours worked and overtime.
• Expense Tracking:  Track expenses for materials, labor, and operational costs to maintain budgetary control.

7. HR & Recruitment Support:

• Recruitment Assistance:  Post job listings, screen candidates, and coordinate interviews for electricians or administrative staff.
• Onboarding New Employees:  Assist with the onboarding process, including sending necessary paperwork, contracts, and company policies.
• Employee Scheduling:  Manage work schedules for electricians and ensure sufficient coverage for jobs and emergency services.
• Compliance Management:  Ensure that employee certifications, licenses, and insurance policies are up to date and compliant with industry regulations.

8. Customer Feedback and Surveys:

• Post-Job Surveys:  Send customer satisfaction surveys after job completion to gather feedback on services.
• Testimonial Collection:  Request testimonials or reviews from satisfied customers for use in marketing or on the company website.
• Customer Retention Programs:  Help implement and manage loyalty programs or discounts for repeat customers.

9. Research and Reporting:

• Competitor Research:  Conduct research on competitors to understand their pricing, service offerings, and marketing strategies.
• Industry Trends:  Monitor and report on trends or new technologies in the electrical industry to keep the company informed.
• Reporting on Business Performance:  Compile reports on sales performance, customer feedback, project completion rates, and other key business metrics.