OBJECTIVE:
To enrich my potential and capabilities,
and to be able to express and share the knowledge I have learned.
SKILLS OFFER:
Billing and Invoicing Specialist
Accounting Payables
Accounting Receivables
Purchasing
Administration Skills
WORK EXPERIENCES:
Worxflow (Polar Refrigeration, Inc.)
Virtual Assistant/Invoicing and Billing Specialist.
November 16, 2021 – December 2023
***Responsible for service department billings including time and materials, service
contacts, and preventive maintenance billings.
***Review work orders for accuracy and timely processing. Check to make sure all
parts and labor hours are listed. Check the customer database for the
correct discount or markup for parts, truck charges, labor rates, NTE
amounts, and PO requirements as per the customer being billed. Verify the
accuracy of the description.
***Update and maintain customer database.
***Monitor refrigerant and ensure entry into appropriate systems.
***Process invoices for customers according to their requirements including online
input and or
***Check invoices for profitability relaying any discrepancies back to the service
manager.
***Run reports as needed by manager for customer billing information.>Assist the manager in preparing and uploading invoices in Click up.
Key Skills:
Quickbooks, FieldEdge, Clickup, Service Hub, Service Channel, Ecotrak, Coupa, Google Drive, Google Sheet, Slack
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
SEE MORE REAL RESULTS“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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