Client Service Representative

Serveway Heating and Air Conditioning
Dallas, TX

Job Description

Job Description

Client Service Representative (CSR)

The Client Service Representative is responsible for:

  • Assisting in taking all incoming client calls, recognizing that this is where the client will form their first impression of the company. Good communication with the client is essential! Make sure that taking care of the clients takes higher priority than any other task and that the clients are enthusiastic about how they are treated. Have a courteous and pleasant demeanor whether on a phone call or not. Know that courteousness affects other team members spirit.
  • Making sure that the phone is answered before the third ring and that the approved company greeting is used each time.
  • Making absolutely sure that a client is notified ahead of time if the technician is not going to arrive at their home in the scheduled time window and re-scheduling the time to the clients satisfaction.
  • Making sure that Club Membership clients are continually called. Extra scheduled service appointments should be booked to make up for any shortfall of repair calls. Performing the budgeted number of service and repair calls each day is critical, because residential replacement leads are coming from those calls.
  • The Lead Client Service Representative will also assist with supervising and assisting in the dispatching of all service and maintenance calls to ensure maximum efficiency of scheduling without compromising client satisfaction.
  • Make sure the technicians are debriefed on each call and that they collect payment on every call.
  • Obey company Code of Ethics and the Team Rules.

Potential Total Compensation Range: $25-60K annually; numbers range greatly due to experience and if the CSR adopts team lead responsibilities.

Daily Activities Of A Customer Care Representative Champion

1. Provide a first impression that radiates your business is extremely
competent and capable of handling the callers challenges:
Answer The Phone Correctly And Happily!
Answer the clients questions or concerns
Use the right words
Convert caller into a client/schedule service call
Schedule accordingly to Service Call Priority
Plant Club Membership seeds in clients mind
Handle Client Concerns

2. Serve as the clients spokesperson to communicate to Serveway:
What the client wants
When they would like it done
How they would like it done
Fight for the clients need for service now!

3. Go Get Them Telephone Support!
Schedule Club Membership Visits (Resell If Necessary)
Reschedule overloaded calls directed from dispatcher

4. Office Duties
Data Entry
Club Memberships
Opportunities
Equipment
Other
Track Call Percentages
Generate Reports
Keep Office Clean

5. Perform Happy Calls
Contact Clients After Call To Ensure 100% Satisfaction
Present Any Concerns To Service Manager

6. Handle Client Concerns
Comfort Client When They Call In
Discuss With Team Leader And Call Them Back

Posted 2026-06-26

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