Admin Assistant

Recurring

MONTHLY

Weekly

• Create New Projects
  • As instructed
  • As new turn overs show up
• Follow up on bid requests, ensure they will get completed
• Assist OM with the Project Review (email and data collection)
• Inventory Count and Audit
• Call past due invoices, collect on the spot, confirm they aren't in spam, SCRIPT NEEDED.
• Call on sent estimates, confirm receipt, close out if needed (script needed)
• Send past due notifications to outside work (template in SF)
• Check on expenses (Internal not over $50 unless gas). Audit expenses to expenses to ensure they are all on a job and within company policy
• Follow up on bid request and ensure they will get completed
• Follow up on estimates, confirm receipt, close out if needed
• Meet with General Manager and review issues List

Daily

• Check AnswerForce Messages and archive if taken care of, make notes in jobs or estimates
• Check Craigslist for Washer/Dryer/Oven/Dishwasher/Fridges for our inventory, purchase and arrange pickup (process to be created, ask parker)
  • Washers
  • Fridges
  • Dishwasher