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Four person office team, Climate Dispatch, Mentor Accounting and Dispatch,…
Four person office team
Climate Dispatch
Scheduling
Po issuing
Tasking distribution
Customer service
Dispatch audit
Service audit for PMs
Mentor Accounting and Dispatch
Divy Duties
Create Goals for each position
Employee Reviews
Identify areas of improvement and develop training
Time Management
AP Management
File management
AP Audits
Timely processing
Insurance
Climate Billing
Service audit for non PM calls
Billing audit
Invoice generating/delivery for Service, PMs, and projects
HR
New Hire Documentation
Recruitment
Employee handbook management
CCI Payroll Assistance
Payroll into MaterBuilder
Labor hours
Timesheet Validation
Marketing
Social Media
Google Ads
Renbranding as needed
Paperwork Audit and Filing
Climate
Centennial
Financials
Reports
Tax
AP check mailing
Centennial
Climate
Parts Receiving
Climate
Centennial
Cashflow management
Expense Control
Quotes Generation for CEI
Ordering parts for approved quotes
Crystal
Peter
Heather
Centennial Dispatch
Centennial AP invoices
Centennial Billing
Daily Accounting
Climate work order typing
Climate non-work order AP entry
Climate Project entry
Payment processing
Climate agreement entry
Agreement renewals
Staples ordering
Refrigerant tracking
Pm call generations
Climate Payroll
Altitude Payroll
Agreement Canellations
CEI Weekly Project Meeting reports
CCI Project Booking
CCI Inventory/labor transfers
Cash Receipts
Climate work order AP entry
Dispatcher for both companies (Chelsea?)
Cutting Checks
Hours Entering for both companies
Collections Calls
IRA Charles Schwab
Union Colorado Pipe
Month End Close
Deposits
Bank Reconciliations
Contract Renewals
CEI Cost Posting
Financials Data Entry
Climate Billing
Collections Management
Payables
Establish/Improve Policies and Procedures
Provide information as needed to management
Certified Payroll
Data Processing Management
Licenses and Permits
Special Projects
Financial Statements
Journal Entries
Lease and loan payments
Reconcile Intercompany Accounts
Capital Appropriation and depreciation schedules
Audit workmans comp reports
Workman's Comp
Manage Credit Card Statements
Employee Expense Reports
Customer monthly statements
Sort and distribute mail
Administrative Support as needed
Gift Ordering
Catering
Office Equipment Management
Rockwater
Employee Relations
Benefits
Hourly wage compliance/guidance
Hours Review for both companies
Maintain Personell Files
New Employee Onboarding