Renz I.

I help HVAC contractors, field service companies, and small to medium-sized businesses improve daily operations, track job costs, streamline processes, and keep their teams organized. Beyond HVAC, I’ve supported clients across healthcare, telecommunications, real estate, and hospitality. As a Service Operations Coordinator specializing in Job Costing and Process Improvement, I bring hands-on experience in HVAC operations, scheduling and dispatching, invoice and purchase order reviews, vendor coordination, CRM management, reporting, and SOP development. I understand how missed documentation, untracked expenses, scheduling gaps, and billing delays can affect productivity, customer satisfaction, and profitability. What I can help with: → Job Costing & Profitability Tracking • Job profitability and gross margin reporting • Vendor invoice and purchase order reconciliation • Cost discrepancy identification and follow-up • Invoice review, billing, and collections support → Service Operations & Field Service Coordination** • HVAC and field service operations • Technician scheduling, dispatching, and job coordination • Work order management and job closeout • Maintenance scheduling and warranty administration • Customer follow-ups and escalation management • Quotes, estimates, and service documentation → Process Improvement & SOP Development • Standard Operating Procedures (SOPs) • Workflow optimization and process documentation • Improving team coordination and accountability • CRM data accuracy and administrative workflows → Reporting & Business Support • Excel and Google Sheets reporting • CRM management and data organization • Vendor and customer communication • Administrative and executive support → Tools & Platforms Housecall Pro (HCP), Lula, Google Workspace, Google Sheets, Salesforce, HubSpot, Zendesk, Trello, Asana, Notion, Slack, and other CRM and business management platforms. If your business needs better job cost visibility, more organized service operations, accurate reporting, or clearer processes, let's connect. I'd be happy to discuss your current workflow, identify where support is needed, and help you build a more efficient operation.