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On Site Customer Relations Administrator HWP

Century Mechanical Holdings

Harwich Port, MA

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JOB DETAILS
SKILLS
Accounting Software, Administrative Skills, Best Practices, Billing, Business Operations, Business Services, Communication Skills, Construction, Cross-Functional, Customer Relations, Customer Relationship Management (CRM), Dental Insurance, Detail Oriented, Documentation, Finance, Health Insurance, Inventory Management, Leadership, Maintenance - HVAC, Maintenance - Plumbing, On Site Support, Operational Improvement, Operational Support, Order/Customer Fulfillment, Organizational Skills, Payroll Administration, Performance Analysis, Problem Solving Skills, Procedure Implementation, Process Improvement, Profit & Loss, Purchase Orders, Purchasing/Procurement, Reconciliation, Shipping/Receiving, Systems Administration/Management, Training/Teaching, Vendor/Supplier Evaluation, Vendor/Supplier Relations, Vision Plan, Warehousing
LOCATION
Harwich Port, MA
POSTED
13 days ago
Benefits:
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

This position requires a proactive and highly organized Customer Relations Administrator & Operations Systems Administrator to manage and optimize our FieldEdge CRM, Sortly inventory platform, job costing, and purchasing systems. This cross-functional role is essential to improving business operations across service, inventory, finance, and admin functions. Ideal candidates are detail-oriented, tech-savvy, and capable of balancing both systems management and hands-on operational support.

The essential functions include, but are not limited to the following:

FieldEdge CRM Administration
  •  Serve as the primary administrator for FieldEdge: manage workflows, user access, customer/job records, and reporting.
  •  Customize service types, billing rules, and job workflows to align with business needs.
  •  Train office and field staff on CRM best practices and usage.
  •  Build and run reports to track technician performance, job progress, and customer engagement.
Sortly Inventory Management
  •  Maintain the Sortly inventory system across service trucks and warehouse(s).
  •  Enforce inventory control procedures: item scanning, tracking, minimum stock levels, and labeling.
  •  Coordinate with purchasing and field teams to ensure material accuracy and availability.
Job Costing & Reporting
  •  Ensure accurate job costing by linking labor, materials, and expenses to service jobs.
  •  Reconcile data between FieldEdge, Sortly, and accounting systems.
  •  Create profitability and margin reports by job or department.
  •  Support leadership with operational data to guide decision-making.
Purchasing & PO System Management
  •  Manage day-to-day purchasing operations, including sourcing, ordering, and vendor coordination.
  •  Lead the implementation of a Purchase Order (PO) system for inventory and materials.
  •  Track purchase orders from creation through fulfillment and receiving.
  •  Maintain positive vendor relationships and evaluate supplier performance.
Dispatch Support (As Needed)
  •  Assist with dispatching technicians during peak times, staff shortages, or emergencies.
  •  Ensure jobs are scheduled efficiently and updates are communicated to customers and field staff.
  •  Help optimize technician routes and job stacking for efficiency.
Payroll Backup & Administrative Support
  •  Serve as a backup for payroll processing, assisting with timecard reviews, reporting, and submission.
  •  Support administrative tasks related to employee records, hours worked, and field tech pay structure.
  •  Collaborate with HR and finance on workforce-related processes and reporting.
Requirements
  •  3+ years of experience in operations, admin, or systems support within a service industry (HVAC, plumbing, construction, etc.)
  •  Working knowledge of FieldEdge, Sortly, or comparable software
  •  Strong experience with job costing, purchasing, and inventory workflows
  •  Previous experience with dispatch operations and payroll support is a plus
  •  Highly proficient in Excel or Google Sheets for reporting and reconciliation
  •  Excellent communication, documentation, and problem-solving skills
  •  Comfortable working across departments and supporting multiple systems

About the Company

C

Century Mechanical Holdings

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