Overview

We are seeking a detail-oriented and proactive Billing Clerk to join our team. This role plays a key part in ensuring financial accuracy, compliance with industry standards, and outstanding customer support. The ideal candidate brings strong analytical skills, trade-service billing experience, and a commitment to high-quality work. This is a great opportunity to join a collaborative team where your attention to detail and industry knowledge will directly support operational success.
This position is 100% in-office.

Key Responsibilities

Invoice Generation, Submission & Processing

• Prepare and correct service invoices, ensuring accurate entry.
• Submit invoices to customers via email or mail.
• Process finalized invoices into accounting or service software.

Discrepancy Resolution

• Research and resolve invoicing errors or discrepancies.
• Prepare and process credit memos as needed.
• Collaborate with project managers to address client concerns or billing disputes.

Communication & Documentation

• Work closely with project managers, technicians, and dispatchers.
• Ensure accuracy and completeness of all billing-related information.

Customer Service

• Provide timely, professional responses to billing inquiries via phone or email.
• Maintain excellent customer service standards and phone etiquette.

Required Skills & Qualifications

• Experience:
  • Minimum 3+ years of experience in service billing and/or dispatching within HVAC, plumbing, or utilities (required).
• Education:
  • High school diploma or equivalent required.
• Technical Skills:
  • Minimum 3+ years of experience using service contracting software
  • Experience with accounting software preferred.
• Industry Knowledge:
  • Understanding of HVAC, plumbing, and/or utility service terminology, materials, workflows, and basic task timelines.
  • Ability to interpret technician notes, equipment details, and service documentation.

Work Environment

• 100% onsite position in the Raleigh-Durham area.
• Fast-paced, collaborative, and team-oriented.