Scheduling Coordinator – Residential Estimating

Company

Sagan Recruitment

Salary / Compensation

• $2,000 USD/month
• Independent Contractor position

Overview / Job Description

Sagan Recruitment is seeking a Scheduling Coordinator – Residential Estimating to support a well-established U.S.-based residential home services company specializing in exterior improvement projects. This fully remote role serves as the primary point of contact between qualified customers and the residential estimating team, ensuring estimator schedules remain optimized and customers receive exceptional service throughout the estimating process.

The ideal candidate is highly organized, customer-focused, and experienced in scheduling, dispatch, or coordination. Success in this role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Scheduling & Calendar Management

• Coordinate estimate appointments with qualified customers via phone, email, and text
• Manage and maintain estimator calendars within CenterPoint CRM
• Assign opportunities and update customer records accurately
• Optimize estimator schedules to maximize appointment capacity
• Reschedule appointments due to weather, customer conflicts, or scheduling changes

Customer Communication

• Serve as the primary point of contact throughout the estimating process
• Send appointment confirmations and daily schedules to estimators
• Conduct post-appointment follow-ups via phone, email, and text
• Communicate scheduling delays proactively to customers
• Deliver a professional, responsive, and customer-focused experience

CRM & Administrative Support

• Maintain accurate customer records within the CRM
• Track proposal status and follow up on inactive opportunities
• Gather additional project details during appointment coordination
• Identify customer interest in financing and update records accordingly

Field Operations Coordination

• Order aerial measurement reports before scheduled appointments
• Monitor estimator GPS locations throughout the workday
• Coordinate with estimators to ensure efficient scheduling and workflow
• Support smooth communication between customers and field teams

Requirements

Experience

• Previous experience in scheduling, dispatch, or coordination roles
• Experience in home services (roofing, HVAC, plumbing, electrical, or similar industries) strongly preferred
• Experience using CRM platforms and scheduling software
• Experience supporting customer-facing operations

Skills & Competencies

• Excellent spoken and written English communication skills
• Strong organizational and time management abilities
• Ability to manage multiple calendars and competing priorities
• Strong customer service and relationship-building skills
• Comfortable communicating with customers by phone throughout the day
• High attention to detail and accuracy
• Ability to work independently while collaborating with a remote team
• Strong multitasking and problem-solving abilities

Preferred Experience

• Experience using CenterPoint CRM
• Experience supporting residential estimating or field service teams
• Familiarity with GPS tracking and technician dispatch workflows
• Experience ordering aerial measurement reports
• Understanding of residential sales or estimating processes
• Bilingual proficiency in English and Spanish

Candidate Profile

You SHOULD Apply If

• You have experience coordinating schedules or dispatching field teams
• You enjoy organizing calendars and managing multiple priorities
• You have excellent customer service and communication skills
• You are comfortable speaking with customers throughout the day
• You are highly organized, proactive, and detail-oriented
• You have experience using CRM and scheduling software
• You thrive in fast-paced, customer-focused environments

You Should NOT Apply If

• You have little or no scheduling or coordination experience
• You struggle with managing multiple calendars and deadlines
• You are uncomfortable communicating with customers by phone
• You have difficulty staying organized in fast-paced environments
• You lack experience with CRM or scheduling systems
• You cannot work Monday–Friday, 8:00 AM – 5:00 PM EST

Other Information

Additional Benefits / Highlights

• Fully remote position (open to global talent)
• Independent Contractor opportunity
• $2,000 USD/month
• Monday–Friday schedule (8:00 AM – 5:00 PM EST)
• Opportunity to support a well-established U.S.-based residential home services company
• Customer-facing role with significant scheduling and operational responsibility
• Collaborative remote work environment
• Opportunity to work with field operations, CRM systems, and estimating teams
• Resume must be submitted in text-based PDF format
• Resume and introductory video must be submitted in English