Service Billing Specialist

Company: United Mechanical
Location: San Jose
Posted on: April 3, 2025

Job Description:

The Service Billing Specialist is responsible for managing the billing process for service work orders, ensuring accuracy, timeliness, and compliance with contract terms. This role involves coordinating with field service teams, project/account managers, and clients to verify completed work, generate invoices, and resolve billing discrepancies. The ideal candidate has strong attention to detail, excellent communication skills, and experience handling service-related invoicing in the construction industry

Responsibilities:

* Process and generate invoices based on completed service work orders, ensuring accuracy and adherence to contract terms.
* Review and verify service work orders, labor hours, materials used, and other billable charges before invoicing.
* Submit invoices via customer online portal or by email in a timely, efficient, and accurate manner.
* Coordinate with service coordinators, service managers, and project teams to confirm work completion and resolve discrepancies.
* Maintain organized records of billing documentation for audit and reporting purposes.
* Assist in reconciling billing data with job costing and accounting systems.
* Ensure compliance with company financial policies, tax regulations, and industry billing standards.
* Support process improvements to streamline service billing operations and enhance efficiency.
* Research and resolve issues with any billing related questions

Minimum Qualifications:

* 2+ years of experience in service billing, invoicing, in a construction or field service industry.
* Proficiency with service work order processing and contract-based billing.
* Familiar in accounting and ERP software (e.g., Sage CRE 300, Oracle)
* Strong attention to detail, problem-solving skills, and the ability to manage multiple tasks efficiently.
* Excellent communication and interpersonal skills to interact with internal teams and customers.
* Ability to work independently and meet strict deadlines in a fast-paced environment.

United Mechanical is an Equal Opportunity Employer and embraces diversity in our employee population. We provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.

Keywords: United Mechanical, San Jose , Service Billing Specialist, Accounting, Auditing , San Jose, California