Construction Operations Coordinator - Client Communication, CRM & Scheduling
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Job description
We are hiring a highly organized Construction Operations Coordinator to serve as the communication and information hub connecting prospective customers, active clients, project managers, field personnel, subcontractors, administration, and company leadership.
This is not a receptionist-only position. It is a hands-on coordination role for someone who is comfortable managing phones, appointments, CRM records, project information, customer follow-up, and operational exceptions throughout the day.
The right person enjoys helping customers, follows through consistently, maintains accurate records, and remains calm while priorities change in a fast-moving construction environment.
What This Role Actually Involves You will spend a significant part of each day:
- Responding to inbound leads and making outbound follow-up calls
- Scheduling and preparing Zoom consultations and on-site appointments
- Assigning routine appointments to project managers using established criteria
- Updating stages, owners, notes, due dates, blockers, and next actions
- Monitoring customer calls, texts, emails, and CRM conversations
- Following up after consultations and site visits
- Routing client and project information to the correct person
- Checking that expected automated customer communications occurred
- Identifying stalled handoffs and escalating urgent exceptions
- Keeping active records complete, current, and understandable
This position requires someone who enjoys bringing order to fast-moving work and does not mind detailed, repetitive follow-through.
Primary Responsibilities Lead and Appointment Coordination
- Respond promptly to new inquiries by phone, text, or email.
- Review inquiries for complete customer, property, project, plan, and scheduling information.
- Document every contact attempt, outcome, owner, next action, and follow-up date.
- Coordinate Zoom consultations and on-site appointments.
- Assign routine appointments using established company criteria.
- Escalate assignment or scheduling exceptions when necessary.
- Prepare project managers with complete information before customer appointments.
- Follow up after consultations and site visits to keep proposals, scheduling, and customer decisions moving.
Customer Communication
- Monitor customer calls, texts, emails, and CRM conversations throughout the day.
- Respond directly to routine questions using approved company information.
- Route technical, contractual, financial, and scheduling questions to the appropriate team member.
- Help coordinate customer-facing schedule updates, weekly project communications, appointments, and document requests.
- Maintain a calm and professional tone when customers or schedules are under pressure.
- Escalate urgent issues without making unauthorized promises.
CRM and Project-System Administration
- Maintain accurate records in GoHighLevel and JobTread.
- Keep stages, statuses, owners, notes, due dates, blockers, and next actions current.
- Verify that expected customer workflows and automated messages have run.
- Use approved manual follow-up when an automation or handoff fails.
- Help prevent duplicate, premature, or inaccurate customer messages.
- Route plans, permits, selections, photos, field updates, and subcontractor information to the correct JobTread project or responsible team member.
- Keep important information out of isolated text messages and email threads by saving it in the correct company system.
Operational Follow-Through
- Review stalled leads, overdue handoffs, unresolved customer needs, and system exceptions daily.
- Keep leadership informed about urgent or recurring operational problems.
- Support billing handoffs by routing invoice backup, payment questions, and blockers to the appropriate finance or leadership contact.
- Follow open items until they are completed, reassigned, or formally escalated.
- Help improve checklists, workflows, templates, and tracking processes when recurring problems are identified.
What Success Looks Like A successful Construction Operations Coordinator ensures that:
- New leads receive prompt attention and have a documented next action.
- Appointments are complete, assigned, prepared, and dispatched on time.
- Customer messages are acknowledged or routed by the end of the business day.
- Every active lead and project has an accurate owner, stage, next action, and follow-up date.
- Proposal follow-ups and customer workflows occur without missed or duplicate messages.
- Plans, photos, notes, selections, and project updates are stored in the correct system.
- Urgent exceptions are escalated instead of silently carrying over.
- Project managers receive the information they need to serve customers effectively.
- Leadership can quickly understand what is stalled, why it is stalled, and who owns the next action.
- Customers experience organized, professional, and consistent communication.
Requirements
Applicants must have:
- At least three years of professional coordination experience involving customers, schedules, appointments, dispatch, projects, or service operations.
- At least one year of experience in construction, remodeling, solar, restoration, HVAC, plumbing, electrical, property services, design-build, or another field-service environment.
- At least one year of daily CRM, dispatch, scheduling, or project-management software use.
- Demonstrated experience maintaining detailed notes, statuses, owners, tasks, and follow-up dates.
- Professional phone, email, and text communication skills.
- Experience making outbound customer calls-not only answering inbound calls.
- Strong organization, follow-through, and attention to detail.
- The ability to manage competing priorities without losing important information.
- Sound judgment about when to act, route a request, or escalate an issue.
- Confidence learning new CRM, scheduling, project-management, and cloud-document systems.
- The ability to protect confidential customer and project information.
- Consistent availability to work on-site Monday through Friday from 8:00 AM to 4:00 PM.
- The ability to commute reliably to San Diego, CA 92111.
A college degree is not required. Demonstrated experience, judgment, communication, and follow-through are more important for this position.
Preferred Experience Experience with any of the following is helpful:
- GoHighLevel
- JobTread
- Buildertrend
- ServiceTitan
- Procore
- Monday.com
- Salesforce
- Construction scheduling or dispatch software
- Residential permitting or inspection coordination
- Subcontractor and field-team coordination
- Proposal or billing handoffs
- CRM workflows and automated customer communication
GoHighLevel and JobTread experience is preferred but not required if you have demonstrated daily experience with comparable systems., * Are you comfortable making prompt outbound calls to new customer inquiries and follow-up calls throughout the day?
- Do you have at least one year of experience in construction, remodeling, solar, restoration, HVAC, plumbing, electrical, property services, design-build, or another field-service environment? If so which industry?
- Which CRM, scheduling, dispatch, or project-management systems have you personally updated as part of your daily work? Describe what information you were responsible for maintaining.
- Approximately how many customers, calls, appointments, technicians, or active projects did you coordinate simultaneously in your most relevant position?
Experience:
- professional dispatch or project coordination: 3 years (Preferred)
- CRM: 1 year (Required)
Benefits & conditions
- You are looking for remote or hybrid work.
- You do not enjoy making outbound phone calls.
- You prefer strategy but dislike detailed record maintenance.
- You are uncomfortable following up repeatedly until an item is resolved.
- You avoid escalating problems when another team member or leader needs to act.
- You are not comfortable working in multiple software systems throughout the day.
- You view accurate notes, stages, owners, and follow-up dates as secondary administrative work.
Why Join CRS Builders
- Play a central role in improving the customer experience from initial inquiry through project completion.
- Work with an established San Diego general contractor focused on substantial residential projects.
- Receive structured onboarding with written procedures, checklists, templates, and role-specific training.
- Develop experience across CRM operations, customer service, construction coordination, scheduling, and process improvement.
- Help build clearer systems and more consistent customer communication as CRS Builders grows.
Pay: $25.00 - $30.00 per hour
About the company
CRS Builders Inc. is a licensed general contractor serving San Diego County. We specialize in ADUs, JADUs, garage conversions, home additions, custom homes, and substantial residential remodeling projects.
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