Design-build customer service representative job description

A design-build customer service representative answers homeowners who are thinking about an addition, a big remodel or a custom home. They book the first meeting with the design team, check whether the job fits the firm, and route calls from clients whose homes are already under construction.

Median pay, building contractors · BLS, May 2025

$25.47 an hour$52,970 a year

Annual pay: 10th percentile $34,670, middle half $42,230 to $64,600, 90th percentile $75,470. Source: BLS Occupational Employment and Wage Statistics, May 2025.

Reports to
Office Manager
Department
Operations
Schedule
Weekdays 8 to 5 in the office · Monday to Friday, 8 AM to 5 PM, with some longer days in peak inquiry periods and very little travel
Also called
Client services coordinator · New client coordinator · Consultation coordinator · Front office coordinator

Design-build customer service representative job description template

This is our Role Blueprint, word for word. Replace the highlighted fields and adjust the example targets and pay to fit your company.

Download as Word file

Design-Build Firms - Customer Service Representative

Company Name:
[INSERT COMPANY NAME HERE]
Department:
Operations
Reports to:
[Office Manager]
Location:
[INSERT LOCATION HERE]

1. Position Summary

Serve as the primary contact for prospective and current clients, ensuring a seamless experience from inquiry to consultation. Enhance customer satisfaction by providing prompt, accurate information about design-build services. Facilitate the scheduling of consultations and coordinate communication between customers and service teams. Contribute to the growth of the company by addressing customer needs and streamlining the consultation process.

2. Essential Duties and Responsibilities

  • Answer incoming inquiries about design-build services and provide detailed information to potential customers.
  • Schedule and coordinate consultations for prospective clients with the design-build team.
  • Address and resolve customer issues and concerns in a professional manner.
  • Document and maintain records of customer interactions and service requests.

3. Key Tasks / Daily Activities

  • Manage and respond to customer inquiries via phone, email, and web channels.
  • Schedule and confirm consultation appointments with precision and timely follow-up.
  • Maintain regular communication with design-build teams to update on customer status.
  • Log daily activities and outcomes in the customer relationship management system.

4. Key Performance Indicators (KPIs)

  • Consultation Scheduling Accuracy: 95% or higher.
  • Response Time to Inquiries: Under 2 minutes per inquiry.
  • Customer Satisfaction Rating: Greater than 4.8 stars.
  • Issue Resolution Rate: 98% of customer problems resolved within the first contact.

5. Required Qualifications and Skills

  • High school diploma or equivalent; bachelor’s degree preferred.
  • Minimum of 1-2 years customer service experience in a fast-paced environment.
  • Strong verbal and written communication skills with a focus on customer engagement.
  • Basic proficiency in CRM software and Microsoft Office Suite.

6. Preferred Experience

  • Previous experience in the home services or design-build industry.
  • Familiarity with consultation scheduling and client coordination within a service firm.
  • Experience working in a customer-focused call center or office environment.
  • Demonstrated success in conflict resolution and customer relationship management.

7. Physical Requirements

  • Ability to sit at a workstation and engage in prolonged computer use.
  • Ability to lift up to 15 pounds for occasional office tasks.
  • Occasional travel between company sites or client locations may be required.
  • Regular use of telephone, computer, and associated office equipment in a typical office setting.

8. Work Environment and Schedule

  • Standard office environment with a focus on collaborative teamwork.
  • Typical work hours are Monday through Friday, 8:00 AM to 5:00 PM.
  • Occasional extended hours may be required during peak inquiry periods.
  • Minimal travel and on-call duties, with expected flexibility for special projects.

9. Compensation and Benefits

  • Hourly wage range of $15 - $20 per hour, based on experience and qualifications.
  • Performance-based bonuses available upon meeting key performance indicators.
  • Comprehensive health, dental, vision, and 401(k) benefits provided.
  • Additional fringe benefits include paid time off, professional development opportunities, and employee wellness programs.

10. Company Culture and Overview

  • A collaborative and innovative workplace where every team member’s input is valued.
  • Commitment to professional growth and providing the tools necessary for career advancement.
  • A customer-centric approach that drives continuous improvement and exceptional service.
  • An inclusive environment dedicated to fostering success and celebrating achievements.

11. How to Apply

If you meet the above criteria and want to be part of a growth-oriented company focused on customer satisfaction, please send your resume to [INSERT EMAIL HERE] or apply online at [INSERT WEBSITE LINK HERE].

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What a design-build CSR sorts out on the first call

Callers often don't know what design-build means. One wants a bathroom retiled, another a second story, a third a price on plans an architect already drew. The CSR works out which of those the firm takes and sets up the right next step.

  • Not every caller fits the firm

    The owners set the smallest project the firm will design and the kinds of work it won't take. The CSR asks enough to tell: which rooms, what the caller wants changed, and by when. A leaky faucet or one window goes to a short list of trusted referrals. The caller still gets a kind answer and a name, and the CSR still logs the call, because today's small job can be next year's kitchen.

  • Explaining design before build

    Callers who expect a free bid at the first visit need to hear how the firm works. The CSR explains the steps in the same words every time: a first meeting, a design phase, paid if the firm charges for one, then a build contract once drawings and pricing are set. The owners and the sales team write that wording. A CSR who guesses at fees or timelines starts an argument the designer later has to settle.

  • Homework before the designer arrives

    A designer's first visit takes hours, so the CSR gathers what helps ahead of time. That means the house's age and size from county property records, photos of the rooms, and any old plans or survey. They also ask whether a homeowners group reviews outside changes. Those notes go into the CRM, so the designer arrives knowing the house and what the family hopes to change.

  • Plans someone else drew

    Some callers already have drawings from an architect and want a construction price. Whether the firm bids other people's plans is the owners' decision. Some firms do, some take the plans into their own design phase first, and some decline. The CSR knows the answer and how to say it, and books the right person: an estimator, a designer or no one.

  • The office's front door during the build

    Once a job starts, clients and their neighbors call the office too: a question about a delivery, a neighbor upset that a truck blocked the street. The CSR logs each call to the project, tells the caller who will call back and by when, and sends it on to the PM. Schedule and money questions get a callback from the PM, never a guess from the front desk.

How much design-build customer service representatives make

Customer service representatives who work for building contractors earned a median of $25.47 an hour ($52,970 a year) in May 2025, according to the Bureau of Labor Statistics. That’s above the $44,770 median for customer service representatives in all industries. About 9,990 of the 2,595,750 customer service representatives in that survey work for building contractors.

Hourly in the template, with bonuses for hitting its KPIs. Its top rate sits well under the BLS median for CSRs at building contractors, so expect to raise it for someone who has booked consultations for a remodeler or builder. Reward first meetings that lead to signed design agreements and intake notes the designers rate complete, not call counts.

Building contractors
All industries
10th–90th percentileMiddle halfMedianAnnual pay, May 2025. Source: BLS Occupational Employment and Wage Statistics.
Annual pay by percentile
Group10th25thMedian75th90th
Building contractors$34,670$42,230$52,970$64,600$75,470
All industries$31,750$36,870$44,770$51,780$63,590

BLS doesn’t publish pay for design-build firms on their own. These figures cover construction of buildings, which include them. Post a real range for your market in the ad.

The pay line in the template above is an example from our Role Blueprint. Set yours from these figures and what local companies pay.

Skills to hire for, and what you can teach

Hire for these

  • Explains a design-first process in plain words without quoting prices
  • Asks short, friendly questions that show whether a project fits
  • Looks up a house in county property records and notes what matters
  • Turns away small jobs kindly and offers a referral
  • Logs every call to the right lead or project in the CRM

Teach these on the job

  • Your project types and the smallest job you take
  • Your design phases and the approved way to explain them
  • Your referral list for work the firm doesn't do
  • Which designer handles additions, kitchens or new homes
  • The CRM and project management app your office uses

The CSR works in a CRM that tracks each lead until a design agreement is signed, a shared calendar for the designers, and the client log in the job management app, Buildertrend for one, once a job is sold. Web forms, texts and email should land in one shared inbox, since inquiries arrive all three ways.

Design-build customer service representative interview questions

Two of the 6 questions we'd ask, and what a strong answer sounds like. Ask every candidate the same questions, and rate each answer on your own before you compare notes.

  1. Situational · Explaining the design fee

    A caller asks why they should pay a design fee when other contractors give free estimates. What do you say?

    A strong answer: Explains in plain words what design includes (plans, a budget, selections), how it reduces surprises, any credit policy, doesn't knock competitors, and offers a consultation.

  2. Behavioral · Recovering upset callers

    Tell me about a time a caller was upset about slow responses from a company you worked for. How did you turn it around?

    A strong answer: Listened, apologized for the delay, took ownership of the next step, delivered it by the time promised, and checked back.

All 6 questions and the work exercise

Design-build customer service representative KPIs

Read these monthly and by lead source. A first meeting booked with the wrong person or without photos wastes a designer's trip, so accuracy counts for more than speed here.

Consultation Scheduling Accuracy
Each week, designers flag first meetings that went wrong because of the booking: the wrong house, a decision maker who wasn't told, missing photos, or a job the firm doesn't take. Divide clean bookings by all bookings.
Response Time to Inquiries
Pull the gap between each new inquiry's arrival and the first reply from a person, using the CRM's time stamps. Look at web forms on their own, since a form sent at night waits for morning however quick the CSR is.
Customer Satisfaction Rating
A short survey after the first meeting about the call, the booking and the reminders. Keep it apart from build surveys, since a long remodel can color how a client remembers the first call.
Issue Resolution Rate
Count questions from clients under construction that were settled on the first call, or handed to a project manager who called back when promised. When a PM misses the callback, log it on the PM's line, not the CSR's.

Career path

  1. Real estate office assistantSchedules showings and learns how homeowners talk about their houses.
  2. Customer service representativeBooks first meetings and routes calls from active projects.
  3. Sales representativeMeets homeowners with a designer and signs design agreements.
  4. Sales managerLeads the sales team and owns how first meetings are run.

Other roles in a design-build firms business

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Design-build customer service representative FAQ

Should a design-build CSR talk about budget on the first call?

Yes, in general terms. Ask whether the caller has a budget in mind and how they plan to fund the work, such as savings or a loan. Don't quote a price, since the CSR hasn't seen the house. If the owners approve it, the CSR can share what past projects like theirs have cost, in words the sales team wrote. Callers who hear nothing about cost until the designer arrives often feel caught off guard.

How much does a design-build customer service representative make?

Customer service representatives who work for building contractors earned a median of $25.47 an hour ($52,970 a year) in May 2025, according to the Bureau of Labor Statistics. The middle half earned between $42,230 and $64,600 a year. Pay also depends on your local market, experience and overtime.

Should the CSR keep in touch with callers who aren't ready yet?

Yes. Many homeowners plan an addition or custom home long before they're ready to start. The CSR sets a follow-up date in the CRM for each one, invites them to events such as finished-home tours if the firm holds them, and checks in around the time they said they'd decide. Follow the firm's written consent rules for calls and texts.

Does a design-build CSR belong in sales or in the office?

Under the office manager works well when the CSR also handles calls from active jobs. Under the sales manager works when the role is mostly booking first meetings, since each one starts a sale. Either way, give the sales team a say in the intake questions and the wording that explains your process.

How should a CSR handle a referral from an agent or interior designer?

Log the referrer by name in the CRM, not just "referral," so the owners can thank them and see which partners send work that gets built. Ask the caller what the referrer said about the firm, since that sets their expectations. Then let the referrer know the first meeting is booked, if the caller is fine with that.

Sources

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