Field Service Coordinator (Finance)
Summary:
This position coordinates Field Service activity including scheduling, invoicing and data entry.
Essential Duties and Responsibilities:
- Service Coordination
- Verifies Sales Orders have allotted service money.
- Confirms and coordinates all field service logistics with interested parties.
- Verifies service fulfillment.
- Reports status for service activity in Operations Meetings
- Issue and track Purchase Orders for Service Partners.
- Responsible for receiving the following documents thoroughly completed.
- Pre Start-Up Request Checklist.
- Start-Up Checklist
- Service Tickets/Field Reports
- Invoice with Purchase Order Number (if applicable).
- Works with Sales Reps via telephone & emails to ensure prompt and accurate support.
- Proactively interface with techs regarding job status and location
- Provide technician scheduling details
- Coordinate Technician Parts and Technical Info Requests
- Data Entry
- Reviews Service Tickets/Reports, Checklists for accuracy and discrepancies.
- Enters data into SAP
- Tracks incomplete documentation with customer
- Initiates warranty and issues certificate to end user
- Maintain quote log
- Process
- Works with Business Process Administrator to identify process efficiencies and compliance
- Document work process for area of responsibility
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Committed to Service Excellence and demonstrates a Customer First attitude at all times, has excellent verbal and written communication skills; must be detail oriented; must be flexible and a team player, must be punctual; must be self-motivated; must have ability to work without direct supervision and must display professionalism, patience/empathy in time sensitive situations.
Education/Experience:
- High School Diploma plus 3 years in Customer Service or equivalent customer experience.
- Must have expanded computer skills, competent in usage of Microsoft Office software, ability to learn and become highly effective in SAP.
- Previous HVAC service/dispatching experience desirable.
