Job Details
Responsibilities / Tasks
Provide general office support to the Regional manager, Team Lead, and service technicians. inputting data into weekly and monthly reports to management, presenting feedback to management about open orders.
Enter work orders into the CRM/SAP/ ERP systems.
Create new accounts in CRM & submit requests to edit/update accounts as needed.
Create pick lists and shipping documents for the parts warehouse; provide Team Lead and field service technician with the corresponding tracking information.
Generate service invoices and send to customer / enter in invoicing portal.
Support the team lead quoting, scheduling service technicians on service request.
Communicate with other internal departments concerning shipment of parts and return of parts, delivery dates and status of orders, invoices, and assistance from finance with customer accounts.
Manage workflow within your assigned tasks daily, weekly, and monthly ensuring that deadlines are met, and work is completed correctly.
Service follow-ups, call to customers. (how was the service, any issues, would you like to schedule your next service visit.)
Provide Back Up for other admin areas/locations as needed.
All other duties as assigned or directed by management.
Your Profile / Qualifications
3 - 5 years experience
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