Branch Service Admin

Rocky Mountain Equipment•Brooks, AB

1d•Onsite

About The Position

A Branch Service Admin is a branch hybrid role of Service Writer and Branch Administrator duties. The primary scope of the role is to liaison between customers in need of repairs and the technicians in the department. They schedule maintenance and handle the appropriate paperwork. They also do reception relief and handle incoming calls to the branch and greet walk in customers. This position is to provide additional support to Service Sales Managers and Parts Sales Managers in smaller stores without a dedicated support admin individual for each department.

Requirements

Exceptional phone etiquette
Strong computers skills which includes knowledge of Word, Excel and Outlook.
Understanding of basic accounting
Document management and filing
Customer Service Focused
Ability to direct complaints appropriately
Effectively directing all customer facing inquiries
Strong understanding of organizational structure, RME dealer footprint
Strong technical skills
Understanding of the agriculture or construction industry
Understanding of health and safety best practices

Nice To Haves

Knowledge of Databases and CDK is an asset

Responsibilities

Daily/Monthly Deposits
Manage and reconcile petty cash
Create purchase orders in CDK
A/R adjustments (daily review of late accounts, adjustments & reconciliation of accounts)
A/P calls (incoming calls for copies of invoices & customer collection calls)
Assist Service Sales Manager with Electronic Timecard submissions when need be.
Process CNH Payments
Appointment coordinator for branch staff (calendar management)
Manage and order office supplies
Receive and distribute incoming mail
Coordinate outgoing mail and couriers
Coordinate internal and customer events
Pull technicians field time sheets, enter time into the spreadsheet for payroll
Go through completed work order and finalize work orders
Get work orders signed off by Service Sales Manager
Deal with customers directly; receive their dropped off equipment – open a work order – get all the information what the repair is, what type of account, must sign off on the initial paperwork
Complete customer update calls
Work with technicians to fix time on work orders
Call customers once services are completed
Administer the close out of the work orders
Maintain and routinely check up on warranties
Make and finalize PO’s, follow up
Maintain WIP Excel spreadsheet
Reception Relief/ Receive Branch Calls
Dispatch technicians
Assist in the timeline of tech work order life cycle. Ensure we’re not overpromising on jobs.
Facilitate work order process timeline with the shop foreman.
Assistance with Service manager to ensure field tech milage is kept to a minimum so that it’ charged out properly on the work order.
Arbitrarily coordinate foreman time is included in work orders, calculate and ensure no loss wages.
Facilitating any internal work orders includes rental equipment.