Machinery Service Advisor - Bear, DE

Foley Inc•Bear, DE

About The Position

Maintain service calls via D365 by working closely with the Supervisor and Technicians to keep D365 updated accurately and in a timely manner. Communicate clearly to the customer's daily job status updates and record the communications. Coordinate incoming equipment repairs from the field to the shop with the appropriate Supervisor. Ensure proper billing between departments on the shared service call. Assist with creating quotes, communicate and obtain approval on the primary repair and/or any related or unrelated repairs as noted by the Technician. Follow up with customers upon completion of work, to survey their satisfaction with our service. Report to the Service Manager any recommendations for improvement, complaints or dissatisfaction with Foley as communicated by any customers. Follow procedures for the collection of monies for COD transactions. Coordinate transportation of equipment and communicate the schedule to the appropriate Foreperson. Work Order Management: Open, prep, maintain, close and invoice shop service calls in D365. Work closely with the Supervisor's to ensure we are exceeding our customer's expectations. Adhere to and enforce compliance to all corporate policies and safety protocol. Complete warranty checklist Be accountable for accuracy and service call invoice and warranty closings.

Requirements

High School Diploma or equivalent required.
Minimum 3 years experience in the engine, truck or heavy equipment industry with progressive maintenance/repair supervisory experience and/or equivalent combination of training and experience which provides the required knowledge, skills and abilities.
Excellent communication and interpersonal skills; both verbal and written.
Strong time management skills, ability to work independently and multi-task effectively in a fast-paced environment.
Experience with Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Power Point and other related software.

Responsibilities

Maintain service calls via D365
Communicate daily job status updates to customers
Coordinate incoming equipment repairs
Assist with creating quotes and obtaining approval
Follow up with customers upon completion of work
Report recommendations for improvement, complaints, or dissatisfaction
Follow procedures for the collection of monies for COD transactions
Coordinate transportation of equipment
Work Order Management: Open, prep, maintain, close and invoice shop service calls in D365
Work closely with the Supervisor's to ensure we are exceeding our customer's expectations
Adhere to and enforce compliance to all corporate policies and safety protocol
Complete warranty checklist
Be accountable for accuracy and service call invoice and warranty closings