Service Coordinator

Fabick CatFenton, MO
Onsite

About The Position

The Service Coordinator is responsible for assisting the shop with office duties as it pertains to the customers and shop employees.

Requirements

  • High School Diploma or Equivalent
  • 3-5 years heavy equipment experience
  • Knowledge of Microsoft applications
  • Basic math skills
  • Professional phone and personal communication
  • Data entry experience

Nice To Haves

  • Associate's Degree preferred

Responsibilities

  • Opens work orders, checks for customer credit. Processes outside job purchases to the proper work order segment and applies the correct mark-up. Processes all work order corrections as instructed by the Shop Manager or Field Service Dispatcher. Maintains a work log and provides work in process report. Closes work orders. Processes invoice adjustments and corrections. Processes Instant Invoices for COD as needed. Processes invoices to CAT Commercial Account as instructed.
  • Coordinates shop purchases according to the department needs. Maintains a Purchase Order log and tracks outside invoice status. Reconciles invoices for payment and processes invoices to accounting department.
  • Gathers and/or confirms required warranty information necessary for claim submission such as delivery date, SIMS, hours, and service stories. Ensures all documents are present and coordinates delivery of claim file to the Warranty Writer.
  • Receives incoming customer calls as needed. Answers customer inquiries and directs customers to the appropriate service personnel.
  • Coordinates technician training expense needs such as hotel and meal funds. Maintains fuel, Freon and oil logs and processes sales to work orders.
  • Initiates inspection log for Rent, Demo or Used Equipment on the CAT Used website. Uploads completed inspection data to the website and ensures all appropriate data is included. Maintains the PDA hardware to support this effort.
  • Service Coordinator will perform other miscellaneous duties as directed by the Product Support Manager. Running SIMS machine reports for company service and sales employees. Process simple parts orders as needed. Answer incoming branch phone calls and serve as a backup to the Receptionist.
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