Service Writer

The Raymond Corporation•Chalfont, PA

About The Position

At Pengate Handling Systems, the Service Writer (Quote Writer) supports customers and the Service team by turning technician findings and repair recommendations into clear, accurate estimates. The role prepares quotations for forklift repairs, planned maintenance, and other material handling equipment service, helping customers make informed decisions about their equipment. It coordinates with technicians, Service Managers, Parts, and customers to keep quotations and approved repairs moving efficiently, while maintaining accurate records and providing a positive customer experience.

Requirements

  • High school diploma or equivalent.
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Strong customer service skills and a professional, positive approach.
  • Ability to prioritize and manage multiple tasks in a fast-paced service environment.
  • Proficiency with Microsoft Office applications.
  • Ability to work collaboratively across departments.

Nice To Haves

  • Previous experience in a service writer, service advisor, quoting, estimating, customer service, or similar role.
  • Experience in the automotive, heavy equipment, forklift, material handling, or another service-related industry.
  • Familiarity with parts, labor, repair estimates, invoicing, or service operations.

Responsibilities

  • Prepare accurate, detailed quotations for forklift repairs, planned maintenance, and other material handling equipment service.
  • Review technician inspection reports and repair recommendations to determine the required scope of work.
  • Research the parts, labor, and outside services needed for recommended repairs.
  • Partner with the Parts Department to confirm pricing, availability, and lead times.
  • Work with Service Managers and technicians to ensure quotations are complete, accurate, and technically sound.
  • Communicate repair recommendations and estimates clearly and professionally to customers.
  • Follow up on outstanding quotations, answer customer questions, and seek repair approvals.
  • Coordinate approved repairs with the Service team to support timely scheduling and completion.
  • Maintain accurate documentation of quotations, approvals, and customer communications.
  • Monitor open quotations and proactively follow up to improve approval and conversion rates.
  • Identify opportunities to improve the quoting process and service efficiency.
  • Provide excellent customer service and build strong relationships with customers and internal teams.

Benefits

  • Medical, dental, and vision insurance.
  • HSA-eligible medical plan options with company contributions.
  • Paid time off and paid holidays.
  • Retirement savings options.
  • Company-paid and voluntary benefit options.
  • Training and professional development opportunities.
  • Opportunities for career growth within the organization.
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