About the role

Field Service Coordinator
Summary: This position coordinates Field Service activity including scheduling, invoicing and data entry.
Essential Duties and Responsibilities
Service Coordination:
  • Verifies Sales Orders have allotted service money.
  • Confirms and coordinates all field service logistics with interested parties.
  • Verifies service fulfillment.
  • Reports status for service activity in Operations Meetings
  • Issue and track Purchase Orders for Service Partners.
  • Responsible for receiving the following documents thoroughly completed:
  • Pre Start-Up Request Checklist
  • Start-Up Checklist
  • Service Tickets/Field Reports Invoice with Purchase Order Number (if applicable)
  • Works with Sales Reps via telephone & emails to ensure prompt and accurate support.
  • Proactively interface with techs regarding job status and location
  • Provide technician scheduling details
  • Coordinate Technician Parts and Technical Info Requests
  • Data Entry
  • Reviews Service Tickets/Reports, Checklists for accuracy and discrepancies.
  • Enters data into SAPTracks incomplete documentation with customer
  • Initiates warranty and issues certificate to end user
  • Maintain quote log
  • Works with Business Process Administrator to identify process efficiencies and compliance
  • Document work process for area of responsibility
  • Other duties as assigned.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Committed to Service Excellence and demonstrates a Customer First attitude at all times, has excellent verbal and written communication skills; must be detail oriented; must be flexible and a team player, must be punctual; must be self-motivated; must have ability to work without direct supervision and must display professionalism, patience/empathy in time sensitive /Experience: High School Diploma plus 3 years in Customer Service or equivalent customer experience. Must have expanded computer skills, competent in usage of Microsoft Office software, ability to learn and become highly effective in SAP. Previous HVAC service/dispatching experience desirable. Certificates, Licenses, Registrations: N/ALanguage Skills: Ability to read and understand english instructions. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals.
Physical Requirements: Work Environment: While performing the duties of this job, the employee is regularly exposed to moving mechanical parts and fumes or airborne particles. The employee is frequently exposed to toxic or caustic chemicals, outside weather conditions, and vibration. The employee is occasionally exposed to high, precarious places. The noise level in the work environment is usually loud. Nearest Major Market: Washington DC

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