Service Advisor/ Scheduler

4 months ago

Toronto, Canada Liftsafe Group of Companies Full time

**Company Description**:
Liftsafe Group of Companies is a privately owned company that designs, builds, inspects and maintains lifting, material handling, and fall protection systems equipment

**Job purpose**

The service advisor/Scheduler acts as the first point of contact for all customer inquiries. They ensure the smooth flow of process from quoting to closing orders and handing off for invoicing. S/he provides support to the sales and service teams to create the best possible customer experience.

**Duties and responsibilities**

The primary duties and responsibilities of the service advisor/scheduler include, but are not limited to, the following:

- Communicating with customers during repair process to maintain strong customer service.
- Entering and updating customer, vendor and order information in our system (G10)
- Providing quotations to customers for repairs found to be required from inspections, service calls or customer inquiries.
- Following up on outstanding quotations sent to customers.
- Accurately selecting correct parts and components required.
- Procuring material, parts and equipment for all service work to be performed
- Verifying accuracy of required parts and components before procurement
- Maintaining open orders to ensure they are up to date and orders are processed immediately upon completion.
- Working with Shipping/Receiving to ensure timely delivery of parts and/or materials.
- Scheduling all service work to be performed in their respective territory.
- Working with finance team to process invoicing, credits and assist in AR issues.
- Providing appropriate information to management and sales required for sales, budget and forecast.
- Working with the H&S/HR department to ensure technicians are current on training requirements.
- Time entry approvals for technicians
- Organizing necessary equipment, including rentals
- Scheduling/Routing/Dispatching of Service Technicians:

- Directing and assigning daily work tasks to field technician, ensuring optimal productivity.
- Ensuring the technician schedules and G10 are up to date with all work assignments.
- Coordinating accommodations/per Diems where out of town work is required.
- Dispatching technicians for service calls and scheduled work, ensuring timely response and completion.
- Other duties as assigned.

**Qualifications**

Qualifications include:

- Minimum Grade 12 diploma or equivalent
- Service billing experience is an asset
- High accuracy and attention to detail
- Knowledge of the crane and lifting device industry an asset
- Prior office experiences an asset
- Able to balance several competing priorities.
- Willingness to be flexible when scheduling technicians.

**Working conditions**

Working conditions include:

- Working near other service advisers
- Background noise can be distracting at times - other conversations, noise from fabrication area, etc.

**Physical requirements**

Physical requirements of this role include:

- Sitting for extended periods of time
- Frequent use of phone
- Frequent use of computer - typing, reading information off of screen

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