Service Coordinator
4 weeks ago
About the Role:
The Service Coordinator will be responsible for ensuring the day-to-day administration tasks for the Calgary Service Division are completed accurately and efficiently. This includes accounting, contract billing, service dispatch, and office administration.
Key Responsibilities:
- Adhere to all Black & McDonald service business process standards (BPS) and policies
- Responsible for service contract administration including renewals
- Prepare documentation pertaining to customer surveys, client review administration and client "EARN" visits
- Enter service contracts into JDE which include: customer and site information, routed equipment, model work orders, contract value and billing schedules
- Responsible for billing service contracts, as per billing schedule; also responsible for billing all work orders; ensures works orders match accordingly with service reports and invoices
- Dispatch and coordinate all daily service calls, project work and preventative maintenance (PM) work orders, ensuring that these are completed in a timely manner
- Manage the on-call scheduling for field service technicians
- Ongoing monitoring and scheduling of safety training certifications for field service technicians
- Responsible for sourcing/purchasing of equipment/materials for field service technicians
- Weekly time entry for field service technicians (includes running the payroll report and separating out each work order)
- Oversee fleet management for the Calgary Service Division
- Assemble invoices for mailing; process inter-company and inter-divisional invoices as required
- Handle bank deposits, statements and collections calls
- Generate required service related reports (eg. unbilled work order, work order inquiries, service contract inquiries, service contract expiries, deferred revenue, RNV, intercompany, truck stock, truck assignment etc); review reports and resolve issues as identified by Finance or the Division Manager
- Issue approved customer credits in a timely manner where applicable
- Respond to customer inquiries in a timely manner; if applicable, investigate and resolve customer inquiries
- Maintain an organized system of filing for both hardcopy and electronic records
- General office administration responsibilities eg. handling office equipment issues, building alarm/security; photocopying, mailing, reception coverage, etc.
Requirements:
- High School diploma with coursework in accounting or bookkeeping
- Proficiency in Microsoft Office and scheduling software; experience with JDE is an asset; including high willingness to learn new systems
- Minimum 5 years of administration/coordinator experience utilizing advanced software applications
Skills and Qualities:
- Strong organizational skills with the ability to multitask and prioritize effectively
- Clear and professional communication skills, both verbal and written
- Team player dedicated to maintaining a quality work environment
- High attention to detail and accuracy in record-keeping and data entry
- Customer-focused with a commitment to delivering exceptional service
- Must possess exemplary punctuality, ensuring reliable attendance and adherence to scheduled timelines
Assets:
- Office location is in an Industrial area. Reliable transportation to get to work on time is desirable
- Previous experience as a Service Administrator/Coordinator in the HVAC industry
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