• Provide general office support to the Regional manager, Team Lead, and service technicians. inputting data into weekly and monthly reports to management, presenting feedback to management about open orders.
• Enter work orders into the CRM/SAP/ ERP systems.
• Create new accounts in CRM & submit requests to edit/update accounts as needed.
• Create pick lists and shipping documents for the parts warehouse; provide Team Lead and field service technician with the corresponding tracking information.
• Generate service invoices and send to customer / enter in invoicing portal.
• Support the team lead quoting, scheduling service technicians on service request.
• Communicate with other internal departments concerning shipment of parts and return of parts, delivery dates and status of orders, invoices, and assistance from finance with customer accounts.
• Manage workflow within your assigned tasks daily, weekly, and monthly ensuring that deadlines are met, and work is completed correctly.
• Service follow-ups, call to customers. (how was the service, any issues, would you like to schedule your next service visit.)
• Provide Back Up for other admin areas/locations as needed.
• All other duties as assigned or directed by management.