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Service Coordinator – Remote across the US



DUTIES AND RESPONSIBILITIES

DIRECT SERVICES SCHEDULING

  • Scheduling of monthly Preventive Maintenance (PM's) with clients.

  • Scheduling of T&M job assignments with clients.

  • Ensuring properly skilled Field Service Engineer (FSE) is on site for all jobs.

  • Management of the salesforce.com FSE calendar.

  • Confirmation of weekly scheduled events & scope with clients, vendors and FSE's.

  • Schedule confirmation including, date, time, SCOPE, equipment & scheduled technicians to avoid scheduling mishaps or FSE's being turned away from site.

  • Updating of weekly FSE On Call schedule.

  • Balancing FSE schedules and managing weekend overtime.

  • Managing FSE training schedule.

  • Handling emergency calls, dispatching FSE, updating case, coordination with client through to completion of case.

  • Check parts status prior to scheduling and confirming to ensure job will be completed on time.

  • Work closely with client POCs at multiple levels to develop annual schedules and refine as needed.

  • Ensuring a Method of Procedure document (MOP) is in place with client if needed.


MANAGED MAINTENANCE SCHEDULING

  • Schedule subcontractors for Managed Maintenance Agreements.

  • Ensure subs show up on time.

  • Ensure subs complete paperwork.


FIELD SERVICE REPORTS (FSR) | General.

  • Issuing FSR's to lead technicians.

  • Tracking FSR completion by FSE's.

  • Linking FSR to billable opportunities.

  • Issuing FSR Reports to clients when requested.


FIELD SERVICE REPORTS | Subcontractors

  • Obtain vendor reports and uploading to salesforce.com CRM.

  • Linking FSR to billable opportunities.


FIELD SERVICE REPORTS | Follow Up Required

  • Reviewing action items from FSR's for necessary follow up.


QUOTES & JOB MANAGEMENT

  • T&M Quotes and Job Management.

  • Ensuring an order is in place for all dispatch/scheduling requests.

  • Obtaining a PO when necessary for emergency service requests or kicking back to sales.

  • Responsible for order documentation on schedule events and FSRs.

  • Obtaining security access, Certificate of Insurance (COI's) for subcontractors.

  • Responsible for verifying all necessary documentation is in place before confirming scheduling.


GENERAL ACTIVITIES

  • Answer service hotline during business hours.

  • Work well with co-workers and departments to streamline and improve operations and delivery to our customers.

  • Host virtual meeting with internal stakeholders weekly to review upcoming events, obstacles, and requests for rework.

  • Maintain professional looking work area at all times.

  • All other duties assigned.


EDUCATION AND EXPERIENCE

  • Strong customer service and phone communication skills a must

  • Must be able to multitask and manage multiple urgent items simultaneously

  • High school diploma or the equivalent

  • Ability to read and comprehend instructions and information

  • Ability to use Microsoft Office Program

  • Ability to use/learn Salesforce (CRM) / Skedulo schedule platform

  • Two to Three years of experience in a dispatch/scheduling position a plus

  • Excellent communication and coordination skills

  • Sustain a professional personal appearance


Base Salary of $60K-$65K – Previous experience with scheduling/dispatching and an understanding of the Critical Power industry is required.

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