SUMMARY DESCRIPTION:

Set up service calls, dispatching service technicians as directed by Service team leaders. Review service agreements, set up service orders, maintains database information, service logs and invoices. Assist Service Team Leaders and Sales Team Leaders with administrative functions as necessary.

PRIMARY ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Working safely is our company’s number one business objective. It is the responsibility of each employee to comply with all safety and health requirements whether established by the company or by federal, state or local law. Each employee must be dedicated in his or her safety responsibility while conducting business. It will be a condition of employment that all employees are expected to work safely and contribute to the safety of others.

• Maintain regular consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures.

• Exhibits good judgment/discernment regarding operations and invoice practice and procedure.

• Ability to work independently, with external supervision as needed.

• Communicate service calls to appropriate Service Team Leader and Supervisor for them to determine specific technician for calls and distribution.

• Review service agreements for upcoming tasks. Notify Service Leadership when estimate jobs are going over estimated cost.

• Set up service order in computer system with correct jobsite and billing information.

• Communicate with Service Team Leader and/or Supervisor for them to dispatch service technicians to jobs as required.

• Set up and maintain job files with all appropriate correspondence, documentation, etc.

• File service reports in job files and review for completeness.

• Prepare service reports for billing including all background documentation, invoices for materials, and committed labor.

• Log refrigerant usage for compliance with company procedure.

• Communicate with service personnel as necessary.

• Ensure billing is done in timely manner.

• Develop and send invoices with appropriate descriptions and costs. Assist with collections ad needed.

• Respond to invoice inquiries from customers and other direct calls.

• Monitor warranty to meet manufacturer requirements.

• Serves as liaison between Sales and Service Departments as necessary to maintain efficient operations.

• Follow up with customers after PMs / maintenance calls to determine level of satisfaction and where improvement could be made and report to Service leaders.

• Coordinate with subcontractors as necessary on contracting jobs; coordinate with contractors as necessary for equipment start-ups, warranty calls, etc.

• Assist with parts sales and fulfillment as needed.

• Work with Accounting as needed.

• Assist and support Operation/ Service Team Leaders and members with office functions, shipping (oil samples, etc.), insurance requests, and logistics.

• Accept and provide cross training related to designated functions within the operations administration department as directed.

• Employees are expected to maintain a positive work atmosphere through their actions and communications with customers, clients, vendors, co-workers, and management. Maliciously motivated criticism, bullying or harassment will not be tolerated. Help foster a culture of teamwork, client value, and a great place to work.

  SECONDARY AND/OR NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:

  26. Perform any other related duties as required or assigned.

  QUALIFICATIONS:

  To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

  EDUCATION AND/OR EXPERIENCE:

  High school, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc. plus 2 years related experience and/or training. Equivalent combination of education and experience considered.

  REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS:

  State driver’s license, auto insurance, auto registration, acceptable driving record.

  PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS:

  None indicated.

  SOFTWARE SKILLS REQUIRED:

  _ Basic _ X __ Intermediate _ Advanced

  Specific Programs and/or skills:

  Post hire specialty software training provided.

  COMMUNICATION SKILLS:

  Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

  WORKING AND/OR ENVIRONMENTAL CONDITIONS:

  The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  Typical office environment. The noise level in the work environment is usually low.

  PHYSICAL REQUIREMENTS:

  The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

  While performing the functions of this nob, the employee is regularly required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; and color vision.

  TEAMWORK

• Demonstrate and promote a spirit of cooperation and teamwork throughout the company;

• Continually look for ways to improve our processes and ability to serve our customers effectively;

• Continually strive to improve personal performance. Take an active role in seeking training or other opportunities for growth and development.

  BUSINESS BEHAVIOR & ANTITRUST

  Do not discuss with competition (includes similar Service/Parts companies and manufacturing representatives).

• Company price, costs, profits, or terms of sale;

• Person or companies with whom Harrison Energy will or will not do business;

• Geographical areas of operations.

  CONFIDENTIALITY & CONDUCT

• Do not divulge any confidential personnel and/or corporate policy;

• Will not engage in gossip or other unprofessional conduct;

• May not make changes in his/her job description, standards of performance or quarterly objectives without consultation with your direct supervisor, manager or executive leadership.