Service Advisor I

Service Advisor I

Mebane, NC, USA Req #1699

Wednesday, March 26, 2025

PRIMARY FUNCTION:

This position will be assigned as a resident service advisor at a customer site.

Responsibilities include quoting and scheduling repair jobs in an efficient and professional manner and providing technical support through prompt, accurate and courteous communications to all internal and external customers to achieve the best customer satisfaction possible.

ESSENTIAL DUTIES

Customer Service

• Accept and coordinate customer inquiries and requests (phone, walk-in or mail) for machine repair/service.

• Utilize a Visual format to schedule all repairs by Service Technicians providing assignments and direction to ensure efficiency, quality, and timeliness in meeting customer commitments.

• Advise Group Leader of any significant activity or potential customer concerns, major shifts in work loads, or time delays.

• Monitor the status of ongoing jobs to provide the following communications:

o Obtain approval for additional repairs found

o Advise the customer of any significant changes in the repair process or delays in scheduled commitments.

o Communicate the authorized repairs back to the Technician and coordinate repair.

• Promote external and internal customer relations and good will by investigating customer concerns, researching and providing justification material when required, and communicating those findings promptly to all necessary personnel.

Gregory Poole Equipment Company Job Description

Job Title: Service Advisor I

Supervisor: Branch Manager

Division/Department: Lift/Service

Branch Location: All

FLSA Pay Type:

(Exempt or Hourly)

Hourly Position Category: (Fulltime, Part-time or Temporary) Fulltime Date Revised: January 13, 2022 Previously Revised: September 11, 2020

Administrative

• Open all Service work orders, providing complete and accurate information for Technicians in a timely manner.

• Process all work orders and paperwork generated by the Technicians in a timely fashion completing the following tasks:

o Review and approve all work orders before forwarding to Service Administrators for closing daily.

o Review and approve all work orders for timeliness and accuracy establishing a fair value for time entries to be billed to the customer.

o Update work orders with an appropriate segment, job and component code, and adequate maintenance notes to support necessary repairs.

o Ensure that all Warranty W/O's are closed within 5 days of the last date of labor.

- Review, investigate, and approve all time collection discrepancies for Shop personnel.

• Review monthly the No Activity Work-in-Process report to maintain a minimum of 90% of all Shop work orders within a 10-day window.

• Coordinate the quoting process for all Shop related requests.

Prepare, review and approve all quotes to insure professionalism and timeliness.

• Maintain the Shop Tool Room in the following manner:

o Ensure a consistent check-i...