Compact Construction Service Advisor

Primary Function
The Service Advisor I is a service professional responsible for coordinating service operations, supporting customers, managing quoting and parts activities, and ensuring efficient execution of repair and maintenance work.

The role serves as a technical and operational resource, provides workflow coordination, and supports process improvements that enhance customer satisfaction, operational efficiency, and business performance

Essential Duties

Manage Service Operations and Customer Support



* Coordinate customer requests for machine and component repair, fabrication, rebuild, and field service support



* Advise customers on hydraulic repair solutions, component failures, lead times, and service recommendations



* Monitor repair progress and communicate status updates, approvals, delays, and additional repair needs to customers



* Open, manage, and close service work orders in accordance with company processes



* Collect customer information, update account records, and support invoicing and payment collection activities



* Maintain effective communication with internal departments using service management systems, job status boards, and electronic communication tools

Provide Technical and Component Support



* Evaluate components for repair, rebuild, fabrication, or replacement requirements



* Measure components and materials using precision measuring tools including micrometers, dial indicators, and hardness gauges



* Provide technical guidance to technicians regarding repair methods, fabrication requirements, and component specifications



* Support warranty administration, CAT Goodwill claims, and technical documentation requirements

Manage Parts Sourcing, Inventory, and Quoting



* Prepare accurate quotes for CAT and non-CAT repairs, fabrication work, and replacement components



* Source parts and materials through CAT systems and external vendors based on pricing, availability, and lead time requirements



* Manage cylinder exchange inventory including tracking, sourcing, quoting, and invoicing activities



* Maintain inventory records, vendor information, and part number accuracy within company systems



* Review repair scope changes and obtain customer authorization for additional work as required

Coordinate Shop Workflow and Team Support



* Distribute workload among advisor team members to support shop productivity and customer commitments



* Assign technician work in the absence of management or squad leadership when necessary



* Mentor and train advisor team members on systems, workflow processes, and service procedures



* Support department coordination efforts to improve operational efficiency, turnaround time, and customer satisfaction



* Identify and communicate operational concerns that may impact workflow, production, or customer commitments

Maintain Compliance, Safety, and Professional Standards



* Maintain...