Job Summary

Responsible for providing administrative support to the Install Department

Essential Job Functions

• Professionally administer incoming service calls and ensure the customer’s needs are appropriately met
• Route calls to the appropriate department
• Greet and assist service visitors in a professional, friendly manner
• General clerical duties (field customer calls, filing, records management, correspondence, etc…)
• Provide callers with information such as company address, directions, fax numbers, company websites, etc.
• Invoice completed work orders
• Request, receive and apply Purchase Orders
• Send credit information/payment terms to customers and track accordingly
• Maintain office equipment in ready for use status (refill paper tray, toner, schedule preventative maintenance/repairs as needed)
• Work order processing and data management of accounts in business information system (FieldServio)
• Manage rental equipment for upcoming/current jobs
• Assist with parts sales/shipping
• Serve as liaison to customer providing status updates

- Typing and logging of all service quotations - as needed

Additional Job Functions

• Assist with scheduling service technicians
• May be asked to conduct customer follow-up on how service was performed
• Additional duties as assigned

Required Knowledge, Skills and Abilities (including physical and work environment)

• Working knowledge of basic accounting principles relating to invoices
• Working knowledge of Microsoft Office applications such as Excel, Word, Outlook and Internet Explorer as well as the ability to learn the Company’s business information system (FieldServio)
• Skilled in the areas of interpersonal communication, organization, accuracy, and professional verbal and written communication
• Must be able to maintain and protect the confidentiality of all Company proprietary information and trade secrets
• Ability to work independently on assigned tasks as well as accept direction from Management
• Ability to apply teamwork principles when working with Company personnel
• Work environment requires exposure to computer screen, typing/mouse usage, climbing, and extended periods of sedentary work.
• Ability to lift materials up to 10 pounds

Minimum Job Qualifications (education, work experience, licenses/certifications)

• High school diploma or equivalent (GED) and 1 year of related work experience or training, or an equivalent combination of education and experience