AI Job Summary

Run service schedules in SAP and process service-related records.
Create/convert job sheets, waste transfer notes, sales orders, delivery notes; scan/file completed documents.
Handle enquiries and calls/emails, book appointments, overcome objections, prepare quotes and pro-forma invoices.

On-site • Permanent • Full-time • Associate

£25,000 GBP – £27,500 GBP (Annum)

Job Role:

• Booking & Planning Engineers Work in Accordance to Service Schedules & Projects

• Processing Engineer Job Sheets & Waste Transfer Notes

• Processing Customers Enquiries / Orders

• Quotes and Pro-Forma Invoices

• Ensure all Jobs are Picked

• Processing Completed Service Job Sheets

• Scanning / Filing & Completion of Documents

Detailed

• Action incoming calls or emails which include: passing/transferring, customer enquiries, parts ordering,

service visit, breakdowns, new plant enquiries.

• Run the service schedule on SAP

• Collate into postcode order and create list to work from.

• Consult with Service Manager & Coordinator and plan work accordingly.

• Booking in with customer, overcoming objections where necessary, selling service

• Create job sheets / waste transfer notes & sales orders.

• Record in the diary & / or outlook calendar.

• Check parts are in stock and where necessary order parts or liaise with purchasing

• Processing the returned job sheets and converting the sales order to a delivery note.

• Close service calls and ensure the next service date is correct on the equipment card.

• Report to service manager remedial works required and quote accordingly upon further instructions.

• Contact customer for remedial works after quotation has been submitted, continue to chase.

• Weekly scanning / filing of job sheets and waste transfer notes.

• Daily look at the customer ‘Credit Hold’ report and identify possible service calls this will affect.

• Processing supplier warranty claims.

• Sourcing parts for service visits / remedial works by obtaining a quote from supplier; then quoting the customer.

• Monitoring arrival of parts and scheduling work according

Service Coordinator