Rental Service Coordinator
Heavy Machines Inc
Responsible for rent-to-rent process and responsible for providing support to service technicians thus maintaining customer satisfaction by developing excellent customer relationships and retaining rental and service business. Maintain a close and cooperative relationship with the Customer Support Manager, Service Manager and staff.
Rental Responsibilities:
- Administer Rent to Rent and Rent to Own processes in the territory
- Interact with credit department to ensure customers are in good standing
- Obtain certificates of insurance, including inland marine in cases where renters will be freighting their own equipment, stating HMI as loss payee.
- Acquire all pertinent rental information prior to the rental of equipment either from the salesman or customer - type of machine, where it is going, do we need to arrange the haul, duration of rental.
- Collect Job information for Notice to owner
- Create rental contracts in CDK, send to the customer for a signature and have the signed copy sent back to put it in the system
- Ensure that the machine is ready, fueled and photos taken of the machine
- Coordinate the haul - if the customer hauls the machine, then we need their insurance for the load
- Monitor engine hours while on rent so that PM services can be coordinated
- Track machine return - Record into off-rent status, Rental Tech inspects for damages, hours and amount of fuel to top off the machine.
- Bill damages with photos ASAP
- Coordinate with the Wash Rack and tech to get machine back on the ready line - fueled, cleaned, repaired damages and PM if necessary
- Assist in monitoring customer Certificate of Insurance compliance. Ensure that certificates are in the CDK system.
- Maintain files ensuring all required documentation are included in files
- Provide final rental contracts to accounting
- Approve and code Freight bills
- Provide timely and accurate responses to employee and customer inquiries
- Assist in answering branch telephone calls
- Verify literature, brochures and price sheets are current and available
- Follow all safety guidelines
- Assist with all branch operations in the day-to-day business
Service Duties and Responsibilities:
- Work closely with the CSM/Service Manager to direct daily service and rental activities in the Birmingham shop
- Point of contact for all field service personnel
- Help coordinate scheduling of field service personnel and equipment breakdown repairs.
- Track monthly inspections, preventative maintenance (PM) schedules, tool inventory and service truck repairs.
- Assist warranty department and Service Manager with scheduling to ensure warranty and factory updates are performed timely.
- Support Service Manager in the inspection review follow-up process with the customer.
- Track pricing and anniversary dates of inspections and monitor completion.
- Assist with quote preparation and assemble quote packets for customers.
- Assist in the coordination of machine deliveries by following up with transportation companies for scheduled arrival times and coordination of appropriate Heavy Machines Inc. employees on job site.
- Opening, closing and invoicing work orders in CDK.
- Schedule and organize parts installations with customers and technicians
- Monitor Wear Check program and due follow-up
- Other duties as assigned.
Knowledge, Skills and Abilities:
- Excellent organizational and time management skills. Ability to handle stress associated with dealing with deadlines
- Excellent customer service skills to include conflict resolution is required
- Strong computer skills
- Must be a Team Player
- Able to assist with special projects as directed by Customer Service Manager
Education/ Experience:
- High school diploma or GED equivalent
- Minimum of 2 years' experience working in a parts and/or service background
- Preference given to candidates with a heavy truck parts and service background
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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