Commercial service estimator

Service Advisor

As a Service Advisor, your primary responsibility is to provide products and services to Customers, promote long term Customer retention, and follow through with the Internal Customer Service Team to ensure the Customer is satisfied with the work we performed. Take calls from Customers calling in new SQs

Visit key Customers

Target meetings and cold calls on nearby or large businesses

Operations

Pricing, proposals and presentation to Customers with follow up

Write up Service Orders with proper material lists, scope and hours

Identify and order materials for jobs sold

Check in material for jobs sold

Project management of jobs sold

Billing review and approval

Help order materials for jobs signed in the blue or help CSRs with ordering

Assist CSRs with daily/back-bid quotes including chain accounts

Help verify and check material in for most SC jobs

Order shop and truck stock materials as requested

Help with processing and sorting morning paperwork

Fleet maintenance and truck safety check

Helps plan and run SC and Safety Meetings

Work with Customers to provide accurate and suitable products and services to meet their needs

Must have strong sales and excellent customer service skills

Build valuable relationships with all Customers, including key accounts

Manages and orders all shop and truck stock

Collection visits

Large project and blueprint quoting and project management

Help STs with questions, locating material and staying on schedule

Onsite training, problem solving and project launching

Specific training of newer STs as needed

Helping with all disputes including in-person PR calls

Without the ability to listen carefully to what a Customer is saying, the message could be easily misunderstood and misinterpreted

Be passionate about the products and services we provide and strive to provide what's best for the Customer and the Company

Balance Customer's and Company's needs to make sure that the Customer is satisfied, and build a reputation as a person who is consistent and direct while still seeking to be helpful

Qualification: 2 years as a Service Technician level IV or 2 years as CSR II

To maintain operational consistency and ensure excellent customer service, Service Advisors are expected to adhere to the following attendance and sick leave guidelines of 5 days or less required. Education: High School Diploma or General Education Degree (GED)

Ability to read, understand, and comprehend documents such as work instructions and procedure manuals

Basic computer knowledge and ability to learn

Experience in field service

Experience in sales and customer service