Field Service Advisor

Shoppa's Material Handling; Fort Worth (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Shoppa’s Material Handling in Fort Worth, TX seeks a Service Advisor to be the main liaison between customers, technicians, and the parts team. You will manage service calls, coordinate schedules, and maintain precise service records to ensure smooth operations.

Ideal candidates demonstrate professionalism, strong communication, attention to detail, and a customer-first attitude. This role requires the ability to work independently and collaboratively across departments in a fast-growing

Qualifications

• Strong customer service and interpersonal skills.
• Able to work with Microsoft Excel, Outlook, and Navision.
• Represent Shoppa’s in a professional manner.

Responsibilities

• Schedule, manage, and assign field technicians to service calls in your region.
• Receive customer service requests and determine service needs and priority.
• Coordinate service appointments and communicate scheduling with customers.
• Create and update work orders, service requests, and call notes.
• Assign technicians based on availability, skills, and workload.
• Ensure required parts and materials are available for scheduled work.
• Verify job completion and documentation accuracy from service results.
• Review and verify technician labor hours for accuracy.
• Confirm job completion and document result of job.
• Schedule and coordinate planned maintenance services.
• Serve as the primary liaison between the customers, parts department, field technician, and sales team.
• Maintain accurate service records and followup on open work orders.

Skills

Customer service

Communication

Interpersonal skills

Professional demeanor

Teamwork

Tools

Microsoft Excel

Outlook

MS Navision

Job description

Service Advisor

Family owned and operated since 1981, Shoppa’s Material Handling is one of the fastest growing and most successful material handling dealerships in the United States. We are proud to be an authorized dealer of Toyota Material Handling – the bestselling forklift brand in the world and a recognized leader in quality, durability, safety and innovation. Through our nine locations across Texas and Kansas City, MO, we provide a comprehensive array of products, services and integrated systems that help our customers streamline the storage and movement of their goods.

Job Summary

The primary responsibility for the Service Advisor is to communicate with customers both internal and external, receive service calls, relay information to technicians, and keep precise records of services and transactions. Manage, coordinate, and process daily technician administrative workload. This opportunity represents Shoppa’s Material Handling and requires professionalism, strong communication skills, attention to detail, great attitude, and world class customer service.

Essential Functions

• Schedule, manage, and assign field technicians to service calls in your region


• Receive customer service requests and determine service needs and priority


• Coordinate service appointments and communicate scheduling with customers


• Create and update work orders, service requests, and call notes


• Assign technicians based on availability, skills, and workload


• Ensure required parts and materials are available for scheduled work


• Verify job completion and documentation accuracy from service results


• Review and verify technician labor hours for accuracy


• Confirm job completion and document result of job


• Schedule and coordinate planned maintenance services


• Serve as the primary liaison between the customers, parts department, field technician, and sales team


• Maintain accurate service records and followup on open work orders

Qualifications

• Ability to work with computer software, Microsoft Excel, Outlook and MS Navision a plus.


• Ability to establish a rapport with customers and technicians.


• Superior customer services skills and strong interpersonal skills.


• Ability to consider all aspects of selling including vendor relationships, profit & loss concepts and long and short-term goals of the company.


• Represent Shoppa’s with a professional manner.


• Work independently as well as in a team.

Physical Demands And Working Conditions

Office employees typically sit for long periods and perform tasks that require fine motor skills, such as typing or using a mouse. They may occasionally stand, walk, or lift up to 30 pounds, like files or office supplies. The work environment is climate-controlled with moderate noise, and employees work primarily indoors in an office environment. Exposure to temperatures commensurate with outdoor seasonal temperatures.

Equal Opportunity Employer

Shoppa’s Material Handling is an Equal Opportunity Employer, including disabled/veterans; (b) “EOE/Disability/Vets”; or (c) “Shoppa’s provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.”