Dock & Door Field Service Advisor

Paycom; Fort Worth (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

Shoppa’s Material Handling, a family owned dealer since 1981, seeks a Service Advisor to coordinate field technicians and service calls in the Texas region. You will manage customer requests, prioritize service needs, and maintain detailed records of work orders and service activities.

The role requires strong communication, a professional demeanor, and world-class customer service to support our Toyota Material Handling products and service network across nine locations.

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.

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.
• Verify job completion and documentation accuracy.
• Maintain accurate service records and followup on open work orders.
• Serve as the primary liaison between customers, parts department, field technician, and sales team.

Skills

Microsoft Excel

Outlook

Customer service

Communication skills

Tools

Navision (MS Dynamics NAV)

Job description

Service AdvisorFamily 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 regionReceive customer service requests and determine service needs and priorityCoordinate service appointments and communicate scheduling with customersCreate and update work orders, service requests, and call notesAssign technicians based on availability, skills, and workload.Ensure required parts and materials are available for scheduled workVerify job completion and documentation accuracy from service resultsReview and verify technician labor hours for accuracyConfirm job completion and document result of jobSchedule and coordinate planned maintenance servicesServe as the primary liason between the customers, parts department, field technician, and sales teamMaintain accurate service records and followup on open work ordersQUALIFICATIONS: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:The physical demands and working conditions requirement indicated below are examples of the demands that must be performed in carrying out the essential job functions.Physical Demands: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 employeesWorking Conditions: Work primarily indoors in an office environment. Exposure to temperatures commensurate with outdoor seasonal temperatures.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.” (pp. 3 & 36 of the attached guide)