Service Coordinator: Field Tech Scheduling & Quotes

ProMach; Visalia (CA); On-site; USD 52,000 - 74,000; Full time

Benefits offered by this job

Medical and dental programs

Life insurance

Generous PTO

Retirement plan with company match

Job summary

ProMach is seeking an Aftermarket Service Coordinator to join our team in Visalia, CA. You will coordinate service requests, prepare quotations, schedule Field Service Technicians, and deliver responsive customer support to ensure smooth operations and high customer satisfaction.

Working closely with Operations, Project Management, Engineering, and Parts, you will define quotes, arrange travel, and track service activities to maximize technician utilization and drive excellent service

Qualifications

• Experience in service coordination, customer support, scheduling, or related role.
• CRM or Salesforce experience preferred.
• Proficiency in Microsoft Outlook, Word and Excel.
• Strong communication, organization and time-management skills.

Responsibilities

• Manage service requests and cases in Salesforce, maintaining accurate records and tracking issues through resolution.
• Provide same-day responses to customer inquiries, communicating next steps and timely status updates.
• Prepare service quotations and follow up on approvals for installations, repairs, preventive maintenance, training, and annual service plans.
• Coordinate travel, balancing customer needs, project commitments, technician qualifications, and utilization.
• Generate and send customers scope-of-work documents when technician visits are scheduled, confirming planned activities and customer preparation requirements.
• Work alongside Field Service Manager, Operations and Project Management to ensure project-related field service is identified, quoted, and scheduled.
• Support technicians in the field by coordinating parts requests, expediting orders, and securing engineering assistance.
• Proactively contact customers regarding preventive maintenance, annual service plans, renewals, and upcoming service needs.
• Participate in weekly customer wrap-up meetings following service completion to review work performed and coordinate outstanding actions.
• Review travel documentation, support billing readiness, and maintain accurate service records.
• Escalate urgent issues and identify opportunities to improve service responsiveness, scheduling, and customer satisfaction.

Skills

Service coordination

Customer support

Scheduling

CRM experience

Communication

Organization

Time management

Education

High school diploma or equivalent

Tools

Salesforce

Outlook

Word

Excel

Job description

ProMach is seeking an Aftermarket Service Coordinator to join our team in Visalia, CA. You will coordinate service requests, prepare quotations, schedule Field Service Technicians, and deliver responsive customer support to ensure smooth operations and high customer satisfaction.

Working closely with Operations, Project Management, Engineering, and Parts, you will define quotes, arrange travel, and track service activities to maximize technician utilization and drive excellent service