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Service Coordinator (Richmond):

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DESCRIPTION:

Tate is a solutions based provider of mechanical equipment and service in the mid-Atlantic region serving commercial and industrial customers. Provides administrative assistance for the service department including but not limited to daily invoicing and procurement of parts, supports the Service Manager while dispatching and scheduling Service Technicians to fulfill customer needs.


KEY RESPONSIBILITIES:

Prepare and receive work orders, create dispatch tickets for all service calls. Daily Job invoicing to include AIA billing. Process warranty claims through manufacturer. Set up service jobs, projects, quoted work, warranty, and start-up agreements. Prepare technician payroll reports. Enter tech leads. Prepare lodging and issue per diem for overnight jobs and projects.

Maintain daily labor posting on all jobs, accurate and timely costs in all jobs i.e. DB, hotels, per diem, equipment, etc.

Review TIP packages for accuracy and process in ERP. Review, post and submit technician expense reports. Review and submit credit adjustments with service manager.

Communicate Answer incoming phone calls from customers or direct to appropriate department. Confer with customers or supervising personnel to address problems, questions, and requests for service or equipment.

Update customer files as information is received from account managers, customers, or dispatcher Follow up with customers after work is completed


CHARACTERISTICS REQUIRED:

Customer Focus: A passion for customer satisfaction.

Self Management: Prioritize and complete tasks, delivering desired outcomes within allotted time frames. Initiate and sustain momentum without external stimulation.

Results Oriented: Identify actions necessary to complete tasks and obtain results. Achieve goals regardless of obstacles or circumstances and solve problems.

Resilient: Recover quickly from adversity. Handle rejection and bounce back. Find alternatives to overcome adversity. “Know when to hold ‘em, know when to fold ‘em.”

Team Player: Cooperate with others to achieve individual and common goals. Interact with others in a positive way.

Accountability: Answerable for completed jobs reporting.

Planning and Organization: Execute the processes and best practices that achieve desired results for optimal time utilization and customer satisfaction..

Personal Development: Learn and implement new ideas, methods and technology. Curious to know “why”, finding new solutions and opportunities.

Integrity: Honest and conducts self with highest degree of integrity at all times.


EDUCATION, KNOWLEDGE, SKILLS

2 year college degree or 3-6 years related experience including successful completion of seminars, workshops and courses that demonstrate a commitment to learn and grow consistently over the course of a career is important. Technical knowledge of mechanical products is desirable. Mechanical aptitude and ability to learn is required, proficiency in MS Office Suite and experience with service scheduling software. Knowledge of fundamental good business practices necessary. Expert communication skills required. Empathetic, with the capacity to perceive the feelings and attitudes of others is essential.

This Description Is Intended To Give You A General Overview Of The Position And Is Not An Exhaustive Listing Of Duties And Responsibilities.

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