
Dynamic service operations professional with 25 years experience at CAT dealers on east coast and west coast. Proven expertise in customer communication and service coordination, successfully managing work orders and dispatching technicians. Recognized for enhancing operational efficiency and ensuring customer satisfaction through effective invoice processing and estimate generation. Strong administrative skills complemented by exceptional interpersonal abilities.
Ensured effective communication, profitability and reputation of Power Systems service department by providing timely, accurate, and customer-approved estimates, proformas, & invoices for internal, revenue and warranty repair work. Documented estimates and the necessary repair work according to established industry standards and CAT regulations. Developed a working knowledge of the equipment industry, an aptitude and interest in equipment repair, strong administrative, organizational and computer skills as well as exceptional interpersonal skills.
Assigned service calls to techs and dispatched techs to perform repairs. Communicated service needs with customers. Submitted purchase orders to outside vendors. Verified labor hours before submitting to payroll. Update customer files in QuickBooks. Verify invoices for correct work orders and purchase orders before submitting to Accounts Payable. Answered incoming calls and transferred to appropriate departments.
(Promoted from previous position of Marine Service Supervisor)
Supervised administrative service clerk, managed work in process for contract customers, marine boat customers and emergency power generation customers. Opened, closed, and invoiced work orders upon completion of repairs. Issued purchase orders to outside vendors for needed parts and services. Involved heavily in customer service which also included being on the customer service satisfaction committee. Worked closely with warranty department to ensure work orders were thorough and complete for invoicing and filing to warranty.
(Promoted from previous position of Service Writer)
Supervised field service technicians. Assigned service calls to techs and dispatched techs to perform repairs on marine engines and emergency power generators. Maintained work in progress report, invoiced customers for services performed. Communicated service needs with customers. Submitted quotes for needed services. Submitted purchase orders to outside vendors. Performed annual employee evaluations of service technicians.
Dispatched field technicians to service diesel engines and emergency power generators. Opened, closed, and invoiced work orders upon completion of repairs. Issued purchase orders to outside vendors. Coordinated scheduling of requested service when customers called in with equipment issues. Obtained quotes and proposals for requested work.
Switchboard, payroll, created purchase orders in ProcureIt when needed for office supplies, cleaning supplies, and building repairs. Contacted vendors for office equipment or building repairs, maintained cash box, distributed interoffice mail, maintained security records of keys issued to employees, reviewed daily alarm user report, setup and scheduled conference room for meetings and training, arranged for catering of food, assisted new employees with any HR questions. (Moved to San Diego in 2012)
Coordinated/scheduled work to be performed in the truck shop and field. Dispatched field technicians to complete needed generator repairs. Set up and maintained work orders to ensure efficient repairs. Issued purchase orders and assigned correct cost coding to each purchase. Communicated daily with customers and vendors.