HVAC Truck Based Customer Service Agent

Job Details

Under general supervision from the Branch Operations Manager and / or Service Manager, assists with coordination of customer service requests, from order to cash, while maximizing technical resource productivity and profitability. Partners effectively with Service Managers and Customer Service Representative to support a successful service business.

Actively participates in accounts receivable activities such as collections and new customer authorizations. Provides back up customer call handling, as needed. Provides administrative, day-to-day support in the service operational areas.

How you will do it:

• Receives customer requests for unscheduled or scheduled service.
• Determines customer needs and matches appropriate skillset to the need.
• Coordinates with the Technician to communicate the action plan and services to be provided to the customer. Ensures work has been performed to the customer’s expectations and performs follow-up with the customer, as needed.
• Answers any customer inquiries and resolves or escalates customer issues, as appropriate.
• Coordinate’s labor scheduling to align technician to the appropriate customer and service need.
• Ensures Technicians are provided daily schedules. Maintains consistent communication with assigned Technicians. Follows up on activities to ensure completion in an established timeframe.
• Reconciles and invoices all service requests daily.
• May prepare and submit service billings in a special invoice format as defined by individual customer account special handling requirements.
• Assists with creation of L&M quotations, as needed.
• Prepares yearly, monthly, and weekly execution plans for PSA scheduled service visits.
• Participates in TB Business Review meetings by preparing and discussing critical account information pertinent to current profitability status and customer satisfaction issues. Researches and follows up on action items assigned.
• Maintains delivery standards consistent with Building Efficiency North America objectives for sustainable, profitable service growth through efficient execution of the work sold.
• Ensures that all customer account information required to support call management activities and scheduling are kept up to date in NxGen.
• Supports administration and resolution of warranty claims.
• Runs query reports, researches, and reconciles unaligned costs, such as labor hours, material purchases, expenses, and other service-related transactions.
• Reconciliation of accounts payable exceptions, as necessary.
• Researches, resolves, or escalates accounts receivable disputes as outlined in the escalation process. Works with Accounts Receivables contact to assist with resolution of truck-based team A/R issues. Determines appropriate actions for timely resolution. If needed, will interact with Customer to resolve receivable issues. Processes invoice credits and re-bills, as necessary. Proactively contacts customers ensure customer satisfaction and a commitment to pay.
• Updates and retains customer account information related to special billing conditions, tax status, invoice approval contacts, billing addresses and special billing rates up to date.
• Support inventory control process including updating equipment asset transactions.
• Provide additional service administration support, as assigned.

• College degree preferred, high school diploma or equivalent required, plus a minimum of two years of service industry experience with service operations and / or scheduling.
• Must demonstrate the ability to follow direction and work independently while demonstrating solid organizational and attention to detail skills.
• Must have strong interpersonal skills to effectively communicate with both internal and external clients with a positive attitude.
• Able to prioritize work activities based upon financial impact to desired business goals.
• Able to positively represent Johnson Controls and communicate with others at varying levels.
• Able to influence diverse teams to accomplish tasks/goals.
• Able to use Service Management software and financial accounting systems.

Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law . If you are an individual with a disability and you require an accommodation during the application process, please visit here .