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The QuesTec Service Clerk will assess the needs of our clients and link them with the proper resources as required, while utilizing our software to effectively maintain work schedules. This person’s ability to multitask while being organized in resolving external and internal customer issues is key to the success of this position. The Service Clerk also holds the responsibility to facilitate various programs, maintain fleet vehicles, and coordinate some project/maintenance management pertaining to the HVAC/R Service & Maintenance department. This is an hourly, non-exempt role reporting to the Office Manager and Service Manager.

Primary Responsibilities

1. Work closely with the Service Team and Accounting staff daily.
2. Coordinate incoming service calls with the intent of resolving short-term customer issues based on service tech skill levels, nature of problems, location of problem, and location and availability of service techs.
3. Coordinating with clients through 3rd Party portals to accept, update and communicate.
4. Coordinate Maintenance Agreement schedules according to plan. Apprise the Service Manager of any conflicts or scheduling issues.
5. Establish and maintain a basic understanding of mechanical systems to make appropriate decisions in scheduling all types of work (P.M., repairs, replacement, etc.).
6. Process all service reports in accordance with procedures established and in a timely manner.
7. Coordinate daily workflow for upcoming needs to ensure all customer expectations are met.

SECONDARY DUTIES

1. Build rapport and productive working relationships with customers, vendors, and other outside contracts.
2. Build and maintain rapport and positive working relationships with field and office personnel to resolve problems and employ opportunities.
3. Understand all programs and procedures applicable to your area of responsibility and ensure proper implementation and administration of those programs and procedures.
4. Participates in meetings, workshops, training and seminars as required.
5. Other duties as assigned.

1. Proficient with technology and basic computer software programs
2. Ability to maintain high level of customer service
3. Highly organized
4. High degree of accuracy and detail orientation
5. Ability to learn advanced technology programs/software related to position
6. Attention to detail and quality of work performed by self and work to be assigned to project(s)
7. Ability to work independently
8. Excellent time management and organizational skills
9. Good communication skills (oral and written)
10. Ability to work and interact with others in a positive manner

EDUCATIONAL, LICENSING and CERTIFICATION REQUIREMENTS

1. Minimum of a high school diploma or GED
2. Valid social security number
3. Valid driver’s license

WORK ENVIRONMENT

1. The work environment for the Service/Data Cleark is that of an average office setting.

QuesTec Mechanical is an Equal Employment Opportunity and Affirmative Action employer. As such, we do not discriminate based upon race, religion, color, national origin, gender (including gender identity), sexual orientation, age, veteran status, disability status, or any other legally protected characteristics. All employment decisions are based on qualifications, merit, and business need.