Position Summary: Responsible for the routing, verification and working of the paperwork for the Parts and Service departments. Assisting Parts and Service office personnel with daily functions.
Essential Functions: (other duties may be assigned)
Opens work orders, makes sure all information & paperwork are in work orders and close work orders after manager's review.- Issue and process Purchase Orders and enter in work order when it applies
- Answer phones
- Check and enter labor
- File paper work
- Help and greet customer, direct them to proper department according to their needs
- Maintain, copy, and file work orders
- Maintain labor recap
- Maintain petty cash file
- Maintain warranty work orders file
- Make copies of warranty work orders
- Input delivery date and customer information into Caterpillar (PIS)
- Misc. charges/ enter miscellaneous charges to work orders (HAZ, MLG, petty cash, and PO’s)
- Petty cash/ Issue petty cash to technicians when they turn in receipts.
Opening segments as requested
- Reports Worker’s Comp accidents to HR Department.
- Order supplies
- Cashier duties
- Assist customers with questions on their backorders, totals, and providing copies of invoices.
- Processing all “code/charge” account customers sale documents over the will call counter.
- Filing of daily customer sale documents.
- Processing of Caterpillar and allied invoices.
- Processing other duties such as: customer refund check requests, warranty service charges
- File invoices, documents, etc.
- Assist customers with questions on their backorders, totals, and providing copies of invoices.
