Service Admin

Operational Responsibility
a. Prepares Estimates based on Technician Evaluation

b. Prepares Quotation based on Technician Evaluation

c. Monitor price list for updated cost of materials

d. Monitors turnover of quotations to job orders

e. Prepares and monitors monthly call lists for Warranty and Contract PMS Monitoring

f. Assist Service advisor in monitoring PMS Coverage

g. Monitor conversion of Warranty to PMS Contracts

h. Keeps track of and updates history and nature of client operations and manner of usage

i. Prepares letters for Expiring Warranty units for send out by Service Advisors.

- Administrative Responsibility

a. Ensures that basic housekeeping rules and regulations are complied with by all

b. Ensures that all estimates have complete materials and man hours

c. Ensures that all estimates have updated costs

a. Keeps and updates a central file for all contracts

b. Maintains supply of office supplies and forms, and prepares requests for restocking



- Documents needed

a. Estimate

b. Proposal/Quotation

c. Service Report

d. PMS Checklist

e. Notice of Expiring Warranty

f. Proposal/Quotation

g. PMS Contract

h. PMS Card

i. Evaluation Form

- Objectives

a. All Records are updated

b. All Clients under Warranty and Contract are appropriately monitored and scheduled

c. Good Customer Handling with Zero Complaints

d. Monitoring Responsibilities:

e. Documentation:

f. Installation (Create New Folder) – Completion Report, Pulldown Test, Ending Warranty Letter, PMS Card

g. Warranty Repairs –Warranty Report, Service Report, Costing for additional materials

h. Warranty PMS – PMS Checklist, Service Report, Costing for additional materials

i. Contract PMS – PMS Checklist, Service Report, Sales Invoice, Costing for additional materials

j. Repairs – Service Report, Sales Invoice

k. Evaluations – Evaluation Report