Create and submit quotations to customers for service, breakdowns, additional parts, out work and repair jobs on a daily basis.
Opening of jobs for weekly services, warranty jobs, breakdowns, robbing jobs, internal jobs and PDI’s, additional parts, out work and repair jobs.
Up-date Warranty records on sage with credit note numbers, credit note amounts, claim numbers, and claim amounts (when necessary).
Create daily purchase orders for construction, workshop & forklift consumables, PPE for construction and forklift workshop.
Back-to Back purchase orders for services, warranty jobs, robbing jobs, internal jobs and PDI’s, jobs for additional part, out work and repair jobs.
Bakkie service and repair parts.
Arranging complete process of the skip bins when required.
Dealing with service provider on monthly cylinder rental for workshop.
Daily and weekly follow up on ETAs on parts from OEM’s for Services, warranty jobs, robbing jobs, additional parts, out work and repair jobs from suppliers.
Daily follow up with suppliers on parts and invoices to pick parts for jobs and submit purchase orders and invoices to accounts department.
Daily phone calls and emails to customers for proof of payment on invoiced or purchase orders on quoted jobs.
Create and submit allocation slips and liaise with Parts Department for the picking of parts for the work to be done.
Submit credit notes for parts, including all required paperwork to complete transaction on a daily basis. Ensure to document all emails and phones calls as per company procedure.
Create machine serial numbers as required for machines which are not created on the SAGE system.
Timesheets and overtime to be captured daily on SAGE for the Construction Workshop Team as prescribed.
Schedule and book weekly services for Construction Workshop Team.
Once warranty jobs, additional parts, out work and repair jobs has been completed, submitted by Technicians and fully signed by customers, invoice services daily
On a daily basis, close internal, warranty, maintenance, robbing and or any non-invoiceable jobs once labour is captured on Sage and parts are picked for the jobs, submitted and fully signed off by Technicians.
Print and provide Construction and Forklift Technicians daily, weekly, and monthly with the risk assessment, vehicle inspection sheets, expense claim forms, monthly machine inspections, quotation request, timesheets, and overtime sheet forms.
Update the open sales order notes, open purchase order notes, open service requests, dirty data, closed but not invoiced information for management on a daily and weekly basis on Sage and Power BI.
Update OEM parts on back-order spreadsheet weekly for the Workshop Foreman.
Advise MS OIL TRAP on old oil collection to be collected and payment to be made to company Equipment when old oil is over 1000L (when needed).