CASY-MSCCN Jobs

Field Service Planner Functional area: Administration Country: United States City: Glenwillow Company name: Edwards Vacuum, LLC Date of posting: Jan 12, 2024 The Field Service Planner is responsible for: * Quote, plan, schedule, invoice and coordinate Field Service jobs in a timely and accurate manner, ensuring a positive customer experience. * Execute field service contracts, including SAP entries, invoices, site visit scheduling, and materials planning to ensure adherance to our contractual agreements. * Manage inventory for field jobs and van stock, including parts ordering, proactive delivery tracking, and stock accuracy. * Proactively move jobs forward through the field service process by driving actions of field service engineers, supply chain team, and customers. Other main responsibilities include: * Create, maintain, and track field service opportunities and quotes using C4C, SAP and VeasyQuoter. * Create and maintain field service jobs in SAP for chargeable, contract, warranty, and internal jobs. * Use Innosoft planning software to schedule, track, and maintain FSE activities. * Order and expedite parts as needed to ensure on-time delivery. Communicate status and tracking details to stakeholders. * Communicate with customers to schedule/confirm service dates and parts deliveries and to uncover customer-specific requirements for access. * Proactively review WIP regularly, to detect potential delays and stalled jobs. Take action or assign tasks to drive jobs forward. * Maintain WIP report and lead weekly WIP meeting. * Monitor transactions by FSEs to ensure timely and accurate entries for labor, materials, travel expenses, EPAS codes, Risk Assessment, and Field Report. * Review, close and invoice jobs as they complete throughout the month. * Keep SSE informed of scheduled jobs in their territory. Work closely with SSE for quoting and PO updates. * Execute field service Contracts, including SAP entries, invoicing, site visit scheduling, and materials planning. Ensure FSEs adhere to scope of contract. * Act as champion and process owner for existing Contracts to ensure that we delight our customers with our services, timeliness, quality, and communication. * Monitor pending Contract expirations within 3 months and communicate with all stakeholders, especially SSE, to engage in the renewal process. * Proactively contact customers to schedule complimentary Health Checks or Sales Assist visits to increase FSE productivity, especially when traveling. * Communicate frequently and effectively with customers, FSEs, and Service Management to drive jobs forward and keep stakeholders informed. * Monitor systems processes to ensure that data transfer between C4C, SAP, Innosoft, and VeasyQuoter. Troubleshoot user errors. Escalate system errors. * Act as Subject Member Expert for field service processes, procedures and commercial policies - driving accurate financial settlements and process adherance for self and others. * Act as primary interface between Customer Center and United Field Service Team. * Manage the Leak Detector rental program, ensuring process integrity for Rental Agreement, return inspection, inventory tracking, and billing. * Manage the subcontract process for Liquid Ring Pump repairs. To succeed, you will need: Education Level: Education BA is preferred but not required with 5 or more years of production planning or project management experience. Knowledge areas/Skills Production planning Project management SAP experience preferred This job requires communicating directly with customers to coordinate and plan various types of field service jo