Purpose of this role:

• Follow all processes to ensure data is entered correctly on estimates and orders
• Work with Traffic Control Manger, Supervisors, Administrator, Projects team, Rental CSPs, Dispatcher, etc. regarding opening, closing and invoicing all traffic control and rental jobs
• Customer service: emailing invoices, reconciling invoices with customers
• Handle inquires for estimates and orders
• Problem-solving: lost equipment, missing information, missing documentation etc. to ensure all information is captured after closing/invoicing jobs
• Create a pleasant experience for customers by addressing questions and concerns
• Assist with administrative requirements
• Monitor & review old jobs with no activity, call the customer to review what equipment is still out and needed by the customer.
• Enter & invoice engineered drawings and OSS jobs.
• Exporting & importing of invoices at month end from TCR to GP and compile month end reports.
• Export and import invoices when required (daily).
• Verify technicians' hours with invoices and submit utilization reports. Invoice rental equipment, labour and damaged equipment.
• Communicate with customers on how they would like to be invoiced for damaged equipment.
• Support data entry by CSP's when busy

Key Accountabilities:

• Accurate estimate and order information
• Maintain and build customer relationships
• Handle incoming calls and emails from estimates and orders as required
• Confirm customer accounts
• Submit credit authorization requests for credit accounts to finance
• Process credit card payments on COD accounts
• Order generation from estimates
• Review estimates to ensure all required information has been provided after converting
• Work with estimators, traffic control manager, supervisors, dispatcher etc. as required for large volume estimates/projects
• Ensure Lean, 6S, Heijunka box tasks are completed on a daily basis

Behavioral Competencies:

• Team player with the ability to work independently
• Judgment/decision making
• Conceptual ability
• Excellent oral and written communication
• Time management
• Strong computer skills and phone etiquette