Service Coordinator

Service Co-ordinator Roles

Operational Responsibilities

• Book all services for Lifts co-ordinate with clients and engineers for site visits.

• Ensure engineers check the autodialler on each service and record the number in and in the

spreadsheet on the drive.

• Log and allocate callouts daily

• Update Lifts OOS board

• Set up new contracts assign to a route, book the first visit, send the engineer a pack, and pass the.

• Confirm with engineers if a site log card is required and include the correct pack.

• Oversee the Shutdown Board for service-related status updates.

• Organise any client standbys as required.

Client, Engineer & Subcontractor Communication

• Daily 8:00 a.m. welfare check on all engineers.

• Liaise with clients day-to-day on service scheduling, updates, and outcomes.

• Send completed service sheets to clients upon job completion and for the Key clients update their KPI

spreadsheet

• Every morning, check previous night/weekend callouts: if a lift is out of service add it to the board, action

next steps, and send a timeline t to quote (mark URGENT where appropriate).

Finance & Administration

• Weekly invoicing for Services and Callouts: print the sheet, add details and amounts, then pass to

• Check sheets and add costs to invoice following callouts.

• Type up the night-call rota and email to all each month (and whenever changed).

• Ensure phones are switched to the night-call manager at day-end, and back to office the next morning

(and handed over daily).