Service Onboarding Administrator

Overview

Ensures smooth transition of new service jobs into operational workflow

Key Responsibilities

• job setup
• customer vetting
• scope definition
• contract confirmation
• cost modification
• commission entry

Tasks

-Include all pertinent information and documentation for the job during setup. -Provides the Service Link to the customer upon initial setup. -Verify customers are vetted and approved. -Gathers documentation for the contract administrator to include customer setup provided by the Service Sales Representative, contract or MSA, D&B. -Consistently search ServiceTrade for Approved Quotes available for Setup. -Ensure that the scope of the job is detailed and concise. -Confirm the contract status. -Update the ServiceTrade job with the assigned Service Sales Representative. -Responsible for the initial contact with the customer via phone call. -Screen jobs to ensure the contract is in processing or executed before job setup. -Modify job costs that transferred from the Service Quote to the newly created job. -Enter Commission Split in Sage as indicated by the sales quote. -Prevent the setting up of remodel or new construction projects in ServiceTrade. -Assists with answering phone calls for the Service Department. (Secondary to the Receptionist.) -Compile information for new customer set up and submission to accounting. -Conduct New Customer Vetting - D&B.

Requirements

• servicetrade
• sage intaact
• microsoft office
• bachelor's
• customer service
• contract experience

What You Bring

-Service Contract or Master Service Agreement Experience -Ability to effectively utilize computers and software including Microsoft Office Suite -ServiceTrade, Sage Intaact and other software required by the Company -Bachelor’s Degree is preferred -Ability to prioritize work to balance multiple projects and deadlines -Ability to work in a fast-paced service team environment -Ability to maintain accurate and auditable records -High school diploma is required -Customer Service Experience -General Administrative Experience -Excellent written and verbal communication skills -Ability to follow verbal and written instructions -Detail oriented with excellent organization skills

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About Allied Fire Protection

-Turned a teenage dream into a fire-safety powerhouse. -Grew into a full-service contractor with six Texas offices. -Specializes in fire sprinkler systems, alarm detection, suppression, extinguishers, monitoring, and underground mains. -Engineers systems early in project planning, coordinating BIM designs and municipal requirements for seamless integration. -Manages everything from design and installation to monitoring, maintenance, inspections, and emergency response. -Trusted by industrial, commercial, healthcare, institutional, and residential clients across Texas on flagship projects. -Notable for its veteran-field-tech culture, apprenticeship training, and owners who still lead crews in the field. -Underground work—including water-main taps, vaults, backflow assemblies, and hydrant mains—sets it apart from peers.

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