Editing Roles
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Some of the roles include the following: | Some of the roles include the following: | ||
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[[Manager Role]]: The manager or owner role focuses on overview the business to make sure everything is on track. To monitor the activities of the employees and processes is critical. Also, following up with customers for customer service or additional sales. This role also includes watching customer payment delays through aging reports. | [[Manager Role]]: The manager or owner role focuses on overview the business to make sure everything is on track. To monitor the activities of the employees and processes is critical. Also, following up with customers for customer service or additional sales. This role also includes watching customer payment delays through aging reports. | ||
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− | [[Customer Service | + | [[Customer Service]]: This role consists of following up with customers to make sure customers are satisfied or delighted with the product and services provided. |
− | [[Marketing | + | [[Marketing]]: The marketing role within SME consists of tracking sales lead sources and progress, doing direct marketing campaigns, performing email campaign, and monitoring customer activity and satisfaction. |
− | [[Receptionist | + | [[Receptionist]]: This role is to answer incoming calls and enter service orders. |
− | [[Dispatcher | + | [[Dispatcher]] or Dispatch Scheduler :The dispatcher is a critical role for service companies and use of SME. The dispatcher is in charge of scheduling the technicians and coordinating the next work order for the technicians. |
− | [[Project Manager | + | [[Project Manager]]: Track projects from proposal to order to invoice. |
− | [[Order Entry | + | [[Order Entry]]: Order Entry role consists of finding customers, entering new customers, entering new order, and tracking existing orders. |
− | [[Field Technician | + | [[Field Technician]]: Field technicians perform the service and install orders at the customer site. |
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− | [[Inventory Controller or Manager | + | [[Inventory Controller or Manager]]: This role is for anyone dealing with the management and control of inventory. A service organization needs to closely manage "People and Parts", so your role is to manages the parts which is critical in customer satisfaction (correct and timely delivery) and company cost control . |
− | [[Purchasing | + | [[Purchasing]]: The purchasing role is for managing the purchasing of parts from vendors and services from subcontractors. |
− | [[Accounting and Bookkeeping | + | [[Accounting and Bookkeeping]]: The accounting or bookkeeping role consists of creating invoices, sending invoices out to customers, entering payments, tracking overdue accounts, and handling the accounting program. |
− | [[ | + | [[Administrator]]: Handles initial setup and ongoing maintenance of SME. |
− | [[Subcontractor Coordinator | + | [[Subcontractor Manager or Coordinator]]: Subcontractor managers coordinate all jobs for subcontractors. |