Build a Career with O'Day Equipment

Position Summary

The billing associate is responsible for keying and processing all Service billing. Working all billing workflows in a timely manner.

Primary Roles and Responsibilities

1. Service Billing
2. Warranty Billing
3. Online Service Billing
4. Customer Service

Activities

Accountable for Maintaining & Processing service billing workflows in a timely and accurate manner per AP-AR Billing Procedures

(O’Day Equipment LLC)

• Service invoices and prepare for mailing per AP-AR Billing Procedures
  • Create descriptions
  • Verify parts billed match work order
  • Transfer parts between service calls and jobs
  • Process and review the MobileTech inventory batch
  • Ensure all proper fees are billed
  • Verify the proper tax schedule is selected
  • Make sure the invoice is accurate and professional prior to mailing to the customer
  • Tracking credits on service invoices by billing the full amount and then doing a credit on the original invoice
  • Transfering and correcting time between service calls and jobs
  • Print and post Service invoices
  • Reopen service calls for any corrections
  • Create NTE Service calls and invoice the downpayment
  • Be a resourse for managers when it comes to service billing
  • Serves as the primary contact for customer service billing questions
  • Monitoring the complete calls report
• Follow-up with issues/concerns
• Monitor if any service calls are missing in the workflow

Process warranty service billing in a timely manner per AP-AR Billing Procedures

• Follow-up with vendors on unpaid or unapproved warranty
• Post final warranty invoice
• Work with A/R to coordinate and match billing/payments

Complete the online billing per customer requirements

• Utilize multiple online portals based on customers
• Use an online billing workflow in DocLink to organize
• Working with A/R and Service on rejected invoices to resubmit invoice

Timecard Backup

• Post time to service calls and jobs for O’Day Equipment
• Accurately key time sheets
• Review and correct MobileTech time

Accountable for backup switchboard as needed

• Communicate potential problems/trends to managers
• Normal hours, M-F 8 a.m. to 5 p.m.

Secondary duties

• Backup Accounting department as needed
• Review and posting of the daily City Desk batch
• Create new customers in GP
• Backup O’Day Equipment CSR Service as needed
• Backup and assist with CSR warranty SR submitting
• Cross Training within Accounting department
  • Backup A/P
  • Backup A/R daily receivables and deposits

  • Backup to the job billing and closing