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Field Service Planner

4 months ago

Solon, United States Atlas Copco Full time

The Field Service Planner is responsible for:
Quote, plan, schedule, invoice and coordinate Field Service jobs in a timely and accurate manner, ensuring a positive customer experience.
Execute field service contracts, including SAP entries, invoices, site visit scheduling, and materials planning to ensure adherance to our contractual agreements.
Manage inventory for field jobs and van stock, including parts ordering, proactive delivery tracking, and stock accuracy.
Proactively move jobs forward through the field service process by driving actions of field service engineers, supply chain team, and customers.

Other main responsibilities include:

Create, maintain, and track field service opportunities and quotes using C4C, SAP and VeasyQuoter.
Create and maintain field service jobs in SAP for chargeable, contract, warranty, and internal jobs.
Use Innosoft planning software to schedule, track, and maintain FSE activities.
Order and expedite parts as needed to ensure on-time delivery. Communicate status and tracking details to stakeholders.
Communicate with customers to schedule/confirm service dates and parts deliveries and to uncover customer-specific requirements for access.
Proactively review WIP regularly, to detect potential delays and stalled jobs. Take action or assign tasks to drive jobs forward.
Maintain WIP report and lead weekly WIP meeting.
Monitor transactions by FSEs to ensure timely and accurate entries for labor, materials, travel expenses, EPAS codes, Risk Assessment, and Field Report.
Review, close and invoice jobs as they complete throughout the month.
Keep SSE informed of scheduled jobs in their territory. Work closely with SSE for quoting and PO updates.

Execute field service Contracts, including SAP entries, invoicing, site visit scheduling, and materials planning. Ensure FSEs adhere to scope of contract.
Act as champion and process owner for existing Contracts to ensure that we delight our customers with our services, timeliness, quality, and communication.
Monitor pending Contract expirations within 3 months and communicate with all stakeholders, especially SSE, to engage in the renewal process.

Proactively contact customers to schedule complimentary Health Checks or Sales Assist visits to increase FSE productivity, especially when traveling.
Communicate frequently and effectively with customers, FSEs, and Service Management to drive jobs forward and keep stakeholders informed.
Monitor systems processes to ensure that data transfer between C4C, SAP, Innosoft, and VeasyQuoter. Troubleshoot user errors. Escalate system errors.
Act as Subject Member Expert for field service processes, procedures and commercial policies - driving accurate financial settlements and process adherance for self and others.
Act as primary interface between Customer Center and United Field Service Team.
Manage the Leak Detector rental program, ensuring process integrity for Rental Agreement, return inspection, inventory tracking, and billing.
Manage the subcontract process for Liquid Ring Pump repairs.

To succeed, you will need:

Education Level:

Education BA is preferred but not required with 5 or more years of production planning or project management experience.

Knowledge areas/Skills

  • Production planning
  • Project management
  • SAP experience preferred
  • This job requires communicating directly with customers to coordinate and plan various types of field service jobs.
  • Strong organization skills
  • Fluent Microsoft 365 suite applications


In return, we offer you:

Excellent working conditions and benefits
Part of the Atlas Copco Group with a wide-reaching internal job market
Work in a global diverse and dynamic environment
You can grow with us: we always look for internal candidates before checking the market and have training and development programs
We have a friendly, family-like atmosphere - and that is not just a claim on the wall, it's a true fact
You can be creative and promote your own ideas
Every day brings new challenges and new things to learn

Edwards Company considers for employment and hires qualified candidates without regard to race, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

About Edwards

Edwards is a leading developer and manufacturer of sophisticated vacuum products, exhaust management systems and related value-added services. Edwards solutions are integral to manufacturing processes for semiconductors, flat panel displays, LEDs and solar cells. They are also used within an increasingly diverse range of industrial processes including power, glass and other coating applications; steel and other metallurgy; pharmaceutical and chemical; and for scientific instruments in a wide range of R&D applications.

Edwards has over 4,000 employees worldwide engaged in the design, manufacture and support of high technology vacuum and exhaust management equipment. Edwards has state-of-the-art manufacturing facilities in Europe, Asia and North America.