Daily communication to Technicians to reinforce the safety culture. Aggressively engage in any and all safety incident investigations. Create actions / communications to avoid future recordable Injuries.
Support the completion of active SRs and activities not completed. Help remove barriers for completion as required.
L&M - Daily WIP & Billing (Drive linear billing throughout the month). Approve all L&M quotes above set thresholds.
PSA - Review estimated vs. actual SSV hours. Review PSA Renewals Margin Expansion.
Address any external and internal Customer Satisfaction issues that have arisen.
Review outstanding A/R balance with SDM (CSA) and discuss action plans for delinquent customers.
Monitor Team Schedule to ensure all Technicians have scheduled activities for the next day; adjust workforce as required.
Weekly Routine Activities
Follow daily rountine activities.
Approve time and expense report submissions. Address Time Sheets that have not been submitted or approved.
Perform Customer Touchpoint Activities & job site visits (3-5 customers per week).
Assist in finalizing all PSA bookings (new & renewal). Review all new PSA sales opportunity cost & scope estimates before Sales presents proposal. Complete Exit Process for all non-renewing PSAs.
Follow-up on open L&M and PSA quotes/opportunities for the following month.
Lead weekly meeting with TTL, SDM (CSA), SDA (CSAA) to review L&M pipeline activity and balance of SSV planned.
Identify performance gaps, define actions to address and fortnightly review on progress.
Analyze manpower needs for TBSV business. Review technician utilization & provide monthly Labor & L&M projections.
Fortnightly recruitment and retention reviews.
Set & Monitor goals for customer account GM delivery.
Business reports required for SAMs to carry out Daily/Weekly/Monthly routine tasks:
Financial reports:
(i) PSA and L&M Revenue, GM, GM%, PSA Backlog.
(ii) Open WIP to monitor progress SDA is making with daily invoicing.
(iii) Exception report (AP, AR, Conracts on hold, etc.)