Equipment Lead Technician

Western States Equipment Co.

Idaho Falls, ID

JOB SUMMARY:  This position is responsible for ensuring repairs are performed to the customer’s satisfaction and acting as an informal leader throughout the shop under the direction of the Shop Foreman and/or Service Advisor.  Removes, installs, diagnoses, repairs, disassembles, assembles and performs failure analyses of all equipment and attachments including engines, hydraulics, and transmissions.


  • Troubleshoots various machines at expert level with no assistance required. Walks around machinery to inspect.  Operates machinery to locate problem.  Diagnoses problems for quality control.  Performs independent failure analysis, proving consistent abilities to determine and repair cause of failure.
  • Advises and mentors Technicians with troubleshooting, diagnosing, quality control and safe work practices
  • Uses service manuals, SIS and parts books effectively to address technical issues such as looking up parts, machine information, standard labor rates, machine settings, and more to setup work orders or to answer customer inquiries. Performs all required tasks in accordance with procedures.
  • Assists other technicians on large and complex repairs.
  • Writes complete, factual service reports for files and warranty purposes.
  • Conducts quality control audits of all repairs completed by other technicians
  • Bills out 75% of time to revenue-generating jobs
  • Delegates workload among technicians based on need and level of ability. Provides employees technical assistance as needed.
  • Coordinates service calls with Service Advisor and Service Foreman as needed.
  • Maintains safe working conditions and insures that employees follow proper procedures.
  • Assists technicians in learning new skills.
  • Contributes to technician reviews as needed.
  • Adheres to all customer care standards.
  • Actively cares and advocates safety at Western States.  Adhere to all applicable safety policies, procedures and standards.
  • May accomplish training and serve as a team member in support of Western States’ strategic programs, projects, and initiatives.
  • Work within and promote corporate vision, mission, and values of the organization.
  • Performs other duties as assigned.


  • Expert-level specialization and proven ability to troubleshoot, diagnose, and repair all CAT machine systems.
  • Ability to lead and direct others, determining work priorities and assigning work to others.
  • Ability to prioritize the workload with customer service in mind.
  • Proven organizational skills.
  • Proven customer service skills over the phone and in person.
  • Knowledge and use of Microsoft computer products or other comparable systems required.
  • Ability to develop and maintain effective working relationships with others to include customers, vendors, employees and the public.
  • Ability to perform duties with minimal supervision required.
  • Ability to work overtime with minimal notice required.
  • Consistent attendance.


  • Proof of high school diploma or General Education Degree (GED).
  • Associate Degree from an accredited vocational school preferred or comparable work experience required.
  • Five years minimum experience working on heavy equipment required. Experience in a Caterpillar environment with hydraulic, engine and power train preferred.
  • Comprehensive knowledge on how to disassemble, assemble, remove and install machine components, and systems required.
  • Minimum of one year previous lead or supervisory experience preferred.
  • Valid driver’s license and acceptable driving record required.
  • Must be able to communicate (speak, read, comprehend, write in English).


  • Must be able to stand for long periods of time along with walking, sitting, climbing stairs, reaching pushing, pulling, leaning and twisting.
  • Able to lift up to 50 lbs in accordance with Western States’ Lifting Safe Work Practice to include amount and approach.
  • Must be able to meet all safety requirements for applicable safety policies.

Disclaimer:  The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  It is not intended be an exhaustive list of all responsibilities, duties, and skills required of employees in this classification.