Job Description

Job Description

Job Description

Duties & Responsibilities- Daily Basis

• Review all sold jobs- pictures, equipment, venting, locations, sizing, etc. and note within the install notes that it was reviewed and approved with your initials and date.
• Locate all equipment needed for the day and the following day.
• Assign and notify installation teams of work for the following day, and where to report.
• Review job with lead installers before leaving the shop or arriving to the installation.
• Review any multi day jobs to make sure that they are allotted the right time and the right installers.
• Assist installers and field supervisors in the field when needed.
• Review all completed installations from the day as well as the day before (if applicable)- check that installations are done properly, photos are taken, paperwork is completed, job is closed out, etc. This will be initialed and dated in Service Titan.
• Use inventory software to correctly account for equipment used for every job.
• Monitor stock in warehouse, and order materials when needed.
• Answer all installers calls for technical questions, job issues, incomplete jobs, etc.
• Work with the Sales Manager, Service Manager and Service Dispatcher to account for all upcoming sold 1 or more-day jobs.

Duties & Responsibilities- Weekly Basis

• Go over call back report.
• Check installation trucks when at the shop to maintain cleanliness and ensure that they are properly stocked for the week.
• Review KPIs with Operations Manager- every Monday

Duties & Responsibilities- Monthly Basis

• Plan and execute monthly meetings with entire install team.
• Post and send out whiteboard in install office for the previous month’s numbers- to include installs, call backs, reviews, etc.

Varied Responsibilities/Back Up Support:

• Review changes/adjustments to Installers Schedule

• Conduct training for new hires if needed.
• Visit customers with call backs and warranties to properly diagnose, and train on issues pertaining to installation.
• Conduct training with installers to ensure that they are up to date with expectations, new procedures, and knowledgeable enough to complete proper installation.

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