Install Planning Clerk

Enercare Inc.; Markham; On-site; CAD 30,000 - 43,000; Part time

Job summary

Enercare Inc. is seeking an Install Planning Clerk in Markham to optimize installer resources, finalize orders, reconcile cash balances, and handle escalations. You will interact with internal and external customers to ensure service excellence and meet corporate goals.

The role focuses on scheduling, order processing, and data analysis to support field operations and customer satisfaction, with requires strong organization and communication.

Qualifications

• Customer-focused with strong interpersonal abilities.
• Capable of working under pressure in a fast-paced environment.
• Solid decision-making and organizational skills.

Responsibilities

• Set daily schedules, including overnight installs and optimize workload.
• Handle escalations and resolve customer complaints promptly.
• Schedule installations for HVAC and Water Heaters and generate BRIOs.
• Prepare BRIO reports and manage order creation and updates.
• Input task data into applicable systems and finalize installations.

Skills

Customer focus

Interpersonal skills

Decision making

Organizational skills

Under pressure

Education

Grade 12 education

Tools

W6

GERS

MS Office

Clarify

Job description

Enercare Inc. is one of Canada’s largest home and commercial services companies servicing over one million customers across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, Quebec and New Brunswick. Enercare is the Experts at Home, operating under several brands including Enercare, HydroSolution, and Pioneer Plumbing & Heating.

A proudly Canadian-owned company, we are the Experts at what we do and deeply care about our customers. We value a diverse, collaborative culture, and take pride in our commitment to health and safety, and knowing our work serves and supports our communities every day. No matter your role, we invest in making sure you have opportunities to grow, learn, and become the Expert you want to be.

If you are ready to become one of our Experts, we would love to hear from you.

Job Title: Install Planning Clerk

Reporting To: IP Operations Manager

Department: Install Planning

Location: Markham

Rate of Pay: $26.49 per hour - As per collective agreement

Closing Date: November 12, 2026

Hours of Work: 24 hours per week – Saturday to Sunday 7:00a.m. – 3:00p.m. or 9:00a.m. – 5:00p.m. AND (1-day) Monday to Friday 7:00a.m. – 3:00p.m. OR 2:00p.m. – 10:00p.m.

The primary focus of this role will involve the ongoing optimization of area Install Technician resources to meet incoming and forecasted customer demands, including finalizing orders, reconciling cash balances and handling escalations. Through the use of a formalized planning process and continuous interaction with Internal and external customers and partners, this key function will ensure that corporate goals are met in a manner that provides best-in-class service delivery and customer satisfaction.

Responsibilities

• Accountable for setting the daily schedule, by including scheduling overnight installs, optimizing the schedule, adjusting for exceptions, and confirming the schedule with installers and subcontractors
• Required to handle escalations by managing queues and monitoring email inbox activity to ensure timely resolution of customer complaints and escalations.
• Accountable for proactively scheduling installations for HVAC and Water Heaters and generating BRIOs
• Ensuring a fair and even distribution of workload
• Prepare BRIO reports as required
• Responsible to create orders including creation of the GERS order from the SIPR file, assigning inventory against the job, voiding and updating of orders per EMC and Management
• Responsible for the capture and input of task information into applicable applications
• Responsible for handling the debrief activity with installers upon completions of jobs
• Responsible for collection of payment on orders
• Responsible for the entry GERS order details (Serial Numbers, warranty information, big box sku’s)
• Accountable for application of payment against GERS orders
• Required to finalize installations including HVACs transactions, Water Heaters (Company installers only) and completing district extras
• In charge of reconciling GERS cash draws for previous day’s work
• Handling of both inbound and outbound calls
• Assist with escalations as necessary
• Filing of envelopes, faxing of red tags, queue management, manual dispatch of work as required
• Provide customer quotes, analyze and interpret forecast and incoming-demand data
• Record forecast variance and resource allocation change information
• Coding out of calls when required
• Provide customers with quotes on installs
• Advise Customers of changes to appointment times
• Undertake special projects and assignments as assigned
• Achieve defined productivity and performance measures on a consistent basis
• Ability to effectively resolve customer complaints to the satisfaction of both customer and the company
• Ability to provide reporting and data analysis as requested by management
• Act as a courteous and friendly central point of contact for both internal and external customers.
• Other duties as assigned by management

Qualifications

• Customer focused with excellent interpersonal skills
• Ability to effectively use W6, GERS, MS Office & Clarify software programs
• Ability to concurrently use various computer information packages in conjunction with telephone / wireless radio communication devices
• Ability to effectively resolve customer complaints to the satisfaction of both customer and the company
• Capable of working well under pressure and understanding business processes
• Proven decision-making skills
• Ability to work in a fast-paced, pressure filled, team environment
• Strong organizational skills
• Capable of doing financial analysis to rectify variances
• Grade 12 education

Enercare is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, colour, ancestry, national origin, religion, sex, age, sexual orientation, gender identity, citizenship, marital status, disability, pregnancy, military status, protected veteran status or other characteristics protected by applicable law. Enercare’s recruitment process includes accommodation for applicants with disabilities in accordance with applicable provincial accessibility laws and regulations. All accommodations will take into account the applicant’s accessibility needs due to disability and are available upon request.

Our company leverages artificial intelligence (AI) tools as part of the candidate screening process to help review applications efficiently and fairly. These tools may assist in evaluating qualifications against job requirements. All decisions regarding hiring are ultimately made by our recruitment team. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.