Field Service Scheduler: Optimize Install and Maintenance

Compass Water Solutions, Inc.; Clearwater (FL); Hybrid; USD 50,000 - 70,000; Full time

Job summary

CECO Environmental, a global leader in sustainable industrial solutions, is seeking a Service Team Scheduler to optimize field service for engineered-to-order equipment installations and maintenance. You will allocate technicians, coordinate startups, troubleshoot issues, and ensure safety and readiness for dispatch.

The role emphasizes proactive scheduling, customer communication, and KPI tracking to improve on-time startup, labor efficiency, and backlog management.

Qualifications

• High School Diploma or GED required; Associate degree preferred.
• 3-5 years of experience in industrial manufacturing, field service coordination, or technical customer service.
• Experience supporting field technicians in installation or service environments.
• Proficiency in Microsoft Office (Excel, Outlook, Word).
• Experienced with ERP systems; Microsoft Dynamics 365 (D365) preferred.
• Familiarity with FSM or CRM scheduling software.

Responsibilities

• Develop and manage daily, weekly, and long-range schedules for onsite field technicians.
• Assign technicians based on skill set, certifications, product knowledge, geographic proximity, and project complexity.
• Coordinate installations, startups, troubleshooting, warranty calls, repairs, retrofits, and maintenance.
• Proactively adjust schedules to accommodate emergencies and changing customer needs.
• Serve as primary contact for customers regarding service scheduling and visit coordination.
• Confirm site readiness, access requirements, safety documentation, and special conditions prior to dispatch.
• Manage expectations regarding timelines, technician arrival, scope of work, and potential delays.
• Support post-service follow-up to ensure documentation and satisfaction.
• Maximize technician utilization while minimizing travel time and downtime.
• Coordinate multi-day or multi-technician installations for complex systems.
• Identify scheduling conflicts and capacity needs; escalate to leadership.
• Support KPI tracking including on-time startup, labor efficiency, and backlog management.
• Partner with Parts/Warehouse to ensure components are available before dispatch.
• Verify service order accuracy and payment terms prior to scheduling.
• Create/update service orders in ERP/CRM systems (e.g., D365).
• Track startup requests and installation milestones to support revenue recognition.
• Archive field service reports and notify stakeholders of job completion.
• Maintain accurate scheduling and documentation for audit and reporting.

Skills

Scheduling

Customer service

Microsoft Office

ERP systems

FSM CRM software

Education

High School Diploma or GED

Associate degree preferred

Tools

Dynamics 365

CRM scheduling software

Job description

CECO Environmental, a global leader in sustainable industrial solutions, is seeking a Service Team Scheduler to optimize field service for engineered-to-order equipment installations and maintenance. You will allocate technicians, coordinate startups, troubleshoot issues, and ensure safety and readiness for dispatch.

The role emphasizes proactive scheduling, customer communication, and KPI tracking to improve on-time startup, labor efficiency, and backlog management.