Job Description
Job Description
Job Title Residential Jobs – Operations/Permits
Position Overview
The Operations Lead plays a key role in ensuring the seamless execution of projects from post-sale through generator startup. This position works in close collaboration with the Install Manager to create a streamlined, efficient, and repeatable installation process—with the goal of achieving a one-day installation wherever possible.
High levels of organization, communication, and coordination are essential to ensure customer satisfaction and regulatory compliance throughout the installation lifecycle.
Core Responsibilities
- Project Coordination & Process Optimization
- Partner with the Sales and Install Manager to develop a structured and efficient installation program.
- Oversee the full job lifecycle from sales handoff to project completion.
- Work toward consistent, repeatable processes that ensure high customer satisfaction and operational efficiency.
- Permit Management
- Responsible for securing permits, including:
- Gathering all necessary installation details.
- Applying via Connecticut town-specific portals.
- Ensuring compliance with local Electrical, Plumbing, Zoning, Wetlands, and Building requirements.
- Follow up regularly to remove obstacles that could delay installations.
- Collaborate with the bookkeeper to process and mail checks for permit applications.
- Customer Communication
- Provide proactive communication to customers about installation timelines and expectations.
- Make live phone calls and send emails ahead of scheduled installations.
- Clearly communicate the next steps and requirements before work begins.
- System & Record Management
- Maintain up-to-date records within the FieldEdge system, including:
- Permit status
- Work order notes
- Inspection schedules
- Job tags as status changes
- Create and manage customer folders and install work orders. Ensure that photos job plans and other documentation is in the customer folders (One drive and Field Edge)
Daily Tasks & Responsibilities
- Follow up and complete Permits in progress
- Execute FieldEdge workflows (e.g., updating customer job status and tags).
- Support the sales team by collaborating daily on any job-specific customer requirements.
- Create and manage:
- Customer folders- labeled
- Installation work orders
- Permit applications via local town portals
- Track permit progress and communicate updates in debrief and in install meetings
- Complete zoning forms, setbacks, and GIS drawings as needed.
- Apply for permits, submit required documentation, and confirm license information for the following subcontractors
- Electrical
- Plumbing
- Building
- Communicate and coordinate with the Ledge Light Health District, as applicable.
- Work with the bookkeeper to process municipal payments and permit-related fees.(G.O.D. accounting)
- Choose subcontractors based on job scope, availability, and location.
- Note they need to be sent the job plan and photos 2 weeks in advance so planning is key
- Schedule:
- Electricians and plumbers for day of installation
- Inspectors for late in same day if possible
- Gas test and final inspections
- Generator start-up appointments (when one-day installation is not possible)
- Manage equipment and generator inventory, including:
- Updating FieldEdge Work Orders
- Preparing inventory sheets
- Reporting low stock levels
Weekly & Ongoing Responsibilities
- Participate in daily debriefs via email and weekly scrum meetings with the installation team.
- Continuous update:
- Permit statuses (building, electrical, plumbing)
- Work orders in FieldEdge with specific details (Example time of inspection)
- Tags