Job Title Residential Jobs – Operations/Permits
Position Overview
The OperationsLeadplays a key role in ensuring the seamless execution of projects from post-sale through generatorstartup. This position works in close collaboration with the Install Manager to create a streamlined, efficient, and repeatable installation processwith the goal of achieving a one-day installation wherever possible.
High levelsof organization, communication, and coordination are essential to ensure customer satisfaction and regulatory compliance throughout the installation lifecycle.
Core Responsibilities
1. Project Coordination & Process Optimization
Partner with theSales andInstall 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.
2.PermitManagement
Responsible for securing permits, including:
Gathering all necessary installation details.
Applyingvia 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.
3. Customer Communication
Provide proactive communication to customers about installation timelines and expectations.
Make live phone calls and send emails ahead of scheduled installations.
Clearly communicatethe nextsteps and requirements before work begins.
4. System & Record Management
Maintain up-to-date records within theFieldEdgesystem, including:
Create and manage customer folders andinstallwork orders.Ensure that photos job plans and other documentation is in the customer folders (One drive and Field Edge)
Daily Tasks & Responsibilities
Followupandcomplete Permits in progress
ExecuteFieldEdgeworkflows (e.g., updatingcustomerjob status and tags).
Support the sales team by collaboratingdaily on anyjob-specificcustomerrequirements.
Create and manage:
