Operations, Installation Technician, General Labor

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

1. 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.

2. 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.

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 communicate the next steps and requirements before work begins.

4. System & Record Management

• Maintain up-to-date records within the Field Edge 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 Field Edge 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 Field Edge 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 Field Edge with specific details (Example time of inspection)

  • Tags

  • Customer Types

  • Customer communication logs

• Communicate with subcontractors and the Install Manager about inspection scheduling.

• The escalating process challenges promptly for resolution.

Additional Duties

• Maintain and update an Operations Checklist identifying unique permitting requirements specific to each town.

• Escalate complex or nonstandard jobs to the owner, sales team and Install Manager.

• Participate in yard activities (e.g., receiving generator equipment, using forklifts).

• Contribute to project-based initiatives and time-blocked task planning.

• Refer new sales leads when appropriate.

Key Attributes for Success in This Role

• Ambitious

• Collaborative

• Committed

• Communicative

• Confident

• Creative

• Detail-Oriented (Meticulous)

• Enthusiastic

• Hardworking

• Honest

• Humble

• Inquisitive

• Organized

• Positive

• Proactive

• Reliable