Operations

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 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 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