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:
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:
