Operations

Job description

Job Description

Job DescriptionJob 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 meeti

Worksite address

old lyme, CT, 06371, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.