Installation Coordinator Role Overview
We are seeking a highly organized and detail-oriented Installation Coordinator to manage and support the end-to-end installation process for our customers.
1. Scheduling & Coordination Responsibilities
* Book installation dates into the scheduling system, ensuring timely coordination with customers and installers.
* Liaise with customers regarding installation timelines, providing clear updates throughout the process.
* Generate and issue purchase orders to installers, facilitating smooth transactions.
* Convert sales orders to invoices and print picking slips before installations, optimizing efficiency.
2. Customer Communication Obligations
* Respond promptly to customer queries, addressing their concerns and providing relevant information.
* Create and distribute comprehensive SG Handover / Customer Information Packs, enhancing customer satisfaction.
* Ensure all customer inquiries (sales & service) are logged clearly into SAM, maintaining accurate records.
3. Documentation & Compliance Requirements
* Submit Energy Retailer & Distributor Grid Connection applications in a timely manner.
* Perform quality checks on sales orders pushed to EXO from SAM, verifying accuracy in system details and STC quantities.
* Verify installer-submitted job folders for completeness upon job completion, adhering to Contractor Agreement standards.
* Upload job documents/photos to Formbay, ensuring correct serial numbers and data integrity.
* Process Formbay applications and set up online monitoring platforms/portals, streamlining operations.
* Submit retailer paperwork for grid connections and meter upgrades, meeting regulatory requirements.
4. Financial Administration Duties
* Ensure timely payment receipt and follow-up on outstanding amounts, maintaining financial discipline.
* Assist with processing credit card payments, promoting seamless transactions.
* Receipt purchase orders in EXO after all job documents are complete, closing the loop.
* Complete end-of-month duties, including PO and SO listings, invoicing, receipting, and responding to accounting department inquiries, ensuring operational excellence.