What Does An Installation Coordinator Do?

WHAT DOES AN INSTALLATION COORDINATOR DO?

Published: Sep 16, 2025 - The Installation Coordinator supports the Installation team throughout the project life cycle, ensuring timely and budget-conscious execution of multiple smaller projects. This role involves coordinating deliverables among Project Managers, Sales, Customers, Subcontractors, and internal stakeholders while maintaining accurate project statuses and backlog updates. The coordinator also ensures clients and stakeholders are informed of progress, risks, and quality assurance outcomes to meet or exceed expectations.

A Review of Professional Skills and Functions for Installation Coordinator

1. Installation Coordinator Job Description

Customer Interaction: Work with a wide range of customers, including builders, designers, and homeowners.
Scheduling Coordination: Schedule delivery and/or installation of a wide range of products, which may include lighting, appliances, and high-end fixtures.
Customer Support: Provide support and assistance to customers, sales, and the delivery.
Team Communication: Install Teams via phone, email, text, and other messaging software.
Order Auditing: Audit orders for accuracy of delivery and install codes, as well as ensuring the product has arrived to fulfill the order.
Logistics Routing: Route deliveries and installs for in-house and third-party delivery and install teams.
Skill Development: Continually enhance soft skills, software knowledge, and product knowledge.
Professional Representation: Promote a professional image to internal and external customers.

2. Installation Coordinator Duties

Project Cooperation: Manage installation projects in cooperation with the Project Manager for installation jobs.
Customer Feedback: Provide feedback and follow up on the status of projects with customers.
Customer Coordination: Make initial contact with customers and coordinate the installation schedule of automatic doors.
Warehouse Collaboration: Work with the Warehouse Coordinator to ensure efficient operations of the warehouse and inventory levels.
Material Procurement: Order materials and supplies for installation jobs within the appropriate time frame.
Technician Scheduling: Schedule Installation Technicians on jobs and ensure safe working conditions and processes are being followed.
Job Completion Oversight: Ensure job completion and billings are completed while following company guidelines and policy.
Process Improvement: Oversee and develop processes and tools to drive productivity, efficiency and customer satisfaction that will maximize revenue.
Customer Service Excellence: Create an environment that achieves ultimate customer service/satisfaction while meeting/exceeding region targets.
Team Leadership: Form high-performing teams and lead region efforts to source, hire, train and develop talent.
Regional Goal Setting: Provide leadership in setting and achieving regional goals in the profitable installation, maintenance and repair of Stanley products.
Schedule Forecasting: Assist the Branch Manager with forecasting by communicating accurate schedules for upcoming months/quarters.
Core Values Promotion: Model, foster and drive the Stanley values, including Accountability, Respect, Integrity, Vision, Stretch, Boundaryless and Speed.

3. Installation Coordinator Roles and Responsibilities

Installation Planning: Develop, maintain and control a detailed installation plan.
Permit Management: Manage civil works and activity licenses with the different municipalities.
Relationship Management: Develop, manage and maintain effective supplier and customer relationships.
Daily Operations Oversight: Manage day-by-day installation activities, including reporting to the board, in line with the installation plan.
Project Coordination: Manage new installation projects in coordination with internal and external stakeholders.
Issue Management: Record and manage installation issues and escalations.
Risk Mitigation: Identify and record installation risks and take action to prevent the risks, and avoid and minimize the ones that cannot be prevented.
Stakeholder Collaboration: Collaborate and coordinate with different stakeholders both in Cardtronics Spain and globally to meet operations objectives.
User Alignment: Work closely with all users to ensure the installation meets business needs.

4. Installation Coordinator Duties and Roles

Project Oversight: Direct and monitor all critical elements of the installation project from start to finish per store location.
Pre-shipment Review: Review installation data and materials based on the client order at least 3 business days prior to shipment.
Field Data Assessment: Review and assess all deliverable data and materials from the field for completeness and accuracy.
Stakeholder Communication: Maintain clear and concise communication (both verbal and written) with supervisors, managers, customers, subcontractors, installers, and vendors of any details, delivery dates, quality issues, or other related information that affects the installation.
After-hours Communication: Responsible for communicating, including after normal business hours.
Schedule Management: Maintain installation schedule as agreed upon with Customer.
Subcontractor Guidelines: Maintain and ensure professional guidelines for subcontractors.
Professionalism Standards: Maintain a high level of professionalism.
Installation Troubleshooting: Troubleshot and brainstormed with Creative/Industrial Design and Prototype departments for better, more cost-effective results in the development of the installation methods and instruction manuals.
Product Installation: Install signs, displays and any other related products as provided and instructed.
Installation Training: Train vendors, subcontractors, and customers on the installation process as directed by the Installation Manager.
Media Operation: Efficiently operates a camera and/or video for installation training and/or installation validation.
Equipment Handling: Efficiently operates construction-type equipment, including drills, saws, tools, rulers, forklifts, hand trucks, aerial lifts and other devices appropriate for installations.
Safety Compliance: Maintain a safe environment.

5. Installation Coordinator Key Accountabilities

Site Survey Coordination: Coordinate and schedule site surveys, performing preliminary and final site surveys.
Installation Preparation: Coordinate, schedule, and prepare/ inspect materials and paperwork for installations.
Client Communication: Communicate site survey and installation schedules to external clients, internal team members, and any outsourced teams.
Work Order Accuracy: Ensure accuracy and completeness of work orders.
Team Coaching: Coach other team members on installation and site survey procedures.
Installation Oversight: Oversee installations and the installation team, resolving any issues.
Equipment Management: Manage the supply, usage, and maintenance of the tools, vehicles, and equipment used by the installation team.
Quality Control Inspection: Complete inspections of client vehicles in the beginning and final stages of the installation process to ensure quality and accuracy of finished product.
Customer Follow-up: Follow up with customers after an installation is complete to ensure the project meets their expectations.
Process Improvement Support: Assist the signage planning manager in creating and implementing process improvements, including but not limited to site survey processes, company procedures, and communication between the installation team and other departments.
Time Tracking Analysis: Track, report, and coach on estimated vs. actual travel and installation time on jobs.
Workflow Data Collection: Data is collected on all in-house installations and all jobs out in workflow management software.
Attendance Compliance: Maintain regular, reliable, and punctual attendance.
Permit Coordination: Request and follow up on tickets with Miss Utility and applications with municipal permitting offices.

6. Installation Coordinator Roles and Details

Finals Coordination: Review "Finals Needed" reports and contact customers by phone, text, or email to schedule final inspections.
Inspection Results Management: Retrieve inspection results for the previous days' scheduled inspections and save results to the customer's Permit folder on the server.
Failed Inspection Follow-up: Review "Failed" inspection reports, following up with the TOM/Foremen.
Correction Scheduling: Schedule corrections and once corrections are complete, schedule reinspection.
Interdepartmental Follow-up: Follow up with various departments to ensure all issues holding up the inspection process are being addressed in a timely manner.
Inspector Coordination: Coordinate with AHJ inspectors and AHJ inspection departments.
Regulatory Compliance: Ensure AHJ requirements are met for any work performed, while maintaining a working and professional relationship with AHJs.
Customer Communication: Set expectations and provide information to customers during the inspection process.
Permit Closeout Support: Effectively and efficiently addressing issues that could prevent any permits obtained by Sunpro from being closed out.

7. Installation Coordinator Responsibilities and Key Tasks

Scheduling Management: Identify and overcome scheduling obstacles to keep projects moving forward during the inspection process.
Inspection Coordination: Schedule Inspections, coordinating based on homeowner, AHJ, and potentially field staff availability.
Documentation Compliance: Ensure all needed documents are placed on site for the inspector, all inspection/reinspection fees are paid to date (appropriately filing these transactions), and all needed inspections have been requested to close out the permit.
Field Correction Coordination: Coordinate with TOM/Foremen on failed inspections to schedule Electrical and Solar field corrections.
Permit Correction Support: Coordinate any corrections needed to the permit, registrations, etc., with appropriate departments within the company, relaying information.
Customer Follow-up: Send a text message and/or an email to customers who have left a voicemail and reach out to the Account Manager and Sales rep for scheduling assistance.
CRM Updates: Log outbound communication to customers, entering scheduled dates, updating appropriate fields and notes in Salesforce once an inspection has been confirmed.
Calendar Management: Add scheduled appointments to Teamup, entering required notes, phone numbers, and pertinent information regarding the inspection.

8. Installation Coordinator Details

Customer Communication: Initiate and maintain regular communication with customers across the install life cycle.
Customer Follow-up: Ensure timely customer follow-up and resolve open questions.
Customer Satisfaction: Seek customer satisfaction from the point of sale through follow-up service and provide ongoing support for job-related issues.
Job Management: Facilitate efficient management of all open jobs across the installation life-cycle, review paperwork for accuracy, and schedule Pre-Installation inspections.
Purchase Order Coordination: Coordinate with the project management team on the review and submission of material purchase orders to suppliers.
Install Scheduling Support: Assist the Install Manager and project management team in scheduling install jobs.
Labor Billing: Process labor bills for independent contractor installation crews.
Accounts Receivable Processing: Ensure the timely collection and processing of accounts receivable.
Contract Documentation: Oversee the collection and distribution of all contract documents for filing and processing.
Supplier Onboarding: Onboarding new suppliers and new subcontract labor.
Contract Order Submission: Initiate review and submission of contract orders from the field to the appropriate parties.

9. Installation Coordinator Responsibilities

Checklist Finalization: Assist in finalizing checklists for network roll-out.
Installation Planning: Build installation plans for each radar, working with all contractors and vendors.
Site Partner Interface: Interface with city/county/region site partners.
Site Due Diligence: Assist in site due diligence, review checklists, analyze site risks, and ensure site readiness.
Vendor Liaison: Serve as the frontline or liaison to site contacts and the required vendors.
Radar Partner Support: Serve as the installation point of contact for radar partners, including PTTG, EEC, and any others.
Vendor Coordination: Participate in regular meetings with vendors to ensure projects are on track and to prepare for any delays.
Radar Installation Ownership: Own the end-to-end radar installation process, kick-off and close each installation.
Multi-project Management: Manage multiple installation projects at one time.
Executive Support: Serve as a proxy to the Radar Operations Manager and/or the VP of Strategic Partnerships.

10. Installation Coordinator Job Summary

Brand Promotion: Effectively promoting the company brand and product and being an effective problem solver.
Customer Complaint Handling: Listen carefully to customer complaints and record comments and act quickly and appropriately.
Client Communication: Maintain good communication with Clients and liaise with Project Coordinators regarding the installation of jobs.
Project Coordination: Effectively coordinated with excellent project management skills.
Order Management: Coordinate and organise the ordering of appliances, spare parts and fittings and manage order sheet.
Delivery Oversight: Coordinate and oversee the management of all furniture deliveries.
Safety Compliance: Ensure that Health and Safety Regulations are adhered to with regard to deliveries.
Inventory Control: Organise and maintain stocks of materials, paint, handles, etc and arrange delivery to the site.
Delivery Accuracy Check: Check that showroom deliveries are correctly marked and organise delivery to the site.
Product Knowledge Development: Learn and understand the product, the manufacturing and installation process.

11. Installation Coordinator Accountabilities

Installation Coordination: Coordinate activities of the area (Installation) to ensure that goals and objectives of installation are accomplished within the prescribed time frame and funding parameters.
Billing Management: Responsible for Installation billing to completion, including Application for payments (G720/G703), waivers, change orders, customer requests, and any other items related to successful, accurate billing and payment of invoices.
Call Handling: Responsible for incoming/outbound calls (customers, technicians, vendors, etc.
Initiative Execution: Assist in executing corporate objectives/initiatives (i.e., Safety, Quality, etc.).
Cross-department Communication: Develop and foster communication within and between other department personnel, including effective problem resolution.
Customer Satisfaction: Create an environment of customer satisfaction for both internal and external customers.
Waiver Management: Responsible for the organization and execution of the monthly flow of material waivers.
Drawing Coordination: Responsible for the organization and execution of monthly pencil drawings for GC work.
Team Collaboration: Work in a team environment and foster relationship building.
Change Order Tracking: Track, organize and execute change orders from GCs.
Payroll Accuracy: Responsible for weekly payroll accuracy.
Union Communication: Responsible for communication to Local Union territories regarding technicians that may be working outside their local.
Technician Scheduling: Responsible for the daily/weekly schedule of technicians.

12. Installation Coordinator Functions

Customer Equipment Requests: Deal with customers' requests for collections of equipment.
Installation Planning: Ensure all planning of installations has been completed and communicated to customers.
Schedule Updates: Update customers with any changes to their installation dates and times.
Transport Coordination: Plan and coordinate the transport of all installations and collections.
Arrangement Accuracy: Ensure all elements are included in arrangements, such as data removal and card readers.
Equipment Return Management: Manage the return of equipment and communicate all information provided to third parties.
Quote and Invoice Handling: Prepare quotes and deal with invoices.
Communication Logging: Log all calls and communications with customers, employees and suppliers onto the database.
Delivery Timeliness: Ensure all deliveries are carried out within the requested time frame.

13. Installation Coordinator Details and Accountabilities

Fund Setup Oversight: Ensure appropriate fund selection, availability and establishment of account and trading information.
Issue Resolution: Work through any residual issues to ensure funds, share classes, trading activity and account set-up are correct.
Case Load Management: Manage individual case load effectively to meet and exceed departmental service goals and partner-specific service levels for quality and timeliness.
Role Communication: Provide clear communication regarding the roles of each individual involved in the implementation.
Process Improvement: Collaborate with team members to continuously improve implementation processes.
Client Recommendations: Make recommendations to clients based on needs and standard service available within the retirement plan products.
Client Coordination: Coordinate with the client to review all implementation processes, retirement services, and administrative requirements to ensure that they are in order to facilitate the installation of the account.
Interdepartmental Communication: Communicate the details of the account installation to each internal department, as it pertains to their workflow.
System Updates: Perform updates to the internal tracking system.
Stakeholder Reporting: Keep Sales Managers, Account Managers and Implementation Management informed of account definition and installation activity.
Account Evaluation: Conduct evaluations during the account setup with the clients to ensure changes are processed accordingly.

14. Installation Coordinator Tasks

Client Training: Provide training and assistance to clients to ensure completion of the client tasks and issue resolution.
Task Completion Oversight: Ensure the internal department’s completion of tasks within the implementation plan by the scheduled date.
Issue Reporting: Provide input to Management on client issues, implementation delays and weekly/monthly reports as defined.
Risk Escalation: Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability.
Process Definition Support: Participate in solution teams to ensure implementation processes are defined and incorporated for new and enhanced services.
Professional Education: Provide training to financial professionals and clients to fully inform and educate them on ongoing administrative services provided by Ascensus.
Service Transition: Provide warm hand-off to the appropriate service team.
Client Onboarding Experience: Ensure a smooth transition for the client and financial professional, including the resolution of all open issues and the completion of installation-related data required.
Ongoing Plan Servicing: Fully service the plan throughout its life at Ascensus.
Qualified Plan Education: Provide accurate Qualified Plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study.
Data Protection: Responsible for protecting, securing, and properly handling all confidential data held by Ascensus.
Information Security Compliance: Ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or clients.

15. Installation Coordinator Overview

Sales Verification: Check all incoming sales and liaise with sales if information is incorrect.
Job Logging: Log incoming survey and installation jobs on Protean (Field Service Management software).
Client Scheduling: Liaise with clients to book both survey and installation dates, checking that the site is ready to be attended.
Engineer Updates: Update Engineers on upcoming surveys/installs.
Sales Communication: Update the Sales team on when their sales will be surveyed/installed.
On-site Issue Handling: Liaise with engineers on site if any issues occur.
Scheduling Coordination: Liaise/coordinate with team scheduler.
Customer Interaction: Confident with customers and dealing with the remote field engineering team and the central operations team.
Installation Readiness Check: Check of readiness prior to installation.
Team Collaboration: Collaborate with the scheduler, the sales team, the customer services team, the warehouse team, and the engineering field team.

16. Installation Coordinator Roles

Quality Monitoring: Monitor the production and quality of processing while addressing any deficiencies in the quality.
Operational Communication: Act as a point person to inform staff of operational or business changes impacting workflow, process and procedures.
Workflow Coordination: Coordinate team-level workflow for processing and balancing of financial information with AISC for designated plans.
Plan Rules Auditing: Ensure system specifications match those of the plan documents via a plan rules audit and completion within departmental set deadlines.
Internal Audit Coordination: Coordinate the SSAE16 process by completing internal audits within the departmental timeframe.
Client Issue Escalation: Provide input to management on escalated client issues that may impact service satisfaction and/or financial liability.
Process Improvement Collaboration: Collaborates with team members to continuously improve processes and meet goals.
Workflow Knowledge: Complete understanding of install workflows and concepts.
Team Knowledge Sharing: Participate in regular team meetings to share knowledge.
Issue Resolution: Resolve internal and external client issues by responding to correspondence within the communicated service level timeframe.
Professional Representation: Represents Ascensus in a professional manner through the use of professional format and tone in verbal and written correspondence.

17. Installation Coordinator General Responsibilities

Issue Resolution: Research unresolved issues or discrepancies by investigating or correcting data, or consulting with necessary resources.
Client Transition Support: Assist New Business IC with client or prior record keeper calls to successfully transition plans to the Ascensus recordkeeping system.
Special Project Leadership: Take the lead on special projects within the install process as designated by management to support critical client needs.
Cross-functional Representation: Represent the QA team on cross-functional projects and process improvement initiatives, reporting to the management team on key milestones and process changes.
Procedure Documentation: Document written procedural changes as a result of participation in process review initiatives, recommending efficiencies and enhancements.
Process Feedback: Provide feedback and solutions to the management team to minimize risk, improve processes and enhance procedures.
Process Implementation: Lead implementation of process improvement initiatives, working closely with QA associates on training requirements and workflow documentation.
Team Mentorship: Act as support/mentor to associates within the QA team on processing and workflow items.
Job Shadowing: Conduct job shadowing for the QA team.
Client Data Protection: Responsible for protecting and securing all client data held by Ascensus.
Information Security: Ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.

18. Installation Coordinator Key Accountabilities

Schedule Management: Develop and maintain schedules for Project Installation, Equipment and Crews.
Crew Recruitment: Recruit crew for Install and Dismantle projects.
Crew Training: Train the crew and maintain the skills register.
Team Performance Management: Manage crew culture and performance.
Resource Management: Manage tools, vehicles, PPE, First Aid and equipment for Install teams.
Project Estimation: Estimate of installation and dismantling projects and preparation of tenders.
Supplier Negotiation: Cost and contract negotiation with suppliers such as Equipment Hire and Labour Hire.
Instruction Kit Creation: Generate instruction kits for team leaders.
Safety Compliance: Ensure the Company conforms to relevant WH&S legislation.
Risk Documentation: Develop, maintain and update Risk Assessment and Safe Work Method Statement templates.

19. Installation Coordinator Job Summary

Installation Reporting: Report and record installations through written reports and photos.
Project Execution: Ensure that all projects are executed within budget, on time and to high standards.
Cost and KPI Analysis: Responsible for end-of-project cost analysis and KPI reporting.
Business Development Support: Work with the Account Management team to develop and grow the Installation business.
Team Development: Develop and grow a successful team.
Supplier Relationship Management: Establish and maintain strong business relationships with suppliers.
Department Communication: Work with department heads, keeping them informed of all issues and problems.
Hands-on Support: Practical and hands-on during the installation and dismantling period.
Business Improvement: Proactively contribute to improved business efficiencies and improvements.

20. Installation Coordinator Duties

Project Lifecycle Support: Support the Installation team in various aspects of the Project Life Cycle.
Project Planning: Plan and manage multiple smaller projects on time and on budget.
Backlog Maintenance: Assist the Department Manager with maintaining WIP backlog, job dates, statuses, updates, follow-ups, etc.
Stakeholder Reporting: Ensure the backlog is kept current for all business stakeholders.
Deliverable Coordination: Coordinate assigned project deliverables between Project Managers, Sales, Customers, Subcontractors, and other internal and external stakeholders.
Internal Communication: Keep internal stakeholders informed of project statuses and deliverables, as well as risk and mitigation strategies.
Client Communication: Ensure the client is informed of project status.
Quality Assurance: Ensure project deliverables meet or exceed both client and internal expectations by implementing quality assurance reviews appropriate to project size and scope.

21. Installation Coordinator Responsibilities

Sales Support: Support the sales efforts at a Sherwin-Williams floorcovering store, servicing wholesale customers.
Installer Recruitment: Assist the Branch Manager in recruiting floor covering installers, establishing the work schedule and communicating assignments.
Installation Inspection: Perform on-site inspections of installations to ensure customer satisfaction.
Account Investigation: Conduct background investigations and analysis on new and existing floor covering installer accounts, including contacting outside sources for information.
Transaction Processing: Ensure all installer transactions are handled properly through the store computer operating system and records are properly maintained.
Installer Training: Determine floor covering installation training needs and implement training.
Department Liaison: Liaise with internal departments, including the subcontract network, to ensure efficient, timely and accurate project delivery.
Project Reporting: Provide project updates and reports to both internal and external stakeholders.
System Accuracy: Ensure all internal systems are updated accurately.
Execution Coordination: Liaise with both internal and external stakeholders to ensure jobs can be executed on time with no delays.
Material Readiness: Ensure all materials are ready to be dispatched to relevant jobs.

22. Installation Coordinator Functions

Facility Maintenance: Ensure that all NY stores and the NY office are organized, clean and safe.
Preventative Oversight: Oversees preventative maintenance visits (HVAC, fire alarm).
IT Coordination: Coordinate and partner with IT to help problem-solve IT-related issues.
Kitchen Maintenance: Implement and maintain the kitchen maintenance schedule.
Cost Management: Manage budgeted/forecasted costs, look for ways to contain costs.
General Repairs: Assist with changing a light bulb, building a scaffold, touching up paint, straightening a fixture by tightening or shimming, and hanging something on a wall.
Customer Needs Assessment: Identify customer (internal and external) needs and implement appropriate solutions within the bounds of delivering installation services effectively and profitably.
Hardware Delivery: Ensure the timely delivery of hardware and software to customers.
Escalation Resolution: Liaise with Team Leaders, Schedulers and Service Supervisors to effectively solve ETA questions/escalations regarding installations.
Installation Process Tracking: Follow the implementation process through the different install stages, such as Network/Hardware configuration, run-up process, delivery time, trade-in and training.
Information Distribution: Identify and obtain all relevant information pertaining to installations and subsequently distribute it to the required staff.

23. Installation Coordinator Details and Accountabilities

Scheduling Requests: Create installation scheduling requests and maintain rollout schedules.
Deployment Coordination: Ensure that customer installation/deployment activity is scheduled and completed.
Risk Management: Identify installation risks, escalate, and implement risk mitigation strategies.
Process Improvement: Recognize, document, and implement process/project improvements.
Vendor Coordination: Coordinate with other vendors for the delivery of equipment or services.
Schedule Escalation: Escalate issues with maintaining the rollout schedules.
Project Review Meetings: Participate in meetings with key team members to review project feedback.
Daily Routing: Route Installation/Services to Installation Crews daily, as well as maintain future schedule.
Crew Scheduling Compliance: Ensure Installation Crews Complete their jobs on schedule.
Arrival Monitoring: Notify of any late arrivals or missed appointments.
Installation Confirmation: Responsible for confirming all installations from the previous day are completed to standard.
Documentation Review: Review all pictures and documents attached by the Installation Crews daily.

24. Installation Coordinator Additional Details

Customer Engagement: Engage with internal and external customers collaboratively.
Financial Data Collection: Obtain primary financial data for accounting records.
Data Computation: Compute and record numerical data.
Transaction Accuracy Check: Check the accuracy of business transactions.
Administrative Support: Perform data entry and administrative duties.
Warranty Processing: Process and register warranty-related items.
Receipt Recording: Record receipt of equipment and materials.
CRM Updates: Update the customer on scheduled measures and update information in CRM, Salesforce.
Appointment Review: Review scheduled measure, service and install appointments for accuracy.
CRM Uploads: Upload measure packets and job status in CRM after the Installation Manager approval process is complete.
Cost Processing: Process modifications at measure and any unknown costs at the time of install.
Software Utilization Oversight: Ensure Company Cam software is utilized by project managers and installers and updated in CRM.
Sales Entry: Enter sales items in CRM.

25. Installation Coordinator Responsibilities and Key Tasks

Customer Service Response: Respond to requests from customers regarding furnace needs and ensure services are completed in a timely manner.
Maintenance Scheduling: Work in conjunction with service technicians and installers to schedule regular furnace maintenance and/or cleanings.
Inventory Management: Maintain product inventory related to service equipment in JDE.
Customer File Maintenance: Ensure customers' files are kept up-to-date.
Policy Compliance: Maintain an up-to-date understanding of internal policies and procedures, the Infosys manual, and the Safety Act.
Stakeholder Liaison: Liaise with various parties, including customers, vendors, and other Parkland employees.
Order Review: Review equipment order submissions in the CRM system (Oracle Sales Cloud) for accuracy and completeness.
Schedule Oversight: Oversee all installation schedules, jobs and resources.
Job Direction: Direct the install leads on a job-specific basis.
Expense Reporting: Manage and report installation expenses each month.
Vendor Relationship Management: Maintain strong relationships with 3rd party vendors.
Process Improvement Participation: Participate in process improvement initiatives as a Cross-Functional team member.

26. Installation Coordinator Accountabilities

Stakeholder Communication: Maintain regular communication with the sales manager, the warehouse, the installation team, and of course, the customer.
Installation Scheduling: Schedule all phases of the installation with the customer.
Customer Support: Serve as the primary point of contact for any pre-installation questions.
Permit Management: Prepare, submit, and close out permit approvals.
Registration and Rebates: Manage equipment manufacturer registration and utility rebate processing.
AV Booking: Book Audio Visual installations in the engineering diary.
Sales Liaison: Liaise with internal sales to ensure the correct documentation is received.
Documentation Provision: Provide the correct technical documentation for the job by working with the Project Managers.
Post-install Paperwork Collection: Ensure all the post-installation paperwork is received from engineering teams.
Logistics Coordination: Arrange the shipment of equipment to the site.
Quote Sourcing: Source quotes for basic installation services.

Relevant Information

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