Lead Installer Job Description

1. Job Title        Lead Installer

2. Pay Range       TBD

3. Work Hours      Monday through Friday 7:00 AM - 3:30 PM with a half hour for lunch. This position may require extended weekday hours and occasional Saturday work.

4. Minimum Job Requirements
   • Posses a valid drivers license
   • Technical school graduate
   • Universal refrigerant certification
   • ISL Universal Self Study, Installation, Technician Communications*
   • NATE Core Installation, Air Conditioning Installation and Gas Heating (Air) Installation*

5. Basic Job Function
   • The installation of residential hydronic, HVAC heating and cooling systems, zoning systems and other related installations.
   • The installation of ductwork and duct systems.
   • Leading and training an Assistant Installer.
   • Offer products and services that solve our customer's specific comfort needs.

6. Reporting Relationships
   • Lead Installers report directly to the Installation Manager.
   • The Assistant Installer reports directly to the Lead Installer.
   • Lead Installers have a functional relationship with the Warehouse / Inventory Controller, Sheet Metal Fabricator, other Installation teams, Maintenance and Service Technicians and the Dispatcher.

7. Specific Authority
   • Lead Installers have the authority to resolve customer service situations up to $100 with a detailed written explanation on their paperwork to the Installation Manager.

8. Responsibilities:
   • Provide a positive and winning attitude at all times.
   • Always treat all customers and coworkers with dignity and respect.
   • Arrive at the warehouse on time and ready to begin work every day.
   • Be neatly groomed and fully dressed only in a clean approved company uniform.
   • Possess all the required tools to perform the job of an installer. (See company tool list)
   • Always use a Safety First approach to all work.
   • Always use the proper safety clothing, tools and precautions before beginning any work.
   • Keep the Dispatcher apprised of your location at all times.
   • Keep the Dispatcher apprised of your timetable for completion at all times.
   • Radio the Installation Manager by 9:00 AM to request any additional materials.
   • Radio the Installation Manager no later than 1:30 PM to report your estimated completion time.
   • Complete each and every installation thoroughly, efficiently and without need for a callback.
   • Discuss replacement and or accessory options available to the customer
   • Promote the KEILClub Maintenance Agreement program to all installation customers.
   • Always provide clear direction for your Assistant Installer in order to finish the job on time.
   • The Lead Installer is the person who is inevitably responsible for the Assistant Installers actions, the installation of the equipment, its operation and the customer's satisfaction.
   • Keep the Installation Manager apprised of the progress of your Assistant Installer as well as any praise or disciplinary actions that may be necessary.
   • Training your Assistant Installer to become a Lead Installer within twelve months.
   • Participate in all company and installation training meetings.
   • Utilize the internet based technical training offered by the company.
   • Complete the ISL Certified Training Program for your department.
   • Meet or exceed all of the Key Performance Indicators (KPI) for the Installation department.

9. Principal Duties
   • Insuring that the complete job with all parts and equipment has been loaded onto the installation truck to insure your installation team is ready to leave the warehouse on time each morning.
   • Insure that all specialized tools have been checked out and are on the installation truck.
   • Have in your possession all of the paperwork for the job, including directions to the property.
   • Review the job paperwork, understand what has to be done at the job and be aware of any special instructions that must be followed prior to leaving the shop.
   • Greet the customer and review with them what you are there to do and if there is any difference of opinion or variations from the paperwork contact the Installation Manager immediately.
   • Insure the work area in the home has been prepped by having the Assistant Installer place drop cloths from the point of entry to the home to the last finished portion of the home leading to the equipment before any other work is done.
   • Help the Assistant Installer with unloading all the materials and tools required to do the job and move them to the location of the equipment in the home.
   • Review and explain in detail to the Assistant Installer the removal process of the existing equipment or in the case of a new installation how the new equipment will be put into place.
   • Insure that the Assistant Installer organizes all the old scrap material and waste neatly and logically on the installation truck so as to never clutter the homeowner's property.
   • Work with and train the Assistant Installer on properly installing the new system and what to be aware of during the installation.
   • Insure the Assistant Installer is keeping all of the work areas clean and neat at all times.
   • At the conclusion of the installation return all tools, materials and scrap to the installation truck and clean all of the work areas so they are free and clear of all waste and debris associated with the installation.
   • Insure that nothing that you brought into the home has been left behind.
   • Review all the instructional paperwork, thermostat and the operation of the equipment with the homeowner.
   • Pick up payment in full or have the financing paperwork signed by all required parties.
   • Maintain a clean and properly stocked installation truck at all times.