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Job Title


Install Planning Clerk


Company : Service Experts LLC


Location : Markham, York Region


Created : 2026-05-01


Job Type : Full Time


Job Description

Job Title: Install Planning Clerk Part Time Reporting To: IP Operations Manager Department: Install Planning Location: Markham Rate of Pay: $25.47 As per collective agreement File Number: 3389 Hours of Work: 24 hours per week Saturday to Sunday 7:00 a.m. 3:00 p.m. or 9:00 a.m. 5:00 p.m. AND (1 day) Monday to Friday 7:00 a.m. 3:00 p.m. OR 2:00 p.m. 10:00 p.m. The primary focus of this role will involve the ongoing optimization of area Install Technician resources to meet incoming and forecasted customer demands, including finalizing orders, reconciling cash balances, and handling escalations. Through the use of a formalized planning process and continuous interaction with internal and external customers and partners, this key function will ensure that corporate goals are met in a manner that provides bestinclass service delivery and customer satisfaction. Responsibilities - Accountable for setting the daily schedule, including scheduling overnight installs, optimizing the schedule, adjusting for exceptions, and confirming the schedule with installers and subcontractors - Handle escalations by managing queues and monitoring email inbox activity to ensure timely resolution of customer complaints and escalations - Proactively schedule installations for HVAC and water heaters and generate BRIOs - Ensure a fair and even distribution of workload - Prepare BRIO reports as required - Create orders including creation of the GERS order from the SIPR file, assigning inventory against the job, voiding and updating orders per EMC and Management - Capture and input task information into applicable applications - Handle the debrief activity with installers upon completion of jobs - Collect payment on orders - Enter GERS order details (serial numbers, warranty information, big box SKUs) - Apply payment against GERS orders - Finalize installations including HVAC transactions, water heaters (company installers only), and completing district extras - Reconcile GERS cash draws from previous day's work - Handle inbound and outbound calls - Assist with escalations as necessary - File envelopes, fax red tags, manage queue, manually dispatch work as required - Provide customer quotes, analyze and interpret forecast and incomingdemand data - Record forecast variance and resource allocation change information - Coding out of calls when required - Provide customers with quotes on installs - Advise customers of changes to appointment times - Undertake special projects and assignments as assigned - Achieve defined productivity and performance measures consistently - Resolve customer complaints to satisfaction of both customer and company - Provide reporting and data analysis as requested by management - Act as a courteous and friendly central point of contact for both internal and external customers - Other duties as assigned by management Qualifications - Customer focused with excellent interpersonal skills - Effective use of W6, GERS, MS Office & Clarify software programs - Ability to concurrently use various computer information packages in conjunction with telephone / wireless radio communication devices - Effective resolution of customer complaints to satisfaction of both customer and company - Capable of working well under pressure and understanding business processes - Ability to work in a fastpaced, pressurefilled team environment - Strong organizational skills - Capability to perform financial analysis to rectify variances - Grade 12 education Note: This position applies to UNIFOR Local 975. Enercare is an equalopportunity employer. We are committed to equal employment opportunity regardless of race, colour, ancestry, national origin, religion, sex, age, sexual orientation, gender identity, citizenship, marital status, disability, pregnancy, military status, protected veteran status or other characteristics protected by applicable law. Enercares recruitment process includes accommodation for applicants with disabilities in accordance with applicable provincial accessibility laws and regulations. All accommodations will take into account the applicants accessibility needs due to disability and are available upon request. #J-18808-Ljbffr