Technical Work Order Specialist

Role Overview

The Service Planning Specialist I analyzes the health of submeter systems and provides service plans to our scheduling, supply chain, and technicians in order to resolve equipment failures. You will diagnose issues, select the appropriate replacement hardware, and provide clear, methodical instructions for our Field Technicians. This is an ideal role for an analytical problem-solver who enjoys working within complex systems.

Key Responsibilities

• System Analysis & Diagnosis: Regularly monitor property meter health and identify irregularities, outages, or hardware failures.
• Resolution Design: Determine the "why" behind system failures. Select the correct replacement equipment and technical instructions required for a successful repair.
• Work Order & Sales Order Management: Generate accurate Work Orders and Sales Orders. Ensure all administrative steps follow established internal protocols to maintain data integrity.
• Technical Instruction: Translate complex technical needs into clear, concise instructions for Field Technicians to ensure "first-time fix" success on-site.
• Client Coordination: Act as a point of contact for clients, delivering maintenance proposals, answering baseline technical questions, and providing high level next step expectations.

Required Competencies & Skills

• Analytical Reasoning: Ability to recognize patterns within data and use process documentation to troubleshoot issues.
• Methodical Execution: Must be able to follow multi-step processes across different software systems with high consistency and quality output.
• Attention to Detail: Precision in selecting hardware and writing instructions is vital to ensure high customer experience and resolution rate.
• Clear Communication: Ability to communicate technical information simply and professionally to both clients (via email/phone) and internal field staff.

Qualifications

• Technical Proficiency: Working knowledge of Microsoft Excel, Google Drive, and Gmail. Experience with NetSuite or similar ERP/database software is a significant plus.

Required Competencies & Skills

• Analytical Reasoning: Ability to recognize patterns within data and use process documentation to troubleshoot issues.
• Methodical Execution: Must be able to follow multi-step processes across different software systems with high consistency and quality output.
• Attention to Detail: Precision in selecting hardware and writing instructions is vital to ensure high customer experience and resolution rate.
• Clear Communication: Ability to communicate technical information simply and professionally to both clients (via email/phone) and internal field staff.

Qualifications

• Technical Proficiency: Working knowledge of Microsoft Excel, Google Drive, and Gmail. Experience with NetSuite or similar ERP/database software is a significant plus.