Field Technician - Lead

Position Overview

This is the third and final step in the Field Technician Trajectory and expands on all of the requirements and expectations for Pre-wire and Trim/Equipment. The primary role of this position is to successfully see a project to completion and to provide leadership, mentorship and coaching to other Field Techs. The lead will have a foundation of necessary skills and knowledge to apply to most areas of the installation job scope. There are also specialization tracks that will round out a lead’s role and also add value to the needs of the company for Prewire, Rack Building, Programming, and Shades.

Core Responsibilities:

• Responsibilities include track record and successful demonstration and grasp of all components of Prewire, Trim, and Equipment job scopes
  
  
• Provides QA/QC of Equipment job scope
  
  
• Maintains up to date knowledge of audio, video, lighting, shades, network and control systems
  
  
• Works effectively with other techs to delegate tasks clearly and efficiently
  
  
• Flexible and willing to support all field scopes including prewire, trim, and equipment as needed
  
  
• Works with design team to close out system design scope
  
  
• Maintains consistent communication with project manager, Director of Ops, and other relevant internal roles and external stakeholders
  
  
• Communicates with Project Manager and Vendors to complete RMAs
  
  
• Troubleshoots and fixes system issues
  
  
• Completes, documents, and hands off all field portions of the Service Handoff requirements (defined via Service SOP) to ensure all relevant details are captured before closing out a project
  
  
• Full time work week of 40 hours with target utilization rate (time on site/billable time) of 75% or better
  
  
• Onsite work may consist of local and remote locations that may require travel
  
  
• Maintains accurate project time coding to be used in effective job costing and consistent completion of timesheets by the end of each work week
  
  

Specialization Track Responsibilities:

A lead is expected to demonstrate competence in all of the details outlined above, but also has the opportunity to continue within the full progression as a lead to become a leader in the scopes of pre-wire, rack building, programming, and shades. These specialties are

independent of one another but together, demonstrate the full, rounded, Field Technician Lead. Advancing to the top end of earning potential as a lead will require experience, competence, and willingness in each of these four specialty areas while maintaining high quality on the core responsibilities of a lead. Regardless of specialty(ies), a lead is expected to support the team in any capacity needed for a lead.

Pre-wire:

• Manages full pre-wire scope of project including being accountable for all details, documentation, and completion per the Pre-Wire Completion SOP
  
  
• Works well with other techs to effectively communicate and delegate required pre-wire tasks to ensure techs on site supporting the scope remain on task and productive
  
  
• Ensures pre-wire work scope is completed properly the first time, meeting all expectations for cleanliness, organization, labeling, and documentation
  
  
• Effectively juggles details and requirements of multiple prewire projects to ensure gaps between time on site don’t impact finished product
  
  

Rack Building:

• Requests and reviews project documentation from PM prior to rack building and equipment installation
  
  
• Sets up and calibrates all rack equipment
  
  
• Collaborates with PM and Design for rack and system design documentation
  
  
• Compares design to equipment on hand - reporting discrepancies to initiate changes
  
  
• Prepares, maintains, and documents all equipment installed in rack via checkout sheet
  
  
• Prepares rails, panduit, caster base, fan lid, doors, etc.
  
  
• Loads and properly centers and aligns rack equipment
  
  
• Accurately labels all wires following Aurum protocol for layout: power on right, signal path on left, lacer bars and service loops as necessary
  
  
• Calibrates all rack gear
  
  
• Coordinates with programmer, design and other field technicians to maintain integration as contracted
  
  
• Tests and inspects system
  
  

Shade Specialist:

• Coordinates with PM and Design Department on type of shades to be installed at each location and how they are controlled
  
  
• Measures for shade according to shade manufacturer specifications per type of shade and field obstacles
  
  
• Determines fabric rotation according to field obstacles
  
  
• Measures for flap and hanger, pocket, and/or side rails if applicable
  
  
• Determines number of power supplies and other accessories necessary
  
  
• Coordinates with PM and Design Department for fabric, bracket, and hembar selection
  
  
• Enters accurate and detailed information in applicable software for quote and ordering
  
  
• Installs shades according to manufacturer specs
  
  
• Coordinates with programmer to set limits and control
  
  
• Tests and inspect all shades
  
  

Programmer:

• Sets up modem - Tests internet connectivity, sets in bridge mode if possible
  
  
• Configures router - Sets up internal network configuration according to Aurum/Third party protocols
  
  
• Sets up switch(es) - Set up switch configuration according to Aurum/Third party protocols
  
  
• Configures wireless access points - Configures AP's to Aurum/Third party protocols
  
  
• Sets up MOTU switch(es) - Configures MOTU switch(es) for IP audio distribution
  
  
• Configures IP video switch(es) - Configures switches for IP video distribution
  
  
• Creates and completes network doc in order to facilitate remote access, control, and service
  
  
• Prepares systems for programming & QCs programming implementation for accurate spelling, details, naming conventions, structure, grammar, client details, zones, etc.
  
  
• If applicable to the client, the following applies:
  
  
• Prepares lighting control system - Collaborates with PM and Design Department to determine basic hardware and software requirements for a beginning quote for the project
  
  
• Trim and CO preparation of lighting control system - Works with PM and electrician to determine as built loads, hardware, and programming requirements for client move in
  
  
• Programs lighting control system - Works with PM and electrician to create lighting control program
  
  
• Programs shade controls - Works with shade specialist to control shades
  
  
• Prepares A/V control system - Works with PM and Design Department to determine integration requirements for the client
  
  
• Programs A/V control system - Works with rack builder and field techs to program the A/V system based on integration requirements
  
  

Essential Knowledge, Skills and Abilities

• Thorough knowledge and understanding of local building code for low voltage wiring and building requirements
  
  
• Shows uncompromising respect for the client's property
  
  

Non-Essential (Valued but not required skills, certifications and experience)

• Industry and manufacturer training and certifications
  
  

Primary positions interacting with this position

• This role reports to the Director of Operations, Warehouse and Project Managers. This role also works closely to support, coach and mentor other Technicians
  
  

Physical demands & work environment:

• Physical demands: While performing the duties of this job, employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools, or controls; reach with hands and arms; talk and hear
  
  
• Employees must occasionally lift and/or move up to 50 pounds
  
  
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
  
  
• Driving is required to site locations; including remote travel and mountain locations
  
  
• Work environment: The noise level in this work environment is usually moderate
  
  

Work environment changes from day to day: primarily on project sites with occasional visits to the warehouse to pick up equipment for jobs and perform administrative duties