Planner - Field Service

SUMMARY

Reporting to the Transportation or Operations Manager, the Planner effectively plans, organizes, and schedules the field service personnel, contractors, third party services, equipment and vehicles in order to meet customer requirements.  This position develops effective service mechanism to ensure internal and external customer satisfaction. In addition, this position is responsible for KPI Compliance including listening/safety meeting tracking and COVU documentation, and responsible for proper scheduling and planning to achieve good labor ratios, minimize overtime and keep rental and 3 party costs down to ensure branch profitability. This position may also cover day to day dispatch as needed. 

Planner should have a professional and courteous demeanor as he/she will be the front line of contact for Corovan employees. He/she needs to ensure the information about work schedule, planning, etc. will be delivered to employees in a precise and timely manner. In another way, he/ she will ensure all the information received from employees will be addressed and/or welcomed in a professional way. Information can be escalated to Operations Manager, Transportation Manager or HR if needed.

It is recommended that planner should be able to positively engage and motivate new-hire employees in their daily scheduling. In addition, this position is responsible to train staff to ensure quality work is performed, and most importantly, responsible to ensure the customer’s complete satisfaction. This position is also responsible for reporting and escalating any customer related issues about the project to the Operations Manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  Project Assignments:

• Manages local resources to maintain a one company mindset when planning for neighboring branches.

• Schedules all 3party contractor labor as needed in advance for each day and future jobs with an emphasis on minimizing outside labor and maximizing internal labor.

• Communicates with sales force and coordinators for maximum understanding of all jobs.

• Manage capacity limits and give an early warning in the form of black, red and yellow flags to sales, management, and coordinators to provide quality service to our customers and minimize over-bookings.

• Must be able to work on multiple assignments simultaneously.

• Review day page in advance for future jobs to anticipate and plan for manpower along with equipment and 3 party requirements.

• With direction from the Operations Manager, assigns pre-job walk-throughs and blue file meetings.

• Reviews all prepared paperwork for every job to thoroughly understand the jobs so that he/she can explain it thoroughly to the lead when he/she arrives.

• Prepares paperwork for any last-minute jobs or for jobs where paperwork may be missing.

• Must be familiar with work orders produced through the Corovan portal system and be able to effectively work inside the customer’s portal.

• Communicates with Warehouse Supervisor and/or Coordinator to insure all storage in/out is prepared timely and accurately.

•  Must respond to any manpower or operational issues that may arise throughout the day.

• Check and respond to emails received afterhours for any changes to current days jobs.  Makes critical changes in system as needed.

• Works with field operations to ensure planning concerns are addressed.

  Supervisory:

• May be involved in the hiring, training, discipline and/or termination of field employees, as required.

• Responsible for electronically (or manually) communicating job assignments each night to all field employees in a timely manner to allow employees to adequately prepare.

• Ensure all jobs are scheduled and staffed accordingly by 5:00PM daily.

• May assist Dispatch in contacting contractors and employees ensuring all personnel arrived as scheduled.

• Reads and understands work orders, blue prints, move plans, Gannt charts, and cut Sheets to effectively execute according to the job requirements.

• Ensures controls are monitored to maintain high quality of work and low error rates.

• Act as initial point of contact for Sales people on special proje