Service Operations Scheduler
Palmetto Clean TechLocation not specified
Full Time
Posted April 15, 2026
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Job Description
The Service Operations Scheduler coordinates and schedules site visits for solar system technicians, ensuring timely, efficient, and high-quality service while maintaining excellent customer communication and satisfaction.
Key Responsibilities
- Coordinate, schedule, and confirm customer site visits for Field Service Technicians across multiple regions and time zones
- Manage logistics related to appointment setting, customer communication, and technician capacity alignment
- Optimize technician routes and workloads to increase efficiency and reduce travel time and costs
- Verify customer availability, access instructions, and pre-visit requirements to ensure successful appointments
- Monitor work order queues to ensure timely scheduling within SLA targets
- Escalate scheduling risks, technician constraints, or delays to leadership
- Maintain accurate documentation of scheduling attempts and customer communications in CRM platforms
- Collaborate with internal teams to ensure readiness before scheduling, including materials and access requirements
Requirements
- Coordinate, schedule, and confirm customer site visits for Field Service Technicians across multiple regions and time zones.
- Serve as the primary scheduling liaison for customers, maintaining proactive, timely, and empathetic communication.
- Optimize technician routes and daily workloads to increase efficiency and minimize travel time and cost.
- Review technician capacity and availability daily to construct accurate and achievable schedules.
- Collaborate with Service Project Coordinators, Asset Management Specialists, and regional leaders to ensure readiness before scheduling, including materials, troubleshooting steps completed, and access requirements.
- Verify customer availability, access instructions, and any pre-visit requirements to ensure a successful appointment.
- Monitor work order queues to ensure all site-visit eligible cases are scheduled within defined SLA targets.
- Escalate scheduling risks, technician constraints, or customer-related delays to leadership when they threaten timelines.
- Maintain accurate documentation of all scheduling attempts, customer communications, and confirmations in CRM platforms such as Salesforce.
- Support team reporting by flagging chronic bottlenecks, trends, and repeat issues that impact schedule adherence or customer satisfaction.
- Participate in cross-functional initiatives to improve scheduling processes, tools, and communication standards.
- Assist with temporary surge initiatives or special projects to ensure the Service Operations organization meets overall volume and customer satisfaction goals.
- Possess a BS or BA degree (preferred).
- Have a minimum of 2 years of experience in a customer, tech, or sales support role (preferred).
- Demonstrate a high degree of proactiveness, adaptability, and resourcefulness to excel in a dynamic, fast-paced environment.
- Possess a customer service mindset and problem-solving skills with attention to detail.
- Have strong enterprise software skills, including G Suite and Salesforce.
- Be able to work independently as well as in a team.
- Possess excellent written and verbal communication skills.
- Knowledge of the construction or solar industry is preferred.
- Employment is contingent upon the successful completion of a background check.
Benefits & Perks
unlimited PTO
medical coverage
dental coverage
vision coverage
paid parental leave
retirement plans
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