Daisy

Project Manager

• Oversee project planning, execution, and delivery within scope and budget
• Collaborate with cross-functional teams to define project goals and timelines
• Communicate project status and updates to stakeholders regularly
• Utilize project management tools to track progress and performance metrics
• Identify equipment needs per job; source and place purchase orders for the best price
• Track item delivery timelines against install dates
• Manage tech availability and job scheduling — matching labor to workload, confirming appointments, and flagging conflicts early
• Maintain clean job files: ensure techs are creating change orders, site notes, and closeout documentation
• Serve as the day-to-day point of contact between ownership, the field team, and admin on all open jobs
• Proactively surface problems — delayed gear, scheduling gaps, scope creep — before they affect the client.

General

• Develop, program, configure, test, and commission Control4 automation systems (lighting, AV, shades, integration with third-party devices)
• Hold & maintain a valid Lutron RadioRA2/RA2 Select (or RadioRA) certification and execute programming/configuration of Lutron lighting/shade control systems
• Interface with clients, designers, contractors, and other stakeholders to scope system functionality, network/AV/automation requirements, and deliverables
• Troubleshoot and resolve complex issues in automation, AV, shading, lighting control, and networking environments
• Create system documentation, configuration backups, job-site checklists, and handover materials
• Mentor and guide junior technicians/field installers; provide technical leadership on-site and remotely
• Participate in site setup, rack buildouts, cable/low-voltage terminations (as needed), and final system acceptance with clients
• Maintain remote access, monitoring, and service protocols for deployed systems; proactively support client systems for reliability and serviceability
• Stay up to date on smart home industry trends, new integrations, and automation best practices
• Adhere to company policies for safety, professionalism, and client satisfaction

Lead Technician – Smart Home Automation, Programming

Consultant

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools
• Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field
• Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context
• Client engagement: Build trust on every call
• Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client
• Payment collection: Collect payment from clients over the phone using Daisy payment links
• DaisyCare / membership enrollment: Sign clients up for ongoing support programs
• Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact
• Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context
• Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales

Project Manager

Lead Technician – Smart Home Automation, Programming

Tech Support Consultant