**Primary Responsibility:** To maintain a highly organized, safe, and efficient warehouse operation for receiving, storing, and issuing all Building Automation Systems (BAS) components, tools, and inventory required for projects and service calls.

**Prerequisites:**

- High school diploma or equivalent

- Strong organizational skills and attention to detail

- Physical ability to lift 50+ lbs and operate warehouse equipment

- Basic computer literacy and willingness to learn inventory software

- Forklift certification (or willingness to obtain)

**Career Path:** This is a standalone operational role with opportunities for advancement to Senior Warehouse Manager, Logistics Manager, or Procurement Manager based on company growth and individual performance.

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- Inventory accuracy audits (98%+ accuracy required on quarterly physical counts)

- Timeliness metrics for receiving, staging, and kit preparation

- Written exam on warehouse procedures, safety, and BAS hardware knowledge (80% passing score)

- OSHA compliance inspections with zero violations

- Supervisor evaluation of organization, efficiency, and problem-solving

- Peer review from Project Managers and field staff on support quality

- Successful completion of annual safety audit with zero findings

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- 1. Conduct a full quarterly physical inventory count with 98% accuracy against the inventory management system.

- 2. Implement and enforce a strict First-In, First-Out (FIFO) system for all perishable or version-sensitive BAS hardware (e.g., controllers).

- 1. Receive, inspect, and log incoming BAS materials against the purchase order (PO) list within 4 hours of arrival.

- 2. Prepare and stage all equipment kits for upcoming projects (3 days in advance of the required date).

- 1. Maintain the warehouse to meet all OSHA safety standards, specifically documenting and managing ladder and lift inspection logs.

- 2. Implement a standardized system for tracking and managing the calibration, sign-out, and return of specialized tools (e.g., manifold gauges, network testers).

- 1. Generate a monthly report on low-stock items (below minimum threshold) and items with high shrinkage/loss rates.

1. **BAS Hardware Identification:** Comprehensive overview of all BAS components (controllers, sensors, actuators, valves, dampers, network equipment) so you know what you're managing and can identify items correctly.

2. **Supply Chain Basics for Construction:** Understanding lead times, vendor reliability, expedited shipping, and the critical path impact of material delays.

3. **Warehouse Safety Fundamentals:** OSHA requirements, material handling, ladder safety, forklift operation, PPE requirements.

4. **Inventory Management Systems Overview:** Introduction to the specific inventory software platform and integration with Service Fusion.

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1. **Inventory Management System Mastery:** Procedures for physical counts, cycle counts, and discrepancy reporting.

2. **BAS Hardware Shelf Life and FIFO Implementation:** Managing version control and stock rotation for electronic components.

3. **Receiving and PO Verification Procedures:** Inspecting and logging incoming goods against Purchase Orders.

4. **Project Staging and Kitting Processes:** Efficiently assembling materials kits for project deployment.

5. **OSHA Warehouse Safety and Compliance:** Focus on material handling, tool usage, and equipment inspection logs.

6. **Specialized Tool Tracking and Calibration Management:** Standardized procedures for sign-out and return of diagnostic tools.

7. **Procurement Data Analysis:** Generating reports for low stock and analyzing inventory shrinkage/loss.

8. **Service Fusion Warehouse Integration:** Understanding Purchase Orders, Inventory Orders, and Invoice workflows within Service Fusion.

9. **Vendor Relationship Management:** Communication protocols, dispute resolution, and expedited delivery coordination.

10. **Emergency/Expedited Procurement Procedures:** Protocols for handling urgent material requests from field or PMs.

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- Forklift and powered industrial truck certifications

- Certified Supply Chain Professional (CSCP)

- Inventory optimization and demand forecasting

- Warehouse management system (WMS) advanced features

- Hazardous materials handling and storage (if applicable)

- Barcode/RFID technology for inventory tracking

- Lean warehousing and 5S methodology

- Cross-docking and just-in-time inventory strategies

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- Shadow Installers and Field Specialists to understand how materials are used in the field

- Attend project planning meetings to understand material requirements and timing

- Work with Project Managers on material procurement and cost tracking

- Shadow Accountant during inventory valuation and cost analysis

- Participate in vendor site visits to understand product manufacturing and quality control

- Review Dispatch Coordinator workflows for emergency parts coordination

- Observe commissioning to understand how material quality impacts system performance

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Before being considered fully qualified, the Warehouse Manager must demonstrate:

- [ ] Complete 4 consecutive quarterly physical inventory counts with 98%+ accuracy

- [ ] Successfully implement and maintain FIFO system for 100% of version-sensitive items

- [ ] Receive and log 200+ shipments within 4-hour SLA with 99%+ accuracy

- [ ] Prepare 50+ project kits with zero missing items or delays

- [ ] Maintain OSHA-compliant warehouse for 12 consecutive months (zero violations)

- [ ] Implement and manage tool tracking system with 100% accountability

- [ ] Generate 12+ monthly procurement reports with actionable insights

- [ ] Achieve 95%+ satisfaction rating from Project Managers and field staff

- [ ] Pass written exam on warehouse procedures and BAS hardware (80%+)

- [ ] Successfully coordinate 10+ emergency/expedited material requests

- [ ] Complete forklift certification and all required safety training

- [ ] Receive supervisor sign-off on all 7 key qualification tasks

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**Typical Duration:** 6-9 months to full qualification

- Months 1-2: Foundational training, safety certifications, learning inventory system and BAS hardware

- Months 3-4: Handling routine receiving and kitting tasks with supervision

- Months 5-6: Managing daily operations independently, first physical inventory count

- Months 7-9: Full independence, process optimization, and advanced procurement support

- Ongoing: Continuous improvement of warehouse efficiency and accuracy

**Note:** Timeline may be shorter for candidates with prior warehouse or inventory management experience. Physical stamina and attention to detail are critical for success in this role.