ProTec
Organization &
Task Chart
2018

Solid understanding of ProTec future growth plan.Good writing skills to write add copy and develop marketing materials. Good understanding of graphic software operation and photo manipulation. Good internet and computer skills to monitor website performance, review performance and aid in setting up and implementing inside sales plan.Solid communicator with great people skills.Outgoing, energetic and performance driven.Great understanding of ISN, Excel, Google docs, Dropbox, Google analytics, website optimization, Facebook, Instagram.Proficient with social media and operation of review sites.Ability to develop spreadsheets to monitor marketing performance of staff and track ROI.Ability to do presentations and train others.Good follow up habits.

Exceptional working knowledge of buildings of all sorts. Good writing skills and high level of computer skill to help design and implement software and programs along with assisting and training inspectors. High organization skill and ability to design complete training systems specific to inspector needs. Ability to manage 15 plus people and deal with their problems. Ability to handle difficult clients and handle customer complaints. Good understanding of spreadsheets to design training and track progress of both existing and new inspectors. Willingness to earn less than those they supervise. Review reports and design field supervision program. Ability to plan and host regular meetings with inspectors.

Ability to determine commercial needs and schedule subs. Good writing skills to write proposals and edit reports. Attention to detail to review finished reports and develop cost analysis on an excel spreadsheet. Highly organized to schedule inspectors to meet clients needs. Ability to find potential new revenue sources and make connections.

Have a working understanding of all aspects of the office operation.Assesses the skill levels of employees and makes recommendations for improvement and performs reviews. Be able to help with scheduling, answer phones, answer ISN questions, quote prices, handle HR concerns, handle staffing issues and answer general questions and decide critical issues as they come up.Critical skills, through understanding of ISN and the ability generate reports both within ISN and create one of a kind reports.Ability to generate reports and spreadsheets for upper management on any subject in the operation and design pivot tables to assist in the tracking of numbers within each operation.Act as a liaison between inspectors and office staff.Has working knowledge of costs associated with every aspect of their responsibility.Assesses needs of department and recommends changes.

Understanding and working knowledge of Quickbooks on line. Have the ability to read and explain a P&LAbility to design a budget for each core business area based on past history in terms of percentage to compare month to month moving forward. Understanding of payroll process and ability to be in charge of payroll. Pay all business bills and verify account accuracy.Identify potential savings opportunities and build graphs to indicate when numbers are out of wack. Work with bookkeeper to verify accuracy of data entry.

Ability to work with office staff and train new employees.In charge of office staffing schedule and time off requests. Evaluates competency of staff and retrains as needed. Prepares for weekly office meetings and notification of changes. Designs work flow and implements new management ideas. Understands ISN very well and can help others. Responsible for bank check deposits and cash and check intake. Ability to schedule inspections to high degree and explain pricing, make close calls and monitor staff workflow.Verify marketing stuff is ready for the next day. Verify mold, radon, termite and other reports are out. Verify all radon tests are on the schedule.Verify payment for all jobs and collections are done as needed.

ISN expertExcell expertWorking understanding of pivot tables. Make recommendations for other potential software. Verify clean accurate data collection. Aid in data use.

Highly organized person with the ability to track progress and status of all office systems and components.Ability to design spreadsheets and pivot tables to track data. Good communication skills with and be a good listener.

In charge of on-boarding process.Scheduling interviews and making offers.Locating potential employees and screening.Getting all data needed for the job.Verifying all requirements, training and schooling are meet to do the job.Develop a spreadsheet to see at a glance where the employee is in the process.Ability to work on Google docs and dropbox to track and store data.

In charge of compliance of all hiring and firing. Responsible for all documentation, record keeping and notifications. Responsible for getting back all company equipment and exit interviews.

Design spreadsheet to track who is on healthcare for what coverage and at what cost.Ability to work on Google docs and dropbox to track and store data.Make any changes as requested and monitor system.Report on the overall cost to the company and make recommendations as to cost saving measures to consider.

Design a spreadsheet and track who is eligible for and has used and not used PTO.Ability to work on Google docs and dropbox to track and store data.Keep records of PTO cost history.

Design and implement vehicle spreadsheet to track vehicle needs.Ability to work on Google docs and dropbox to track and store data.Track repairs both overdue and coming up.Track tire and oil change requirements and notify vehicle operators.Track monthly mileage of all company vehicles.Track vehicle cost vs value.Monitor condition of vehicles.Manage and arrange repair and maintenance needs.Determine cost per mile to run each vehicle.

Skills required:Write spreadsheets and track dataAbility to work on Google docs and dropbox to track and store data.MD, VA, DCSpreadsheets for licensing for inspectors, radon, termites, mold, ASHI and InterNachi.Track continuing ed and insurance requirements.Insure inspector compliance.Track available classes, assess value and notify inspectors of needs.Monitor insurance costs and help employees with problems.Identify potential saving opportunities.