DIS-TRAN Packaged Substations Transfer Portal - FBS Field Technician

The Factory-Built Substation (FBS) Field Technician is a member of the Project Support Services (PSS) team and supports FBS installations from project planning through commissioning. This position serves as the primary technical liaison among DIS-TRAN Packaged Substations, customers, contractors, and internal departments to help ensure safe, efficient, and successful installations.

The FBS Field Technician provides pre-installation planning, on-site installation support, inspections, training, and post-installation feedback, helping bridge the gap between factory manufacturing and field construction. When not traveling, the technician owns the field-to-factory feedback loop by preparing upcoming installations, documenting and communicating field issues and lessons learned, maintaining installation-focused standards and documentation, and transferring field knowledge to internal teams.

Success in this position requires strong mechanical aptitude, effective problem-solving skills, excellent communication, and the ability to build productive relationships with customers, contractors, and internal teams.

RESPONSIBILITIES - Pre-Installation Planning:

• Review assigned projects with the Project Manager to understand project scope, site conditions, and installation requirements.
• Prepare customer installation packets, including printed drawings and project documentation.
• Participate in recurring logistics planning meetings to coordinate shipment schedules and installation readiness.
• Develop, maintain, and facilitate completion of pre-construction checklists to improve customer and contractor readiness.
• Schedule and facilitate pre-construction meetings approximately six weeks prior to equipment delivery, document action items, and follow up with stakeholders.
  • Collect stakeholder contact information from the Project Manager and coordinate meeting invitations.
  • Lead the meeting and verify applicable pre-construction checklist items are reviewed.
  • Distribute a written meeting recap documenting discussions, decisions, action items, and responsible parties.
  • Field Technician will review and discuss:
    • Route studies
    • Construction drawings
    • Installation sequencing
    • Required offloading equipment (cranes, spreader bars, etc.)
    • Site readiness, including whether the site is physically prepared for installation
    • Project schedule and installation expectations

RESPONSIBILITIES - Field Installation Support:

• Travel to customer job sites to support Factory-Built Substation installations.
• Inspect DTPS products for shipping damage, shortages, or other field-observed discrepancies.
• Provide technical support to customers and contractors by:
  • Explaining installation drawings
  • Interpreting installation procedures
  • Answering technical questions
  • Troubleshooting installation issues
  • Identify, troubleshoot, and coordinate resolution of field issues involving:
    • Damaged equipment
    • Missing materials
    • Incorrect components
    • Fabrication discrepancies
    • Installation conflicts
    • Coordinate with Engineering, Manufacturing, Quality, and Project Management to develop timely solutions.
    • Obtain installation photos and videos for inclusion in field reports and lessons-learned documentation.
    • Develop and maintain an installation checklist and lead its completion and review onsite with the customer and installation contractor(s).

RESPONSIBILITIES - Post-Installation Support:

• Complete comprehensive field reports documenting installation successes, challenges, field issues, and corrective actions.
• Meet monthly with the Director of Quality Assurance to review field observations and identify improvement opportunities.
• Analyze recurring installation issues and field observations to identify trends impacting Quality, Manufacturing, Engineering, Logistics, Project Management, or field installation, and coordinate resulting follow-up actions with the responsible functional owners.
• Schedule and facilitate meetings with internal teams to review field issues and lessons learned, identify improvement opportunities, and coordinate resulting action items.
• Develop and deliver lessons-learned presentations to appropriate internal teams highlighting:
  • Field observations
  • Common installation issues
  • Lessons learned
  • Best practices
  • Photos and videos from project sites

RESPONSIBILITIES - Facility Assignment / Non-Travel Responsibilities:

When not assigned to field travel, the FBS Field Technician's primary work location is the manufacturing facility. The technician independently works the established non-travel priorities and is not intended to supplement routine day-to-day operational staffing in Production, Quality, Engineering, Project Management, Logistics, or other departments.

• Review upcoming FBS projects, delivery schedules, and installation dates in chronological order; proactively identify and complete readiness activities required before mobilization, including planning and booking travel in advance to help minimize travel costs and secure favorable rates.
• Review construction and installation drawings, installation sequencing, shipping configuration, offloading requirements, required equipment and tooling, site-readiness requirements, customer/contractor responsibilities, project-specific risks, and applicable lessons learned from similar projects.
• Maintain the FBS Field Issues & Lessons Learned Log; document and analyze field observations and recurring installation issues, communicate findings to the appropriate functional owners, coordinate required follow-up, and track resulting action items to closure.
• Create and organize field records following each installation, including field reports, installation checklists, photos, videos, and field observations, so information is available for future projects and lessons learned.
• Own and continuously improve installation-focused standards and field-use documentation, including pre-construction checklists, onsite installation checklists, installation packets, drawings, CRMs, bolting procedures, field guides, and other customer/contractor installation materials.
• Develop lessons-learned content using actual field examples, photos, and videos, and transfer field knowledge through meetings, training, and reusable reference materials for internal teams and future FBS Field Technicians.
• Independently work the established non-travel priorities in order and move to the next priority when current work is up to date; escalate decisions, approvals, roadblocks, or priority conflicts to the Production Manager.
• Coordinate with other departments as needed to provide field information and track follow-up; the responsible department retains ownership of its routine operational work.

EDUCATION, EXPERIENCE & QUALIFICATIONS:

• High school diploma or equivalent required.
• Proficiency in Microsoft Office products, including Outlook, Word, and Excel.
• Strong verbal and written communication skills.
• Minimum of three (3) years of experience with DIS-TRAN Packaged Substations (DTPS).
• Demonstrated knowledge of DTPS operations, processes, and organizational structure.
• Proven ability to work effectively across departments and with employees at various levels of the organization.
• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Demonstrated reliability, professionalism, and sound judgment.
• Ability to work independently while also collaborating effectively as part of a team.