
Hi R***o,
I came across your profile and was impressed by your 16 years in 12-volt automotive electronics,from leading operations at T***d to running your own upfitting business. I’m J***e, an HR recruiter at P***s. We’re currently looking for a Director of Vehicle Upfitting and Customization, and your hands-on expertise and leadership experience seem like a great fit.
Would you be open to a brief chat to explore this opportunity?
Best regards,
J***e
Hi J***e, thanks for reaching out,I’d love to chat about the Director of Vehicle Upfitting and Customization role. My hands-on expertise at T***d and running A***n seem like a great fit, so let me know when works best for you.


Hi R***o,
Thanks for your enthusiasm,I’m excited to share a bit more about P***s and the Director of Vehicle Upfitting and Customization role.
About P***s
• A dynamic, mid-sized automotive aftermarket firm specializing in 12V electronics, custom A/V installations, and full vehicle upfitting
• Known for a customer-centric culture, hands-on expertise, and commitment to innovation and continuous learning
Role Highlights & Fit
1. Leadership & Operations: You’d oversee all installation and custom fabrication activities across multiple locations,a natural step for someone with your GM experience at T***d and your owner-operator insight from A***n.
2. Team Development: You’ll recruit, mentor, and train installation teams, establishing SOPs and training programs to drive consistent quality, safety, and efficiency.
3. Customer Excellence: With your focus on a professional, welcoming client experience, you’ll implement and refine customer satisfaction strategies that set us apart.
4. Cross-Functional Collaboration: Partner with sales, product development, and senior leadership to expand our aftermarket accessory offerings and optimize workflows.
Growth & Resources
• Career Impact: This is a strategic leadership role where you’ll directly influence our service footprint and product roadmap.
• Development Support: We provide dedicated training resources, clear advancement paths, and a budget for professional certifications or industry events.
• Competitive Package: We offer a market-competitive salary, performance bonuses, and equity options so you share in the company’s success.
Next Steps
Does this overview align with what you’re looking for? Let me know if you’d like any clarification,or if you’re ready, share a few windows that work for a brief call to dive deeper.
Looking forward to your thoughts!
Best,
J***e
Thanks, J***e,this aligns well with my GM and owner-operator background. Could you share the current installation team size across locations and the key priorities for the first 90 days?


Hi R***o,
Great question. At present, we have three upfitting centers staffed with roughly 30 installation and fabrication specialists in total,about 12 techs at our Chicago headquarters, 10 at our suburban Midwest site, and 8 at our newer regional facility. Each team handles end-to-end 12V installs, custom audio/AV projects, and full vehicle upfits.
In your first 90 days, you’d focus on:
1. Operational Assessment & Quick Wins
• Conduct site walkthroughs and shadow each team to identify immediate efficiency or quality improvements
• Gather feedback from techs, site managers and a sample of key customers
2. Team Alignment & Development
• Meet one-on-one with each technician and supervisor to understand strengths, gaps and career goals
• Begin rolling out updated SOPs and hands-on training modules
3. Process Standardization & KPI Implementation
• Finalize and launch standardized workflows across all locations (safety checks, installation checklists, time tracking)
• Define key performance metrics (throughput, defect rate, customer satisfaction) and establish regular reporting
4. Customer Experience Enhancements
• Review current service-delivery touchpoints and introduce any early “wow” factors (e.g., pre-installation walkthrough, post-install follow-up)
• Partner with sales and support to streamline communication and reduce turnaround
5. Strategic Roadmap Planning
• Share initial findings and recommendations with senior leadership
• Outline a 6- to 12-month growth plan for staffing, training and new product roll-outs
Given your GM and owner-operator background, you’ll be able to hit the ground running,balancing hands-on coaching with strategic process improvements. Let me know if you’d like to dive deeper into any of these areas or if you’d like to schedule a brief call with our VP of Operations to walk through specifics.
Best,
J***e
Thanks, J***e,this is a solid roadmap. Given my experience overhauling SOPs at T***d, could you share your current throughput and defect benchmarks and the tools you use to monitor them? Also, what level of autonomy would I have to tweak workflows and training in those first 30 days?


Hi R***o,
Great questions. Here’s a high-level snapshot:
1. Throughput & Defect Benchmarks
• Across our three centers we average roughly 20,25 full upfits per site per month (about 5,6 vehicles per tech weekly).
• Our defect (rework) rate sits around 2,3%.
2. Monitoring Tools
• In-house Operations Dashboard that pulls real-time data from digital job cards and time-tracking tablets
• Weekly scorecards for each location, covering hours logged, jobs completed, and first-pass yield
• Monthly quality audits and customer feedback logs to catch trends early
3. Autonomy in Your First 30 Days
• You’ll have direct authority to review, pilot and refine workflows and training content. We encourage you to run quick “mini pilots” at one location, measure impact, then scale successful tweaks across all sites.
• You’ll work hand-in-hand with our site managers and VP of Operations,no lengthy approvals for small-to-mid-sized SOP updates or training adjustments.
Does that align with what you had in mind? If you’d like to dive deeper into any tool or discuss a pilot plan, I’m happy to set up a brief call with our Operations team.
Best,
J***e
Thanks, J***e,this all sounds great. Can you share more on how your in-house dashboard integrates with the digital job cards and what customization options I’d have? And for those mini-pilots, what specific success metrics or framework do you use before scaling tweaks across sites?


Hi R***o,
Great questions,here’s a bit more on each:
1. Dashboard + Digital Job Cards
• Real-time Sync: As soon as a technician scans a job card on their tablet (start/stop times, parts used, notes, photos), the data flows into our in-house dashboard via an internal API. You’ll see live updates on job status, technician productivity, and parts consumption.
• Customization Options: You can drag-and-drop KPIs (throughput, first-pass yield, cycle time), create custom filters (by location, tech, job type), set threshold alerts (e.g. if a job exceeds X hours), and build ad-hoc reports. We also let you add bespoke fields to job cards (checklist items, approval steps, customer sign-off), so you can embed any SOP checkpoints you deem critical.
2. Mini-Pilot Framework
• Plan-Do-Check-Act: For each tweak, we define clear objectives (e.g., reduce install time by 10%, improve first-pass yield by 1%), establish a two-week baseline, then roll out the change with a small team (1,2 techs or a single site) for 2,4 weeks.
• Success Metrics: We measure throughput uplift, defect/rework rate, technician feedback (via brief surveys), and a CSAT snippet post-install. Weekly scorecards track progress, and we hold a short “lessons learned” session at pilot’s end. If we hit our targets,say a 10% cycle-time reduction and positive tech buy-in,we document the new SOP and scale it across remaining centers.
Would you like to see a quick dashboard demo or walk through a sample pilot plan with our Ops team? Let me know what works and I’ll get it on the calendar.
Best,
J***e
Sounds great,I’d love a quick dashboard demo. How long should I block off and can I see adding custom fields live? Also, for the pilot walkthrough, who from Ops will join and can we run through a real install scenario?


Hi R***o,
Great,let’s carve out about 30 minutes for the dashboard demo. During that time, our Ops Systems Lead will share their screen and walk you through live customization, including adding bespoke fields to a job card.
For the pilot walkthrough, you’ll be joined by our VP of Operations, a site manager, and one of our senior lead technicians. We’ll run through an actual install scenario,from configuring the digital job card to capturing technician notes and customer sign-off,so you can see the end-to-end process in action.
Could you share 2,3 windows of availability this week or next? I’ll coordinate calendars and send over the invite with all meeting details.
Looking forward to it,
J***e
Hi J***e , I’m free Tuesday 3,3:30 PM CST, Thursday 10,10:30 AM, or Friday 1,1:30 PM. Quick Q: what tech stack powers your dashboard and can I peek at the API docs or a sample job card ahead of time so I can prep?


Hi R***o,
Let’s lock in Tuesday, 3:00,3:30 PM CST for the demo. I’ll send a calendar invite in a moment.
As for the tech details:
• Tech Stack
, Front-end: React-based web app
, Back-end: Node.js microservices with a PostgreSQL data store
, Real-time sync: WebSockets feed live updates from tablets to our dashboard
, APIs: RESTful endpoints with JSON payloads, secured via OAuth2 tokens
• Pre-read Materials
I’ll share a redacted version of our API spec (endpoints you’ll use to pull job-card data, update status, etc.) and a sample job card PDF so you can see the exact fields and workflow checkpoints. You’ll have both docs in your inbox later today.
Looking forward to walking you through it on Tuesday. Let me know if you need anything else beforehand.
Best,
J***e
Great, Tuesday 3,3:30 PM CST works for me. Could you include a sample WebSocket event payload in the pre-read so I can map the live sync to our shop-floor displays? And will custom field definitions be API-driven or only configurable through the UI?


Hi R***o,
Perfect,I’ll include a sample WebSocket event payload in today’s pre-read so you can see exactly how job statuses, timestamps and custom field values flow into your shop-floor displays.
As for custom fields, you currently define them through our UI (drag-and-drop in the dashboard). Once you’ve created a field, it’s immediately exposed in our REST API and streamed over WebSockets, so you can read or write values programmatically,but the field definitions themselves are managed via the UI.
Looking forward to walking through both during Tuesday’s demo (3:00,3:30 PM CST). Let me know if any other questions come up beforehand!
Best,
J***e
Thanks, J***e! Quick follow-up: is there a naming or field-count limit we need to know when spinning up custom fields? And for the WebSocket feed,what’s your retry or error-handling strategy if an event gets dropped?


Hi R***o,
Great questions,here are the details:
1. Custom-Field Limits
- Name length: up to 64 characters (letters, numbers, spaces, underscores)
- Max fields per dashboard: 200
- Once you hit the limit, you’ll see a prompt in the UI,let me know if you need us to raise that ceiling.
2. WebSocket Error-Handling & Retry
- Heartbeats & Auto-Reconnect: client sends a ping/pong every 30s; on disconnect we auto-reconnect with exponential backoff.
- Sequence IDs & Replay: every event carries an incremental ID. If your client detects a gap, it can call our REST “/events/since” endpoint to fetch any missed messages.
- Server-Side Retries: if a dispatch fails, we retry up to 5 times (2s intervals) and persist unacknowledged events in a 72-hour fallback queue.
I’ll include a sample payload and error-handling snippet in today’s pre-read. Let me know if you’d like to dive deeper on Tuesday’s demo.
Best,
J***e