For plumbing and HVAC general managers
Mission compiles the scorecard, reconciles the spiffs, and chases the parts and renewals so you make the calls only you can.
Your day
You came up from the trade or from dispatch — you read a margin slip a mile off and you know what a real emergency sounds like. That instinct is the role. Hand-building scorecards and re-keying numbers between systems is the part that drains it.
Hand-building the Monday KPI scorecard, reconciling tech revenue, hours, and spiffs before payroll, chasing unbilled parts and aging receivables, re-keying figures between ServiceTitan, QuickBooks, and your own sheets, and triaging escalations that are really just routing decisions.
Coaching service managers, deciding what to re-price off job-level margin, sitting in on the five-figure escalations, planning capacity and hiring, and developing the right techs — the judgment that actually grows the shop.
What it costs
By the time the scorecard is built, the week’s already gone. Parts and renewals walk out as profit because no one watches every job. And the work you were hired for — pricing, coaching, hiring — keeps getting deferred to firefighting.
Service, sales, install, call-taking, dispatch, and billing all funnel their escalations to you — so your attention becomes the shop’s ceiling.
When the scorecard takes a day to build, the board reacts a week late to a slipping average ticket or a tech whose close rate is falling.
A forgotten $150 valve, an $80 capacitor, a lapsed membership — leakage compounds across dozens of jobs a week with nobody auditing it.
With Mission: Compile, reconcile, and chase run on their own — your week returns to pricing, coaching, and capacity calls.
What Mission does
You assign the workflow once. Mission’s agent pulls from ServiceTitan, QuickBooks, and your supplier portals to do the busywork — and surfaces only the exceptions and the judgment calls for you.
Pulls average ticket, close rate, booking rate, revenue per truck per day, utilization, and callback rate — per department and per tech — from ServiceTitan on schedule, assembled and ready for you to interpret.
The result
When the compile-reconcile-chase work happens on its own, you stop being the bottleneck on every fire — and the week goes back to the pricing, coaching, and capacity calls that actually move EBITDA.
The KPI deck is assembled on schedule, so the board reacts to a slipping ticket this week — not next.
Payroll, invoices, and escalations come pre-reconciled and triaged, so you weigh in only where judgment is actually needed.
The compile-reconcile-chase tax you’ve been doing on top of running five departments now runs without you.
Safe by default
A wrong credit, a mis-paid spiff, or a dispatch sent on bad info is expensive. Mission is built so the agent gathers, reconciles, and drafts — and only acts on what you’ve approved.
Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
You set the assignment once. The work stays on it for days and weeks without drifting.
You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Tell us the reports, reconciliations, and chases that eat your week, and we’ll show you the compile-reconcile-chase tax Mission would carry.
