For plumbing bookkeepers
You know where the money is. Stop playing detective.
Codes the card swipes, matches receipts to tickets, and runs the past-due cadence — Mission diagnoses the operating constraint before prescribing the build.
Your day
The reading is the job. The re-keying is the drain.
Deciding when a 75-day commercial receivable goes from a polite nudge to a real conversation, catching that snaking margins are underwater because cable and fuel never hit the ticket, spotting the supplier double-charge — that’s why the shop stays solvent. The coding and the receipt detective work is what eats the week.
- The judgment
- Deciding when to escalate a drifting receivable, catching the underwater margin and the miscategorized owner draw, talking to the accountant about how to book the new truck — reading the business and protecting the customer who pays the bills.
- The admin tax
- Coding every bank and card line, matching texted receipt photos to jobs, fixing invoices that didn’t sync cleanly into QuickBooks, chasing the techs for receipts, sending the 3/7/14-day past-due emails, and hand-building the monthly package.
What it costs
The books stay a month behind, and the owner steers blind.
On a part-time desk, most of the week goes to the tax instead of the numbers. The package lands late, the commercial accounts drift, and the owner makes pricing and dispatch calls without ever seeing which jobs actually made money.
The books crowd out reading the business
With the books at roughly ten hours a week and about 70% of that being categorizing, receipt-chasing, re-keying, and reminders, only a sliver is left for reading the numbers.
Old invoices turn into doubtful money
Every commercial invoice that slips past 60 days without a nudge is real money at risk — odds of collecting fall to roughly half past 90 days and a quarter past 120 on a thin-margin shop.
Month-end closes after the steering window
The P&L package can’t be built until reconciliation and job-costing are clean, so it lands weeks into the new month — and the owner steers blind until it does.
Directional patterns from the trade and from operator interviews — not Mission results. Your numbers get established in the assessment.
Where the constraint often shows up
It captures, matches, and drafts. You approve and decide.
You set the rules once. Mission’s agent does the rules-based capture, matching, and assembly — clearing the clean 80% and surfacing only what needs a human — so the coding and chasing stop interrupting the reading.
- Matches receipts to the ticket
Ingests texted and emailed receipt photos and card charges, OCRs them, and proposes the job and expense category by date, vendor, and amount — flagging only the ambiguous ones for you to assign instead of leaving you to play detective.
- Runs the reconciliation pre-pass
Categorizes the checking and parts-and-fuel card feed daily against your learned rules, matches deposits to the card-processor payouts, and hands you a short “needs-a-human” list — double charges, unmatched swipes — instead of a full backlog.
- Works the aging follow-up
Watches the aging report, fires the 3/7/14-day reminders on residential invoices, and drafts — never sends — the escalation for commercial accounts crossing 30 and 60 days, with the contact history attached, so you decide when to get firm.
- Catches sync drift and assembles the package
Compares the field app’s closed tickets against what landed in QuickBooks each day, flags missing or mismatched invoices before they fossilize into adjustment-invoice messes, and compiles the P&L, balance sheet, and job-profitability draft on schedule.
The result
Close the month on time. Stay the one who knows where the money is.
When the capture and the cadence run on their own, un-coded swipes stop piling up, the package no longer waits on a clean reconciliation, and the commercial accounts get nudged before they drift past collectible.
You’re chasing receipts and reverse-engineering tickets.
- Half the card charges have no job on them — you guess which call they belonged to.
- QuickBooks and the field app disagree, so adjustment invoices pile up.
- You send the same past-due email five times and the commercial accounts still drag.
You review the exceptions and read the numbers.
- Receipts arrive matched to a ticket; only the ambiguous ones come to you.
- Sync mismatches surface the same day, before they fossilize into a mess.
- The reminder cadence runs itself, and escalations come to you drafted.
Safe by default
It drafts and proposes. It never sends over your call.
A wrong escalation to a paying customer or a miscoded draw is expensive. Mission is built so the agent captures, matches, and drafts — and the escalation decisions, the customer relationship, and the sign-off stay with you, with every action under your approval.
- Connected
- Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
- Approved
- Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
- On mission
- You set the assignment once. The work stays on it for days and weeks without drifting.
- Observable
- You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Keep the judgment. Lose the re-keying.
Tell us what eats your week — the un-coded swipes, the missing receipts, the past-due emails — and we’ll show you the work Mission would carry.
Not ready to talk? Map one workflow yourself — free, no sign-up, and the first three steps put a dollar figure on it.