For plumbing and HVAC general managers
You run five departments. The week runs the same report.
Scorecard, reconciles the spiffs, and chases the parts and renewals — Mission diagnoses the operating constraint before prescribing the build.
Your day
The judgment is yours. The data-wrangling shouldn’t be.
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.
- The calls only a GM can make
- 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.
- The compile-reconcile-chase tax
- 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.
What it costs
When you’re the bottleneck, growth waits.
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.
Everything escalates into your chair
Service, sales, install, call-taking, dispatch, and billing all funnel their escalations to you — so your attention becomes the shop’s ceiling.
Yesterday's scorecard drives today's misses
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.
Small leaks compound into lost margin
A forgotten $150 valve, an $80 capacitor, a lapsed membership — leakage compounds across dozens of jobs a week with nobody auditing it.
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 compiles, reconciles, and chases inside the tools you already run.
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.
- Auto-builds the Monday KPI scorecard
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.
- Pre-reconciles payroll, spiffs, and commissions
Cross-checks hours, completed-job revenue, and your spiff and commission rules, then surfaces only the exceptions for you to sign off — so no senior tech corners you about a missing spiff.
- Audits invoices for unbilled parts
Flags closed jobs where logged parts don’t match the invoice and queues them for review before billing, so the leakage gets caught instead of eyeballed after the fact.
- Chases AR and runs membership renewals
Sends templated, on-tone follow-ups for aging receivables and expiring agreements, escalating only the ones that need your voice — so earned money and recurring revenue stop quietly slipping.
The result
You run the board. The reports run themselves.
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.
You rebuild the report and chase the leakage yourself.
- Monday goes to hand-assembling the scorecard across disconnected systems.
- Every pay cycle ends with a tech in your office about a spiff.
- Parts and renewals slip because no one can watch every job.
The numbers are ready and the chasing is done.
- The scorecard is built and waiting before the leadership meeting.
- Payroll comes to you as a short list of exceptions to approve.
- Unbilled parts, AR, and renewals get caught and chased automatically.
Safe by default
It compiles and proposes — you keep every call.
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.
- 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.
Run the business. Skip the rebuild.
Tell us the reports, reconciliations, and chases that eat your week, and we’ll show you the compile-reconcile-chase tax 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.