For plumbing office managers
You keep the wheels on. The busywork keeps you late.
Re-keying, the timecard chase, and the renewal-watching — Mission diagnoses the operating constraint before prescribing the build.
Your day
The judgment is the job. The re-keying is the tax.
Reading which emergency jumps the queue, matching the right tech to the right job, calming the customer whose water heater is still leaking, knowing the owner’s tolerances — that’s the value of the seat. Re-typing the same number into two systems, compiling timecards from paper and texts, and chasing missing punches is the part that interrupts it all day. During payroll weeks and renewal season the admin tax climbs and swallows the seat.
- The judgment
- Triaging the emergency call, matching the right tech to the job, negotiating with a supplier on a back-ordered part, deciding whether to eat a charge to keep a customer — the relationship and tradeoff work only you can do.
- The admin tax
- Re-keying invoices and POs from the field app into QuickBooks, assembling timecards from the field app, paper, and texts, chasing techs for missing time, hunting completed-not-invoiced jobs, pulling COIs, and watching every license, bond, and registration date. In payroll and renewal weeks it climbs toward half your time.
What it costs
When you’re re-keying, the job that closed today goes unbilled.
You’re the one person who can actually run the shop — so every hour on payroll prep and AP re-keying is an hour off dispatch and the customers. And the work that slips through isn’t free: unbilled jobs are lost cash, a missed call is a same-day job gone, and a lapsed license can stop the company cold.
Dispatch time gets eaten by paperwork
Payroll prep, AP re-keying, and renewal chasing can eat 10–15+ hours a week — time the one person who can run dispatch isn’t spending on the field or the customers.
A missed renewal stops the trucks
State rules require notifying on insurance cancellation or expiration at least 30 days prior, and licenses expire on a fixed date. Miss it and the company can’t legally work.
Completed work sits outside the books
Completed-but-never-invoiced jobs are direct revenue leakage on a small shop’s cash position — and someone still has to work the unbilled list by hand.
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 gathers, matches, chases, and watches. You approve.
You set the workflow once. Mission’s agent runs always-on inside your existing tools — the field app, QuickBooks, email, SMS, payroll, the agent and state portals — doing the gathering and drafting you’d be doing by hand, and bringing you a ready-to-approve summary. Every signature and final call stays yours.
- Assembles payroll, ready to approve
Collects timecards from the field app, flags missing punches and un-noted drive and overtime, drafts the chase texts to the techs who didn’t clock out, and hands you a payroll summary ready to submit — instead of you compiling it Thursday night.
- Reconciles the field app to QuickBooks
Matches completed jobs and POs against QuickBooks entries, surfaces duplicates and mismatches that double-entry creates, and routes vendor bills for coding — so you resolve exceptions instead of re-typing every number twice.
- Hunts the unbilled and aging jobs
Watches the dispatch board nightly for completed-not-invoiced jobs and aging receivables, then drafts the invoice or the payment reminder for your review — so the revenue that leaked through the cracks gets caught.
- Watches every renewal and COI
Tracks the contractor license, bond, COIs, and vehicle registrations, alerts you well before each deadline, requests current COIs and renewal paperwork from your insurance agent, and pre-fills the state renewal for you to sign and file.
The result
Keep being the hub. Lose the re-keying and the chasing.
When the gathering, matching, and watching run on their own, payroll week stops eating your evenings, the unbilled list works itself, and no renewal date sneaks up on you — and the shop doesn’t seize up the week you take off.
You re-key, you chase, and you hold every date in your head.
- You’re re-typing the same invoice into the field app and QuickBooks.
- You’re chasing techs for missing timecards every payroll Thursday.
- A renewal date lives on a spreadsheet and in your memory — until it almost lapses.
You approve and decide. The busywork runs itself.
- Payroll arrives assembled, with the chase texts already sent.
- Field-to-QuickBooks reconciles, with only the exceptions on your desk.
- Every license, bond, and COI is tracked, with renewals pre-filled to sign.
Safe by default
It drafts and assembles. It never submits over your signature.
A wrong payroll run, a misfiled renewal, or an invoice sent in error is expensive. Mission is built so the agent gathers, matches, chases, and drafts — and the dispatch decisions, the supplier negotiations, the customer relationships, and every final approval and signature stay with you.
- 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 operation. Lose the busywork.
Tell us what keeps you late — the timecard chase, the double entry into QuickBooks, the renewal you can’t miss — 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.