Prepare, submit, track, and close all permits, keeping a simple, up-to-date permit log.
Pull weekly time and job data to maintain commission and payroll prep spreadsheets for the bookkeeper and owner to review.
Maintain accurate customer, job, and invoice records in ServiceTitan and keep data clean.
Build and send a short daily and weekly “numbers snapshot” from ServiceTitan with key metrics like calls, bookings, jobs sold, and open estimates.
Turn decisions from coaching calls and internal meetings into clear checklists and tasks, and track progress so nothing falls through the cracks.
Update and distribute simple weekly scorecards for CSRs and technicians based on ServiceTitan data.
Listen to a set number of recorded calls each week and summarize patterns or issues for the owner to review with the CSR.
Maintain simple trackers for truck registrations, inspections, and insurance, and send reminders for upcoming expirations or missing items.

Proven experience in an operations supporting a small business. (Home service a huge plus)
Comfortable working in CRMs or job management tools and confident learning platforms like ServiceTitan quickly.
Strong English communication skills in writing and on calls, with the ability to clearly summarize information and action items.
High attention to detail and consistency in working with numbers, spreadsheets, and simple reports.
Self-directed and organized, able to manage recurring tasks and small projects without constant follow-up.

Office Manager

Key skills