SHOP LEADER

  • Drives revenue goals
  • Monitors gross margin and cash flow
  • Assesses call capacity and planning
  • Aligns pricing and field execution
  • Regular ride-alongs with plumbers to support and review their process

OPTIMAL PLAYBOOK ARCHITECT

  • Monitor plumbers/trainee’s adherence to using the optimal playbook weekly
  • Determine how ServiceTitan can help us equip the plumbers to follow the process on each call, including a completed Plumbing Performance Plan (PPP form) and unique “thank you” note to each client post call
  • Verify invoices have “could, should, must” options tied to the price book
  • Maintain huddles, audits, after‑action reviews that make performance more predictable

PEOPLE BUILDER

  • Hire the right people based on need and aligned “will and skill”
  • Develop people to meet their personal and client satisfaction goals
  • Acts like a coach and right-size consequences
  • Cultivates a high‑trust and high‑accountability culture

CLIENT EXPERIENCE CHAMPION

  • Ensures “At Your Service” level of Client Expectation Management
  • Verifies that scheduling and dispatch work seamlessly
  • Proper tech hygiene
  • Follow-through across all client work to produce 5‑star service and loyalty
  • Focuses on growing our Diamond Club memberships
  • Reviews work to ensure profitability

RISK & SAFETY STEWARD

  • Drives zero‑harm behaviors
  • Maintains compliance
  • Monitors fleet/field safety as non‑negotiables
  • Makes certain we have the proper tools and materials

OWNER’S PROXY

  • Makes day‑to‑day decisions within guardrails
  • Escalates issues only when thresholds or strategic shifts are at stake
  • Prioritizes a weekly sync meeting with the owner
  • Executes a quarterly meeting with owner and strategic advisory team

The job description is not intended to be a comprehensive list of the duties and responsibilities of the position and that the duties and responsibilities may change without notice.