• 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.