Get to the conversation.
Bring technician results into one view so you can focus your attention on the people behind the numbers.
Talk with ScottPractical help for HVAC, plumbing & electrical service teams
You care about your team.Let’s make their next steps clearer.
You already have the reports. Service Manager Metrics helps turn them into focused coaching, clearer priorities, and a practical plan for improvement—using the data you already collect.
Guided 14-day software trial · No card required · Scott helps arrange your setup.
See a sample first. Try the demo →
Built from 20+ years in HVAC.Scott Schweitzer · Technician, trainer & service manager
Your existing report
Devin CarterOne reporting period
- Completed calls
- 66
- Callback jobs
- 3
From numbers to a place to start
Know who to coach. Know where to start.
Start with a callback review.
4.5% callback rate Company target: 3% or less
- Review the three return visits together.
- Look for a pattern in diagnosis or job completion.
- Agree on one checklist to use, then review the next reporting period.
An illustrative coaching starting point. Your reports, company targets, and conversations guide the actual plan.
There’s a lot on your plate
Your reports should help you lead.
When the schedule is full and the phone keeps ringing, finding time to make sense of the numbers is hard. SMM helps you find a useful starting point for the work that comes next.
Keep quality in view.
Look at callbacks alongside revenue and ticket averages. Give service quality a place in your performance review.
Coach with a clear purpose.
Use a specific performance gap to guide the next conversation, agree on an action, and follow up.
I’ve sat in your chair
Built by a service manager, not a software company.
I’m Scott Schweitzer. I started in HVAC in 2005 and worked my way through field service, training, supervision, and service management. I know how much a manager carries—and how much time can disappear into reports before the real coaching begins.
I built SMM to help you understand your numbers, support your technicians, and follow through on the work that matters. Whether you use the software yourself or work with me directly, that’s the help I’m here to offer.
Tell me what your team needs →Certifications & training
- NATE
- OSHA 40
- EPA Type III
- Florida state certification
- MACTEC
- Trane XV
- Trane Hyperion
- Trane Nexia
- Trane VS
- ACCA
A small place to start
Take the One-Report Challenge.
Start with one technician report. See what needs attention, choose a coaching priority, and use it to guide one useful conversation with your team.
What happens when you click?
You request a guided 14-day software trial. Scott reviews your request and emails you to arrange access and confirm your trial dates. There is no automatic paid subscription.
Request your 14-day trial →About 1 minute · Watch a report become a coaching priority.
Explore the interactive demo →Bring your report.
Enter results manually with Starter. Paste a report or upload CSV/XLSX with Professional or Business.
Find your starting point.
Confirm imported column meanings and compare results with your company targets. Missing data is not scored as zero.
Coach and follow up.
Professional and Business add saved Coaching Action Plans with goals, notes, and follow-up dates.
The right amount of help for your shop
Two ways to work together.
Some managers want a clearer tool. Others want another experienced service manager to work through the numbers with them. Choose the support that fits your day.
You lead. SMM gives you a clearer view.
Track technician performance, compare results against your targets, and decide where your team needs your attention.
- Revenue, ticket averages, callbacks, and more
- Technician scores with the underlying metrics visible
- Report imports and saved coaching plans with Professional and Business
Software from $99/monthFind My Software PlanSee what the software does →
Let’s work through it together.
Bring your reports and the challenges you’re working on. I’ll help you make sense of the results and turn them into practical next steps.
Monthly reporting
$399/monthA reviewed scorecard, prioritized coaching actions, and a remote review call with me.
Explore Monthly Reporting →Management consulting
$1,500/monthWeekly remote manager coaching, training materials, and help following through.
Explore Consulting →Tell Scott About My Team
We’ll discuss your needs, scope, and schedule before you choose. Software access is purchased separately.
Clear pricing. A choice that fits.
Choose the support your team needs.
See exactly what each option includes. Start with software, choose a monthly report review, or work with Scott every week.
Software subscriptions
Request a guided 14-day trial; no payment card is required. Scott reviews your request and arranges access. Your 14 days begin on the activation date confirmed during setup.
Starter
A clear view of your small team.
$99/month
Up to 5 technicians
- Enter technician results manually
- KPI dashboard and technician scores
- CSV team export
- Saved reporting-period history
For small teams comfortable entering their own data. Report imports and Coaching Action Plans are available with Professional and Business.
Request Starter TrialProfessional
From existing reports to a coaching plan.
$199/month
Up to 15 technicians
- Paste reports or upload CSV/XLSX
- Confirm columns before analysis
- See ranked performance gaps
- Create and save Coaching Action Plans
- KPI dashboard, scores, export and history
For teams that want report imports and a clear coaching workflow.
Request Professional TrialBusiness
The same practical tools for a larger team.
$349/month
Up to 30 technicians
- Everything in Professional
- Capacity for up to 30 technicians
- The same import and coaching workflow
- Company-controlled targets and history
Choose Business when you need more technician capacity. Professional and Business share the same feature set.
Request Business TrialSoftware plans do not include Scott’s monthly reporting or consulting services. More than 30 technicians? Discuss your team with Scott.
Work directly with Scott
These are paid monthly services. You can work with Scott using reports from your existing system; an SMM software subscription is a separate purchase. Discuss your needs and any existing subscriptions together before checkout.
You send reports. Scott reviews them.
Monthly Performance Reporting
$399/month
Send me the reports you already use. I’ll review the numbers, identify coaching priorities, and walk through a practical plan with you each month.
- Monthly dispatch and technician report review
- Technician scorecard and KPI analysis
- Prioritized coaching actions
- A remote review call with Scott
You supply the reports and lead your team. Scott handles the monthly analysis and recommendations. Software access is purchased separately.
$399 billed today, then monthly until canceled. No free trial.
You lead the team. Scott helps you lead.
Remote Management Consulting
$1,500/month
If you want someone to work through management challenges with you, I’ll meet with you weekly to review priorities, plan coaching, and help you follow through.
- Weekly remote coaching calls with Scott
- Report review and performance priorities
- Personalized training packets for your supervisor
- Coaching plans and progress follow-through
Scott coaches the owner or manager. Your supervisor delivers technician training. Software access is purchased separately; discuss any reporting subscription you already have before adding consulting.
$1,500 billed at checkout, then monthly until canceled. No free trial.
Services renew monthly until canceled. Applicable taxes may be added at checkout. Billing & cancellation details.
Start with a conversation
Let’s talk about your team.
Tell Scott about your team, the reports you use, and the challenges you want to work on. Together, agree on the support, delivery timing, and call schedule that fit your company before you subscribe.
Email Scott About My TeamThis opens your email app. After checkout, email Scott to arrange kickoff and confirm how to submit your reports.
A few things you may be wondering
Let’s make the decision easier.
Will I have to replace my current service software?
No. Keep it. SMM uses the technician results and reports you already have. Professional and Business accept pasted tables, CSV, and one-sheet XLSX files; Starter uses manual entry.
Can I see SMM before requesting a trial?
Yes. Try the interactive demo with fictional technician data. No signup is needed. You can explore a sample report and coaching workflow before deciding whether to request a trial.
What is different between Professional and Business?
The feature set is the same. Professional supports up to 15 technicians; Business supports up to 30. Both include report imports and Coaching Action Plans.
Do I need software to work with Scott?
You can work with Scott using reports from your existing system. No software subscription is bundled with the published service prices. Purchase software separately if you want SMM dashboard access. Discuss any existing monthly reporting subscription with Scott before adding consulting.
When does my software trial start?
After Scott reviews your request and arranges guided setup, you receive access and confirmed trial dates. The form collects no card details and does not start a paid subscription. Payment requires a separate checkout if you decide to continue.
How do I cancel?
Email Schweitzer@servicemanagermetrics.com from your account email before renewal to stop future charges. Paid service charges are non-refundable except as described in the subscription terms.
Keep your software. Get more from your data.
Let’s find your team’s next step.
Start with one report, or tell me where you need help. I’d welcome the opportunity to help you and your team.
Scott Schweitzer · Founder, Service Manager Metrics