Discuss ConsultingTechnician performance software · HVAC, plumbing & electrical
Know who to coach.Know where to start.
SMM helps HVAC, plumbing, and electrical service managers turn technician reports into clear performance gaps and practical coaching actions. Use SMM yourself, have Scott review your reports, or work with him every week.
Keep your current software. The demo uses fictional data and needs no signup.
Management prioritiesRanked from confirmed KPI gaps
Devin CarterCallbacks4.5% actual · 3% target
Review recent return visits and coach a diagnosis-and-completion checklist.
James ReedAverage ticket$500 actual · $525 target
Coach complete repair options and maintenance-plan presentation on eligible calls.
Morgan LeeCSAT missingNot scored as zero
Confirm whether the source report includes customer ratings before evaluating this KPI.
Choose your level of help
Three ways to improve your team’s performance.
I want to manage it myself.
Track technician KPIs, spot performance gaps, and lead the follow-through with your own team.
From $99/monthExplore Performance SoftwareI want my reports reviewed.
Send Scott your reports. Receive a monthly scorecard, coaching plan, and review call.
$399/monthSee Monthly ReportingI want ongoing management help.
Work with Scott weekly on manager coaching, training materials, and performance follow-through.
$1,500/monthSee ConsultingSee the result
One report. A clear coaching priority.
Watch how existing technician reports become performance gaps and next actions. The import and coaching workflow is available with Professional and Business.
About 1 minute · Press play to watch
How the software works
Bring your data. Leave with a next step.
Enter or import.
Enter results manually with Starter. Paste a report or upload CSV/XLSX with Professional or Business.
Confirm and compare.
Confirm imported column meanings and compare results with your company targets. Missing data is never scored as zero.
Coach and follow up.
Review technician gaps. Professional and Business add saved Coaching Action Plans with goals, notes, and follow-up dates.
Built from experience in the field
I’ve sat in your chair.
I’m Scott Schweitzer. I started in HVAC in 2005 and worked my way through training, supervision, and service management. I know how much time a manager can spend digging through reports before the real coaching begins.
I built SMM to make that next decision clearer: who needs attention, what to work on, and how to follow through.
Certifications & training
- NATE
- OSHA 40
- EPA Type III
- Florida state certification
- MACTEC
- Trane XV
- Trane Hyperion
- Trane Nexia
- Trane VS
- ACCA
All five plans. One place to compare.
Choose the support your team needs.
Software for your own managers. Monthly reporting for a reviewed scorecard and action plan. Consulting for weekly management support.
Software subscriptions
You use the dashboard and lead your team. Request a guided 14-day trial; no payment card is required. Scott reviews your request and arranges access—the form does not open a dashboard immediately. Your 14 days begin on the activation date confirmed during setup.
Starter
Track the numbers yourself.
$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
Spend less time preparing reports.
$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 tools. 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. Software subscriptions are a separate purchase. Choose the support you need; discuss combinations and existing subscriptions before checkout.
You send reports. Scott reviews them.
Monthly Performance Reporting
$399/month
For owners who want a clear monthly performance review and a practical coaching plan.
- 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
For owners and managers who want ongoing help turning performance gaps into better habits.
- 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.
Know what happens next
A clear scope before you subscribe.
Discuss your technician count, locations, available reports, delivery timing, and call length with Scott before purchasing. Together, confirm the scope and schedule that fit your company.
Email Scott About My TeamThis opens your email app. After checkout, email Scott to arrange kickoff and confirm how to submit your reports.
Before you choose
Clear answers. An easier decision.
Do 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.
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 reporting or consulting include a software subscription?
No software subscription is bundled with the published service prices. You can purchase software separately if you want dashboard access. Consulting reviews your reports as part of management support; discuss any separate 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.
Make your next coaching conversation clearer.
See an example first, then choose the level of help that fits your shop.