Home services
Operations Manager for Home Services Companies
By Cole Kline, Founder, Edge Operations Managers
Home services is where Edge started and still our core. Edge places a full-time Operations Manager in your company as your second in command. You set the vision, your OM runs the day-to-day: scheduling and dispatch handoffs, crew accountability, hiring, SOPs and the weekly scorecard.
It fits owner-led trade companies doing $1M to $10M with about 10 to 50 people, where the owner is still the person every tech, crew lead and customer calls.
Pick your trade
- HVAC: service agreements, dispatch, seasonal swings
- Plumbing: service calls, tech scheduling, callbacks
- Electrical: project handoffs, estimating flow, crew scheduling
- Landscaping: crews, routes, seasonal hiring
- Roofing: sales to production handoff, crews, job closeout
- Restoration: job files, documentation, equipment tracking
What your Operations Manager owns in a home services company
- The weekly priorities and who owns what
- Handoffs from sales to scheduling to the field to billing
- Hiring and onboarding for office staff and crews
- Written SOPs for the work that repeats
- The weekly scorecard and the weekly team meeting
- Solving problems before they reach your phone
Your OM does not replace your licensed techs or your field leads. They run the business around the work.
Signs you need one
- You are still the dispatcher, estimator and HR department.
- Jobs slip between the office and the field.
- You cannot take a week off without the phone ringing.
- You want to grow, or keep the option to sell later, without the company running through you.
How the seat works: EdgeOS
Your OM installs EdgeOS over 18 weeks: a weekly scorecard, a weekly meeting rhythm, documented SOPs and an accountability chart, inside the tools you already use. Operations Manager, your second in command · See how the 18-week install works
If you already run EOS or another system, your OM can work inside it. Compare approaches
Small print: EOS and Entrepreneurial Operating System are registered trademarks of EOS Worldwide, LLC. Edge is not affiliated with EOS Worldwide.
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FAQ
Do I need an operations manager for my home services company?
You likely need one if you are still the dispatcher, estimator and HR department. In an owner-led home services company with about 10 to 50 people and $1M to $10M in revenue, a full-time operations manager takes over scheduling handoffs, crew accountability, hiring, SOPs and the weekly scorecard, so the business stops running through your phone.
Do I need an operations manager for my roofing or restoration company?
Yes, if jobs slip between sales, production and closeout or job files depend on you. An Edge Operations Manager owns the sales to production handoff, crew scheduling, documentation and job closeout steps for roofing and restoration companies, and builds written SOPs so the work repeats the same way. Your field leads keep running the work; the OM runs the business around it.
What does an operations manager do in an HVAC or plumbing company?
An operations manager runs the day-to-day so the owner does not have to. In HVAC and plumbing that means dispatch and tech scheduling handoffs, callback follow-up, service agreement workflows, hiring and onboarding, written SOPs, and the weekly scorecard and team meeting. The OM does not replace licensed techs. They make sure the office and field stay in sync.
Operations manager vs fractional COO: which is better for a home services company?
For most owner-led home services companies, a full-time operations manager is the better first hire because the gap is daily execution. A fractional COO typically advises part time and leaves your team to carry out the plan. An Edge Operations Manager is full-time on your team, installs EdgeOS over 18 weeks, then keeps running it.
How is an Edge Operations Manager different from a virtual assistant for contractors?
A virtual assistant completes tasks you assign, while an Edge Operations Manager owns operations. That means the weekly priorities, the scorecard, the team meeting, hiring and the follow-through on handoffs from office to field to billing. The goal is that tasks stop routing back to you, not that you have more help waiting on your instructions.
How long does it take to install systems in a home services company?
The EdgeOS install takes 18 weeks. Over that time your Operations Manager puts in a weekly scorecard, a weekly meeting rhythm, documented SOPs and an accountability chart, inside the tools you already use. After the install, your OM remains full-time on your team to maintain the system and take on more as capacity allows.
Will an operations manager work with the software and systems we already use?
Yes. Your Operations Manager installs EdgeOS inside the tools you already use for scheduling, jobs, CRM and accounting rather than forcing a switch. If you already run a business operating system, your OM can work inside it. The focus is on clear owners, written SOPs and a weekly scorecard, not on new software.
Can an operations manager help me take time off or sell my company later?
That is the purpose of the seat. When handoffs, hiring and the weekly rhythm run through a full-time operations manager instead of you, the company depends less on the owner. That gives you room to step back, grow, or keep the option to sell later with documented systems a buyer can see.
Ready to stop being the bottleneck?
Ready to hand off the operations?
Talk with us about placing a full-time Operations Manager who installs EdgeOS inside your existing tools.
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