Services

Billing & invoicing

  • Creating and sending invoices

  • Following up on unpaid invoices

  • Payment tracking and organization

scheduling & Communication

  • Job scheduling and calendar management

  • Customer call/text/email follow ups

  • Appointment confirmations

Estimates & Documents

  • Creating and sending estimates

  • Proposal formatting

  • Document organization

CRM & Digital organization

  • CRM setup and date entry

  • Customer record management

  • File and Folder organization

Job & Project Specific Support

  • Pulling permits and tracking approvals

  • Submitting insurance documentation

  • COI requests and tracking

  • SOW preparation and organization

  • Job packets and project documentation

  • Change order documentation

  • Compliance and required paperwork coordination

Social Media, Marketing, & Advertising Support

  • Social media posting and basic management

  • Creating flyers and promotional materials

  • Business card design and set up

  • Apparel and branded gear coordination

  • Simple ads and promotional graphics

  • Basic website content updates

Don’t see your task listed? If it’s back office, admin, or marketing related, chances are we can handle it.

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