What our team handles
What our team takes off your plate
Your dedicated admin works in your business full-time, inside the software you already use, and the rest of our team works on making it run better. Here's what comes off your plate.
Money in, money out
Invoicing
Invoices go out when the work is approved, including progress billing and change orders. Overdue invoices get tracked by age, so you know who owes what.
Receipts
Receipts get collected, matched to the right job and tagged in QuickBooks. Your bookkeeper stops chasing you.
Payroll
Hours collected and checked, payroll prepared on schedule, handed over step by step until your admin runs it.
The phone and the calendar
Calls
Calls get answered during your hours. Your admin handles what they can and sends the rest to you or your crew leads.
Scheduling
Estimates, jobs, crews and appointments, kept up to date in your job software.
Reminders
Appointment reminders, follow-ups on quotes and nudges on unpaid invoices.
Customers and paperwork
Customer updates
Customers hear when you're starting, when there's a delay and when the job is done.
Job files
Contracts, photos and change orders, saved in the job where you can find them.
Vendor paperwork
New vendors set up, W-9s collected, contact details kept current.
Making the business run better
System setup
Our ready-made office systems, set up in your software one at a time, then written down step by step.
Process improvement
Bottlenecks found and fixed: the double entry, the late invoice, the receipt nobody matched.
Growing with you
Manual steps automated where it makes sense, and the setup adapted as you add crews, jobs and revenue.
Once the core six are running
When the basics are in place and your numbers are clean, your admin moves into the work that tells you how the business is really doing.
How we build up to it- +Job costing with profit margins on every job
- +Your monthly numbers, in one place
- +A one-page KPI report
- +Basic marketing, like regular posts on your Facebook page
Works in your software
Job management and CRM
- JobTread
- Buildertrend
- Procore
- Houzz Pro
- Contractor Foreman
- Knowify
- Projul
- BuildBook
- JobNimbus
- AccuLynx
- Leap
- Builder Prime
- Improveit 360
- MarketSharp
Field service
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- Service Fusion
- Workiz
- ServiceM8
- Successware
Accounting and payroll
- QuickBooks
- Xero
- Gusto
- ADP
Everything else
- CompanyCam
- Google Workspace
- Microsoft 365
- HubSpot
- GoHighLevel
Running something else? Our team learns it. They log in to your accounts, so your data stays yours.
What stays with you
Selling the work and running the jobs. Your admin handles the office around them.
Which of these is eating your week?
Tell us on the call. We'll start with whatever is costing you the most.