One Office Team for Six Trades

Walk into the office of a pest control company, a roofer, a plumber, an HVAC contractor, a cleaning business or a landscaper and you will find the same desk. The phone that rings while everyone is in the field. The job that needs booking, confirming and dispatching. The estimate that went out and went quiet. The invoice that has not been sent because the day ran out. The trades are different; the office work behind them is nearly identical. That is why one trained assistant can run it for any of the six.

Calls answered, jobs booked

The first thing to hand over is the phone. Your assistant answers calls, web forms and messages in your company name during business hours, captures the job details, urgency and access notes, books the job into your calendar or field software and sends the confirmation. Emergencies are flagged to your on-call person under the rules you set. Technical and pricing questions go to your licensed staff, with the details already written up.

Dispatch and the daily run sheet

Once bookings flow, the schedule follows. Routes are planned across your service areas, jobs are assigned to the right technician or crew, and when an urgent call-out lands the day is reshuffled and every affected customer is told their new arrival window. Crews get a run sheet with gate codes, job notes and property details before they leave.

• Routes and crew assignments planned inside your field software
• Schedule changes handled and customers updated
• Run sheets, access notes and job details sent to crews
• Rain delays and reschedules managed around the weather

Estimates followed up until they get an answer

Roofers lose storm-season leads to whoever answers first; landscapers lose spring estimates to whoever follows up. Your assistant turns site notes into tidy estimates for your approval, sends them, and follows up on an agreed cadence until the customer says yes or no. Claim numbers, adjuster appointments and supplements are tracked for roofing jobs; maintenance agreements and seasonal contracts are renewed before they lapse for HVAC and lawn care.

Invoices, reviews and the back office

A finished job should turn into a sent invoice, a review request and a tidy record. Your assistant sends invoices after each job, chases overdue accounts with the wording you approve, requests reviews and replies to them in your voice, and keeps job records, photos and customer details current in your CRM. A short weekly report tells you what was booked, invoiced and followed up.

Your crews handle the treatments, the roofs, the pipes and the lawns. That is the part nobody else can do. Everything behind it, we run.

Trade by trade, inside your software

The details change with the trade, and so does the software. The office rhythm does not.

• Pest control: recurring routes, reminders and invoicing inside PestPac, GorillaDesk, FieldRoutes or ServiceTitan
• Roofing: lead intake, inspections, claims paperwork and crew scheduling in JobNimbus, AccuLynx and CompanyCam
• Plumbing and HVAC: call answering, dispatch, quotes and maintenance agreements in ServiceTitan, Housecall Pro, Jobber or FieldEdge
• Cleaning: recurring schedules, call-out cover and client care in Jobber, ZenMaid or Launch27
• Landscaping and lawn care: estimates, routes and recurring billing in Jobber, LMN or Service Autopilot

What changes for the owner

The owner stops being the switchboard. Calls are answered while you are on a roof or under a sink, the schedule holds without you refereeing it, estimates are chased without you remembering to, and invoices go out because someone's job is to send them. An NDA is signed before any access is shared, you choose the permissions in your software, and hours flex up for storm season or the spring rush and back down when it slows.

See home services support, trade by trade

It starts with a free 30-minute call about your phones, your schedule and the jobs that slip through. No setup fees, and the first week is spent shadowing your calls and bookings before the first tasks move over.