Office support for home service teams
Your crews are in the field all day. We keep the office moving: calls answered, jobs booked, crews dispatched, estimates followed up, invoices sent and reviews coming in.
Pest control, roofing, plumbing, HVAC, cleaning and landscaping: six trades on one page, one way of working, inside the software you already run.
The office work behind every job
Pick the whole list or the parts that hurt most. Your assistant follows your process, not a script.
Phones and scheduling
- Answering calls, web forms and messages in business hours
- Booking jobs into your calendar or field software
- Confirmations, reminders and reschedules
- Dispatch notes and daily run sheets for crews
Estimates and invoicing
- Turning site notes into tidy estimates for your approval
- Following up quotes until you get a yes or a no
- Sending invoices and chasing overdue payments
- Keeping job records and photos where they belong
Customers and reviews
- Prompt replies to customer questions
- Service reminders and seasonal check-ins
- Review requests after completed jobs
- Replying to reviews in your tone of voice
Office and reporting
- Inbox and calendar kept clear
- Supplier and subcontractor coordination
- Job costing notes and simple weekly reporting
- Data entry and clean records in your CRM
Six trades, one office team
The office work is similar across home services, but the details are not. Every trade below has its own section, with the tasks, tools and outcomes that matter to it.
Technicians on route, not on the phone
Recurring routes, one-off call-outs and the paperwork behind both. Your assistant keeps the calendar organised, technicians updated and customers reminded ahead of every treatment.
- Appointment booking, confirmations and reminders
- Technician route planning across your service areas
- Real-time schedule changes when urgent call-outs land
- Satisfaction checks and follow-ups after treatments
- Invoices out the day of service, overdue accounts chased
- Customer database and property details kept current
Works inside PestPac, GorillaDesk, FieldRoutes and ServiceTitan
Every storm-season lead followed to a decision
Storm season fills the phone, the inbox and the estimate queue all at once. We book inspections, chase open proposals and keep insurance paperwork organised so your reps and crews stay on roofs, not on hold.
- Leads qualified by roof type, damage and insurance or retail job
- Inspections booked while homeowners are still comparing roofers
- Open proposals followed up until every estimate gets an answer
- Claim numbers, adjuster appointments and supplements tracked
- Crews, material deliveries and dumpster drops rescheduled around weather
- Review requests after every finished roof
Works inside JobNimbus, AccuLynx and CompanyCam
Office support that keeps your trucks moving
A burst pipe does not wait for office hours, and neither do your customers. We answer, book and dispatch so your plumbers spend the day fixing things, not returning calls.
- Job details, urgency and access notes captured on every call
- True emergencies flagged to your on-call plumber
- Jobs assigned to the right plumber and route
- Customers updated with new arrival windows when the day shifts
- Parts ordered and tracked for scheduled jobs
- Quotes prepared from your price book and followed up
Works inside ServiceTitan, Housecall Pro, Jobber and FieldEdge
Peak seasons handled, shoulder months kept full
When the first hot week arrives, every customer calls at once. We keep the phones answered, the dispatch board organised and your maintenance agreements renewed, all year round.
- System type, symptoms and urgency captured on no-cool and no-heat calls
- Calls assigned by skill, location and priority
- Spring and fall tune-ups scheduled for agreement members
- Renewal reminders sent before agreements expire
- Agreements offered to new customers after a service call, using your script
- Financing documents, permits and warranty registrations tracked
Works inside ServiceTitan, Housecall Pro and FieldEdge
Schedules kept full, call-outs covered fast
Recurring bookings, last-minute cancellations, cleaner call-outs and a steady stream of quote requests. We keep the schedule organised and clients informed so homes and offices get serviced on time.
- Quotes sent from your pricing and service types
- First cleans and recurring schedules booked
- Access details, pets and special instructions collected
- Cover found for cleaner call-outs by the rules you set
- Post-clean check-ins, with complaints logged and routed to you
- Timesheets collected for payroll and failed payments chased
Works inside Jobber, ZenMaid, Launch27 and Housecall Pro
Crews on schedule from spring rush to season end
Spring brings a flood of estimate requests, new maintenance clients and crews to route every day. We handle estimates, routes, recurring visits and contracts so the busy season feels organised instead of overwhelming.
- Site visits booked and proposals prepared from your measurements
- Weekly routes built for mowing and maintenance crews
- Rain delays rescheduled and clients told
- Gate codes, job notes and property details sent to crews
- Maintenance renewals and fall cleanup sign-ups before the season
- Monthly maintenance and extra-work invoices
Works inside Jobber, LMN and Service Autopilot
We work inside the software you already use
No new system to buy and no migration. If your team uses something else, we learn it. Your assistant gets access under an NDA, with the permissions you choose.
Live in about a week
Questions from home service owners
Do you answer the phone in our company name?
Yes. Your assistant answers as part of your team, follows your call script and books straight into your software.
Can you handle technical questions from customers?
We handle the booking, the paperwork and the follow-up. Technical and pricing questions go to your licensed staff, with the details written up so they can answer quickly.
What hours do you cover?
We work your business hours, with overlap available for US, UK, Canada and Australia. Cover for early calls and evenings can be arranged.
Can coverage change with the seasons?
Yes. Hours flex with your workload. Roofers add cover after a storm, HVAC companies during heat waves and cold snaps, landscapers and pest control teams through spring and summer, then scale back in the quiet months, without long contracts.
What happens with emergency calls?
We capture the details, check the urgency against the rules you set, and get the job to your on-call plumber or technician or into the next available slot, then keep the customer updated.
Do your assistants already know PestPac?
Yes. PestPac, GorillaDesk, FieldRoutes and ServiceTitan are part of our pest control team's working knowledge. If you run a different platform, we learn it during onboarding and document your setup as we go.
How do you handle cleaner call-outs?
We follow the cover rules you set, contact available cleaners, update the schedule and let affected clients know about any change before it becomes a problem.
Is our customer data safe?
An NDA is signed before any access. You choose the permissions, you keep ownership of every account, and access is removed the day you ask.
We are not in these six trades. Can you still help?
Usually yes. The office work behind field teams is similar. Tell us how you run jobs and we will say honestly whether we fit.
Let us take the phones and the paperwork
Request a free 30-minute call. We will map the office work and tell you where an assistant helps first.