Services Built for Builders, Contractors & Trades Businesses
Every trades business runs into the same three headaches:
1. Staying on top of communication
2. Staying compliant
3. Staying paid
Here’s how I help with all three.
Communications & Operations Management
Stop losing jobs to a missed call or a buried inbox.
- Email & Lead Management – First impressions matter. I monitor and manage your inbox, respond promptly to incoming leads, filter priority messages, and handle routine inquiries – so no opportunity is missed.
- Call Handling & Live Phone Support – For contractors using a VoIP system, I answer calls on your behalf, capture lead info, answer routine questions, and route urgent matters to you directly.
- Appointment & Calendar Management – Client estimates, supplier meetings, networking events – I manage your full calendar so your day runs without the back-and-forth.
- Data Entry & Records Management – Your client databases, financial records, and project details, accurate and up to date.
- Task & Subcontractor Coordination – Clear communication between your team, subcontractors, and clients, so every project keeps moving.
- Document Organization – Licenses, contracts, warranties, project files – always easy to find.
- Client Support & Satisfaction – Every inquiry and concern handled with the professionalism your business is built on.
- Client Follow-Up & Reviews – Post-job follow-up to gather feedback, encourage reviews, and book repeat business.
- Supplier Research & Procurement Support – I research, compare, and contact suppliers so you get the best pricing without the legwork.
- Travel Coordination – Flights, accommodations, and transportation handled when work takes you on the road.
- Proposals & Contract Preparation – Polished documents that present your business at its best and help you win more jobs.
Licensing, Permits & Compliance Management
Never get caught off guard by a lapsed license or a missed inspection.
- Business License Management – Renewals tracked and handled well before expiry, so you’re never caught off guard by a lapsed license that could put a job at risk.
- Permit Applications – I manage the process on your behalf, ensuring the correct documentation is submitted accurately and on time.
- Inspection Scheduling – Coordinated with the right authorities, timelines tracked, and reminders sent – so nothing holds up your crew.
Field-to-Bookkeeper Management
Get paid faster, and keep your books organized for your Bookkeeper
- Expense Tracking – Business expenses categorized, receipts organized, financial software kept clean.
- Invoice Preparation & Issuance – Invoices prepared and sent accurately, with technician notes captured correctly in the right client file.
- Overdue Payment Follow-Up – Consistent, professional follow-up on outstanding invoices, so you’re not chasing payments after a long day on the job.
- Payroll – Track time sheets and process payroll through QuickBooks to ensure accurate, on-time pay.
- Bookkeeper & Accountant Coordination – I work directly with your financial team to track down missing receipts, request documentation, and keep everything reconciled.
Not Sure Where to Start?
Most trades clients start with just 5-10 hours a week. Let’s talk about what’s actually eating up your time – and what I can take off your plate.