Remote Ops & CRM Support for Service Businesses
Contact for pricing
About this service
Summary
FAQs
Do you work with specific industries?
Yes, I specialize in service trades (pool, lawn, HVAC, cleaning, etc.), but I can adapt to any small business.
Do I need special software?
No. I can work within your current tools or recommend simple, affordable ones.
How do we communicate?
I keep it simple—email, text, or a shared dashboard, whichever you prefer.
What's included
Weekly Scheduling & Routing
Clients and jobs scheduled into an optimized route each week with confirmations sent, reducing wasted drive time and last-minute reschedules.
Invoicing & Payment Processing
Professional invoices sent out promptly through your CRM or accounting system, with payments tracked and overdue balances followed up.
Customer Communication & Follow-Ups
Customer reminders, service updates, and follow-ups handled on your behalf—ensuring clear, consistent communication that improves retention.
Admin Reporting
Weekly summary of completed work, open balances, and upcoming schedules so you always know where your business stands.
Example projects
Skills and tools
Operations Manager
Quickbooks
Stripe
Industries