Organized back-office workspace with a laptop displaying customer and billing data, representing administrative support and follow-up services for plumbers and small trade businesses.
Organized back-office workspace with a laptop displaying customer and billing data, representing administrative support and follow-up services for plumbers and small trade businesses.

Admin & Follow-Up Support

$399.00 every month

For owner-operators and small teams who need reliable admin support without hiring staff.

Includes:

  • Customer follow-ups

  • Estimate reminders

  • Invoice reminders

  • Scheduling & rescheduling

  • Pipeline touchpoints (quote → scheduled → active → completed)

  • Weekly summary

For owner-operators and small teams who need reliable admin support without hiring staff.

Includes:

  • Customer follow-ups

  • Estimate reminders

  • Invoice reminders

  • Scheduling & rescheduling

  • Pipeline touchpoints (quote → scheduled → active → completed)

  • Weekly summary

When you’re in the field all day, the small tasks pile up fast—missed calls, forgotten estimates, customers waiting for updates, and invoices that sit untouched. Admin & Follow-Up Support solves that. We step in as your day-to-day administrative partner, keeping your schedule tight, your customers informed, and your workflow moving so nothing stalls or gets lost.

We take care of all customer communication that keeps your jobs flowing—from the moment a lead comes in to the moment the invoice is paid. That includes scheduling and rescheduling, estimate reminders, invoice follow-ups, and every touchpoint that moves a job from “quoted” to “completed.” You get consistent support without the cost or management of hiring in-house staff.

Behind the scenes, we maintain your task lists, manage customer messaging, keep your pipeline updated, organize your digital workspace, and ensure no job slips through the cracks. It’s steady, reliable help that keeps your business running even when you’re slammed.

Includes:

  • Customer follow-ups (calls, texts, or emails depending on your workflow)

  • Estimate reminders and quote follow-through

  • Invoice reminders and follow-through

  • Scheduling and rescheduling

  • Job pipeline updates (quote → scheduled → active → completed)

  • Weekly performance summary

Required onboarding:

  • All subscription clients must have both a CRM (Jobber, Housecall Pro, or similar) and a billing system (FreshBooks, QuickBooks, etc.). If you don’t have these systems in place, we will set them up for you at a discounted onboarding rate.

  • CRM Setup • Billing Software Setup
    Bundled for new clients: ~$450 (discounted)
    Regular pricing if purchased separately: ~$600

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