Built for plumbers, HVAC and electricians
Owner-run trade businesses with busy seasons and not enough office help. Here is how the assistants fit your trade.
Lead trades
Plumbers
Fast replies to new service calls and inquiries, follow-up on open quotes, draft quotes from your price sheet, and posts that show off finished jobs.
- Booking follow-up on new inquiries and open quotes
- Draft quotes from your price sheet and job notes
- Lead lists of property managers, HOAs and builders
- Job-photo posts and review requests after the job
HVAC
Quick follow-up when inquiries spike in your busy seasons, reminders on open quotes, seasonal promo posts, and tidy books.
- Fast replies to new inquiries and reminders on open quotes
- Seasonal promo posts in your voice
- Draft quotes from your price sheet and job notes
- Lead lists of property managers and HOAs
Electricians
Builders and property managers as prospects, quote drafts from your job notes, follow-up on open quotes, and receipts matched for your accountant.
- Draft quotes from your price sheet and job notes
- Lead lists of builders and property managers
- Follow-up on open quotes and review requests
- Receipts matched and transactions categorized
Other local trades
Party and event rentals
Event planners as a lead source, fast replies to new booking inquiries, reminders on open quotes and deposits, and review requests after the event.
- Booking follow-up and deposit reminders
- Lead lists of event planners
- Seasonal promo posts with job photos
- Quotes from your price sheet
Contractors and home improvement
Builders and property managers as prospects, quote drafts from your job notes, and posts that show off finished work.
- Draft quotes from your price sheet and job notes
- Lead lists of builders and property managers
- Job-photo posts in your voice
- Receipts matched and transactions categorized
Snow plowing
Property managers and HOAs as prospects ahead of the season, follow-up on open quotes, and a seasonal pause option for the off-season.
- Lead lists of property managers and HOAs
- Follow-up on open quotes
- Seasonal posts
- Seasonal pause: up to 3 off-season months at half the monthly fee
Parking lot sweeping
Property managers and HOAs as prospects, outreach drafts for your review, and tidy books for recurring work.
- Lead lists of property managers and HOAs
- Outreach drafts for your review
- Quote drafts
- Bookkeeping tidy-up with anything odd flagged
Don't see your trade?
We also work with similar local service companies.
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