We have helped hundreds of clients in the trade industry over the last 10 years
Admin & Operations
Your office engine, systemised and smarter.
While you’re quoting or installing, your remote team member runs the backend of your business – using AI-powered task management and integrated job systems to keep things moving.
What they do:
- Create and manage jobs in SimPRO, AroFlo, or ServiceM8.
- Follow up supplier quotes and track purchase orders.
- Manage calendars, site schedules, and compliance documentation.
- Use AI assistants to draft quotes, update job notes, and generate client summaries.
Less chaos. More clarity.
Customer Service
Professional, proactive client communication – done right.
Your clients deserve fast, friendly, and consistent communication. Your remote team member becomes the first point of contact – handling every enquiry through your systems and CRM.
What they do:
- Answer and log client calls and messages through SimPRO, HubSpot, or Jobber.
- Send quotes and follow-ups automatically using templated AI workflows.
- Request and manage Google reviews and after-service feedback.
- Handle warranty requests and service scheduling with clear documentation.
Happier clients. More referrals.
Finance & Bookkeeping
Cash flow clarity – without the stress.
We keep the money moving with accuracy and speed. Our finance support specialists integrate directly with your accounting software for complete visibility.
What they do:
- Create and send invoices through Xero or QuickBooks and reconcile payments.
- Automate overdue invoice reminders using AI-driven workflows.
- Track expenses, payroll data, and supplier bills.
- Prepare weekly financial summaries and job profitability reports.
Know where every dollar is going – without touching the books.
Marketing Support
More leads. Less effort.
You deliver the work – we help make sure people find you. Our marketing specialists manage everything from content to reviews, powered by smart automation.
What they do:
- Manage and schedule social posts and Google updates.
- Use AI tools to create engaging content and optimise ad copy.
- Coordinate reviews, testimonials, and email marketing campaigns.
- Update your website and ads for better local SEO and lead generation.
More leads. Better conversion.
Team & HR Support
Your crew, backed up – without the paperwork.
We take the admin off your shoulders so you can focus on leadership.
What they do:
- Prepare onboarding docs, employment contracts, and compliance tracking.
- Manage rosters, timesheets, and leave records.
- Support recruitment, reference checks, and training coordination.
- Maintain up-to-date HR files using secure shared systems.
A motivated, compliant team – managed without the headaches.
Reporting & Systems
Clarity + automation = control.
You don’t need more spreadsheets – you need visibility. We use real-time dashboards and AI reporting tools to track performance and opportunities.
What they do:
- Build dashboards and KPI reports using Google Data Studio or Power BI.
- Document workflows and create standard operating procedures.
- Set up automation between SimPRO, Xero, and CRM tools.
- Identify AI opportunities to speed up quoting, scheduling, and communication.
Less guesswork. More growth.
Ready to take your business to the next level?
Book a call and see how we can help you build a team, scale your business and win back your time!
Book Kick-Off Call