Back office & pipeline

The paperwork did itself.

The office work used to happen at the kitchen table after nine.

Quotes followed up until they close. Invoices chased politely so you don't have to. The spreadsheet you keep meaning to build — built, filled, and kept current. Every job, call, and dollar lands in one plain-English record you can actually search.

Handled today:
Quote #241 followed up on day 3. Customer replied: “Let's do it.”8:05 AM
Invoice #1188 reminder sent, 14 days outstanding.11:30 AM
Weekly report built: 9 jobs closed, $18,400 booked, 3 quotes open.2:00 PM
Pipeline updated. Two leads went cold. Flagged for a call from you.5:30 PM

What comes off your plate.

  • Quote follow-ups until they answer
  • Invoice reminders, firm but polite
  • Pipeline kept current, every lead staged
  • Spreadsheets and reports built and maintained
  • Weekly numbers summarized in plain English
  • Job records filed as they happen
  • Supplier and appointment confirmations tracked
  • End-of-month reporting, ready before you ask

Your say-so, built in

Internal work like spreadsheets, reports, and records runs freely from day one; it never leaves the house. Anything customer-facing, like an invoice reminder, waits for your approval until you say otherwise.

Also handled

Start with the audit.

Your Everything Audit prices the quotes sitting cold right now, from your real list, before we deploy anything.

Get your Everything AuditFree. We run eight a month.