For Contractors
Operations Support for Contractors
Helping growing contractors stay organized, respond faster, manage leads, improve systems, and run smoother behind the scenes.
01
Lead & Sales Support
- Respond to new leads promptly and professionally
- Follow up with prospects via email or text on your behalf
- Track leads and pipeline in a simple CRM system
- Draft proposal templates and cover letters
- Coordinate scheduling for estimates and site visits
02
Administrative Support
- Manage your inbox and flag priority messages
- Organize project files, contracts, and documents
- Prepare invoices, change orders, and client communications
- Schedule subcontractors, deliveries, and appointments
- Keep job folders clean and accessible
03
Estimating Support
- Prepare itemized estimates from your notes or scopes
- Format and clean up estimate documents for client delivery
- Track material pricing and update cost databases
- Organize bid packages and subcontractor quotes
- Build reusable estimate templates by project type
04
Systems & Growth
- Set up or improve your project management workflow
- Build simple SOPs for recurring tasks and onboarding
- Create client-facing materials: welcome packets, process guides
- Identify gaps slowing your team down
- Support with tools like Jobber, Buildertrend, or Google Workspace
You handle the field. We help handle the operations.
Fill out the form below and we'll be in touch to schedule a consultation.
