FULL-SERVICE BACK OFFICE
You lead the work.
We support the business.
Practical office, administrative, and operations support for contractors who need more structure, more follow-through, and more time to focus on their teams and customers.
Discuss back-office support ↗FROM FIRST INQUIRY TO FINAL PAPERWORK
A more organized office.
A better-supported business.
Customer & lead coordination
Keep incoming opportunities from slipping through the cracks.
- Inquiry intake and customer-information organization
- Lead and proposal follow-up tracking
- Appointment and service-schedule coordination
- Customer correspondence and status updates
- Handoffs between the office, owner, and field team
Estimating & sales administration
Give every proposal a clear path forward.
- Bid calendars and opportunity tracking
- Estimate and proposal formatting
- Supplier requests and quote follow-up
- Proposal status and acceptance tracking
- Project setup after an award or signed proposal
Billing & receivables support
Keep billing organized and outstanding items visible.
- Invoice preparation using approved job information
- Progress-billing document coordination
- Receivables reports and payment reminder workflows
- Customer follow-up and billing-question tracking
- Organization of supporting records for your bookkeeper or accountant
Project & vendor paperwork
Keep the documents your jobs depend on in order.
- Job folders, purchase orders, and vendor records
- Administrative tracking of insurance certificates and renewals
- Contract and change-order document organization
- Submittal, RFI, and approval registers
- Closeout documents, warranties, and completion checklists
People & daily operations
Build reliable handoffs and repeatable routines.
- Employee onboarding checklists and document collection
- Timesheet collection and payroll-input organization
- Crew and office communication workflows
- Task ownership, deadlines, and follow-up lists
- Hiring-process administration and interview coordination
Systems, SOPs & business visibility
Make the business easier to manage as it grows.
- Standard operating procedures and reusable templates
- Customer and job-tracking system organization
- Pricing and overhead-recovery review
- Job-cost information and management-report preparation
- Workflow reviews and practical improvement plans
CHOOSE THE SUPPORT THAT FITS
A specific project.
Or a consistent resource.
Start with a backlog cleanup, a process that needs fixing, or a defined administrative project. For ongoing needs, discuss recurring back-office support or fractional operations coordination.
We agree on responsibilities, access, priorities, and deliverables together. You remain in control of business decisions and approvals.
What we can help put in place
A weekly priority listA live bid and proposal trackerOrganized job foldersInvoice follow-up routinesRepeatable office checklistsClear office-to-field handoffs
LET'S TALK ABOUT YOUR BUSINESS
The support you need.
A clear place to start.
Discuss service options, your project priorities, and the right level of support.
Schedule a free 15-minute call ↗