I help trades businesses build efficient operational systems that keep jobs moving, technicians productive, customers informed, and business owners focused on growth.
With hands-on experience supporting businesses across Australia and the UK, I understand the fast-paced nature of field service operations and the importance of keeping technicians productive, customers informed, and office processes running smoothly.
I specialize in managing and improving the operational systems that keep businesses moving, including:
ServiceM8 job management from booking to completion
Scheduling and dispatching field technicians
Managing bookings, cancellations, and schedule changes
Customer communication via phone, email, and SMS
Preparing quotes, proposals, invoices, and job reports
Managing ServiceM8 and Xero workflows
Following up on outstanding jobs and customer requests
CRM management and maintaining accurate customer records
Calendar, inbox, and administrative support
Process documentation, SOP creation, and workflow improvement
Beyond daily operations, I have experience implementing, configuring, and optimizing ServiceM8 for trades businesses. This includes designing efficient workflows, creating job templates, forms, checklists, proposal templates, customer communication templates, and supporting ServiceM8–Xero integration. My focus is on reducing administrative workload, improving operational efficiency, and building systems that support business growth.
I enjoy working closely with business owners, office teams, and field technicians to improve processes, solve operational challenges, and keep day-to-day operations running efficiently. I take ownership of my work, communicate proactively, and quickly adapt to new systems and business processes.
If you're looking for an Operations Virtual Assistant who understands how trades businesses operate and can contribute from day one, I'd love to help your business stay organized, efficient, and ready to grow.
Core Systems & Tools
ServiceM8 • Xero • GoHighLevel • Google Workspace • Microsoft Office • Zoho CRM • Zapier • ----------- • Trello • Slack • Asana • Notion • WordPress • Canva
Verified
