Executive Assistant | Home Service Operations | Dispatch, Scheduling & CRM Support

5+ Years of Virtual Assistance Experience

I’m a Virtual Assistant and Executive Assistant with 5+ years of experience supporting US-based businesses, with a strong focus on home service operations, scheduling, dispatch, customer communication, invoicing, CRM management, and project coordination.

I’ve also worked with a coaching company that supports home service businesses, giving me additional exposure to how contractors manage their teams, systems, customers, workflows, and business growth.

I help home service companies stay organized behind the scenes so owners and field teams can focus on completing projects and growing the business.

How I Can Help

• Lead intake and customer communication
• Appointment scheduling and confirmations
• Technician scheduling and dispatch
• Estimate, proposal, and invoice preparation
• Deposit, progress, and final payment tracking
• Material and vendor coordination
• Project status tracking and customer updates
• CRM pipeline management
• Job costing and basic reporting
• Review, estimate, and invoice reminders
• SOPs, checklists, trackers, and dashboards
• Workflow and Google Workspace automation

I can support the full customer journey:

New Lead → Estimate → Approval → Deposit → Scheduling → Dispatch → Project Updates → Payment → Completion → Review

Executive & Administrative Support

• Inbox and calendar management
• Task and deadline tracking
• Client, vendor, and team communication
• Document and file organization
• Spreadsheet tracking and reporting
• Meeting coordination and action items
• Process documentation and SOP creation

Systems & Tools

GoHighLevel | Housecall Pro | Buildertrend | ClickUp | Notion | Slack | Google Workspace | Google Sheets | Google Apps Script | Zapier | Microsoft 365 | Excel | Zoho Books | Canva

Additional Experience

I also have experience as a Medical Virtual Assistant and Healthcare Customer Service Representative in a HIPAA-compliant environment, which strengthened my skills in documentation, accuracy, confidentiality, and customer care.

Portfolio

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If you’re a home service business owner looking for someone who can keep customers, schedules, technicians, projects, payments, and daily operations organized, I can help take that workload off your plate.

My goal is to become someone you can confidently delegate to and rely on to keep things moving.