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Assistants for trades and home services companies: how the pod runs
A virtual assistant for contractors from AssistBPO is a named, employed CSR who answers your phones, books jobs on the board, follows up on open estimates and requests Google reviews inside ServiceTitan, Jobber or Housecall Pro, in your hours. HVAC, plumbing, electrical, landscaping and cleaning companies get one person who knows the trade, plus a backup and a team lead.
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What we handle
A virtual assistant for contractors from AssistBPO is a named, employed CSR who answers your phones, books jobs on the board, follows up on open estimates and requests Google reviews inside ServiceTitan, Jobber or Housecall Pro, in your hours. HVAC, plumbing, electrical, landscaping and cleaning companies get one person who knows the trade, plus a backup and a team lead.
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Phones and admin together
A CSR desk that books the job while your techs are on the roof
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In your hours
Estimate follow-up and membership renewals, with lawful consent and do-not-call scrubbing
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What you see
Works inside ServiceTitan, Jobber, Housecall Pro and your phone system
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A named assistant, a backup and a team lead
In your hours, inside your tools, with a reply from a person within 1 business day. Call +1-657-777-0006 or ask for a staffing plan.
Get a staffing plan 06 / 06
Β· Reviewed by Issabela Masters
What can trades and home services companies hand off first?
These 8 jobs are what AssistBPO's Home services pod takes off trades and home services companies first.
CSR desk
Answer every call in your company name, capture the address, the equipment, the symptom and the membership status, book the job under the right job type with a two-hour arrival window, and offer the tune-up when the season calls for it.
Dispatch support
Build the board each morning by zone and skill, send on-my-way texts, move the afternoon calls when a job runs long, and keep the on-call tech's list current so nobody drives across town for a job that was rebooked.
Estimate follow-up
Call and text every open estimate at day 2, day 7 and day 14 with lawful consent and do-not-call scrubbing, answer questions from the written proposal, point financing questions to your portal, and mark the estimate sold, lost or pending in the platform.
Maintenance agreements
Schedule spring and fall tune-ups for members before the rush, chase members who have not used a visit, renew expiring plans by phone and email, and keep the membership count honest in ServiceTitan or Housecall Pro.
Seasonal peaks
Extra desk coverage for the first heat wave, the first hard freeze, spring landscaping start-ups and storm clean-ups, with a triage script that puts no-heat, no-cool and active leaks ahead of everything else.
Reviews and reputation
Send a review request after every completed job, reply to every Google review within a day, flag one- and two-star reviews to you the moment they land, and keep your Google Business Profile hours and services accurate.
Invoicing and parts admin
Turn tech notes and photos into invoices, collect install deposits through your payment portal, log parts orders and ETAs, register equipment warranties with the manufacturer and file the permit paperwork the city sends back.
Reporting
A weekly sheet with booking rate, unsold estimates by tech, membership renewals, review count and average rating, pulled from your field platform rather than from memory.
What does a typical week look like for trades and home services companies?
Monday
Weekend voicemails, web forms and Angi or Thumbtack leads cleared by 8am, the week's board built by zone, and every estimate left open from last week queued for follow-up.
Tuesday
Membership tune-ups booked ahead of the season, expiring plans called, parts on order chased with the supplier, and install deposits confirmed before the crew is scheduled.
Wednesday
Estimate follow-up calls and texts, permit statuses checked with the city, Google reviews answered and last week's one-star review escalated with a call log attached.
Thursday
Invoices from tech notes reconciled with the office, next week's capacity checked against the weather forecast, and reminder texts queued for Friday's jobs.
Friday
Unsold estimates report by tech, tech utilization from the platform, next week's board drafted, and the 20-minute weekly review with your team lead.
Home services software we work in
Also in use
Which assistant roles do trades and home services companies use?
AssistBPO builds the Home services pod from the 6 roles below, each one employed and managed rather than contracted.
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Answers the phone, books the job, sets the arrival window and captures everything the tech needs before the truck rolls.
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Owns the board: routes by zone and skill, sends on-my-way texts, rebooks the day when a job runs long and keeps the on-call list current.
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Overflow and after-hours answering in your company name, with emergency triage and a warm transfer to the on-call tech.
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Works open estimates, expiring memberships and past customers due for a tune-up, with lawful consent and do-not-call scrubbing.
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Equipment records, serial numbers, price book updates and invoice entry into QuickBooks Online, checked against the source.
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Before-and-after photos, seasonal tips, tech spotlights and Google Business Profile posts, with your license number where your state requires it.
Which compliance rules apply to trades and home services companies?
The rules your pod is trained on before the first live shift, and the ones the team lead checks in the monthly QA scorecard.
TCPA for follow-up calls and texts
Estimate follow-ups, tune-up reminders and review requests go only to customers who gave consent on your booking form or service agreement, inside 8am to 9pm local time, after do-not-call scrubbing, under the Telephone Consumer Protection Act enforced by the FCC. Purchased homeowner lists are never dialed.
License numbers on ads and estimates
Many states require your contractor license number on advertising, estimates and social posts; California's CSLB and Florida's DBPR are two examples. Your assistant keeps the number on every template and never describes work your license does not cover.
Review requests under the FTC rule
Review requests go to every customer after a completed job, not only the happy ones, and nobody is paid or given a discount for a review, following the FTC's Consumer Reviews and Testimonials Rule and Google's review policies. Replies never reveal a customer's address or account details.
Card payments and PCI DSS
Deposits and payments are taken only through your ServiceTitan, Jobber or Housecall Pro payment link or portal. The assistant never writes down a card number or stores one in a note, in line with PCI DSS.
KPIs we report
AssistBPO reports 6 KPIs on the Home services pod.
| KPI | Why it matters |
|---|---|
| Booking rate | Booked jobs divided by calls that could have been booked. The single number that tells you whether the desk is turning ring time into truck time. |
| Average speed of answer | A homeowner with no heat calls the next company after four rings. Measured from your phone system, not from memory. |
| Estimate close rate after follow-up | Open estimates that turn into sold jobs once the follow-up cadence runs, tracked per tech and per job type. |
| Membership renewal rate | Renewed plans divided by expiring plans each month. Members are the jobs that fill shoulder season. |
| Reviews per completed job | Review requests sent and reviews received per week, plus average rating, because Local Services Ads and the map pack run on them. |
| Same-day rebooks | Jobs moved by the office before the customer called to complain, which is what a good dispatcher prevents. |
Case study
Storm nights answered, not missed
Case studyHVAC Company Stops Losing After-Hours Calls
A residential HVAC company in the US Midwest was losing its best calls to voicemail. Once the office closed at five, the phone rolled to a message, and on the first hard freeze or the first heat wave of the season the overnight queue filled with homeowners who then called the next company on the list. The on-call technician was answering his own cell between jobs and taking addresses on the back of a work order. AssistBPO put a named after-hours desk on the line with a trained backup and a team lead, working inside the company's own field service software. Calls are now answered by a person overnight and at weekends, triaged against a script the owner wrote, booked into the next available slot or escalated to the on-call technician by the rules the owner set. Storm nights get extra cover.
Services for trades and home services companies
Each one is written for this sector: its tasks, its KPI and a scenario from this industry rather than a general description.
- Virtual assistant services for trades & home services
- Virtual receptionist services for trades & home services
- Appointment scheduling service for trades & home services
- Customer support outsourcing for trades & home services
- Email management virtual assistant for trades & home services
- Calendar management services for trades & home services
- Data entry services for trades & home services
- Appointment setting services for trades & home services
- CRM virtual assistant for trades & home services
- Social media virtual assistant for trades & home services
- After hours answering service for trades & home services
- Client intake services for trades & home services
Guides for trades and home services companies
Written for this sector: the tasks, the rules and the numbers, with every source named.
- Virtual assistant for contractors: the CSR + dispatch model for trades How plumbing, HVAC and electrical contractors pair a remote CSR with a dispatcher to answer every call, book more jobs and keep techs moving, plus KPIs.
- The real cost of a missed call by industry (2026 data) The cost of a missed call, calculated from your own numbers: calls, missed share, new-business share, average ticket and close rate, with worked examples.
- The whole library
Frequently asked questions
How much does a virtual assistant for contractors cost?
Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. For orientation, published US virtual assistant pay averages $19.45 an hour (PayScale via Wishup, 2026), and managed offshore assistants are typically quoted at $640 to $2,400 a month full time. A dedicated CSR or dispatcher is priced per person for a block of hours, so the first heat wave does not change your bill, and a shared front desk can be added for overflow only.
Do your assistants know ServiceTitan, Jobber and Housecall Pro?
Yes. We staff home services desks with people who have booked jobs, built dispatch boards and followed up estimates inside ServiceTitan, Jobber, Housecall Pro and FieldEdge. During onboarding your team lead records your job types, business units, arrival windows, price book rules and membership offers, and the assistant runs the first week with a second check on every booking. Access is through your own user login with the permissions you choose.
Can the assistant actually dispatch my techs?
Yes, to the rules you set. The dispatcher builds the board by zone and skill, keeps a buffer for emergencies, sends on-my-way texts and reshuffles the afternoon when a job runs long, all inside your field platform. What the dispatcher does not do is decide technical priority on a job the tech has not seen; when a homeowner describes a gas smell or sparking panel, the script tells them to leave the house and call the utility or 911, then pages your on-call lead.
What happens with emergency calls after hours?
The after-hours desk answers in your name, triages against your emergency list (no heat below a set temperature, active leaks, sewage backup, no power) and pages the on-call tech by text and call under your escalation tree. Everything else is booked for the morning with the customer told the arrival window. Each morning you get a handover note with every call, every page and every booking, so the day starts with the board already full.
Will the assistant quote prices over the phone?
Only what you approve. Most companies let the desk quote the diagnostic or dispatch fee, the hourly rate for a service call and the membership price, and nothing else. Repair and install pricing stays with the tech's flat-rate book at the house. If a caller pushes for a number, the CSR explains the diagnostic fee and books the visit. Your price rules live in the assistant's playbook and are reviewed with the team lead when they change.
How do you handle the summer and winter peaks?
Hours are fixed per person, so the plan is set before the season. Most HVAC clients add a second CSR or the shared overflow desk from the first forecast heat wave, and plumbers do the same ahead of a hard freeze. The triage script changes for the season: no-cool for members first, then no-cool for everyone, then maintenance moved to the following week with a courtesy text. Your team lead reviews call volume weekly and proposes changes before the desk falls behind.
Do you send review requests and reply to reviews?
Yes. After a job is closed in your platform, the assistant sends your review request by text or email to every customer with consent, replies to each Google review within one business day in your voice, and flags anything below three stars to you with the job history attached before replying. Nobody is offered a discount for a review and no review is ever written by us, which keeps you inside the FTC rule and Google's policies.
Are the assistants employees or freelancers?
Employees of the group, background-checked, under NDA, on managed devices with MFA. You are not co-employing anyone and there is no contractor to chase when the phones are busy. If your CSR is out, the trained backup who already knows your job types and price rules steps in, and the team lead remains your single point of contact for the weekly review and the monthly QA scorecard of recorded calls.
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