Data entry services for trades & home services

AssistBPO's data entry services for trades and home services companies cover the records that make a field platform worth paying for. Customer and property records with equipment, serial numbers and install dates; the price book with current parts costs and labor times; membership imports; job costing from supplier invoices; and the invoice entry into QuickBooks Online that closes the month.

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This page Trades & home services Data entry services

How does data entry work for home services?

Your data entry assistant works from your source documents in your hours and enters them into ServiceTitan, Jobber, Housecall Pro or FieldEdge with a second check on every batch. Equipment records mean the model, serial, refrigerant type, filter size and warranty end date typed from the tech's photo so the next visit starts informed. Price book entry means new SKUs, updated costs and the markup rule you set, applied consistently across business units. Job costing means each supplier invoice tied to a job with materials cost against the sold price. Migration work means old spreadsheets and a previous platform's export cleaned, deduplicated and imported with tags and membership status intact. Each batch closes with a count entered, a count checked and an exceptions list, and the assistant is an employee with a backup and a team lead.

What tasks does data entry cover for trades and home services companies?

  • Enter equipment records with model, serial, filter size and warranty end date from tech photos
  • Update the price book with new SKUs, costs and your markup rule across business units
  • Import membership lists with plan type, renewal date and visits remaining
  • Tie supplier invoices to jobs for materials cost against sold price
  • Clean and import customer data from spreadsheets or a previous platform
  • Enter completed job invoices and payments into QuickBooks Online
  • Merge duplicate customer records and standardize addresses and phone formats
  • Close each batch with counts entered, checked and exceptions listed

The KPI that matters here

Error rate per 100 records on the second check, and completed jobs with equipment records fully populated. Both are on the monthly QA scorecard.

What rules does data entry follow for home services?

  1. 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.
  2. 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.
  3. 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.
  4. 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.

Home services software we work in

Also in use

  • FieldEdge
  • Google Business Profile

See all 80 tools we work in

More for trades and home services companies

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Frequently asked questions

How do you get equipment data from techs who hate paperwork?

From their photos. Most field platforms let a tech snap the data plate and attach it to the job. The assistant reads the plate, enters model, serial, manufacture date, refrigerant type or tank size and filter dimensions into the equipment record, and flags any job closed without a plate photo so the manager can remind the tech. Within a few weeks the records fill in without the tech typing anything.

Can you migrate us from one platform to another?

The data side, yes. The assistant exports customers, properties, equipment, memberships and open estimates from the old system or your spreadsheets, cleans and deduplicates them, maps fields to the new platform's import template, runs a test import on a sample, and then imports in batches with a count check. Your platform's onboarding team handles configuration; we make sure the data arriving is clean.

Do you keep the price book current?

Yes, to your rule. When a supplier price list or a distributor invoice shows a new cost, the assistant updates the item cost and applies your markup or flat-rate rule, records the date of the change and lists the updates for your approval before they go live. New equipment SKUs are added with the warranty terms, and discontinued items are marked inactive rather than deleted so history stays intact.

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