Virtual assistant services for trades & home services

AssistBPO's virtual assistant services for trades and home services companies put one named assistant on the office work that piles up behind a busy field crew. Invoices built from tech notes, install deposits collected through your portal, parts orders logged with ETAs, permit paperwork filed, warranty registrations sent to the manufacturer and the membership list kept honest.

Get a staffing plan Book a 20-minute call

Get a staffing plan

A named person replies within 1 business day

A short call sizes the desk faster than email. We call only if you leave a number.

  • A named assistant proposed within 72 hours
  • A person replies, not a bot
  • Details stored only to reply. Privacy
This page Trades & home services Virtual assistant services

How does a virtual assistant work for home services?

The assistant is an employee of the group, works your local hours, and comes with a trained backup and a team lead who runs a 20-minute weekly review. A typical morning starts in ServiceTitan or Jobber: yesterday's completed jobs turned into invoices, photos attached, and anything with a missing signature or a parts hold flagged to you. Then the install pipeline: deposits confirmed, equipment ordered, the crew's start date checked against delivery. Between those, the assistant answers the supplier about a backordered condenser, updates the price book with the new filter cost you approved, and pulls the unsold estimate list for the follow-up desk. Everything lands in an end-of-day report: handled, waiting on you, tomorrow's plan. You keep the wrenches and the sales calls at the kitchen table. We take the paperwork.

What tasks does a virtual assistant cover for trades and home services companies?

  • Build invoices from tech notes and photos in ServiceTitan, Jobber or Housecall Pro
  • Confirm install deposits through your payment portal before the crew is scheduled
  • Log parts orders, backorders and delivery ETAs against the job
  • File permit applications and inspection results the city sends back
  • Register equipment warranties with the manufacturer after each install
  • Keep the price book and membership list current with your approved changes
  • Answer supplier and distributor emails about orders and returns
  • Send the unsold estimate list to the follow-up desk each Friday

The KPI that matters here

Completed jobs invoiced within one business day and install jobs with deposit, equipment and permit confirmed before the start date. Both are on the weekly review agenda.

What rules does a virtual assistant 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

Other services for home services

Virtual assistant in other industries

Frequently asked questions

Can the assistant work inside our field service platform?

Yes, through your own user login and under permissions you set. Our home services assistants have built invoices, logged parts and managed memberships in ServiceTitan, Jobber, Housecall Pro and FieldEdge. During onboarding your team lead records your job types, invoice approval rules and which fields must be filled before a job is closed, and the assistant runs the first two weeks with a second check on every invoice sent.

Will the assistant touch our QuickBooks?

Only the parts you allow. Most companies let the assistant sync invoices from the field platform, attach receipts and match supplier bills to jobs, and leave reconciliation to your bookkeeper or accountant. If you want the books done as well, our sister brand LedgerBPO handles bookkeeping, and the two desks share the same team lead so nothing is entered twice.

What does the assistant do in the slow months?

The hours stay fixed, so the work changes. In shoulder season the focus moves to warranty registrations that were skipped in the rush, price book cleanup, equipment records with serial numbers, membership renewals, the unsold estimate list from the summer and the recurring customers who have not booked this year. Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day.

Ask an AI assistant to summarize this page

Opens the assistant with a prefilled prompt so you can check our claims against the page yourself.

Next step

Your desk, staffed. Wherever you are.

Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.

Get a staffing plan Book a 20-minute call

Or call +1-657-777-0006 during US, UK or Australian business hours, or hear our demo receptionist.

  • A named assistant proposed within 72 hours
  • Employed, screened and managed staff, never freelancers
  • Your hours, your tools, your data
Call WhatsApp Staffing plan