Services

The office work, handled.

Six core services that cover the inbox, the phone, and everything from first inquiry to final payment, plus add-ons for the rest of the office. Built for clinics, firms, property managers, field service companies, distributors, and agencies, and set up around your tools and your rules.

Core Operations Package

What every client gets

Six managed services and a weekly results summary, set up in your industry's language and reviewed with you before anything goes live.

Email management

  • Sorts incoming mail into new inquiries, customers, billing, vendors, and noise
  • Drafts replies to routine messages; drafts wait for your approval at first
  • Flags urgent messages so nothing important waits
Legal

A new inquiry is sorted as a potential client, a reply is drafted with a consult link, and it's ready for your OK.

Logistics

A customer asks where an order is. A status reply is drafted from the tracking details for approval.

Phone & text management

  • Texts back missed calls within minutes
  • Transcribes voicemails and sends you a short summary: who, what, and how urgent
  • Handles routine texts (hours, directions, confirmations) and passes the rest to your team
  • Not a live answering service; your phones ring your team as usual.
Home services

A call goes unanswered while the crew is on a job. The caller gets a text in two minutes and replies with the problem.

Property management

A tenant leaves a voicemail about a leak. The summary is flagged urgent and sent to the on-call manager.

Instant lead response

  • Replies to new inquiries from web forms, email, text, and missed calls in minutes, day or night
  • Asks one qualifying question and offers a booking link
  • Sends urgent requests to your team immediately
Dental clinic

A new-patient request comes in at 9 PM. The reply asks if they're new or returning and links to open times.

Agency

A website inquiry gets a same-minute reply and a discovery-call link.

Booking & reminders

  • Books appointments, consults, and visits into your calendar
  • Sends confirmations and reminders
  • Handles reschedules without phone tag
Dental clinic

A patient cancels by email. The slot is offered to the waitlist and refilled.

Real estate

A buyer asks to see a listing. Open showing times are offered and booked.

Follow-ups & review requests

  • Checks in after every appointment, visit, or job
  • Sends satisfied customers your review link
  • Routes any complaint to you before it becomes a bad review
Med spa

The day after a treatment, the client gets a check-in and, if happy, a review link.

Home services

After a completed repair, the homeowner gets a thank-you and a review request.

Invoice & payment reminders

  • Sends or prompts the invoice when work is completed
  • Sends payment reminders on a schedule you approve
  • Keeps a clear list of who owes what
Accounting firm

Monthly retainer invoices go out on schedule, with polite reminders if unpaid.

Home services

A finished AC repair is invoiced the same day.

Weekly results summary

  • One short report every week, by email
  • Emails handled, missed calls texted back, voicemails summarized, leads answered, appointments booked, reviews earned, invoices paid
  • What we tuned and what we recommend next
Add-on services

Extend it to the rest of the office

When you're ready, the same team can take on more. Add-ons are scoped on your call.

Customer support & follow-ups

  • Answers common questions about hours, services, and policies
  • Handles questions and requests from existing customers across email, text, and chat
  • Sends maintenance, renewal, or recall reminders
Property management

A tenant reports a leak. The request is logged, routed to the vendor, and the tenant gets status updates.

Clinic

Patients due for a recall visit get a friendly reminder with booking options.

Procurement & supplier ordering

  • Tracks supplies and parts needed for upcoming work
  • Prepares purchase orders and supplier emails
  • Follows up on backorders and delivery dates
Logistics

A low-stock alert triggers a draft PO to the supplier, and you are told when it ships.

Home services

A plumbing job needs a specific valve. The order is drafted before the visit.

HR & hiring admin

  • Drafts and posts job listings
  • Screens applicants and schedules interviews
  • Collects onboarding paperwork
Agency

A new contractor is onboarded: agreement, tax forms, and tool access requests collected.

Clinic

Applicants for a front-desk role are screened and interviews land on your calendar.

Ready to take the office work off your plate?

A free 30-minute call to see where inquiries, missed calls, and admin hours are slipping through the cracks.

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