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WHAT WE DO

Every task that's keeping you from running your business.

Jenny handles the daily operational work that buries trades owners.

Not some of it — all of it.

CORE OPERATIONS

1 

Schedule management

Technician routing, appointment booking, rescheduling, and daily coordination. Jenny works directly in your field service software — PoolBrain, ServiceTitan, Jobber, or whatever you run.

  • Daily schedule builds and technician assignments

  • Customer appointment confirmations and reminders

  • Emergency rescheduling and last-minute changes

  • Route optimization and geographic clustering

FINANCE OPERATIONS

3

Invoice & Billing

Invoice generation, delivery, follow-up on outstanding balances, and payment tracking. Cash flow stays visible. Nothing falls through the cracks.

  • Invoice creation and delivery after service completion

  • Overdue balance follow-up sequences

  • Payment reconciliation and QuickBooks sync

  • Monthly AR aging reports

TEAM MANAGEMENT

5

Technician oversight

Daily check-ins, job completion reviews, time tracking, and exception flagging. You only get pulled in when something actually needs you.

  • Daily tech check-in and punch-in verification

  • Job completion review and photo audit

  • Alert review and exception escalation

  • Weekly performance summaries

CUSTOMER EXPERIENCE

2

Customer communication

Inbound calls, follow-up emails, complaint handling, and service confirmations. Jenny represents your company professionally — customers consistently praise the responsiveness.

  • Inbound call handling and message routing

  • Post-service follow-up and review requests

  • Complaint triage and resolution coordination

  • Customer onboarding for new accounts

FIELD SUPPORT

4

Parts & inventory ordering

Technician parts requests, Amazon Business ordering, supplier coordination, and delivery tracking. Your techs get what they need without the owner in the middle.

  • Tech parts request intake and approval routing

  • Amazon Business and supplier order placement

  • Delivery tracking and tech notifications

  • Inventory level monitoring and reorder alerts

GROWTH

6

Outbound sales support

Cold outreach, route acquisition calls, and follow-up sequences. Jenny can represent your brand in outbound sales — professionally and persistently.

  • Cold call outreach for new customer acquisition

  • Route purchase and transfer coordination

  • Follow-up sequences for warm leads

  • CRM updates and pipeline tracking

NOTE SURE WHAT YOU NEED?

Let's figure it out together.

Every business is different. Book a call and we'll identify exactly which tasks Jenny should own on day one.

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