What Tasks Should Your VA Handle?

Inbound Calls & Customer Support
✔ Answer calls from new and existing customers.
✔ Provide estimates, availability, and basic service information.
✔ Collect and log job details for dispatch or quoting.

Scheduling & Coordination
✔ Book and confirm service calls, estimates, or installs.
✔ Coordinate routes and time slots for technicians.
✔ Reschedule or follow up on missed appointments.

CRM & Job Management
✔ Enter lead and job data into systems.
✔ Keep track of job progress, customer notes, and open tasks.
✔ Tag and categorize leads for future follow-up or campaigns.

Estimates, Invoices & Collections
✔ Send quotes and proposals.
✔ Follow up on pending estimates or unpaid invoices.
✔ Track job payments and send receipts.

Inbox & Admin Support
✔ Triage emails and organize vendor or client communication.
✔ Track licenses, insurance, and renewal deadlines.
✔ Maintain a digital filing system for photos, contracts, and receipts.

Reputation & Marketing Support
✔ Request reviews after jobs are completed.
✔ Manage Google My Business or Yelp pages.
✔ Post before-and-after photos and promos to social media.
Who We Serve

FINANCIAL PLANNERS

MEDICAL CLINIC OWNERS

REAL ESTATE PROFESSIONALS

HOME SERVICE BUSINESS OWNERS

COACHES & CONSULTANTS

ACCOUNTING / BOOKKEEPING FIRM OWNERS

Administrative VA
Stay organized, efficient, and ahead of schedule with a skilled Admin VA by your side.

Marketing VA
From content to campaigns, your Marketing VA keeps your brand active and engaging.

Sales Support VA
Focus on selling while your Sales Support VA manages the groundwork behind the scenes.
© Copyright 2025, VA Desk