Estimates
Draft clear estimates from your field notes, price lists, and approved templates for your review.
REMOTE SUPPORT FOR HOME SERVICE CONTRACTORS
Your crew handles the work. We keep the office moving.
A reliable back office for HVAC, plumbing, roofing, and electrical businesses—without adding another full-time hire.
- Month-to-month
- WhatsApp-based service
- Built around your tools
NIVEL DIGITALBACK OFFICE ACTIVE
Today’s workflow12 items moving
Estimate draftedAC replacement · Rivera residence
READYLead follow-upWater heater inquiry · 18 min ago
SENTJob file updatedRoof inspection · photos organized
DONEOPEN LEADS8
ESTIMATES5
FOLLOW-UPS11
Illustrative workflow · Your process stays yours
Every missed follow-up is work your team already paid to earn.
Less admin drag.More time for customers and crews.
ONE PRACTICAL BACK OFFICE
The admin work between a new lead and a finished job.
Send us the notes, photos, voice messages, or emails you already have. We turn them into organized, customer-ready work.
Customer follow-up
Prepare and track consistent follow-ups so qualified leads and open estimates do not go quiet.
Lead organization
Keep new inquiries categorized, prioritized, and assigned with the next action clearly visible.
Job documentation
Organize job notes, photos, approvals, and key details into a clean record your team can use.
Email & SMS prep
Draft professional confirmations, reminders, updates, and follow-ups in your company’s voice.
CRM updates
Keep contact records, job stages, notes, and next steps current in the tools you already use.
Invoice preparation
Prepare invoice details from completed work for your team’s review and final approval.
Review follow-ups
Identify completed jobs and prepare timely review requests that feel personal, not automated.
You stay in control. Estimates, invoices, and outbound messages follow the review and approval rules we set together.
SIMPLE TO START
We fit the way your team already works.
Map the bottleneck
Send us the details on WhatsApp. We identify where leads, estimates, or job details are getting stuck—no discovery call required.
Run a paid pilot
We test one repeatable workflow for 10 days, with 12 work credits and clear approval rules.
Build a steady rhythm
Once the process works, we document it, report what moved, and expand only where useful.
Works alongsideJobberHousecall ProServiceTitanGoogle WorkspaceQuickBooksTool access and compatibility are confirmed during onboarding.
CAPPED MONTH-TO-MONTH PLANS
Useful capacity—without open-ended workload.
Every task uses a visible number of work credits, so scope stays predictable for both sides.
10-DAY PAID PILOT
$149
12 work credits to test one agreed workflow. If you continue within 7 days of completion, the full $149 is credited toward your first monthly plan.
Start the pilot →STARTER
$399/month
For an owner-operator who needs one dependable admin lane.
- 40 work credits per month
- Up to 2 active workflows
- 2-business-day target
- Weekly WhatsApp summary
- Async WhatsApp support
BEST PLACE TO START
GROWTH
$749/month
For a busy shop that needs leads and jobs consistently moving.
- 90 work credits per month
- Up to 5 active workflows
- 1-business-day target
- CRM and pipeline upkeep
- Weekly WhatsApp summary
PRO
$1,199/month
For a growing team that needs broader, planned coverage.
- 160 work credits per month
- All 8 core workflows
- Priority business-day queue
- Process documentation
- Weekly WhatsApp summary
One work credit covers up to 15 minutes of standard administrative production. A simple CRM update or message draft may use 1 credit; estimates, document organization, or incomplete requests may use more. Credit use is disclosed before non-standard work begins. Unused credits expire at the end of the billing period and work pauses when the monthly limit is reached unless additional capacity is approved.
COMMON QUESTIONS
Before you hand us a workflow.
We keep the first step small, documented, and easy to evaluate.
Ask a different question →Is this a virtual assistant service?
It is more structured than general VA work. We define repeatable workflows, inputs, approval rules, turnaround times, and a visible queue for the back-office tasks in your plan.
Do you talk directly to my customers?
We can prepare emails and SMS messages for your team to approve or send. Direct customer communication is added only after the channel, scripts, permissions, and escalation rules are agreed in writing.
Can you work inside our current software?
Usually, yes. We first confirm the tool, access method, and tasks required. We use the least access needed and will tell you before any extra software or paid account is required.
How fast can we start?
A focused pilot can usually begin after a workflow review, plan confirmation, and receipt of the required templates and access. We will give you a start date before you commit.
Do we need to schedule calls?
No. Onboarding, requests, approvals, questions, and weekly summaries can all be handled asynchronously through WhatsApp. This service does not include phone answering, live dispatch, or emergency response.
What is not included?
We do not provide licensed trade advice, bookkeeping, tax or legal services, collections, emergency dispatch, or final approval of pricing, contracts, estimates, or invoices.
Can I cancel?
Plans are month-to-month. You may cancel before the next billing cycle under the terms agreed in your service order. No long-term contract is required for the standard plans.
FREE ASYNC WORKFLOW REVIEW
Show us what keeps falling behind.
Send us the details on WhatsApp. We will review the workflow and recommend a focused first step—without adding another meeting to your day.
- No sales call required
- One workflow recommendation
- Reply within one business day