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CPT-11425 Construction Operations & Client Support Virtual Assistant

  • Source: Breezy
  • 20four7VA
  • Remote
  • National Capital Region, Philippines
  • Mid level

Job Description

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

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Title:Independent Contractor – CPT-11425 Construction Operations & Client Support Virtual Assistant/Business Support VA/Entry-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A long-established, family-owned California swimming pool construction company is seeking a versatile Virtual Assistant to support the owner with day-to-day communication, lead management, customer follow-up, and administrative organization.

The owner currently manages sales, field operations, and overall business oversight and needs a dependable person who can gradually take ownership of recurring back-office responsibilities. The VA will initially focus on email management, incoming leads, customer communication, and task tracking, with phone coverage, rental-property tracking, and additional operational responsibilities added as the VA becomes familiar with the business.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Email & Daily Administrative Support

  • Monitor and organize incoming company emails
  • Filter spam and unnecessary messages from important communications
  • Identify leads, customer inquiries, financial items, and messages requiring the owner’s attention
  • Draft or send routine email responses as appropriate
  • Communicate important items to the owner while he is working in the field
  • Maintain task lists and help ensure important follow-ups are completed

Lead & Customer Follow-Up

  • Monitor incoming leads from Yelp, suppliers, advertising sources, and other channels
  • Gather basic information from prospective customers
  • Coordinate with the owner regarding which opportunities to pursue
  • Follow up with qualified leads by email, SMS, or phone
  • Track leads and customer activity within company systems
  • Follow up on submitted estimates and confirm customers received their proposals
  • Determine whether customers have questions or need to speak with the owner
  • Assist with gathering required customer information as projects move toward contract and design

Phone & Customer Service Support

  • Answer and screen incoming business calls as phone systems are implemented
  • Filter spam, sales, and irrelevant calls
  • Forward appropriate calls to the owner
  • Provide basic information to customers using established processes
  • Maintain a professional and helpful customer experience
  • Assist with SMS communication for routine customer updates and follow-up

CRM & Construction Operations Support

  • Maintain customer and job information within Housecall Pro
  • Update lead statuses, notes, follow-ups, and customer records
  • Help the company better utilize existing CRM functionality
  • Maintain organized project and customer information
  • Support additional construction-related administrative workflows as the role develops

Rental Property Tracking

  • Maintain spreadsheets for the owner’s Airbnb and long-term rental properties
  • Track income and expenses by individual property
  • Record utility bills, repairs, and other property expenses against the correct unit
  • Help maintain organized financial records for each property
  • Flag missing information or unusual expenses for owner re…

Skills

  • housecall-pro
  • Quickbooks
  • microsoft-excel
  • microsoft-teams
  • anydesk
  • breezy-hr

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