Plumbing Job Closeout: Get Field Records Ready for Billing
Collect plumbing field notes, photos, equipment details, and approved changes. Separate finished work from return visits and prepare a clean handoff to billing.
Category Virtual Assistant SOPs
Roofing Change Orders: Keep Scope, Approval, and Billing in Sync
Track roofing change orders from field evidence to priced scope, customer approval, production updates, and billing, with one owner for each next action.
After an Electrical Inspection Correction: Assign the Fix and Reinspection
Record the official electrical correction notice, assign technical review and repair tasks, and track customer updates through reinspection and final approval.
HVAC Parts-on-Order Follow-Up: From Supplier Status to Return Visit
Keep HVAC repairs visible while parts are on order. Assign supplier checks, customer updates, receiving verification, and the return-visit scheduling handoff.
Missed Roof Inspection? A Follow-Up SOP for Rebooking
Log why a roof inspection was missed, confirm access details, and offer real rebooking windows. Give unanswered leads an owner and a dated follow-up task.
Sewer Line Estimate Follow-Up: Keep Inspection Findings and Questions Together
Track sewer estimates, camera inspection links, homeowner questions, and next actions in one record. Route repair and scheduling questions to qualified staff.
EV Charger Estimate Follow-Up: Route Questions and Confirm the Next Step
Organize EV charger quotes, site photos, homeowner questions, and follow-up dates. Route panel, permit, and installation questions to the electrical team.
Roofing Material Order Follow-Up: Track Selections, Suppliers, and Delivery
Track roofing color selections, supplier confirmations, delivery changes, and readiness checks so production can see what is ordered and what needs action.
HVAC Install Permit Follow-Up: Keep Sold Replacements Visible
Track permit submissions, missing documents, inspection tasks, and homeowner updates for sold HVAC replacements without promising an unconfirmed install date.