All Your Admin, Covered
One-off jobs or regular support – this list’s got it all!
Yep, it’s LONG (which probably explains why you’ve got no time for admin in the first place).
Skip it, skim it, or chat to me instead – whatever’s easier for you!
No pressure to read every word to work out what needs doing.
There’s a handy page menu if you want to jump straight to the bits that matter.
Business Admin & Diary Management
Behind-the-scenes admin support that keeps your day ticking over without the fuss.
📂 Inbox management (tidy, organise, reply, flag, bin the junk) 📂 Calendar & diary management (jobs, meetings, travel time) 📂 File and document organisation (Google Drive, OneDrive etc.) 📂 Data entry & spreadsheet building/maintenance 📂 CRM setup and updates (customer info, job tracking, lead pipeline) 📂 Creating branded templates (quotes, invoices, contracts, letters) 📂 Holiday cover / admin during busy periods 📂 Liaising with suppliers and contractors 📂 Job sheet/document formatting 📂 Email address setup 📂 Email signature setup 📂 Admin folder setup (Google Drive or OneDrive)
Quoting & Job Management
From first quote to final sign off; jobs tracked, suppliers managed, and no chasing needed.
📋 Preparing quotes & estimates 📋 Following up on unconfirmed quotes 📋 Maintaining a quote pipeline (hot/warm/cold leads) 📋 Reminders to follow up with clients or subcontractors 📋 Booking jobs and confirming site visits 📋 Updating job status (pending, active, complete) 📋 Requesting supplier quotes 📋 Coordinating with other trades/contractors 📋 Drafting customer updates/progress emails 📋 Branded quote/invoice/job templates
Customer Service Support
Keep customers happy with prompt replies, follow-ups, and review requests.
😊 Responding to customer enquiries (email, DMs, web forms) 😊 Appointment confirmations & reminders 😊 Answering FAQs 😊 Customer follow-up (thank you messages, feedback requests) 😊 Encouraging reviews/testimonials 😊 Basic client file maintenance 😊 Email drafting & sending (quotes, job confirmations, estimates) 😊 Client enquiry/contact form
Finance Support
Stay on top of your finances and maintain a healthy cash flow.
💷 Creating & sending invoices 💷 Chasing late payments (polite but persistent) 💷 Tracking payments & updating records 💷 Weekly or monthly finance summaries 💷 Liaising with bookkeepers/accountants 💷 Light bookkeeping (expenses, receipts, logging) 💷 Help setting up FreeAgent, Xero, QuickBooks, etc. 💷 Invoicing/quoting system setup
Setup & One-Off Fixes
Set up or refresh your business systems and branding to look sharp and professional.
⚙️ Domain setup & email creation ⚙️ Professional signature setup (desktop & mobile) ⚙️ Google Business Profile creation or refresh ⚙️ Website build (1, 3 or 5-page sites) ⚙️ Online forms for client/job enquiries ⚙️ Social media profile setup (Facebook, Instagram only) ⚙️ Branded PDF templates (quotes, invoices, brochures) ⚙️ Invoicing/quoting system setup (starter templates or software setup) ⚙️ Light SEO research ⚙️ Connected to social links
Social Media Support
Practical social media support to keep your online portfolio active.
📱 Posting content (provided by you) 📱 Responding to enquiries in comments/DMs 📱 Uploading project photos (with permission) 📱 Updating bios/contact details 📱 Encouraging reviews & testimonials via socials 📱 Basic ad support (content provided by you) 📱 Google Business Profile setup/refresh 📱 Social media profile setup/refresh
Travel & Fleet Management
Take the hassle out of long-distance job travel, overnight arrangements and vehicle admin.
🛻 Booking travel & accommodation (for jobs, meetings, etc.) 🛻 Reminders for MOT, tax, servicing, insurance renewal 🛻 Updating fleet logs & records 🛻 Organising vehicle documents & key info
Project, Operations & Events
Coordinate projects, manage operational logistics, and organise team celebrations.
🛠️ Managing supplier orders & tracking deliveries 🛠️ Liaising with clients re: schedules, changes, or site access 🛠️ Preparing tender documentation (admin side) 🛠️ Coordinating between trades 🛠️ Weekly job progress reports or summaries 🛠️ Supplier event support (venue booking, catering, reminders) 🛠️ Organising team events or Christmas parties 🛠️ Creating invite lists, managing RSVPs