Virtual Assistant – Home Services Operations
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Job Description
Virtual Assistant supporting CRM, customer service, sales follow-up, and marketing for a growing home-services business. Managing Jobber records, appointments, leads, communications, and social media operations.
Responsibilities:
- Enter, update, and maintain accurate customer, job, and sales information in Jobber
- Create and update customer profiles, job records, notes, appointments, and follow-up activities
- Track leads through the sales and service pipeline
- Monitor open estimates, pending jobs, customer requests, and incomplete follow-ups
- Organize CRM records and remove duplicate or incomplete information
- Assist with scheduling, rescheduling, and coordinating service appointments
- Generate basic reports on leads, jobs, sales activities, and performance
- Identify overdue tasks or missed follow-ups and take appropriate action
- Answer inbound calls and respond to customer questions
- Communicate with customers by phone, email, text, and other approved channels
- Assist with scheduling, appointment updates, and general service information
- Follow up on estimates, appointments, incomplete requests, and service needs
- Document customer communications accurately in the CRM
- Escalate urgent, technical, or sensitive concerns to the appropriate team member
- Contact new and existing leads through outbound calls, email, and text
- Follow up on open estimates and unconverted opportunities
- Re-engage previous customers and inactive leads
- Track the status and outcome of every follow-up attempt
- Support cold-calling and outbound business-development efforts
- Schedule pre-approved social media posts and updates
- Monitor messages, comments, mentions, and audience activity
- Respond to online reviews and customer feedback
- Create and edit simple graphics, promotional materials, and social media content
- Support basic marketing campaigns and customer outreach
- Proofread content before publication
- Track basic engagement and campaign activity
- Maintain digital records, spreadsheets, documents, and calendars
- Track outstanding tasks through completion
- Assist with internal communication and team coordination
- Document processes and improve recurring workflows
- Identify operational gaps and recommend practical solutions
- Prioritize responsibilities based on urgency and business impact
- Take initiative and support additional administrative and operational needs
- Own assigned workflows and ensure tasks are completed
- Communicate proactively about delays, concerns, and incomplete information
- Coordinate tasks and follow up with team members
- Improve organization, customer service, and team efficiency while working independently and collaboratively
Requirements:
- Previous experience as a Virtual Assistant, Administrative Assistant, Operations Assistant, or similar remote professional
- Experience supporting a home-services, field-service, or appointment-based business
- Experience using Jobber or a comparable CRM or field-service platform
- Strong spoken and written English
- Excellent customer-service and phone communication skills
- Experience communicating directly with customers
- Strong organizational and time-management abilities
- Ability to prioritize independently and meet deadlines
- High attention to detail and accurate data-entry skills
- Strong follow-through and personal accountability
- Self-motivated, adaptable, dependable, and comfortable taking initiative
- Ability to solve routine problems using good judgment and common sense
- Reliable internet connection and a professional remote workspace
- Comfortable using Jobber or similar CRM and field-service software
- Comfortable using Facebook, Instagram, and other social media platforms
- Comfortable using Canva or similar basic graphic-design tools
- Comfortable using Google Workspace or Microsoft Office
- Comfortable using spreadsheets, calendars, email, and shared documents
- Comfortable using internal communication tools such as Slack or similar platforms
- Comfortable using phone, text, and customer-communication systems
- Preferred: Previous experience working with a garage-door, HVAC, plumbing, electrical, construction, or other home-services business
- Preferred: Cold-calling or outbound sales experience
- Preferred: Lead nurturing and sales-pipeline management experience
- Preferred: Social media management or digital-marketing experience
- Preferred: Basic graphic-design or content-creation experience
- Preferred: Experience responding to online reviews
- Preferred: Team leadership, task coordination, or workflow-management experience
Benefits:
- Remote work arrangement
- Full-time employment
- Work during Eastern Time business hours
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