For trades and field-service businesses, a Admin & Data Entry plugs into the lead intake to scheduled job — taking on crm updates and data entry so owners and office managers stop carrying the work themselves. They work inside the same tools you already run on, including Salesforce and HubSpot alongside ServiceTitan, and inherit the SOPs your team has already documented.
Every Admin & Data Entry we place in home services works against permit tracking and call-recording disclosure where required. We solve the day-to-day pain trades and field-service businesses feel most: missed calls and slow estimate follow-up bleeding revenue. They onboard onto your home services stack (typically ServiceTitan, Housecall Pro, Jobber) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Admin & Data Entry for Home Services ships the crm hygiene pass (weekly) and the targeted prospect list (per request), plus the recurring work that defines the role: clean and de-duplicate crm records — contacts, companies, and deals, and build prospect and account lists from linkedin, apollo, or web research. Your account manager runs a weekly review against the role's SOP and the home services-specific checklist so quality is measured, not assumed.