The office manager has a name, and a phone number.

Why this exists

I did not start this because I read a market report. I started it because I have been the person the phone rings for, in a business where the work was good and the paperwork was the thing that ate the owner alive.

Right now I run the office side of a California window replacement company: leads, appointments, follow-ups, quotes, invoices, material orders, and the CRM that keeps all of it straight. Multi-family window projects across major California cities, a team of ten-plus across office staff, field crews and installers. I track the booking rate and the close rate and the job status because if nobody tracks them, nobody knows.

That is the same desk this service takes off a contractor. I am not selling a theory about office work. I am doing it this week, and have been for years.

The stretch this is built for

The contractors who call me are almost always in the same place: somewhere between five and ten in the crew, running two or three jobs at once, quoting at nine at night. Too much to hold in your head, still too small to carry a full-time manager. I know that stretch from the inside, which is why I price per company and not per hour — the work is not a set of hours, it is a desk.

What I have actually done

• Team leadership at scale. Led ten-plus office staff, field crews and installers on multi-family window replacement projects across major California cities.
• Built and ran the CRM. I administer the company CRM myself — lead, customer and job records, data accuracy, and getting staff to actually follow the process.
• Numbers, not vibes. KPI tracking and reporting: booking rates, close rates, lead performance, job status, revenue. I automated that reporting rather than assembling it by hand every week.
• The phone. Inbound calls and leads, site visits scheduled, open quotes chased until they close or die.
• Money paperwork. Quotes and invoices, supplier pricing negotiated, material orders tracked so a job does not stop for a missing part.
• Escalations. The angry customer and the unhappy property manager come to me, not to the crew.
• Before this: service management — hiring, training and dispatching technicians daily; inventory and parts control; fleet and vehicle coordination; and a federal roofing contract delivered on schedule on occupied VA hospital facilities.

Why the software comes with the service

I build and administer the CRM myself. That is the honest reason it is configured for your trade and not sold to you separately: the person running your office is the person who set the system up. You are not buying a tool and then staffing it. You are handing over the desk, and the desk comes with the software already shaped around how your trade runs jobs.

What we will not do

• Approve money or sign for you. Change orders, payments and anything contractual stop at you. That is not a limitation we work around; it is how the thing stays safe.
• Take on a company that already has a staffed office. You would be paying for something you already have.
• Sell you leads. This is the desk, not the phone book.

Where we are

Simi Valley, California. The work is done in the U.S., on U.S. business hours, by people whose first language is English — there is no call centre and no overseas handoff.

2346 Larch St, Simi Valley, CA 93065
(424) 527-9914 · [email protected]

If that sounds like your week, the call is worth twenty minutes.