Joanna U.

𝗧𝗼𝗼 𝗺𝗮𝗻𝘆 𝗲𝗺𝗮𝗶𝗹𝘀? 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗹𝗶𝗽𝗽𝗶𝗻𝗴 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗰𝗿𝗮𝗰𝗸𝘀? 𝗗𝗲𝗮𝗹𝘀 𝗱𝗲𝗹𝗮𝘆𝗲𝗱? 𝗡𝗢𝗧 𝗢𝗡 𝗠𝗬 𝗪𝗔𝗧𝗖𝗛. Whether it’s managing leads, organizing your calendar, or ensuring your customers feel valued and taken care of, I bring structure, speed, and service to your daily operations—so your business runs smoother and you can focus on what you do best. Here’s what happens when I’m on your team: ✅ Customer Support & Client Retention Quick replies, thoughtful follow-ups, and professional communication that builds loyalty and trust—especially during the busy seasons. ✅ Inbox, Scheduling & Dispatch Management From fielding new leads to scheduling service calls and assigning techs, I handle the details. I'm experienced with Housecall Pro and know how to keep dispatch running efficiently. ✅ Sales Support – Garage Door Estimates I’ve worked directly in garage door sales, preparing and following up on estimates, scheduling on-site appointments, and ensuring clients have all the info they need to say “yes.” ✅ Admin Support & Day-to-Day Coordination Data entry, document handling, appointment reminders, research, light reporting—you name it. I take care of the small stuff so nothing slips through. ✅ Task & Project Tracking I work inside your systems—ClickUp, Asana, Karbon, or whatever tool you use—to keep progress visible and ensure deadlines are met without stress. ✅ Billing, Invoicing & Payment Follow-Ups Experienced with tools like QuickBooks, Bill.com, Salesforce, and more. I support your finance processes to keep cash flow moving. 𝗧𝗼𝗼𝗹𝘀 & 𝗧𝗲𝗰𝗵 𝗜 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗗𝗮𝗶𝗹𝘆: Google Workspace | Microsoft 365 | Slack | DocuSign | Canva | ClickUp | Salesforce | Housecall Pro | Hubstaff | Bill.com | Propstream If you need a service-first assistant who understands both customer service and field service operations, I’m ready to jump in and start making your life easier. Let’s talk about how I can help streamline your business and keep your clients happy.