Book more jobs from the calls you're already getting.
SBSO answers and books inbound calls, follows up on open estimates, renews maintenance plans, and keeps invoicing moving for HVAC, plumbing, electrical, and home-service companies — so your techs stay in the truck and your phones never ring out.
The phones ring while every tech is on a job.
Calls go to voicemail during the rush
Homeowners with a leak or no AC don't leave messages — they call the next company on Google.
Open estimates never get a second call
Big-ticket quotes sit in "sent" status because nobody owns the follow-up.
Maintenance plans quietly lapse
Your most profitable customers drop off when nobody calls to renew or book their tune-up.
The owner is still doing the office work at night
Invoicing, scheduling, and callbacks get done after a full day in the field — or not at all.
What we run for your shop
Pick one function or several. Each is built around your systems, documented in SOPs, and supervised daily by SBSO.
Call answering & job booking
Inbound and overflow calls answered during business hours, jobs booked into your field-service software, and urgent calls routed fast.
Estimate follow-up
Every open estimate gets a consistent follow-up cadence until it's won, lost, or rescheduled.
Maintenance plans & seasonal campaigns
Membership renewals, tune-up reminders, and seasonal outreach that fill the slow weeks.
Scheduling & customer confirmations
Next-day confirmations, ETA updates, and rescheduling — so techs show up to customers who are home.
Invoicing & collections
Invoices sent same day, payment reminders on a fixed cadence, and AR kept current in QuickBooks or your existing system.
Review requests & callbacks
Post-job check-ins and review requests after every completed call.
Don't see yours? Specialists are matched and trained on your exact stack before they start.
From signed agreement to a running operation in about 4 weeks.
One flat monthly fee. We handle the heavy lifting — you make the decisions that matter.
We get to know your business
Your goals, your tools, and the work you want off your plate.
You choose your hire
We recruit and screen. You make the final call.
We build the operation
Your processes documented and your specialist trained on them.
You go live
Supervised daily, measured on the KPIs you set.
Freelancer, virtual assistant, or a managed service?
Large companies pay outsourcing firms millions to run entire departments as a managed service — dedicated teams, supervisors, documented processes, and KPI reporting. SBSO brings that same model to owner-led businesses, for one flat monthly fee built around small-business margins.
| RecommendedSBSO managed service | Option 2Virtual assistant | Option 3Freelancer | |
|---|---|---|---|
| What you actually get | A running operation: staff, a supervisor, SOPs, and KPIs | An assistant placed with you | A person who completes tasks |
| Who manages the work | A dedicated SBSO supervisor, every day | You | You |
| Languages | Every specialist is bilingual: English & Spanish | Varies | Varies |
| Processes | Mapped by our onboarding team and written into SOPs | You train them yourself | In their head — or yours |
| How you know it's working | KPIs you set and regular performance reports | Hours logged | You check in |
| Help growing the business | Suggestions on what to fix, streamline, and hand off next | Not their job | Not their job |
| When someone leaves | The SOPs stay with your business | You retrain the next person | The knowledge leaves too |
| How you pay | One flat monthly fee | Hourly, per assistant | Hourly or per project |
| Best for | Owners ready to grow without adding overhead | An extra pair of hands | One-off projects |
What owners ask before the first call
Which trades do you support?
HVAC, plumbing, electrical, garage doors, landscaping, pest control, pool service, cleaning, and other home-service businesses that run on booked appointments.
Can you answer our phones and book directly into our software?
Yes. Specialists work inside ServiceTitan, Housecall Pro, Jobber, and similar tools, booking jobs with the notes your techs need.
What about after-hours emergency calls?
Coverage is built around your business hours in U.S. time zones. We'll talk through your after-hours setup on the discovery call and how calls hand off.
How long until we're up and running?
About 4 weeks from signed agreement. We'll walk you through the plan on your discovery call.
Can your team talk to our Spanish-speaking customers?
Yes. Every SBSO specialist is bilingual in English and Spanish, so Spanish-speaking homeowners can book, reschedule, and pay without a language barrier.
Who manages the person doing the work?
We do. A dedicated SBSO supervisor manages daily performance against the KPIs you set — like answered-call rate, booking rate, and estimate close rate. You review outcomes, not people.
Do we get to choose who works on our account?
Yes. We source, screen, and skills-test candidates, then you interview 2–3 finalists and choose your hire yourself. Your dedicated supervisor then trains them on your SOPs before go-live.
What does it cost?
One flat monthly fee — no hourly billing to track. We quote it after the discovery call, once we know which functions and roles you want covered.
Pick a time. Talk to Josh directly.
30 minutes with the founder — not a sales rep. We'll map what's eating your week and tell you honestly whether a managed operation fits.
What you'll get on the call
- A list of the tasks we'd take off your team first
- The KPIs we'd measure and report on
- A flat monthly quote and a 4-week start plan if it's a fit
- An honest "no" if it isn't