OFFICE SUPPORT BUILT AROUND THE WAY YOUR BUSINESS WORKS.
Behind the Business provides practical remote administrative support for small service businesses. We work within agreed processes and, whenever practical, within the software your business already uses.
Invoicing
Create and send approved invoices, maintain consistent billing workflows, and help prevent completed work from sitting unbilled.
Accounts Receivable
Track open balances, maintain A/R visibility, send approved reminders, and make outbound follow-up calls within your selected plan.
New Customer Setup
Create accurate customer records with the information your business requires so your team can start each relationship organized.
Estimate Follow-Up
Follow up on outstanding estimates according to your approved timing and script so opportunities are less likely to be forgotten.
Scheduling Support
Help coordinate appointments, reschedules, customer communication, and calendar updates according to your scheduling rules.
Administrative Support
Maintain CRM/job-management records, organize documents, update customer information, prepare reports, and handle approved recurring office tasks.
Incoming Phone Support
Add-OnAnswer incoming customer calls during agreed coverage hours using your approved greeting, FAQs, scheduling rules, and escalation procedures.
Social Media & Marketing Support
Add-OnHelp manage your business's social media presence — drafting posts, scheduling content, responding to routine comments, and keeping your profiles active and consistent.
Additional Services
Add-OnAdditional à la carte items are available and can be discussed based on your specific business needs.
Behind the Business Seasonal Support
Just because you're a seasonal business doesn't mean all the work stops.
The off-season is when the real back-office work happens. Behind the Business supports you through every phase of the year — so you're ready to hit the ground running when the busy season arrives.
Pre-Season
Get your systems, customer records, and workflows organized before the rush. We help with CRM cleanup, renewal outreach, pricing-review prep, and getting your office ready to scale.
In-Season
Keep up with invoicing, A/R follow-up, scheduling support, and customer communication while you and your crew focus on the work in the field.
Post-Season
Wrap up the year right. Season-end reviews, final billing, customer retention outreach, and account reporting so nothing falls through the cracks heading into the off-season.
Pre & Post Season Support
Beyond day-to-day operations, Behind the Business can help with higher-level administrative work that keeps your business organized and positioned for growth.
- Contract & renewal administration
- Customer/account profitability reporting
- Seasonal business support
- Customer retention/reactivation
- Season-end business reviews
- Pricing-review preparation
- CRM/database cleanup
Service Plans
FOUNDATION
- Up to 50 invoices/month
- Payment tracking | Up to 25 A/R follow-ups/month
- A/R reporting | Up to 50 active customer/accounts
- Up to 10 new-client setups/month
- Customer account updates
- Monthly account review
- Email support
SUPPORT
- Up to 125 invoices/month
- A/R management | Up to 75 A/R follow-ups/month
- Up to 125 active customer/accounts
- Up to 25 new-client setups/month
- Estimate follow-up
- Customer administrative emails
- Limited scheduling support
- Up to 25 outbound customer calls/month
- Monthly A/R and activity reporting
PARTNER
- Up to 250 invoices/month
- Full A/R management | Up to 150 A/R follow-ups/month
- Up to 250 active customer/accounts
- Up to 50 new-client setups/month
- Estimate follow-up
- Scheduling/calendar support
- Customer communication
- CRM/job-management updates
- Document/admin support
- Up to 75 outbound customer calls/month
- Monthly reporting and priority support
One-time onboarding fee: $250. Package pricing is based on overall monthly transaction volume, service mix, and administrative workload. Listed package allowances are general guidelines and are not cumulative guarantees across every service category. An occasional small increase in volume will not automatically create an extra charge. Accounts that consistently exceed normal package workload may require an upgraded package, custom pricing, or an approved additional-support block.
Not sure which plan fits?
Start with a free consultation. We'll help you figure out exactly what you need.
BOOK A FREE CONSULTATION