Services

Discover Services

Our Services for Contractors & Home Service Businesses

Handling the time-consuming backend work so you can focus on delivering great service and growing your business.

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Our Services

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Manage your entire schedule & coordinate with your crew’s availability and prevent scheduling conflicts.

Schedule appointments for installs, estimates etc for customers
Update calendar in real time
Send reminders and appt confirmations
Schedule project meetings
Stay up-to-date with timelines
Oversee crew schedules

Keep your CRM updated. Everything stays clean and accessible when you need it

Update customer contact info
Manage bookings
Lead notes, job details, and customer history
Project milestones updates
Job status tracking
setting automated follow-ups
CRM updates and Clean up
Email management
- inbox organization
- response and follow-up
- Folder organization and priority sorting
- creating tasks for client
- and vendor, client, customer communication

Respond to all incoming leads from Google Ads, Facebook, your website, emails, and texts etc. often within minutes
Immediate response to web forms, emails, and direct messages
Initial lead qualification (budget, scope, location check)
Estimate call booking & calendar management
Intake note logging directly in your CRM

Act as the bridge between you, clients, architects, subcontractors, and suppliers etc ◈
This includes coordinating site meetings
Managing design changes
Keeping everyone aligned so jobs stay on time and on budget.
Supplier follow-ups and material delivery tracking
Subcontractor & trade schedule coordination

Handle all client communication in your company’s professional tone
Answer general questions regarding appts, warranties, upcoming services etc.
Send forms, collect project details, and log into CRM
Make sure clients feel cared for and informed.
Send routine project updates, answer general client queries, and monitor shared communication channels

Customer invoice preparation and distribution
Payment follow-up reminders
Administrative task management
Data entry
Digital file organization
Document preparation
PDF editing
Spreadsheet management
Vendor contact management
General administrative tasks

Our Services

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More Services + add on tasks

Don’t have a CRM yet?

We’ll set one up for you. We’ll help you choose the right system for your contracting business, get it configured, and make sure it’s actually useful . You can track leads, jobs, clients, and follow-ups in one place instead of trying to manage multiple texts, emails, and spreadsheets. Perfect if you’re ready to get more organized

We help simplify the permitting process by preparing, organizing, and submitting permit documentation. Submissions for permits are under your contractor license, and will be done using your logins to the appropriate portals depending on city or county requirements

Preparing permit application packets
Completing permit forms using client-provided information
Online permit submission where permitted
Coordinating required documentation
Tracking permit status
Following up with permitting departments
Organizing inspection schedules
Communicating permit updates to project teams
Managing permit records
Coordinating revisions when requested

Note: We do not provide engineering, architectural, or legal services. Clients remain responsible for project accuracy and licensed documentation

Discover what steps are required to do certain taks
Write step-by-step instructions and include screenshots
Create checklists for recurring tasks
Format professionally with your branding
Store in organized digital folder
Compile all SOP into Main Operations Booklet
Update as processes change

Request lien waivers from all subcontractors and suppliers
Track who has submitted and who hasn’t
Follow up weekly with non-responders
Organize waivers by project and date
Create lien waiver log for each project
Alert you to any missing waivers before payment
Store in organized digital folder

This service is included in Premium plan or can be added on to any plan or be purchased separately.
Preparing bid proposal documents
Formatting contractor estimates
Organizing project scope
Compiling required bid documents
Proposal proofreading
Client proposal packets
Digital proposal delivery
Follow-up communication after submission
Maintain accurate records.

*Pricing, estimating, and final bid amounts remain the responsibility of the contractor.

Set up professional business email (you@yourcompany.com)
Create Google Workspace or Microsoft 365 account
Set up cloud storage
Create organized folder structure for projects, clients, finances
Set up project management software (Trello, Asana, or Monday.com)
Create templates for common documents (proposals, invoices, change orders)
Set up e-signature software
Training on how to use everything

Let’s Get Started

Are You Ready To Finally Scale Your Business?

Schedule a Free 15 minute consultation and see if this is the right fit for you.

book now

Savings Calculator

Missed Calls Equal Lost Revenue…

How Much Can You Save by Switching to OnPoint Scheduling Solutions?

See how much your time is worth when you spend less of it on administrative work.

How many hours do you spend on admin duties a week? How much is a typical job worth?

Plans & Rates

Want to check out what plans we offer and the low rates you can get them at?

See Plans & Rates

Lead Generation

Interested in getting more customers added to your schedule or getting booked-for-you appointments done by us? Check out our lead lists and lead generation options.

Discover Options for Leads

How It Will Work

Want to discover how this works or learn about what we need from you to start with OnPoint Scheduling Solutions. Check out our How It Works section for more information.

How It Works