More Booked Jobs. Less Admin Headache.
Your Franchise Running the Way It Should.
Most home service franchise owners reach out to new leads once, maybe twice, and then stop. The ones who follow up relentlessly see up to 46% more booked jobs from the same leads. Your Remote Professional (RP) does that follow-up for you, every single day.
- Pre-trained specifically on TruBlue’s 14-task operational blueprint
- Trained on Housecall Pro, Outlook, and corporate-approved workflows
- Fully managed by us with daily KPI scorecards and active accountability
Secure Your RP Placement
Enter your details below to start the kickoff process and schedule your systems alignment call.
You’re not losing on leads. You’re losing on follow-up.
Here is the pattern in almost every franchise we see: a new lead comes in. Someone calls once. If they do not answer, that lead dies. Maybe there is a second attempt. After that, they are forgotten. Meanwhile, owners who follow up multiple times, across multiple channels, see up to a 46% increase in bookings from the exact same lead flow.
Your RP’s primary job is to close that gap. They do not check in on leads. They own follow-up until the lead is booked, tagged, or truly dead.
The 14-Task Operational Playbook
Unlike general assistants who require you to build documentation and train them from scratch, your Remote Professional arrives pre-trained on these 14 core TruBlue operational tasks.
Outlook & Inbox Control
Monitor Outlook email, SMS platforms, and voicemails. Respond immediately to resolve issues and mark items for follow-up.
Unscheduled Lead Follow-Up
Own the 4-attempt sequence (calls, texts, emails) to follow up on cold leads and convert them into scheduled appointments.
Unscheduled Estimate Follow-Up
Follow up with high-priority leads who received estimates and work to schedule the job.
Sent Estimate Confirmation
Reach out to confirm receipt of sent estimates, answer customer questions, and attempt to schedule the work.
Next-Day Confirmation Calls
Review the Schedule view and call next-day customers to confirm appointments and arrival windows.
Completed Job Follow-Up
Call completed jobs to check satisfaction, request payment, ask for Google reviews, and offer maintenance plans.
Technician Photo Auditing
Audit completed jobs in Housecall Pro daily and send standard template notifications to technicians reminding them to upload missing photos. (No direct management or scheduling of technicians is performed).
Payments Collected Report
Run the MTD payments report in HCP and email the summary to the territory owner.
Lead-to-Estimate Conversion
Export the Lead MTD conversion report to measure sales effectiveness and track performance gaps.
Estimate-to-Job Conversion
Generate and send the MTD estimate conversion report to monitor close rates and follow-up success.
Average Job Size Report
Export the average job size report for the current month to track job value and pricing efficiency.
Open Estimates Export
Filter and export all open estimates, providing the territory owner with full pipeline visibility.
Unscheduled Jobs Export
Export all unscheduled jobs to ensure no won opportunities slip through the cracks without a date.
Total New Jobs Booked
Generate the MTD job count report to track monthly booking progress and volume trends.
We Manage the Operator and Maintain the Process.
Standard virtual assistant companies connect you with a generic freelancer, hand over a resume, and leave the management to you. If you have to build their scorecards, track their attendance, and guide them daily, you have taken on a second job. We operate as a fully managed service. We handle the daily management, monitor KPI scorecards, and hold your assistant accountable to the corporate-approved playbook.
Corporate-Approved Cohort Training
Our training is built directly in partnership with the TruBlue corporate office. Operators are trained specifically on the way TruBlue runs, utilizing your exact tools and workflows.
Daily KPI Tracking & Accountability
We log and audit task execution. We ensure daily communication targets, lead sequences, and weekly reporting exports are completed on time, every time.
100% Replacement Guarantee
We eliminate placement risk. If an operator is not meeting standard performance levels or is absent, we provide a replacement operator instantly at no extra cost.
A full-time follow-up and front office machine, inside your franchise.
A Remote Professional (RP) is a full-time, pre-trained, certified remote team member that plugs into your CRM and works in two primary lanes:
Revenue Protection (Relentless Follow-Up)
- Respond to every new lead within minutes
- Double-dial, text, email, and keep reaching out over multiple days
- Re-contact unbooked leads instead of letting them rot in the CRM
- Confirm and reconfirm appointments so they actually show
- Keep notes and statuses updated so you can see exactly what is happening
Process-Driven Admin
- Execute documented playbooks - no improvising
- Run reports and track tasks
- Follow up on payments
- Drive Google reviews
- Maintain referral partner touchpoints
Not a “do-everything VA.” Clear lanes, clear scorecard.
Out of Scope: Clear Boundaries
- Generating quotes or estimates for new customers
- Making scheduling decisions without confirmed HCP data
- Negotiating pricing or making commitments on behalf of TruBlue
- Directly managing or directing technicians
- Financial or accounting tasks beyond HCP payment report delivery
- Creating business strategy or defining operational priorities
Who This Is For
- You’re already open and operating (leads in, phones ringing)
- You have a CRM (Housecall Pro)
- You know your services and pricing
- You’re tired of watching leads go cold after one attempt
Strictly focused on execution. No strategic exceptions.
What happens when someone actually owns your follow-up
in past-due invoices collected in her first month, just by consistently following up
$75,000 in revenue in a single month once the RP took over all lead contact and scheduling
close rate on 10-15 appointments/week, including $13k-$16k jobs, with every lead actually worked
When someone treats every lead like they actually want to reach them, more of them book. Simple.
What TruBlue Franchise Owners Say
“I just wanted to pass along a testimonial for us regarding EO staffing! Our new assistant Jen is an absolute rock star! She is extremely punctual, exceptionally organized and is helping us manage some of the scheduling and design of our social media as well as lead flow, estimate follow ups and escalation of client questions regarding jobs. Just amazing! She has also organized a presentation for us for getting our home maintenance planning organized and integrated in to HCP! We are super impressed.”
“Julius has been fantastic. He came out of the gate organized, proactive, and ready to help. He’s handling schedules, follow-ups, prospect lists, reporting, and making my life a whole heck of a lot easier. Honestly, I’ve had a truly great experience with EO Staff.”
“I am absolutely stoked for Arvie to have joined my team, he’s awesome! He has slotted in very well and has already become a valued member. I enjoy working with him each day and look forward to our continued success with his contributions.”
From interest form to installed in 3-4 weeks.
Interest Form
Submit your franchise details.
Kickoff Call
We review systems, lead flow, and specific goals.
Recruiting & Matching
We source the top 3% matching talent.
Cohort Training
1-week training aligned with the corporate office blueprint.
Go-Live & Management
Installed in 3-4 weeks with ongoing KPI tracking.
One rate, one enrollment, no surprises.
$15–$16 / hr
Ongoing Hourly RateDedicated, full-time remote operator. Billed on a recurring 4-week billing cycle.
$2,000
One-Time Enrollment FeeCovers custom recruitment, CRM setup alignment, and cohort onboarding.
90 Days
Initial Ramp Agreement90-day initial period to establish playbook consistency, moving to month-to-month afterwards.
Initial Enrollment Details: the one-time enrollment fee is collected at sign up to secure your placement. We collect a 4-week deposit and the pro-rated first billing cycle together on the first day your assistant officially goes live.
90-Day Onboarding Roadmap
Skills are stacked progressively. Your RP does NOT take on everything at once. Each phase builds on the last. Full competency target: 90 days.
Foundation
Focus:Get fully oriented in TruBlue’s HCP environment, observe how leads and estimates flow through the pipeline, gain access to all communication platforms, and learn the daily rhythm of the 14-task framework before taking independent action.
Tasks Online
- Communication Management - observation and supervised handling
- HCP Pipeline shadowing - lead and estimate follow-up
- HCP access setup and system familiarization
- EOD report to territory owner
Milestones
- RP gains access to Email, HCP, and communication platforms
- RP understands the 14-task framework
- Client confirms all system access is active
- EOD reports sent and rhythm established
Client Action
- Provide access to Email, HCP, and channels
- Introduce your RP to territory workflow
- Walk your RP through current pipeline board
- Commit 30 minutes/week for onboarding
Expansion
Focus: Transition your RP from observer to executor on the core daily tasks: communication management, unscheduled lead follow-up, unscheduled estimate follow-up, and sent estimate follow-up. Begin building daily habits and consistency in HCP data entry.
Tasks Online
- Communication Management (independent execution)
- Task 2 - Follow-up with Unscheduled Leads
- Task 3 - Follow-up with Unscheduled Estimates
- Task 4 - Follow-up on Sent Estimates
- Task 5 - Next-Day Job Confirmations (Schedule View)
Milestones
- RP independently managing all communication
- RP executing lead/estimate follow-up in HCP
Client Action
- Provide timely feedback on follow-ups and HCP updates
- Clarify leads or estimates needing special handling
- Dedicate 30 minutes/week for feedback sessions
SOP Completion & KPI Launch
Focus: Add the remaining daily tasks (completed job follow-ups, technician photo reminders) and activate all Monday weekly reporting tasks. Establish formal KPI tracking across all 14 tasks.
Tasks Online
- Task 6 - Completed Job Follow-Ups (feedback, payment, review, upsell)
- Task 7 - Technician Photo Upload Reminders
- Tasks 8-14 - All Monday weekly HCP reports exported and sent
- KPI tracking formally launched for all 14 tasks
Milestones
- All 14 tasks active and running on correct frequency
- RP sending Monday reports without prompting
- Initial KPI dashboard established
Client Action
- Review KPI dashboard weekly
- Confirm preferred format for weekly reports
- Dedicate 30 minutes/week for review sessions
Full Independence
Focus: Refine all 14 tasks for efficiency and consistency, proactively catch issues before they reach the territory owner, and transition weekly check-ins to strategic oversight.
Tasks Online
- All 14 tasks executing autonomously at correct frequency
- Process optimization across daily and weekly routines
- Proactive escalation of exceptions or pipeline risks
Milestones
- RP fully autonomous on all 14 confirmed tasks
- Weekly check-ins focused on strategy and review only
- RP proactively identifying patterns or issues
Client Action
- Weekly KPI review and ongoing performance feedback
- Provide context for business changes affecting pipeline
- Collaborate on further process improvements
Frequently Asked Questions
How does the billing cycle work?
We bill on a recurring 4-week billing cycle. The one-time enrollment fee is collected at sign up to secure your placement. On the first day your assistant officially goes live, we collect a 4-week deposit along with the pro-rated first billing cycle.
What does the 90-day agreement entail?
We require an initial 90-day commitment to allow enough time to build momentum, document playbooks, and establish routine KPI performance. Once the first 90 days are completed, the agreement transitions to a month-to-month term with a 30-day notice period.
Who trains the Remote Professional?
We do. We have aligned with the TruBlue corporate office to design a cohort training program built specifically for TruBlue workflows. They arrive pre-trained on Housecall Pro, lead pipeline stages, sent estimate follow-up rules, and the 14 standard tasks. You do not have to train them from scratch on standard software or daily procedures.
How is daily performance managed?
We provide the daily management layer. Your assistant is held accountable to a weekly scorecard listing their specific tasks and volume outputs. We check in daily, audit their activity in the CRM, and conduct regular performance reviews, ensuring you do not have to manage their day-to-day work.
Can I shop other virtual assistant agencies?
Other general virtual assistant companies may offer cheaper hourly rates, but they provide zero training and leave all management and accountability on your shoulders. Our service is designed specifically for TruBlue systems, includes direct corporate alignment, and includes full-time management, providing a turnkey operational solution you cannot replicate elsewhere.
What if I don't have 40 hours of work every week?
A successful RP engagement isn't measured by how many hours are filled. It's measured by how much responsibility is removed from your plate. Many clients initially hire an RP to solve a specific problem, such as managing their inbox, scheduling, or handling customer follow-up. Once those systems are running smoothly, the value comes from keeping them running smoothly without requiring your attention. You're not paying for activity. You're paying for ownership.
Every hour you spend on admin is an hour you’re not growing.
Your RP chases every lead until it books, and handles the daily tasks so you can focus on the decisions that actually scale your franchise.
Apply for a Remote Professional