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I will be your hvac virtual assistant and fieldedge CRM manager
Real Estate VA and Transaction Coordinator, GHL Automation
I help real estate agents stay organized and focused on closing deals by managing everything behind the scenes. Since 2020, I’ve supported US-based agents with transaction coordination, virtual assist...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Running an HVAC business requires more than just servicing customers. I provide reliable HVAC Virtual Assistant and FieldEdge CRM support to help you manage your day-to-day administrative work.
I can help with:
- FieldEdge CRM management & updates
- Customer & lead management
- Estimates and quotes
- Invoice creation and sending
- Payment links & payment follow-ups
- Customer communication & follow-ups
- MarketingEdge promotional messaging
- Data entry and administrative support
I have hands-on experience supporting an HVAC service business with FieldEdge and MarketingEdge, so I understand the importance of keeping customer information, jobs, invoices, and follow-ups organized.
Whether you need help with a one-time task or ongoing HVAC administrative support, I'm ready to help.
Purpose:
Business
Work model:
Monthly retainer
My Portfolio
FAQ
What HVAC software do you work with?
I have hands-on experience with FieldEdge and MarketingEdge and can assist with daily CRM and administrative tasks.
Can you manage my FieldEdge CRM?
Yes. I can assist with customer records, leads, jobs, estimates, invoices, and routine CRM updates.
Can you create and send invoices?
Yes. I can create and send invoices and assist with payment links and payment follow-ups.
Can you handle estimates and quotes?
Yes. I can assist with preparing, updating, and sending estimates and quotes through your workflow.
Can you communicate with customers?
Yes. I can assist with promotional messaging and customer outreach through MarketingEdge.
Can you provide ongoing HVAC VA support?
Yes. I can provide ongoing FieldEdge, customer management, invoicing, and administrative support.
Will I need to provide access to FieldEdge?
Yes. Appropriate access will be required to perform tasks within FieldEdge and other systems you use.
