Back-Office Operations

Home Service Administration — Structured Back-Office Operations for Growing Trades

Consistent processes, trained people, and the systems to run them. We administer your calls, scheduling, dispatch, and back office so your business runs the same on your busiest day as your slowest.

Trusted by 50+ home-service companies across North America.

The Administration Problem

Growth exposes the gaps in your back office

Most home-service companies don't lose work because the trade is weak — they lose it because the administration behind the trade is improvised. Calls are handled differently every time, the process lives in one person's head, and the owner ends up running the office instead of the company. Structured administration closes those gaps with documented workflows and trained people who run them every day.

Inconsistent call handling

Every caller gets a different experience depending on who picks up — or whether anyone does. Bookings slip and the brand feels unpredictable.

No documented processes

Critical workflows live in someone's memory. When they're out — or move on — the office stalls and quality drops overnight.

Owner stuck in the back office

The person who should be growing the business is answering phones and chasing paperwork instead of leading the team.

What We Administer

A complete back office, run to a standard

Six administrative functions, staffed by trained people and held to documented processes — so the work happens the same way every time.

24/7

Call Answering & Reception

Trained administrators answer every call around the clock, qualify the caller, and book the job — never a missed opportunity or a cold voicemail.

Dispatch & Scheduling

We coordinate the board, route the right tech to the right job, and keep your calendar tight so crews stay productive and customers stay informed.

Customer Records & CRM

Clean, current customer data in your CRM — every interaction logged, every job tracked, so nothing falls through the cracks.

Outbound & Membership Programs

Proactive outreach, maintenance-plan enrollment, and reactivation calls that turn one-time jobs into recurring revenue.

Invoicing & Follow-Up Coordination

We coordinate invoicing, payment follow-up, and post-job check-ins so revenue gets collected and customers feel looked after.

Recruiting, Training & Process Documentation

We hire and coach CSRs, build your call flows, and document the workflows that keep your office consistent as you scale.

Our Process

A disciplined path from chaos to consistency

We don't drop staff into a broken system. We assess, document, staff, and refine — in that order.

01

Assess your current operations

We map how calls, scheduling, and admin work today — and where they break down — to set a clear baseline.

02

Document call flows & admin workflows

We build repeatable, written processes for every core function so the work isn't dependent on any one person.

03

Staff & run them with trained administrators

Real, trained people execute the workflows day in and day out — with AI only as overflow and after-hours backup.

04

Review with reporting & continuous improvement

We track performance, report on what matters, and refine the processes so your operations keep getting tighter.

Integrations

We work inside the systems you already run

Your tools, your data, our administration — connected and kept current.

ServiceTitan Housecall Pro Jobber HighLevel Zapier Slack Chiirp

Proof and approach

50+

HVAC, plumbing & electrical businesses trust Sunshine Admin to run their back office across North America.

Human-first, always

Real, trained administrators lead every account. AI is used only as overflow and after-hours backup — never as a replacement for the people your customers actually talk to.

Frequently Asked

Questions about administration

The people and processes to run your back office — answering, dispatch, scheduling, CRM, outbound, invoicing coordination, and documented workflows.
Real trained administrators lead the work; AI is only a backup.
ServiceTitan, Housecall Pro, Jobber, HighLevel, Zapier, Slack, and Chiirp.
Yes — we help build and document repeatable call flows and admin workflows.

Bring Order to Your Back Office — Book a Free Strategy Call.

See how structured administration — trained people running documented processes — keeps your operations consistent on every kind of day.