Rochelle

Executive Assistant | Home Service Operations | Dispatch, Scheduling & CRM Suppo

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Overview

Looking for full-time work (8 hours/day)

at $6.72/hour ($1,280.00/month)

Bachelors degree

Last Active

August 8th, 2026 (3 days ago)

Member Since

January 24th, 2023

Profile Description

5+ Years of Virtual Assistance Experience

I’m a Virtual Assistant and Executive Assistant with 5+ years of experience supporting US-based businesses, with a strong focus on home service operations, scheduling, dispatch, customer communication, invoicing, CRM management, and project coordination.

I’ve also worked with a coaching company that supports home service businesses, giving me additional exposure to how contractors manage their teams, systems, customers, workflows, and business growth.

I help home service companies stay organized behind the scenes so owners and field teams can focus on completing projects and growing the business.

How I Can Help

• Lead intake and customer communication
• Appointment scheduling and confirmations
• Technician scheduling and dispatch
• Estimate, proposal, and invoice preparation
• Deposit, progress, and final payment tracking
• Material and vendor coordination
• Project status tracking and customer updates
• CRM pipeline management
• Job costing and basic reporting
• Review, estimate, and invoice reminders
• SOPs, checklists, trackers, and dashboards
• Workflow and Google Workspace automation

I can support the full customer journey:

New Lead → Estimate → Approval → Deposit → Scheduling → Dispatch → Project Updates → Payment → Completion → Review

Executive & Administrative Support

• Inbox and calendar management
• Task and deadline tracking
• Client, vendor, and team communication
• Document and file organization
• Spreadsheet tracking and reporting
• Meeting coordination and action items
• Process documentation and SOP creation

Systems & Tools

GoHighLevel | Housecall Pro | Buildertrend | ClickUp | Notion | Slack | Google Workspace | Google Sheets | Google Apps Script | Zapier | Microsoft 365 | Excel | Zoho Books | Canva

Additional Experience

I also have experience as a Medical Virtual Assistant and Healthcare Customer Service Representative in a HIPAA-compliant environment, which strengthened my skills in documentation, accuracy, confidentiality, and customer care.

Portfolio

---------- lify.app

If you’re a home service business owner looking for someone who can keep customers, schedules, technicians, projects, payments, and daily operations organized, I can help take that workload off your plate.

My goal is to become someone you can confidently delegate to and rely on to keep things moving.

Top Skills

Experience: 2 - 5 years

Excel and Google Sheets are my go-to tools for building trackers, reports, dashboards, and automations that streamline workflows and keep operations running efficiently. I manage calendars and inboxes with precision, making sure schedules stay on track and key messages don’t get missed. I handle document organization, record-keeping, and digital filing systems to maintain order and accessibility. I’m confident using platforms like Google Workspace, ClickUp, Trello, and Slack to manage daily operations and internal communication. I also assist with travel arrangements, itinerary planning, and light event coordination. With a strong background in customer service and HIPAA certification, I understand the importance of confidentiality, attention to detail, and reliable follow-through. Whether it’s following up with clients, keeping tasks organized, or supporting backend workflows, I focus on making day-to-day operations smoother and more efficient

Experience: 2 - 5 years

I love being the person who anticipates needs and gets things done before they even have to ask. Whether it's organizing their schedule, planning events, coordinating with suppliers, or just tackling those random to-dos, I make sure everything is handled discreetly and efficiently.

Experience: 2 - 5 years

With over 3 years of experience in executive support, I’m skilled at managing day-to-day operations that help leaders stay organized and focused. My work includes calendar and inbox management, travel coordination, meeting scheduling, and preparing internal documents like reports, presentations, and memos. I'm comfortable handling confidential information, coordinating across departments, and using tools like Google Workspace, Microsoft Office, and project management platforms. I’m also experienced in prioritizing tasks, managing shifting schedules, and keeping communication clear both internally and externally. Whether it’s booking last-minute meetings, organizing files, or following up on action items, I make sure the details are covered so my clients can focus on strategic goals.

Other Skills

Experience: 1 - 2 years

My sweet spot is crafting a solid social media strategy that actually works. I can handle everything from content creation and community management to diving into the metrics to optimize our campaigns. I love seeing how our efforts translate into better brand awareness and stronger ROI.

Experience: 2 - 5 years

Proficient in advanced Excel and Google Sheets functions including VLOOKUP, INDEX-MATCH, pivot tables, conditional formatting, and data validation. I build dynamic dashboards, automated trackers, and real-time reporting tools that improve visibility and reduce manual admin. Experienced in creating process-driven spreadsheets for task management, expense tracking, and KPI monitoring using formulas, data visualization, and integrated workflows. Skilled in optimizing backend ops through sheet-based systems that support cross-functional teams and streamline decision-making.

Experience: 2 - 5 years

I'm an expert at leveraging spreadsheets to extract actionable insights from data. I can design complex workbooks, perform detailed data analysis using formulas and functions, and then articulate findings clearly through charts and pivot tables.

Experience: 2 - 5 years

I have strong experience in Office and Administration, particularly with Google Suite. I'm proficient in using Google Docs, Sheets, Drive, Calendar, and Meet to streamline workflows, manage schedules, and collaborate efficiently. My skills in Google Workspace help me organize tasks, share documents, and keep everything running smoothly in a fast-paced environment, ensuring productivity and seamless communication across teams.

Experience: 2 - 5 years

Proficient in assisting with basic bookkeeping tasks, including expense tracking, invoice processing, and maintaining accurate financial records to support efficient financial operations.

Experience: 1 - 2 years

I'm really comfortable with project management, especially when it comes to using tools like ClickUp to keep everything on track. I'm great at setting up project plans, breaking down big goals into manageable tasks, and making sure everyone knows their part. With ClickUp, I'm skilled at configuring Spaces, Folders, and Lists to organize projects, adjusting Statuses and Custom Fields to fit our needs, and even building Automations to make workflows super smooth. This really helps us hit our milestones and boosts our team's productivity

Experience: 2 - 5 years

Proficient in designing, writing, and implementing comprehensive SOPs for various administrative and operational functions. Adept at collaborating with team members to document workflows, identify areas for improvement, and create user-friendly guides that promote consistency, compliance, and efficiency.

Experience: 1 - 2 years

I have 1 year of experience as a customer specialist in a healthcare insurance company, supporting providers, billers, and members with claims, eligibility, benefits inquiries, and EOB interpretation. I ensure HIPAA compliance while delivering accurate and timely assistance to help resolve issues and improve the overall support experience.

Basic Information

Age
26
Gender
Female
Website
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Address
Paombong, Bulacan
Tests Taken
IQ
Score:  140
DISC
Dominance: 30
Influence: 16
Steadiness: 28
Compliance: 26
English
C2(Advanced/Mastery)
Government ID
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