Lead Follow-Up, Scheduling & Estimating Virtual Assistant — Home Services

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TYPE OF WORK

Part Time

SALARY

4$/hour

HOURS PER WEEK

20

DATE UPDATED

Jul 31, 2026

JOB OVERVIEW

We are looking for a dependable, organized virtual assistant to support multiple blue-collar and home-service businesses.

The right person will be responsible for contacting new leads quickly, following up with customers, scheduling appointments, organizing job information, and helping prepare professional estimates.

Our businesses operate in industries including:

HVAC
Plumbing
Water filtration and water softener installation
Power washing
General home services
Primary Responsibilities
Call, text, and email new leads as soon as they enter our system
Follow up consistently with leads who have not yet booked
Schedule estimates, service calls, installations, and customer appointments
Confirm appointments and send reminders
Reschedule canceled or missed appointments
Collect job details, photos, measurements, addresses, and customer information
Prepare professional estimates using our pricing, templates, and instructions
Send estimates to customers and follow up until they approve or decline
Update customer records, notes, appointment statuses, and opportunities
Keep the sales pipeline and calendar organized
Communicate with technicians, salespeople, office staff, and customers
Answer basic customer questions without giving unauthorized technical advice
Escalate complicated pricing or technical questions to management
Create daily reports showing leads contacted, appointments booked, estimates sent, and outstanding follow-ups
Systems You May Use

Experience with these platforms is helpful but not required:

GoHighLevel
Housecall Pro
Jobber
ServiceTitan
Google Calendar
Google Workspace
QuickBooks
Slack
Microsoft Excel or Google Sheets

Facebook
and Instagram lead forms
Gmail
RingCentral, LeadConnector, or similar phone systems

Training, estimating templates, pricing information, scripts, and procedures will be provided.

Requirements
Excellent written and spoken English
Comfortable making outbound and inbound phone calls
Strong customer-service and communication skills
Highly organized and able to manage multiple calendars
Able to follow detailed instructions and company procedures
Comfortable working with prices, measurements, equipment information, and estimates
Able to learn terminology related to HVAC, plumbing, water treatment, and home services
Reliable computer, headset, and high-speed internet connection
Quiet and professional workspace
Able to work during United States Eastern Time business hours
Strong attention to detail
Honest, dependable, and consistent
Comfortable being measured by performance and daily activity
Preferred Experience
Previous work for an HVAC, plumbing, construction, water-treatment, or home-service company
Lead follow-up or appointment-setting experience
Dispatching or scheduling experience
Preparing proposals, quotes, or estimates
CRM and pipeline-management experience
Sales support or customer-service experience
Performance Expectations

You will be evaluated on:

Speed-to-lead
Number of calls, texts, and emails completed
Appointments booked
Estimate follow-up completion
Accuracy of customer information
Accuracy of estimates
Calendar organization
Communication with customers and employees
Reliability and attendance
Work Schedule

Monday through Friday during U.S. Eastern Time.

Suggested schedule:

8:00 AM to 5:00 PM Eastern Time, including a one-hour unpaid break.

Occasional Saturday coverage may be offered depending on business needs.

Application Instructions

To apply, please include:

A short introduction about your experience.
A voice recording introducing yourself.
A description of any experience you have with HVAC, plumbing, construction, scheduling, estimating, or home-service businesses.
A list of CRMs or scheduling platforms you have used.
Your internet speed and computer specifications.
Your availability in U.S. Eastern Time.
Your desired hourly rate.
The word HORIZON at the beginning of your application so we know you read the entire posting.

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