Keep customer files, documents and follow-up organised.
Back Office handles the customer/admin layer around the job: CRM, files, emails, documents, invoices, certificates, payment prompts, review prompts and written follow-up.
- 01Customer finds youLaunch
- 02Lead gets organisedBack Office
- 03Customer is followed upCall Centre
- 04Job creates proofLaunch + Back Office
Good workmanship still needs clean customer admin.
Customers judge the experience around the job as well as the work itself.
One place for the truth
Lead source, customer details, job notes, photos, requirements, status and next action stay organised.
- →Customer/lead file setup
- →CRM status updates
- →Missing information flags
- →Next action and owner
Professional paperwork and messages
Customer-facing admin is clear, consistent and easier to find.
- →Quotes/proposals
- →Invoices and payment notes
- →Certificates/completion docs
- →Customer emails and checklists
Nothing important left hanging
Follow-up, missing information, payment due, review request or aftercare does not rely on memory.
- →Written follow-up queues
- →Document/admin reminders
- →Payment due tracking
- →Review/referral prompts
What a clean file contains.
The practical output is simple: fewer loose details, clearer customer-facing admin and a visible next action.
New enquiry
Source, customer details, job type and missing information recorded.
Customer document
Quote, email, invoice, certificate or completion note prepared clearly.
Next action
Follow-up, payment, review or aftercare prompt visible.
Outcome recorded
Status updated so the business knows what happened.
Priced by admin volume and complexity.
Back Office pricing is based on active files, document volume, CRM mess, follow-up load and the level of polish needed.
Smaller monthly admin load
Professional customer/admin organisation for a lighter workload.
- →Up to 20 active files/month
- →Lead/customer file organisation
- →Customer emails and document support
- →Written follow-up prompts
- →Completion/review/admin prompts
Regular weekly admin rhythm
For firms that need CRM, customer admin and follow-up momentum every week.
- →Up to 50 active files/month
- →Customer message drafts
- →Invoice/certificate/checklist wording
- →Follow-up queues
- →Invoice/payment/review tracking
Busy pipeline support
For heavier CRM, document and customer admin volume.
- →Up to 100 active files/month
- →Higher file volume
- →More customer comms support
- →Job close-out admin
- →Review/referral prompts
Request a free pipeline check.
Send your website/profile and the part of the customer journey that feels weakest. ProjectLink will recommend the most sensible first step.