Services

Everything between the phone ringing and the money arriving.

Your office is a workflow, not a pile of tasks. We take it over step by step — from the first call to the paid invoice.

1Lead
  • Phone answered in your name, Mon–Fri 08:00–17:30
  • E-mails and web forms triaged, enquiries qualified
2Appointment
  • Site visit or job booked in the shared calendar
  • Confirmation and reminder to the customer
3Offer
  • From your notes or voice message, in your template
  • Sent within 24 h, followed up after 7 days
4Job
  • Suppliers, material and subcontractors coordinated
  • Customer kept informed about dates and changes
5Invoice
  • Created and sent in your tool, the day after completion
  • Receipts and reports filed cleanly
6Payment
  • Incoming payments matched, customer list updated
  • Reminders, formal notices, debt collection if needed

We work inside your existing tools: bexio, Werkli, Baunex, Google Workspace, Microsoft 365 — or your Excel. You change nothing.

Your phone rings here — and is answered in your company's name.
Your rules

We adapt to how you work. Not the other way round.

During onboarding we write your playbook: what we handle on our own, what we put in front of you for approval, and when we call you immediately. You change it any time — one call is enough.

No problem
Want to approve every invoice before it goes out?We prepare it, you get it by WhatsApp or e-mail, an “ok” is enough — then it leaves.
No problem
Want to take calls from specific customers yourself?We put them straight through to you or ping you — your list, your rule.
No problem
Offers below a certain amount should go out without you?You set the threshold. Below it we send, above it you see them first.
No problem
Reminders only after your okay — or never to regular customers?Tone, timing and exceptions are yours to define. We stick to them.
No problem
Emergency words that make us call you at once?“Water damage”, “no power”, “heating off” — you tell us what's urgent, and only then do we interrupt you.
Playbook — Müller Sanitär GmbHeditable any time
Approve invoices before sendingby WhatsApp to Marco
Send offers without approval up toabove that, Marco first
CHF 10’000
Put calls from Immo Aare AG straight throughand from Architekturbüro Frei
Reminders1st reminder after 30 days, friendly
after approval
Book Saturday appointmentsonly after checking with Marco
Call immediately onemergency keywords
water damage · no power
We write your playbook on day one. You change it whenever you like.
Projects and missions

And when it's more than the daily office

Alongside the running office we take on defined assignments — by the hour or at a fixed price, with a clear goal and an end date.

Back-office automationOffer, invoice and reminder templates, workflows in bexio/Werkli/Baunex, time tracking, phone and calendar wired together — set up properly once.
Going digitalReceipts, folders and customer cards moved from paper into a system; a clean hand-over to your fiduciary.
Personnel administrationEmployment contracts, joiners and leavers, hours control, holiday planning, documents prepared for payroll and insurances.
Training your office peopleGet your new administrator or a family member up to speed in bexio, offers and reminders — until it runs without us.
Receivables clean-upReview every open invoice, start reminder runs, agree payment plans, prepare debt-collection files.
Cover and peaksMaternity, military service, illness or high season: we keep the office running for as long as you need us.

Ten pilot places. Onboarding waived.

Secure a pilot placeFor the first 10: CHF 490 onboarding waived · Office CHF 890 instead of 1’190 for 3 monthsCancel monthly.