⚙️ Admin Support Core Deliverables
Compliance & Renewal Tracking
We track business-level renewals (licenses, registrations, certifications, and insurance policy dates), keep a renewal log, and send reminders so nothing is missed. Learn more: https://www.sba.gov/business-guide
Licensing & Registration
We help collect required details, prepare admin paperwork, and keep your business registrations organized (DBA, entity info, profiles, and renewals) to reduce delays and confusion.
Document Organization (Odoo)
We upload, label, and organize internal admin files in Odoo using clean folders and naming rules, so your team can find what they need fast and stay consistent. Learn more: https://www.odoo.com/document-management
SOPs, Templates & Forms
We build and update SOPs, checklists, and internal forms (vendor setup, W-9 requests, subcontractor packets, internal request forms) so your workflows stay repeatable and clear.
Workflow & Admin Automation
We set up recurring admin tasks, reminders, and basic workflow automation in Odoo (assignments, follow-ups, internal checklists) to reduce manual chasing and improve consistency.
Monthly Admin Audit & Maintenance
Each month we review admin folders, fix misfiled items, remove duplicates, confirm required records are current, and keep your system tidy—so operations stay organized and audit-ready.
💡 Why Clients Choose SupportCrewe Admin Support Plan
1️⃣ Less Paperwork. More Progress.
No more hunting for files or scattered notes — we keep your internal documents, logs, templates, and SOPs organized in one clean system.
2️⃣ Business Compliance, Organized.
We support business-level admin compliance by keeping registrations, renewals, W-9/vendor paperwork, and subcontractor packets properly documented and easy to access.
3️⃣ Clean Systems That Stay Clean.
We handle monthly admin audits, file cleanup, and workflow upkeep so your back office stays organized, consistent, and easy for your team to follow.
4️⃣ Powered by Odoo Systems.
We use Odoo to structure your admin workflows, documents, and internal task automation—so your operation runs smoother without adding office overhead.
✅ What’s Included
(Admin Support – Receptionist Coverage)
24/7 call + chat answering (when enabled)
Message capture + basic intake (customer details + job info)
Message logging + fast forwarding to you or your sales team
Call transfer attempts to you/your team when available
No-selling policy: we stay professional, scripted, and consistent—focused on intake only
🚫 What’s Not Included
Selling, quoting, negotiating, or closing customers
Lead nurturing, follow-up sequences, appointment setting
Estimates, proposals, bid follow-up, contract closing
Project management (job scheduling, change orders, closeouts)
Marketing (SEO, content, ads, listings, review campaigns)
Need help finding the right Plan?
Here’s the fastest way to match the right plan when you need support beyond Admin Support.
Need lead follow-up + booking?
Leads Management (LM), Essential Ops (EO), or Crewe Central (CC)
Need estimating + bid follow-up + closing?
Sales Support (SS), Essential Ops (EO), or Crewe Central (CC)
Need project coordination?
Project Management (PM)(included with SS, EO & CC; add-on for LM)
Need marketing + visibility growth?
Marketing Support, Essential Ops (EO), or Crewe Central (CC)
Need custom high-volume / multi-location support?
Crewe Central (CC)
One-Time Setup Fee (Admin Support)
To start the Admin Support Plan, there’s a $750 one-time setup fee.
This covers your initial build-out so we can support you properly from day one, including:
Account onboarding + system kickoff
Odoo workspace setup (documents, structure, and access)
Admin workflows, templates, SOP baseline, and internal organization
Phone/chat receptionist routing setup (message capture + forwarding)
Initial paperwork/document intake + cleanup to get you organized fast.
📋 Start With Our Survey
Complete the Admin Support survey so we can review your workflow and set up the right support—without you hiring extra staff.