Draft and format proposals, contracts, or reports

Organize digital files and cloud-based project folders

Maintain compliance documentation or administrative logs

Data entry, research summaries, and transcription.

Manage task lists, timelines, and deliverables.

Coordinate details across teams or project phases.

Track progress in Asana, Basecamp, or your preferred system.

Provide weekly reports and accountability support.

Schedule appointments, inspections, site visits, or client meetings

Organize and respond to emails with a professional tone

Confirm bookings and send reminders

Streamline communications to reduce missed opportunities

Create and send invoices

Track payments and expenses

Reconcile project-related financials (QuickBooks, Wave, etc.)

Compile monthly overviews or budget snapshots

Communicate with clients, subcontractors, or vendors on your behalf

Prepare onboarding documents, welcome packets, or bid responses

Maintain CRM entries and manage follow-ups

Provide status updates and routine check-ins

Research vendors, permitting requirements, or market trends

Compile data and summarize findings

Assist with one-time projects or ongoing admin needs

Build custom templates, tools, or workflows for smoother operations