For small businesses and contractors

Your Desk Handled

We take over your inbox, calendar, invoices and follow-ups. Every day you get a short note showing what is done and what needs you. Contractors can hand us the permit paperwork for their job sites too.

  • Monthly plans, with 30 days’ notice to stop — no long contract
  • A person reviews everything sent in your name
  • Confidentiality agreement signed before we start
Gmail compose should now open in a new tab with the audit request ready to send to audit@thedeskagent.com. Nothing is sent until you press send there.

Book a free desk audit

Tell us where the admin is piling up. We’ll reply within one business day with what we would take on and what it costs.

This opens Gmail compose in a new tab with the request pre-written to audit@thedeskagent.com — no account, no sign-up.

Today’s handover — example

  • Inbox cleared
  • Permit filed for job site 14
  • Invoice reminder sent
  • Needs you: approve report Needs you

Permit tracker — job site 14

  1. FiledApplication submitted
  2. In reviewWith the permit office now
  3. InspectionBooked once review clears
  4. ApprovedDocuments filed to the job record

Invoice status

Invoice #1042Sent Monday
Invoice #10397 days overdue Reminder sent
Invoice #1036Settled last week

The jobs we take off your desk

Four recurring jobs, handled daily by a real person — plus permits, run end to end for contractors.

Inbox

Your email triaged every day: what needs you is flagged, what doesn’t is filed, drafted or answered with templates you’ve approved — so you open your inbox to a short list, not a wall.

Calendar

Appointments booked, confirmed and rescheduled, with reminders sent so people actually show up. Your week gets arranged around the work that matters, not around admin.

Invoices

Invoices raised and sent on time, then polite, persistent follow-ups with late payers on a schedule you set — so getting paid stops depending on you remembering.

Records

Forms, filing, CRM updates and document prep kept straight — so every customer, quote and job is findable when you need it, not buried in a downloads folder.

Permits, handled for contractors Contractor service

Hand over the permit process for every job site. We track each application from filing to approval, so a missing form never holds up a crew again.

Applications prepared & filed

Forms completed and submitted with the right documents for each job.

Status tracked

We follow up with the permit office and keep the status current — filed, in review, inspection, approved.

Inspections scheduled

Inspection dates booked and confirmed, with reminders before the day.

Documents kept per job site

Every permit, approval and inspection record filed against the job it belongs to.

Running in a week

No software to buy and nothing to install. We work inside the email, calendar and invoicing tools your business already uses.

Day 1

Desk audit

A 30-minute call to map what’s eating your week — inbox, invoices, permits — and agree exactly what we take on first.

Days 2–4

Set up access

You share the access we need — nothing more — and we agree the templates, the tone and the follow-up schedule in writing. The confidentiality agreement is signed before any work starts.

Day 5 on

Daily handover

The work gets done every day, and you get one clear handover note: what was completed, what’s waiting, and the few things that need a decision from you.

Monthly plans

One flat monthly plan instead of a salary, payroll taxes, equipment and training. Every plan is monthly, with 30 days’ notice to stop.

Starter

For owners who need the basics off their desk

$299 /month

  • Email managed daily
  • Calendar & appointment confirmations
  • Weekly summary of work done
Start with Starter

Front Office

For owners who want the whole front office covered

$1,490 /month

  • Everything in Desk
  • Customer inquiries handled
  • Reports prepared for you
  • Same-day response
Start with Front Office

Contractors: permit processing is quoted per job site, on top of any plan — tell us about the job in your desk audit and we’ll price it there.

No testimonial yet — the service is new, and we’d rather show a real one than invent one. Yours could be the first.

Questions, answered straight

Who does the work?

A named agent — a real person who knows your business — backed by AI tools for speed on drafting, sorting and tracking. The tools do the heavy lifting; the person checks everything before it goes out in your name.

Do you handle permits for contractors?

Yes. We prepare and file the applications, track the status with the permit office, schedule inspections, and keep the documents for each job site. Permit processing is quoted per job site, on top of any monthly plan.

Is my data safe?

We sign a confidentiality agreement before any work starts, you grant access only to the tools the work needs, and you can revoke that access at any time. We only ever touch what the job requires.

Will replies sound like me?

Yes — that’s part of the setup. In the first days we agree templates and tone with you, and a person reviews everything sent in your name, so replies read the way you’d write them.

What if I want to stop?

Plans are monthly with 30 days’ notice — no long contract. Give notice, we hand everything back in order, and that’s it.

Tell us what is piling up.

We reply within one business day with what we would take on and what it costs.

audit@thedeskagent.com Copied