Back office for Home Concierge & Admin

Errands, admin, and bookings tracked like clockwork.

A personal-operations partner for busy households: admin paperwork, concierge requests, and convenience errands booked as one-off tasks or recurring weekly/monthly plans — explicitly license-free.

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Configured for Home Concierge & Admin

Not generic software. Your trade's operating system.

The pack covers the concierge job lifecycle — tiered intake and scope checks, runner dispatch with spending limits, receipt-tracked execution, and itemized invoicing — across Admin, Concierge, and Convenience work areas.

TP-01

Urgency-tiered intake

Your Deputy configures intake that classifies requests as time-critical, same-day, or this-week, captures budget ceilings and access details, and declines out-of-scope tasks before they start.

TP-02

Spending-limit guardrails

Expense pre-approval thresholds are enforced per task: expenses pass through at cost with photographed receipts, and nothing above the threshold moves without written customer approval.

TP-03

Receipt-pack invoicing

Every job closes with a completion summary, receipt/confirmation pack attached, and an itemized invoice of time plus pass-through expenses within 24 hours.

Your workflow pack

Every phase configured before you log in.

Your back office ships with these phases built for Home Concierge & Admin — tasks, checklists, and QA gates included.

Phase 1

Intake & Scheduling

Requests are classified by urgency tier with priority response targets (never guarantees), checked against license-free scope, and booked with a named runner and confirmed access instructions.

Phase 2

Quote & Approval

Time-based quotes with minimum visit fees or per-project flat fees; expenses passed through at cost with receipts — firm quotes only after a full scoping conversation or site visit.

Phase 3

Admin Tasks

Task lists, deadlines, and spending limits confirmed; logins and authorizations gathered; bills, filings, and paperwork processed per instructions with time logged and confirmations attached.

Phase 4

Concierge

Request details and success criteria clarified; options researched and recommended; bookings and purchases executed, then confirmed in writing with the customer copied.

Phase 5

Convenience

Pickup and delivery lists confirmed with access instructions; errands run in planned route order; receipts photographed and mileage logged before the task record closes.

Phase 6

QA & Closeout

Manager spot-checks task summaries before invoicing; the runner signs the completion checklist; the customer confirms nothing is missing at the 24-hour follow-up.

Phase 7

Invoicing & Review

Itemized invoice of time plus pass-through expenses within 24 hours; review requested after the first completed month; recurring clients move to a standing schedule.

Quoting, our way: Firm quotes require a scoping conversation or site visit — never quote blind. Hourly billing carries a minimum visit fee; defined bundles get per-project flat fees; urgent after-hours requests carry a surcharge.

How a job flows

From first call to paid invoice.

Step 1

Consultation call

A free 15–30 minute call maps needs, preferences, and boundaries — what the concierge may and may not handle — before anything is booked.

Step 2

Plan or task request

The customer picks a recurring plan or submits a one-off request with a deadline, and gets confirmation it was received and understood.

Step 3

Pre-service confirmation

They receive the named runner, the scheduled window, and access instructions — a person, not a black box.

Step 4

Service delivery

The concierge runs errands, makes calls, or coordinates vendors, with proactive status updates so nobody has to chase.

Step 5

Completion report

Same-day task summary: what was done, receipts and confirmations attached, open items flagged.

Step 6

Itemized invoice

Invoice within 24 hours of completion — time plus pass-through expenses with receipts, no surprise charges.

Proof on every job

Evidence your customers can see.

Every Home Concierge & Admin job carries photo and documentation standards — dispute prevention built into the workflow.

✓ Before/after photos where the task is visible (organized paperwork, stocked fridge).
✓ Receipt/confirmation pack attached to every job with pass-through expenses.
✓ Completion checklist signed by the runner; scope sign-off per task batch.
✓ Customer confirms nothing is missing at the 24-hour follow-up.

Our boundary, stated plainly: Every task stays inside license-free scope and a pre-approved spending limit — anything needing a licensed trade, legal advice, or medical decisions is declined or rerouted, and nothing above the threshold is spent without written approval.

Pricing

One recovered job a month pays for it.

Your Deputy tiers for Home Concierge & Admin: Retainer or hourly billing; expenses passed through at cost with receipts. Same platform, configured for how home concierge & admin work gets billed.

Launch

Owner-operators & 1–2 person shops

$179/mo

$499 one-time onboarding · $1,790/yr annual

Branded client portal on your subdomain
Online booking page + Home Concierge & Admin intake form
Digital quotes/proposals with e-sign
Invoices + online payment
Review engine (auto requests after paid jobs)
1 niche workflow pack
Unlimited staff seats
Email support

Start with Launch

Growth

Growing shops with crews (3–15 people)

$299/mo

$999 one-time onboarding · $2,990/yr annual

Everything in Launch, plus:
Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
Crew checklists & SOP library
Reputation + referral engine
Service recovery: callback, billing & warranty inboxes
Subcontractor packet: credentials, availability, offboarding
Priority support

Start with Growth