Orders processed, schedules managed, logistics handled.
Ozz Pros keep the operational core of your business accurate and on time. Orders are entered and verified, schedules are built and maintained, purchasing and shipments are tracked, and every file moves to completion.
Gets every order in clean and on time, from portal, EDI, email, fax, or phone.
Key duties
Tools
ERP / order system (e.g. FeneVision), Email and fax inbox, Spreadsheets
View full roleKeeps crews, installs, deliveries, and service calls booked and on time.
Key duties
Tools
Scheduling software, CRM, Calendar, Phone and text
View full roleBuys what the business needs, on time and at the right price.
Key duties
Tools
ERP or purchasing system, Spreadsheets, Email
View full roleCoordinates shipping, carriers, and deliveries, and handles freight problems.
Key duties
Tools
Carrier portals, ERP, Spreadsheets
View full roleKeeps permits, licenses, insurance certificates, and paperwork current.
Key duties
Tools
Document management, Spreadsheets, Government portals
View full roleManages supplier relationships, pricing, and credits so vendors don't eat your margin.
Key duties
Tools
Accounting software, Spreadsheets, Email
View full roleKeeps every deal moving from contract to closing.
Key duties
Tools
Transaction management software, Email and e-signature, CRM
View full roleGets loan files complete, accurate, and to closing on time.
Key duties
Tools
Loan origination system, Document portal, Email and e-signature
View full roleFull-Time Pro
One Pro, all yours, full-time.
Part-Time Pro
All the skill, half the hours.
Shared Pro
One Pro. Two businesses in the same trade. Different markets.
Home service businesses
The AI half of VI, for every business. Hitch and a communication hub that runs alongside your CRM, with your Pros working inside it.
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