Operational Rockstar Solutions

Built for Roofing & Solar Operations.

At Unlocked Business Solutions, we don't just support your team: We strengthen your operations. Every service we provide is built around the demands, nuances, and pressure points ofthe roofing & solar industries.

Our Services

At Unlocked Business Solutions, we don't just support your team: We strengthen your operations. Every service we provide is built around the demands, nuances, and pressure points ofthe roofing & solar industries.

Customer Success

Your clients expect clear & concise communication and reliability. We handle client onboarding, updates, follow-ups, and satisfaction outreach, ensuring a 5-star customer experience from day 1 to turnover.

Answering Calls

Don't let leads go to voicemail. Our operational rockstars provide live call handling, message taking, and basic consultations so your team can stay responsive from Monday to Sunday.

Email Marketing

Keep leads warm and clients engaged with professional, consistent email communication. From drip campaigns to post-installation check-ins, our VAs manage your email marketing efforts to increase retention and drive referrals.

Job Scheduling & Dispatching

Avoid scheduling chaos. Our VAs coordinate with crews, clients, and subcontractors to optimize your calendars, reduce downtime, and make sure jobs are completed on time-even when the weather isn't cooperating.

Insurance Claim Documentation & Submission

Insurance work is a goldmine-if it's done right. Our VAs prepare, organize, and submit all necessary documentation, ensuring accuracy, compliance, and timely processing so you can get paid faster.

Client & Contractor Communication

Don't let leads go to voicemail. Our operational rockstars provide live call handling, message taking, and basic consultations so your team can stay responsive from Monday to Sunday.

Reviewing & Managing Contracts

Our VAs assist in organizing, proofreading, and tracking client and subcontractor contracts: Flagging inconsistencies, storing records, and ensuring you're always compliant.

Estimating Support

While your sales pros handle the onsite details, our VAs support and optimize your estimating workflow by preparing documents, reviewing measurements, managing templates, and ensuring estimates go out quickly and accurately.

Lead Generation

We help fillyour pipeline. From outbound email and text campaigns, to cold call follow-ups and online inquiry monitoring, our VAs stay on top of everything. More leads = more chances for conversions.

Tech Support

Whether it's troubleshooting login issues or navigating a CRM hiccup, our VAs are trained to provide first-line tech support, keeping your tools and teams running smoothly.

Social Media & Content Support

Stay visible online! Our VAs handle social media scheduling, comment replies, and edit photos to create branded content. We keep your roofing or solar business's digital presence consistent and credible.

Bookkeeping Assistance

Stay financially organized. Our operational rockstars support your bookkeeping process by categorizing transactions, tracking invoices, reconciling expenses, and generating simple reports to support your accounting team.

Task & Project Prioritization

Let our VAs take on the mental load of managing task lists, updating project boards, and flagging priority issues-so your leadership can operate with clarity and confidence.

Meeting Agenda Preparation

From sales huddles to client calls, our VAs organize agenda items, pull reports, and circulate pre-read documents so every meeting starts productively and ends with clarity and action.

Insurance Follow-Up Management

The claim was submitted, so what's next? Our VAs constantly follow up with insurance carriers, track claim statuses, and keep up with updates to keep cash flow moving and delays at bay.

CRM & Claims Data Management

Our operational rockstars are knowledgeable in the CRMs you already use. They update job records, client files, and insurance claim notes in real time, ensuring everyone on your team has access to the most accurate data available.

The Right Support

Every Single Time.

Whether you need help with one critical process or want to fully offload your admin and coordination tasks, or need marketing & sales support, our VAs can plug in where you need them most, all without slowing you down.

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