Monthly Hours Worked
504
3 full-time dedicated VAs
Tasks Completed (June)
389
▲ 15% vs May
Client Satisfaction
9.6/10
▲ 0.2 pts
Months Active
22
Since September 2024
Current Monthly Rate
$5,685
3 full-time dedicated VAs
Projected Annual ROI
284%
▲ Growing

Your Virtual Assistants

RL

Rachel Lim

Project Coordination & Estimating Support
Start Date: September 9, 2024
Location: Cagayan de Oro, Philippines
Working Hours: 8 AM ... 5 PM EST
Project Scheduling Estimate Preparation JobNimbus CRM Permit Tracking
DC

Daniel Cruz

Customer Service & Lead Management
Start Date: January 6, 2025
Location: Cagayan de Oro, Philippines
Working Hours: 8 AM ... 5 PM EST
Inbound Calls Lead Qualification Review Management Insurance Claims
AP

Anna Perez

Bookkeeping & Administrative Support
Start Date: March 10, 2025
Location: Cagayan de Oro, Philippines
Working Hours: 9 AM ... 6 PM EST
QuickBooks Invoicing Accounts Receivable Payroll Support

Your Account Team

AB
Alva Bayawa
Account Manager
alva@outsourceaccess.com
Available Mon...Fri, 8 AM ... 5 PM EST
JB
Jerome Bañal
Team Lead
jerome@outsourceaccess.com
Direct supervisor of Rachel, Daniel & Anna

This Week's Activity Summary

Monday, June 29
Processed 18 new roofing leads, prepared 6 repair estimates, followed up on 12 pending insurance claims
Tuesday, June 30
Scheduled 9 roof inspections, reconciled 22 invoices in QuickBooks, managed 8 subcontractor work orders
Wednesday, July 1
In progress ... 11 customer follow-ups completed, coordinating material orders for 4 upcoming jobs

Daily Hours Worked - Team Average (Last 30 Days)

June 2 June 16 July 1

Work Distribution by Category

504
hrs/mo
Project Coordination (30%)
Customer Service (25%)
Bookkeeping & Invoicing (20%)
Lead Management (15%)
Admin & Scheduling (10%)

Team Productivity Score Trend

This Month
94%
Last Month
91%
3-Month Avg
92%
6-Month Avg
89%
▲ Team productivity has increased 5 points over the last 6 months, consistently above the 85% benchmark across all 3 VAs.

OA Playbook Status

LAST UPDATED
June 18, 2026
REVISION
Version 4.1
TOTAL SECTIONS
15 Sections, 62 SOPs

Key Sections

✓ Lead Intake & Qualification
✓ JobNimbus CRM Workflow
✓ Estimate & Proposal Preparation
✓ Insurance Claim Processing
✓ Subcontractor Scheduling Protocol
✓ Invoicing & Collections
✓ Permit & Inspection Tracking

Recent Activity Log

Prepared 8 roofing estimates for residential repair jobs in Gwinnett County
Jul 1
Responded to 31 customer inquiries via email, phone, and web form
Jul 1
Scheduled 9 roof inspections across metro Atlanta for next week
Jul 1
Compiled weekly job completion report for ownership review
Jun 30
Processed 5 insurance supplement requests with adjuster documentation
Jun 30
Onboarded 4 new customers with welcome packets and CRM setup
Jun 30
Reconciled 22 invoices in QuickBooks against completed job records
Jun 30
Coordinated material deliveries with 3 suppliers for upcoming projects
Jun 29
Updated JobNimbus with status changes on 17 active roofing projects
Jun 29
Prepared quarterly business review deck for ownership
Jun 29
Filed 6 building permit applications with Fulton County
Jun 28
Followed up on 14 outstanding customer payments past 30 days
Jun 28
Designed customer referral incentive flyer for storm season campaign
Jun 27
Processed 9 warranty registration forms for completed installations
Jun 27
Updated crew certifications and safety compliance tracker
Jun 26
Built prospect list of 35 commercial properties for sales outreach
Jun 26
Organized Google Drive with new project folder structure per SOP
Jun 25
Handled 22 inbound storm damage inquiries and qualified leads
Jun 25
Created crew scheduling optimization analysis for July projects
Jun 24
Sent 52 customer review request emails via Birdeye integration
Jun 24

ROI Calculator

Adjust the values below to see your real-time return on investment. All fields are editable.

242%
Return on Investment

Your ROI Breakdown

Monthly OA Cost $5,685
Equivalent US Cost (salary + benefits) $17,550
Monthly Savings $11,865
Annual Savings $142,380
Effective Hourly Rate $11.28
Total Projected Value Delivered $19,450
ROI Percentage 242%

What This Means For Your Business

5-Year Projected Savings
$711,900
Compared to US hires
Hours Reclaimed (Annual)
6,048
For you to focus on growth
Cost Per Task
$14.61
Highly efficient execution
Avg Response Time
▲ 22%
1.8 hrs
Last month: 2.3 hrs
Estimates Sent / Week
▲ 19%
26
Last month avg: 22/week
Jobs Completed / Month
▲ 11%
38
Last month: 34
Reports Generated
▲ 25%
20
Last month: 16

Monthly Comparison

Metric April May June Trend
Customer Inquiries Handled 278 315 362 ▲ 15%
Roof Inspections Scheduled 64 78 91 ▲ 17%
Estimates Prepared 82 88 104 ▲ 18%
Average Response Time (hrs) 2.9 2.3 1.8 ▲ 22%
Customer Satisfaction Score 9.2 9.4 9.6 ▲ 2%
Revenue Influenced ($) $84,200 $97,500 $112,800 ▲ 16%

Custom KPIs (Industry-Specific)

Estimate-to-Close Rate
42%
Industry avg: 35%
Review Response Rate
96%
Responding within 24 hours
Insurance Claim Approval Rate
83%
Up from 71% last quarter

Submit a Request

Direct Contact

AB
Alva Bayawa
Account Manager
📧 alva@outsourceaccess.com
📞 Schedule a call via Calendly
JB
Jerome Bañal
Team Lead
📧 jerome@outsourceaccess.com
💬 Google Chat (daily communication)

Recent Communication History

Alva Bayawa (Account Manager) June 30, 2026
Monthly check-in completed. Discussed scaling Daniel's role to handle more insurance supplement documentation for Q3 storm season. Action items documented in playbook revision 4.1.
Resolved
Acme Roofing (Client) June 27, 2026
Requested additional support for storm season surge. Exploring adding a fourth VA focused on insurance claims processing for July through October. Proposal sent.
In Progress
Jerome Bañal (Team Lead) June 24, 2026
Rachel completed JobNimbus advanced project management training module. Certification verified. Updated playbook with new project tracking automation workflows.
Resolved
Acme Roofing (Client) June 19, 2026
Question about adjusting Anna's schedule for month-end close. Alva coordinated with TL and confirmed adjusted hours (7 AM ... 4 PM EST) for the last 3 business days of each month.
Resolved
Alva Bayawa (Account Manager) June 14, 2026
Quarterly business review scheduled for July 8. Will cover ROI analysis, performance trends, playbook optimization opportunities, and Q3 storm season staffing plan.
Informational

Current Plan Details

Plan Type 3x Full-Time Dedicated VAs
Monthly Rate $5,685/mo ($1,895 x 3)
Billing Cycle Monthly (1st of each month)
Contract Terms No long-term contract
Next Billing Date August 1, 2026
Payment Method ACH Transfer
No rate adjustment scheduled. Your rate is locked at your current tier. OA reviews rates annually in January.

Billing History

Date Description Amount Status
Jul 1, 2026 Monthly Service (3 VAs), July 2026 $5,685.00 Pending
Jun 1, 2026 Monthly Service (3 VAs), June 2026 $5,685.00
May 1, 2026 Monthly Service (3 VAs), May 2026 $5,685.00
Apr 1, 2026 Monthly Service (3 VAs), April 2026 $5,685.00
Mar 1, 2026 Monthly Service (3 VAs), March 2026 $5,685.00
Feb 1, 2026 Monthly Service (3 VAs), February 2026 $5,685.00

Your Industry Intelligence

Your Industry
Roofing & Construction
Industry Growth Rate
5.8% YoY
OA Clients in Your Industry
18 Companies

Industry News & Trends

June 28, 2026
New Georgia Building Code Updates Impact Residential Roofing Standards
Updated wind uplift and impact resistance requirements take effect in Q4. Impacts material specifications and permit documentation workflows.
June 22, 2026
U.S. Roofing Market Projected to Hit $28.5B by 2028
Growth driven by storm damage repair demand, aging housing stock, and energy-efficient re-roofing. Southeast region showing strongest expansion.
June 15, 2026
AI-Powered Aerial Roof Measurement Adoption Surges Among Contractors
Companies using drone and satellite measurement tools report 40% faster estimate turnaround. Integration with JobNimbus and AccuLynx expanding.
June 8, 2026
Storm Season Outlook: Southeast Expected to See Above-Average Activity
Roofing contractors advised to scale customer service and claims processing teams 40% for June through November. Virtual assistants increasingly popular for overflow handling.