Talk it through
Start with the real picture: the truck, the jobsite, the texts, the calendar, the receipts, the late invoices, and the follow-ups that keep getting pushed back.
LightBack Consulting helps growing contractors and tradespeople get the office side under control. Paperwork, billing follow-ups, job records, schedules, and simple systems. A person helps you handle it instead of handing it back as another app to manage.
A single electrician, plumber, HVAC tech, or handyman earns money in the field. But as the calls, jobs, invoices, and customer follow-ups grow, the office work starts competing with billable work.
Estimates, receipts, callbacks, invoices, and job notes get pushed after dinner because the day is already booked.
A full-time office employee means payroll, training, supervision, and rules to keep up with. That may be too much too soon.
Tools can help, but only after the workflow is clear. Otherwise, the owner just gets another thing to learn and maintain.
Start with a conversation. Find what is costing time. Clean it up. Put simple routines in place so the owner can stay in the field.
Start with the real picture: the truck, the jobsite, the texts, the calendar, the receipts, the late invoices, and the follow-ups that keep getting pushed back.
Organize paperwork, job folders, customer records, invoices, permits, vendor documents, timesheets, and the details that need to be easy to find.
Build simple routines for billing, follow-ups, scheduling, document tracking, and busy-season backup so the owner can stay focused on paid work.
Clean, practical support for the moments when growth starts creating office drag.
Clean up paper files, digital folders, job records, receipts, calendars, and daily admin routines that have gotten away from you.
Temporary support when calls, jobs, billing, dispatch notes, and customer follow-ups spike, without committing to a permanent hire.
Help tracking invoices, accounts receivable, invoice discrepancies, client records, timesheets, and the paperwork that keeps jobs and money from slipping.
Help with permit processes, vendor coordination, qualification records, continuing education tracking, licensing reminders, and job documentation.
Repeatable workflows for estimates, bids, proposals, invoicing, scheduling, customer intake, job closeout, and file organization.
Careful organization for confidential records, correspondence, proofreading, document assembly, deadlines, and clean retrieval.
Cocoa, Florida
Trade-business office experience, paralegal education, and a careful approach to documents, deadlines, records, and follow-through.
Courtney spent nine years managing the office side of Cocoa Electric, handling client records, accounts receivable, invoice discrepancies, permits, vendors, local officials, timesheets, calendaring, continuing-education records, licensing, and qualification paperwork.
During that period, the company grew from one part-time electrician to a three-employee business producing over $1 million in annual revenue. Her paralegal background adds confidentiality, proofreading, case-file organization, document assembly, and deadline discipline.
Start with a real conversation about what is piling up, what is costing time, and where practical support could make the business feel lighter.