Virtual Assistants for Workiz Users

Unlock the Full Power of Your Workiz Software

You handle the service; we handle the software. Outsource Access connects home service trades (Locksmith, Junk Removal, Carpet Cleaning, Appliance Repair, Handyman Services, Plumbing, Pest Control, HVAC, etc.) with dedicated Workiz experts to manage and optimize your platform, turning flawless operations into your competitive edge.

*Workiz® (and its respective logos) are trademarks of Workiz and/or Workiz Affiliates

Award-Winning Support for Delivering Results

What a Workiz VA Can Do For You

A specialized VA is trained to maximize your investment in Workiz, acting as your seamless operational partner to ensure no job falls through the cracks.

What a Workiz VA Can Do For You

A specialized VA is trained to maximize your investment in Workiz, acting as your seamless operational partner to ensure no job falls through the cracks.

Client CRM

From job history, to payments, service plans, and notes,
remember every client detail without searching for lost records

Scheduling

Stay organized and manage your field service schedule easily.

Dispatching

Turn a service request into a closed job in seconds.

Invoicing

Customize and create professional invoices,
and get paid for your hard work.

Estimates & Proposals

Send customized estimates from the field and win more jobs

Inventory Management

Manage your costs and expenses with full stock visibility.

Online Booking

Get more jobs with 24/7 online-bookings. Set your availability and booking rules—then let clients do the work.

Mobile App

Manage jobs from the field and keep track of your business no matter where you are with our easy-to-use mobile app.

Advanced Reporting

Get essential statistics and insights to help you run your business better with customizable reports and dashboards

Logistics & Dispatching

Precision Scheduling: Maximize crew utilization and eliminate travel waste.

Managing Workiz job tickets for 20+ crews across multiple states
Assigning teams based on job size and geo-location
Finalizing seasonal schedules well in advance.

Proactive Communication

Frictionless Onboarding: Ensure crews arrive to “ready” job sites every time.

Direct outreach via phone/SMS to confirm appointments
Collecting site photos and project specs before dispatch
Providing real-time client updates to maintain a 5-star experience.

Operational Command

Strategic Support: Move from “firefighting” to high-level oversight.

Full calendar management for complex installations
Consistent follow-ups to ensure job execution
Serving as the central point of contact between clients and field teams.

Data & Document Control

Bulletproof Records: 100% accuracy for every project, every time.

Real-time CRM maintenance
Uploading and organizing site documentation/photos
Ensuring all Workiz job files are complete for accurate reporting and billing

Multi-State Expertise

Experience managing large-scale operations across different time zones.

Pre-Installation Readiness

We don’t just schedule; we ensure your crews have the photos and data they need before they roll the truck.

Scale-Ready

Whether you have 5 crews or 50, our VAs adapt to your volume.

Multi-State Expertise: Experience managing large-scale operations across different time zones.
Pre-Installation Readiness: We don’t just schedule; we ensure your crews have the photos and data they need before they roll the truck.
Scale-Ready: Whether you have 5 crews or 50, our VAs adapt to your volume.

Success Story Snapshot

The Client: A Multi-State Leader in Outdoor Restoration

As a premier authority in high-end architectural deck restoration and luxury seasonal lighting, this multi-state operation maintains the highest standards of craftsmanship. With 20+ crews deployed across multiple regions, their complex logistics require precision to maintain their reputation as an industry leader.

The Challenge: The “Owner Bottleneck”

Managing high-volume demand across several states left the owner buried in scheduling chaos. Manual dispatching and delayed estimates were choking cash flow, leaving the owner trapped in the “operator” seat with zero time for growth.

The Solution: Command of the Workiz Ecosystem

The business onboarded Florabel, a dedicated Workiz Specialist. She took full command of the backend—centralizing multi-state dispatching, optimizing crew routes in real-time, and ensuring every job was fully documented before the trucks even rolled.

The Result: Freedom to Scale

Speed: Estimates delivered in under 24 hours.
Responsiveness: Lead response times dropped to under 30 minutes.
Liquidity: Accelerated invoicing triggered immediate cash flow.
Impact: The owner moved from “Daily Logistics” to 100% Strategic CEO.

Interview with a Workiz Specialist

Watch this interview with Flor as she shares her experience with Workiz and empowering various businesses in terms of billing, routing, client communications and many more.

How It Works

Step 1: Discovery Call

We assess your current Workiz setup and identify your biggest operational bottlenecks.

Step 2: Expert Matching

We match you with a VA trained in Workiz workflows, from dispatching to invoicing.

Step 3: Seamless Integration

Your VA hits the ground running, managing your jobs and communications so you can stay in the field or focus on growth.

Brad gives you a quick tour through our state-of-the-art offices in the Philippines

Here's what our existing customers have to say

“In his first two weeks, our virtual staff, Edison, was able to proactively create and program a system that automated a significant function in our processes. That alone saved us $50,000 a year and opened up hours for our managers to focus on more critical functions of the business. Brad and the Outsource Access team truly deliver on their brand promise of operational excellence, integrity, and empathy through the entire process.”

“Rica is amazing! She is constantly finding answers and new way to do things that we never asked her to look into that we never would have thought of.”

“Grechen took the initiative to create a document to use as an additional communication tool and its worked really well for us. I really appreciate Grechen, she works hard and does a great job!”

I am impressed with Outsource Access onboarding process, how the candidates went through multiple assessment and how qualified the candidates were when they reached to me.

“Dominic has been very proactive with the new tasks given to him, and has tackled it very efficiently. He’s been a tremendous help and continues to be able to produce amazing content with little guidance.”

“Evonne is flexible and willing to learn new things. She has timelines for all the tasks that she does and continues to meets them all. She is invaluable to me and the tasks she does for me frees me up to mentor the QIDPs more.”

“There has been a lot of new accounting task that needed to be done and with the cost of a VA being significantly less than hiring a full-time employee in the US, we were able to bring on another team member.”

“My favorite part of working with Outsource Access is, that it is easy. It does not complicate my operations because I know that the team I interact with has support in the backend and If I ever have a problem, I know that it will be dealt with promptly.”

“Johnlouie continues to be a great performer. This past July I was out on holiday and his support enabled me to really unplug and remain confident everything would keep operating.”

“Ergyn’s work ethic, attention to detail, and willingness to go above and beyond confirm that Ergyn always have the company’s best interests at heart.”

Frequently Asked Questions

We get these questions all the time—so you’re not alone. Rest assured, with Outsource Access, you’re in expert hands.

What is a virtual executive assistant?

Virtual executive assistant services are a method of outsourcing your administrative and organizational tasks to a third party. Their primary purpose is to help you stay organized and on schedule to improve your efficiency, even remotely.

How can hiring a virtual executive assistant benefit my business?

Hiring an executive assistant remote can benefit your business by streamlining your schedule and keeping you organized, while reducing your staff overheads. VAs from the Philippines are much more cost-effective to the point that businesses can often hire two or three for the cost of one in the United States.

What tasks can a virtual executive assistant handle?

Virtual executive assistants can help you with any daily administrative tasks you need, including managing calendars and inboxes, preparing reports, coordinating travel, project management, overseeing customer support and more. A virtual executive assistant virtual to you can be used for general marketing support, and many other specialized services, if needed.

Are virtual executive assistants secure to use for sensitive information?

Virtual executive assistants use the latest security technologies to ensure your sensitive information is kept safe and secure.

Will my VA be able to work my time zone? And if not, how will it work if I can’t communicate with them?

Your Virtual Assistant can work any timezone that you prefer. We will say though, that a lot of our US clients actually prefer their VA to work overnight so that work is completed when they get in the office in the morning.

Do your workers speak English?

Our workers are all from the Philippines where they are taught English from an early age. English is their second language.
The accent is very very minimal.

Do I have to sign a long-term contract?

We love to offer our clients the security of flexibility. You will just need to let us know 90 days in advance if you need to cancel for whatever reason.

What if I don’t have 40 full hours of work to give to a VA?

We hear this all of the time. Most of our clients don’t realize how much time their tasks are taking, nor do they realize how much more can be given to their VA that they’re not currently doing. Many of these same clients come to us to hire a second VA in no time.

Are they trained? Will they have experience in my field?

We hire fast learners, great communicators and VAs that take feedback exceptionally well. They will be trained in all admin tasks and may have specialty in your field. They are just like a US- based employee, you will still need to train them on your company’s processes and some knowledge of your industry.

What if I don’t like the VA I’m matched with?

We offer you several candidates to interview and hire. If for whatever reason, the VA that you decide to choose and hire is not working out, you can let us know and we can match you with a better fit.

What if my VA decides to leave for medical or family reasons?

Your VA creates a playbook of all of your processes starting day 1. In the unlikely event that a VA should leave for any reason, we can have another VA hired and trained on your processes. Of course you’ll have to introduce him or her to your company, but the down time should be minimal.

Book a complimentary discovery call to learn how affordable, talented staff from Outsource Access can support your business.

Click for a short webinar from our CEO on "How to Integrate Offshore Virtual Staff Into Your Business"

Virtual Assistants for Workiz Users

Award-Winning Support for Delivering Results

What a Workiz VA Can Do For You

What a Workiz VA Can Do For You

Success Story Snapshot

Interview with a Workiz Specialist

How It Works