You identify the task.
You decide what needs doing, explain it and send it to somebody to complete. The responsibility for noticing, organising and improving the work stays with you.
Managed Office
Your office team,without hiringan office team.
Your calls, enquiries, bookings, follow-ups and administration still need doing. Managed Office gives small businesses a reliable office function without the cost and commitment of another full-time employee.
The point of pressure
When running the office becomes another full-time job.
The business has grown enough to create an office workload, but not necessarily enough to justify another employee.
For many owner-managed trade businesses, the office follows the owner everywhere. Calls arrive while work is under way. Bookings move. Quotes need chasing. Customers, suppliers and staff all need answers.
The work gets done between jobs, from the van or during the evening. The problem is not a lack of effort. It is that one person is trying to run the office and the business at the same time.
- 01Answering calls
- 02Checking email and WhatsApp
- 03Booking and rearranging work
- 04Chasing quotes
- 05Dealing with customers
- 06Speaking with suppliers
- 07Updating records
- 08Following up staff
- 09Evening administration
Built initially for UK owner-managed trade and field-service businesses with approximately 2–15 employees.
- HVAC
- Electrical
- Plumbing
- Building
- Landscaping
- Roofing
- Fire & security
- Facilities & maintenance
What we can handle
A practical office function, shaped around your business.
The exact workload, hours and authority are agreed with each client. A package provides service capacity; it does not mean every capability below is included automatically.
- 01Inbound and outbound calls
- 02Customer enquiries
- 03Email management
- 04Bookings and rescheduling
- 05Diary and calendar administration
- 06Customer follow-ups
- 07Quote follow-ups
- 08Supplier liaison
- 09Parts and basic purchasing administration
- 10CRM and customer-record management
- 11Paperwork and data entry
- 12Staff and job administration
- 13Administrative payment and invoice chasing
- 14Agreed recurring office administration
Managed, not just tasked
Not just someone to give tasks to.
Managed Office is designed around responsibility for an agreed part of the day-to-day operation—not a stream of isolated instructions.
We own the agreed workflow.
BeUnified handles the agreed activity, keeps the information organised and progressively improves the way the work is carried out.
- Human support
- Structured workflows
- CRM and information management
- Process design
- Automation
- AI-assisted administration
- Measurement and reporting
People where people add value. Automation where automation makes sense.
We do not preserve unnecessary manual work. If an activity can safely be simplified, standardised or automated, we work towards a better way of handling it.
How it works
A clear operating model before we take anything on.
We start with the work as it happens today, agree the boundaries, then operate and improve it with you.
- 01
Understand
We learn how customers, enquiries, jobs and administration currently move through the business.
- 02
Agree
We define what BeUnified will handle, working hours, service expectations and authority boundaries.
- 03
Connect
We connect the required phone, email, calendar, CRM and operational systems.
- 04
Operate
BeUnified handles the agreed workload and records the activity.
- 05
Improve
Repeated manual work is reviewed for simplification, standardisation, automation or AI assistance.
Packages and pricing
Managed outcomes with clear service capacity.
Choose the level of involvement that fits the office workload today. We agree the practical scope before service begins.
Admin Support
£395 / month
Up to 10 hours monthly service capacity
For businesses that need reliable help keeping regular administration under control.
- General administration
- Email and customer handling
- Diary and bookings
- Limited telephone support
- Data entry
- Paperwork
Managed OfficeRecommended
£795 / month
Up to 20 hours monthly service capacity
For businesses that want BeUnified actively involved in running agreed parts of the office.
- Administration
- Phone handling
- Email and customer enquiries
- Diary and bookings
- Customer and quote follow-up
- Supplier coordination
- Staff and job administration
- CRM management
- Agreed workflow ownership
Business Operations
From £1,295 / month
Up to 30 hours monthly service capacity
For businesses wanting office support combined with continuous operational improvement.
- Suitable Managed Office capabilities
- KPI and reporting support
- Process improvement
- Workflow design
- Light automation and configuration
- Identifying AI and automation opportunities
Additional capacity: £45/hour, billed in 15-minute increments.
Unused service capacity does not roll over.
If a client regularly exceeds their package capacity, BeUnified will review the package with them.
Major software development, substantial integrations, CRM migrations and bespoke automation projects are separately scoped and quoted.
Telephone and reception
Your customers still reach a real person.
Managed Office can include outsourced telephone handling during agreed periods. Calls can be routed so we know which client business is being called and answer appropriately.
- 01
Overflow
Your existing team receives calls first. Unanswered calls route to BeUnified.
- 02
Managed hours
BeUnified answers calls during agreed periods.
- 03
Managed reception
BeUnified handles agreed inbound call activity as part of your office function.
Safe delegation
Clear responsibility. Clear boundaries.
Every client agrees an operating and authority matrix before work begins. BeUnified might be authorised to book an appointment, rearrange a job within agreed rules, chase a quote or speak with a supplier.
Material financial, technical, legal, HR or commercially sensitive decisions remain with the client unless explicitly authorised.Why BeUnified
Understand it. Organise it. Operate it. Improve it.
Managed Office makes our wider service approach practical for small-business office operations. We learn the work, establish a reliable way to run it and use better information, automation or focused tools where they genuinely help.
Take back the working day
Spend less time running the office. Spend more time running the business.
Tell us what currently consumes your time and we'll work out what BeUnified can take off your plate.
Start a conversation