Services

Services – Task-Wizard

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Our Services

Virtual assistant support for UK property management and SMEs — inbox, documents, CRM and day-to-day operations handled right.

What we can take off your plate

Inbox & calendar

Prioritisation, templates, follow-ups, scheduling.

Resident comms

Professional, timely replies and updates.

Document control

FHS naming, versioning, packs and tidy archives.

Contractor coordination

Requests, quotes, progress tracking (admin only).

CRM & reporting

Clean records, lists, tags, simple reports.

Research & admin

Data entry, supplier lookups and comparisons.

Docs & templates

Letters, notices, forms and SOPs.

Light content ops

Formatting, uploads and basic image edits.

Property Management Support

Built around the realities of block and property management — clear resident comms, tidy files and predictable admin.

  • Leaseholder & resident correspondence (triage, replies, routing)
  • Service-charge admin and document collation
  • Meeting prep: packs, agendas, minutes and follow-ups
  • File naming with FHS conventions and organised archives

Scope excludes regulated professional advice and client money handling.

Inbox & Calendar

  • Shared inbox rules, templates and SLA-aware triage
  • Diary management, meeting scheduling and reminders
  • Standard responses and escalation paths you approve

Document Control (FHS)

  • FHS naming, structure and permissions housekeeping
  • Compliance packs, version control and sign-off trails
  • Secure sharing and tidy archives for quick retrieval

CRM & Data

  • Contact updates, deduplication, tagging and lists
  • Pipeline/board maintenance and task assignments
  • Light automations: templates, rules, canned replies

Contractor Coordination

  • Requests for quotes, documentation chasing and scheduling support
  • Progress tracking and status updates in your chosen system
  • Clear handover notes; admin/coordination only — no on-site work

Research & Admin

  • Supplier lookups and comparisons aligned to your criteria
  • Data entry and spreadsheet housekeeping
  • Basic reporting and dashboard updates

Templates & SOPs

  • Email templates, letters, forms and notices
  • SOP creation from your current best practice
  • Playbooks for repeatable tasks (onboarding, packs, comms)

Light Content Ops

  • Formatting, uploads and simple image adjustments
  • Website or portal content updates (admin role)
  • No creative agency work — operational support only

Ready to offload the admin?

Tell us your priorities and we’ll map a right-sized plan.

Book a free call Prefer email? info@task-wizard.co.uk

Service FAQs

How quickly can you start?

Typically 3–5 business days after scope and access are agreed.

What hours do you cover?

Core UK business hours by default, with optional extended coverage.

How do you handle data?

Least-privilege access, NDAs and GDPR-aware processes. You remain data controller.

Next steps

Explore our Pricing or see Industries we support.