I will setup and be your servicem8 expert
CRM Expert
About this Gig
Are manual processes, scheduling issues, and missed follow-ups slowing down your business? A properly configured system can save hours every week and help your team operate more efficiently.
I help service-based businesses streamline their operations through customized setup, automation, workflows, scheduling, and customer management solutions. Whether you're starting from scratch or improving an existing account, I can help you build a system that supports growth while reducing repetitive tasks.
My services include:
- Account Setup & Configuration
- Workflow Creation
- Automation Setup
- Job Management Optimization
- Scheduling & Dispatch Setup
- Forms & Templates
- Customer Database Organization
- Email & SMS Automation
- Reporting Dashboards
- Integration Support
What you'll receive:
- Automated business processes
- Organized customer records
- Customized workflows
- Ready-to-use forms and templates
- Reporting structure and recommendations
- Post-delivery support
Ready to simplify operations and improve efficiency? Send me a message or click the Continue button to get started today.
Software:
Jobber
My Portfolio
FAQ
What do you need to get started?
I will need account access, your business workflow, team information, and your goals for the setup.
Can you optimize an existing account?
Yes. I can audit your current setup and improve workflows, automations, scheduling, and reporting.
Do you create custom workflows?
Absolutely. Every workflow is tailored to your business process.
Can you set up automation?
Yes. I can configure automated notifications, follow-ups, reminders, and task creation.
Do you create forms and templates?
Yes. I can build custom forms, job templates, and customer-facing documents.
Can you help with scheduling and dispatch?
Yes. I can organize scheduling processes and dispatch workflows for smoother operations.
Can you integrate other software?
Yes. I can assist with supported integrations and workflow connections.
Is my data secure?
Yes. All client information is handled confidentially and used solely for project completion.
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
M michaelvictorz

United States
It was nice working with Olamide. I was in doubt for what I needed for my Servicem8 and after hopping on a meeting with her the issue was resolved. I will love and hire and work with her again and again…. This is value.
Up to $50
Price
3 days
Duration
Helpful?
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
M michaelvictorz

United States
It was nice working with Olamide. I was in doubt for what I needed for my Servicem8 and after hopping on a meeting with her the issue was resolved. I will love and hire and work with her again and again…. This is value.
Up to $50
Price
3 days
Duration
Helpful?

