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I will setup roofr buildertrend jobnimbus jobber monday automation zapier integration
CRM Automation Expert HubSpot GoHighLevel Jobber Zapier Automation Specialist
I’m David, a CRM Automation & Workflow Specialist with years of experience helping contractors, service businesses, eCommerce brands simplify and scale their operations using HubSpot, GoHighLevel, Sho...
About this Gig
Setup Roofr, Buildertrend, JobNimbus, Jobber & Monday.com Automation with Zapier Integration
Are you spending too much time managing leads, estimates, projects, schedules, and customer follow-ups manually? Whether you're a roofing company, contractor, remodeler, or construction business, disconnected systems can slow down growth and cause costly mistakes.
I'm David, a CRM and Automation Specialist who helps construction and field service businesses streamline operations using Roofr, Buildertrend, JobNimbus, Jobber, Monday.com, and Zapier.
What I Can Help You With
- Roofr setup and workflow automation
- Buildertrend project management configuration
- JobNimbus CRM and sales pipeline setup
- Jobber scheduling and service workflow optimization
- Monday.com project tracking and team management
- Zapier integrations and automated workflows
- Lead capture and assignment automation
- Estimate, proposal, and contract workflows
- Automated follow-ups and reminders
- Customer communication automation
- Reporting dashboards and business insights
- Data migration and system optimization
Let's build an automated workflow that keeps your business organized, saves time, and helps you close more jobs.
Industry:
Construction
•
Engineering
•
Real estate
Software:
Monday
Other Software Management Services I Offer
FAQ
Which construction CRM platforms do you set up?
I specialize in configuring and optimizing: Procore Buildertrend JobNimbus These platforms are designed specifically for contractors, remodelers, and construction teams.
What does your CRM setup include?
Depending on your package, I can set up: ✔ Lead pipelines & opportunity stages ✔ Project workflows ✔ Estimate & proposal templates ✔ Task automation ✔ Job tracking systems ✔ Dashboard & reporting ✔ User roles & permissions Everything is customized to match your construction workflow.
Can you migrate data from my old system?
Yes. I can assist with: Importing contacts Uploading active projects Moving job data Organizing historical records So you don’t lose important information.
Will you automate my sales and project process?
Absolutely. I can automate: Lead assignments Follow-up reminders Estimate tracking Project status updates Internal team notifications This improves efficiency and reduces missed opportunities.
Is this suitable for small or large construction companies?
Yes. Whether you're: A small contractor A growing remodeling company A roofing business A large construction firm The CRM setup will be tailored to your team size and operations.
Can you integrate with other tools?
Yes. I can integrate your CRM with: QuickBooks Google Calendar Email systems Website lead forms Zapier (if required) This ensures everything works together seamlessly.
What do you need from me to get started?
I will need: CRM login access Overview of your workflow Team structure Services offered Your main goal (more leads, better project tracking, automation, etc.)
Do you provide training after setup?
Yes. I offer: Step-by-step walkthrough Screen-recorded training Basic team onboarding guidance So your team can confidently use the platform.
Can you fix or optimize an existing CRM setup?
Yes. If your current system feels messy or inefficient, I can: Clean up pipelines Improve dashboards Simplify workflows Optimize automation
Do you offer ongoing CRM management?
Yes. Ongoing support, automation updates, and system optimization are available as an add-on service.
