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English
$
USD
I will setup servicem8 or servicetitan forms and automations, servicem8 expert
CRM , Automation Expert , Ai
I'm a CRM & automation architect with 5+ years building systems for real estate, credit repair, solar, tax, and insurance companies. I don't just set up tools—I engineer workflows that eliminate manua...
About this Gig
Need help setting up ServiceM8 or ServiceTitan forms and automations? Im a ServiceM8 Premium Expert helping plumbers, electricians, HVAC companies, cleaners, and other field-service businesses build cleaner workflows.
I can help with:
- Custom forms, checklists, photos, signatures, and job documents
- Form follow-up automations, booking reminders, and customer notifications
- Scheduling and dispatch workflow setup
- Customer, job, and service organization
- Mobile technician workflow setup
- Quotes, invoices, payments, and supported QuickBooks/Xero connections
- Cleanup and optimization of existing accounts.
You will receive a clearly scoped setup, testing, and a simple walkthrough. For ServiceTitan, exact features depend on your plan and account settings; ServiceM8 add-ons may also be required.
Before ordering: message me with your platform, trade, number of technicians, and the workflow you need. Ill confirm the scope and package before we begin.
My Portfolio
FAQ
Do you work with both ServiceM8 and ServiceTitan?
Yes, message me which platform you use before ordering.
Do I need an account already, or can you help me choose?
Either works, I can guide you through picking a plan first.
Can you set up automations and customer notifications?
Yes. I can configure supported booking reminders, confirmations, dispatch or arrival notifications, follow-up messages, and internal alerts. Exact options depend on your platform, plan, add-ons, and account configuration.
Can you connect Xero or QuickBooks?
I can help configure supported accounting integrations where the connection is available for your platform, plan, and region. Third-party subscription costs are not included.
Can you set up the mobile app for my field staff?
Yes, included from the Standard package onward.
How long does setup take?
2 to 7 days depending on the package you choose.
Can you create custom forms and checklists?
Yes. I can help structure form questions, required fields, photos, signatures, checklists, and client-facing documentation. Send the information you want collected before ordering.
My current setup is messy, can you fix it?
Yes. I can review and reorganize a messy setup, but the exact scope depends on the number of customers, services, forms, staff, jobs, and business units involved.
Will you train me on using the system?
Yes, a full walkthrough is included with every package.
Do you offer ongoing management after setup?
Not in these packages, message me for a custom retainer.
