Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup and manage your servicem8 or servicetitan account
CRM , Automation Expert , GoHighLevel Specialist
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
Welcome to my gig,
If you are still scheduling jobs on paper or juggling spreadsheets for your trades business?
ServiceM8 and ServiceTitan help plumbers, electricians, HVAC techs, cleaners, and other field service businesses manage jobs, quotes, invoices, and staff all from one system.
I specialize in setting up and optimizing ServiceM8 and ServiceTitan for trades businesses so you can schedule jobs faster, get paid quicker, and stop losing track of client details.
What I can help you with:
- Full account setup and configuration for your business
- Job scheduling and dispatch calendar setup
- Client and job history database setup
- Quoting and invoicing setup with online payments
- Mobile app configuration for your field staff
- Automated customer reminders and follow ups
- Integration with accounting tools like Xero or QuickBooks
- Custom forms and checklists for safety or compliance work.
Whether you're starting fresh or your current setup feels disorganized, I'll get your system running clean and built around how your business actually operates.
Message me before ordering if your setup has specific requirements, happy to scope it out first.
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 migrate my client and job data over?
Yes, message me with details so I can scope it.
Standard vs Premium, what's the difference?
Premium adds full automation, integrations, and custom forms.
Can you set up the mobile app for my field staff?
Yes, included from the Standard package onward.
Will you train me on using the system?
Yes, a full walkthrough is included with every package.
How long does setup take?
2 to 7 days depending on the package you choose.
Can you connect it to my accounting software?
Yes, included in the Premium package.
My current setup is messy, can you fix it?
Yes, I clean up and restructure existing accounts too.
Do you offer ongoing management after setup?
Not in these packages, message me for a custom retainer.
