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I will setup upkeep mhelpdesk honeybookfieldpulse connecteam limble gorilladesk sortly
CRM Automation Specialist Integrations Business Automation
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“Our CRM was messy and leads were slipping through the cracks. The setup, integrations, and automated follow-ups gave our team a much better way to manage leads and sales.”
Here’s how I can he...
About this Gig
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Fernani organized our CRM, cleaned up our customer data, and automated our sales workflow. We now have a much clearer pipeline and spend less time handling repetitive tasks manually
Hi there, esteemed buyer!
I help contractors, service businesses, and maintenance teams configure their platforms, organize client and asset records, build job scheduling workflows, automate dispatch and reminders, connect tools, and create systems that fit how their team actually works.
What I Can Help With:
- UpKeep setup (maintenance management)
- mHelpdesk setup (field service)
- HoneyBook setup (client management)
- FieldPulse setup (field service)
- Connecteam setup (workforce management)
- Limble setup (CMMS/maintenance)
- GorillaDesk setup (field service CRM)
- Sortly setup (inventory management)
- Job scheduling and dispatch setup
- Client and asset management
- Workflow automation
- Automated scheduling and reminders
- Preventive maintenance setup
- Data migration and import
- Custom fields and forms
- System integrations
- API and webhook setup
- Reports and performance tracking
ORDER NOW or send me a message to discuss your project. Let's build something that actually works for your team.
Software:
Honeybook
Industry:
Construction
•
Marketing & advertising
•
Real estate
FAQ
Which platforms do you work with?
I set up and configure UpKeep, mHelpdesk, HoneyBook, FieldPulse, Connecteam, Limble, GorillaDesk, and Sortly, along with related platforms like Jobber, ServiceTitan, Housecall Pro, Workiz, and Service Fusion. If your platform isn't listed, just message me — chances are I can still help.
I haven't picked a platform yet. Can you help me choose?
Yes. Send me details about your business team size, industry (HVAC, cleaning, landscaping, maintenance, etc.), and what you need (scheduling, dispatch, inventory, or client management) and I'll recommend the best-fit platform before we start.
Can you migrate my client or asset data from another system?
Absolutely. I handle data migration and cleanup, including transferring client records, equipment/asset data, and job history, plus removing duplicates and organizing messy spreadsheets into your new system without data loss.
Do you set up job scheduling and dispatch, not just the platform itself?
Yes this is a core part of what I do. I configure job scheduling, technician dispatch, automated reminders, and recurring job workflows so your team always knows what's next without phone calls or guesswork.
Can you integrate my system with other tools I use?
Yes, I handle integrations including invoicing and payment tools, calendar sync, QuickBooks, email/SMS notifications, and API/webhook setup to connect your platform with the tools you already use.
I run an HVAC/cleaning/landscaping/maintenance business — can you still help?
Yes. I work with contractors, HVAC and plumbing companies, cleaning services, landscaping businesses, maintenance teams, facility managers, and growing field service operations of all kinds.
