I will setup servicem8 CRM, forms, invoices, workflow automation and API integration

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freyah_s
F
freyah_s
Freyah
setup servicem8 CRM, forms, invoices, workflow automation and API integration
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setup servicem8 CRM, forms, invoices, workflow automation and API integration

About this gig

Need a reliable ServiceM8 expert to set up, customize, or automate your field service business? You're in the right place.

I help home service businesses streamline operations with a fully optimized ServiceM8 CRM that saves time, reduces manual work, and improves customer management.

My Services Include:

ServiceM8 account setup & configuration

Custom forms, checklists & templates

Invoice & quote template design

Workflow & job automation

Job scheduling & staff dispatching

Customer & contact management

Zapier, Make.com & API integrations

Xero & QuickBooks integration

Data migration from other CRMs

Dashboard optimization & reporting

Troubleshooting & ongoing support

Whether you're an HVAC contractor, plumber, electrician, cleaner, landscaper, pest control company, or any field service business, I'll tailor ServiceM8 to fit your workflow and business goals.

Why Choose Me?

Professional CRM setup

Fast communication & on-time delivery

Scalable automation solutions

Secure handling of your business data

100% customer satisfaction

Let's build a ServiceM8 system that helps you work smarter, automate repetitive tasks, and grow your business.

Contact me before placing your order

  • AI Model Frameworks & Tools

    • OpenAI ChatGPT
    • Anthropic Claude
    • Google Gemini

  • Platform

    • Custom
    • HubSpot CRM
    • Make (Integromat)
    • Microsoft Power Automate
    • n8n
    • Odoo
    • Shopify
    • Slack
    • Zapier
    • Zoho CRM

  • Type

    • CRM workflows
    • Task automation
    • Customer Support
    • Sales & Lead Generation
    • CRM & Internal Workflows

  • Automation Integration Points

    • Google Sheets
    • Trello
    • Slack
    • Email
    • Airtable
    • Asana
    • Monday.com
    • Shopify
    • Mailchimp
    • Social Media
    • Hubspot
    • TypeForm
    • JotForm

  • Programming Language

    • JavaScript
    • Python
    • HTML & CSS

Get to know Freyah

Freyah

service

  • FromUnited Kingdom
  • Member sinceJul 2026
  • Avg. response time1 hour

  • Languages

    English
I'm a CRM Automation and Workflow Specialist with experience setting up and optimizing platforms like ServiceM8, Jobber, ServiceTitan, Housecall Pro, GoHighLevel, HubSpot, and other business management systems. I help service businesses automate scheduling, customer management, invoicing, forms, and integrations with tools like Zapier, Make.com, Xero, and QuickBooks. My goal is to streamline your operations, reduce manual work, and build systems that support long-term business growth.

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