I will set up, customize and automate jobber or servicetitan for service businesses
Digital Marketing
About this Gig
Managing jobs, customers, scheduling, estimates, and invoices manually can make daily operations harder than they need to be.
I help service businesses set up and organize Jobber and ServiceTitan so their CRM supports the way their team actually works.
My services include:
- Jobber CRM setup and customization
- ServiceTitan setup and configuration
- Workflow automation
- Scheduling and dispatch setup
- Estimates and invoice configuration
- Customer and lead management
- Forms and follow up workflows
- QuickBooks and other integrations
- User permissions and account organization
I can help whether you are starting with a new account or already have a system that needs to be reorganized.
I work with service businesses such as:
- HVAC companies
- Plumbing businesses
- Cleaning companies
- Landscaping companies
- Electrical contractors
- Roofing companies
- Handyman businesses
- General home service companies
Message me first tell me which platform you use and what you want to improve. I'll reply within a few hours.
I will review your requirements and recommend the appropriate setup.
Software:
Jobber
Industry:
Construction
FAQ
Do you work with both Jobber and ServiceTitan?
Yes. I can help with both platforms. Please tell me which platform you use when contacting me.
Can you set up a new Jobber account?
Yes. I can help configure the account, organize customers, workflows, scheduling, estimates, invoices, and other required settings.
Can you configure ServiceTitan?
Yes. I can help configure ServiceTitan based on the requirements of your service business.
Can you automate my follow ups?
Yes. I can set up appropriate workflows for customer follow ups, lead handling, tasks, notifications, and other repetitive processes supported by the platform.
Can you set up scheduling?
Yes. Scheduling and job management can be configured according to how your team handles appointments and jobs.
Can you configure estimates and invoices?
Yes. I can help organize estimates, invoices, and related workflows based on your business process.
Can you integrate Jobber with QuickBooks?
Yes. I can help with supported Jobber and QuickBooks integration requirements.
Can you migrate my existing CRM setup?
I can review your current setup and help organize or migrate information where the platform and project requirements allow it.

