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English
$
USD
I will setup salesforce with field service software, quickbooks
Field service software setup and automation for contractors
Most contractors only use half of the software they pay for. Estimates still get built in spreadsheets, leads get missed and the office retypes the same job twice. I set up JobTread for estimating and...
About this Gig
Your sales team closes a deal in Salesforce. Then someone in the office types the same customer, address and job into ServiceTitan, Housecall Pro, JobTread or Jobber. Typos, duplicates, and sales never knows if the job got done.
I connect Salesforce to your field service software so that handoff happens on its own.
What I build:
- A field map showing which Salesforce fields become customer, location and job fields
- A sync that creates the customer and job when a deal hits Closed Won
- Job status updates sent back to the Salesforce record
- Duplicate checks so customers are not created twice
- QuickBooks invoice flow and error alerts on Premium
How it connects:
Zapier, Make or the platform API, depending on what your plans allow. I confirm access with you before you order.
Built for:
Commercial HVAC, mechanical, solar and multi-location home service companies that sell in Salesforce and run jobs in field software.
CLICK THE CONTACT ME button to send a message me with the tools you use and what you want to stop retyping, and I will sketch the sync for you.
Software:
Salesforce
Industry:
Construction
•
E-Commerce
•
Financial services
FAQ
Which field service tools can you connect?
ServiceTitan, Housecall Pro, JobTread and Jobber. Whether a connection works depends on your plan's API or Zapier/Make access, which I check before you order.
Does this need custom code?
Usually not. Most syncs are built in Zapier or Make. If your setup needs direct API work, I tell you upfront.
Who owns the Zapier or Make account?
You do. I build inside your account so you keep full control.
What ongoing costs should I expect?
Your Zapier or Make subscription, based on how many tasks run each month. I estimate this with you during the field map.
Is this Salesforce Field Service Lightning setup?
This gig connects Salesforce to your existing field software. For fsl service, send a message for more details
