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English
$
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I will setup yourtradebase tradify jobber fergus servicem8 hcss conwize methvin knowify
About this Gig
I set up trades and construction businesses on YourTradebase, Tradify, Jobber, Fergus, ServiceM8, HCSS, Conwize, Methvin, and Knowify so quoting, scheduling, invoicing, and job management run from one connected system from day one.
You get a fully configured platform, branded templates, and workflows built around how your trade business actually operates.
My service includes:
- Platform setup + configuration
- Business branding + details config
- Customer + job record import
- Custom job pipeline design
- Quote + estimate template build
- Invoice template build
- Scheduling + dispatch setup
- Technician notification workflow
- Customer follow-up automation
- Payment reminder automation
- Review request automation
- Zapier integration setup
- Reporting + dashboard config
- SOP documentation
- QA testing + delivery report
Platforms I work with: YourTradebase, Tradify, Jobber, Fergus, ServiceM8, HCSS, Conwize, Methvin, Knowify, Zapier, Make (Integromat), QuickBooks, Xero, Stripe, GoCardless, Google Workspace, Gmail, Google Calendar, Slack, Airtable, Calendly, Mailchimp, HubSpot, Monday.com
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Software:
Jobber
FAQ
Which trades and construction platforms do you specialize in?
I set up YourTradebase, Tradify, Jobber, Fergus, ServiceM8, HCSS, Conwize, Methvin, and Knowify. If you are running a combination of these or need them connected to other tools, message me before ordering and I will confirm what is possible.
Can you import my existing customer and job data into the new platform?
Yes. I import customer records, job history, and contact details from spreadsheets, your previous platform, or any export file you can provide with clean field mapping and no data left behind.
Can you connect my platform to my accounting software?
Yes. I connect your chosen platform to QuickBooks or Xero so invoices and payments sync automatically without manual double entry. Stripe and GoCardless payment connections are also available.
Can you set up automated quote follow-ups and payment reminders?
Yes. I build follow-up sequences that automatically chase customers who have not responded to a quote and send payment reminders for outstanding invoices so nothing slips through without a follow-up.
