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I will set up coconstruct jobber servicetitan buildops redteam, builderprime automation
CRM Workflow Automation Specialist, Construction, Real Estate, Business Operatio
I am a professional CRM Architect and Workflow Automation Expert specializing in turning disconnected tools into unified, high-performance systems. With hands-on experience in platforms like ClickUp, ...
About this Gig
SET UP COCONSTRUCT JOBBER SERVICETITAN BUILDOPS REDTEAM BUILDERPRIME AUTOMATION
Running a construction business is tough when tools like Jobber, CoConstruct, or ServiceTitan dont sync, causing lost leads, messy schedules, and wasted time. If your office feels like a whirlwind of manual data entry, youre losing money.
Hello! Im your dedicated Construction CRM and Automation Expert. I specialize in turning chaotic admin tasks into streamlined, hands-off workflows.
I provide high-level configuration for contractors and trade professionals. Whether you're in HVAC, roofing, or remodeling, I ensure your tech stack works for you, not against you.
With 5+ years in construction operations and SaaS management, Ive helped dozens of contractors move from messy spreadsheets to fully automated ecosystems. I understand the unique logic of trade businesses.
What I Offer:
- System Setup
- Advanced Automation
- Lead & Project Management
- Financial & Data:
- Operations
I build automated systems from lead capture to invoicing, optimizing your ROI. My clients typically see a 30% reduction in admin time within the first month.
Stop fighting your software. Message me now to get your automation started!
Software:
Jobber
Industry:
Business services & consulting
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Real estate
•
Software
FAQ
Which construction platforms do you specialize in?
I provide expert setup and automation for CoConstruct, Jobber, ServiceTitan, BuildOps, RedTeam, and BuilderPrime. I can also integrate these with tools like Zoho Books, Wrike, and Zapier to ensure your entire business is connected.
Can you migrate my existing data from spreadsheets?
Yes! I can help you clean and import your existing client lists, lead data, and project history into your new CRM. This ensures you have a "single source of truth" without losing any of your old records.
Do you provide training for my team?
Absolutely. In the Premium package, I include a dedicated training session to ensure your field crew and office staff know exactly how to use the new workflows, mobile apps, and reporting tools.
Can you automate my lead follow-ups and invoicing?
Yes. This is my specialty. I set up automated drip SMS/Email campaigns for new leads and create seamless invoicing workflows so that when a job is marked "Complete," your invoice is generated and sent automatically.
Do I need a Zapier or Make account?
For advanced integrations between different softwares (like connecting BuildOps to a custom dashboard), a Zapier or Make.com account is usually required. I will advise you on the best plan based on your business volume.
