I will setup jobber, housecall pro servicetitan simpro workiz CRM, and quickbooks sync

Nigeria

I speak English

momma

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About this Gig

Are you losing revenue to missed dispatch schedules, slow follow-ups, or manual double-entry into accounting?

Running a trade business (HVAC, plumbing, roofing, electrical, cleaning) means your team should be completing jobs, not wasting hours on paperwork and spreadsheet errors.

I will set up and customize your field service CRM and build seamless 2-way sync with QuickBooks Online.

Platforms Covered:

Jobber
Housecall Pro
ServiceTitan
Simpro
Workiz
QuickBooks Online (QBO)

What I Will Configure:

Account Setup: Company info, service zones, technician dispatch boards, and staff roles.
Price Books: Upload flat-rate pricing, labor tiers, material costs, and services.
Data Migration: Clean import of past customers, property records, and jobs.
QuickBooks Sync: Two-way sync for invoices, payments, taxes, and items.
Automations: "On-the-way" SMS alerts, estimate follow-ups, payment reminders, and Google review texts.

message me before ordering to discuss your setup!