Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup jobber hcp servicetitan bookingkoala hubspot jobtread companycan CRM
CRM setup, automation, migration and integrations expert
I’m Patricia, and I help businesses turn messy, underused CRM setups into systems that actually support how they work. No overcomplication, no bloated setups, just something clear, structured, and bui...
About this Gig
Need a reliable expert to manage your field service software and daily operations while you focus on growing your business? I help service-based companies streamline their workflow, improve organization, and keep operations running smoothly during busy seasons and beyond.
I have experience working with HVAC, plumbing, electrical, roofing, landscaping, tree care, pressure washing, and cleaning businesses using platforms like Jobber, Housecall Pro, ServiceTitan, Service Fusion, Workever, JobNimbus, BookingKoala, FieldEdge, AccuLynx, CompanyCam, Foreman, Slack, Xero, and QuickBooks Online.
My services include:
- Full account setup & optimization
- Professional quotes and invoice management
- Batch invoicing and automation
- Email marketing campaigns
- Workflow and process automation
- Software integrations
- QuickBooks Online setup
- CRM and scheduling support
- Virtual assistance & daily account management
I'm committed to helping businesses stay organized, save time, and improve productivity with efficient systems and reliable support.
Software:
HubSpot
Industry:
Beauty & cosmetics
•
Construction
•
Real estate
FAQ
Do you provide QuickBooks Online integration?
Absolutely. I can connect and configure QuickBooks Online with your service management software for smooth invoicing and bookkeeping.
Do you offer ongoing virtual assistance?
Yes, I provide daily account management, administrative support, and workflow assistance based on your needs.
Can you set up my account from scratch?
Yes, I can fully set up and customize your account based on your business needs and workflow.
Can you automate invoices, quotes, and workflows?
Yes, I specialize in creating automations that save time and improve efficiency.
What industries do you support?
I work with HVAC, plumbing, electrical, roofing, landscaping, pressure washing, cleaning, and other home service businesses.
Can you help organize and optimize my existing system?
Yes, I can review your current setup and improve your processes for better productivity and organization.
Which software platforms do you work with?
I work with Jobber, Housecall Pro, ServiceTitan, Service Fusion, Workever, JobNimbus, BookingKoala, QuickBooks Online, Xero, FieldEdge, and many more.
