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English
$
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I will jobber gorilladesk gohighlevel hubspot housecall zapier workiz jobnimbus procore
CRM Account Setp With Workflow Automation
Hello, amazing buyer!
I'm Mary, A CRM Specialist with expertise in lead management, customer lifecycle optimization, workflow automation, sales pipeline management, customer segmentation, data organi...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
What people loved about this freelancer
lovethwilson898
United States
Mary really helps me a lot with my CRM setup, i was so confuse at the beginning, i don't know where to start from, but she took here time and explain everything...
lovethwilson898
United States
This is my second time working with Mary and she always deliver the best, she take me through everything and make sure i understand the system, i will surely...
lovethwilson898
United States
Thank you so much Mary, i really appreciate your time and effort on my account, i will surely recommend you to my friends too, You are fantastic, i highly recommend...
About this Gig
setup Jobber goriladesk briostack hubspot housecall FieldRoutes Workiz jobnimbus
HELLO!!! DEAR BUYER,
Welcome to my gig, Need help setting up or optimizing your field service management software? You're in the right place! I specialize in configuring CRM and field service platforms to help businesses automate operations, manage customers, schedule jobs, and increase productivity.
Whether you're starting from scratch or improving an existing account, I'll ensure your system is organized, automated, and ready for growth.
What I Can Help With:
- Jobber Setup & Configuration
- GorillaDesk Setup
- Briostack CRM Setup
- HubSpot CRM Integration
- Housecall Pro Configuration
- FieldRoutes Setup
- Workiz CRM Setup
- JobNimbus Setup
- Customer & Contact Management
- Job Scheduling & Dispatching
- Estimates & Invoicing
- Automation & Workflows
- Forms & Custom Fields
- Pipeline & Sales Management
- Calendar & Appointment Setup
- API, Zapier & Make Integrations
- Reports & Dashboard Setup
- User Permissions & Team Setup
- Troubleshooting & Optimization
I deliver reliable, scalable solutions to your business needs.
Contact me before placing your order so we can discuss your project requirements!!!!!
Software:
Salesforce
Industry:
Data analytics
•
Marketing & advertising
•
Software
My Portfolio
FAQ
What do you need from me to get started?
I’ll need your company details, preferred CRM software, and user access or admin login. If you don’t have an account yet, I’ll guide you on how to set it up.
Can you help me decide which HVAC CRM software is best for my business?
Yes! I’ll analyze your business size, workflow, and goals to recommend whether ServiceTitan, FieldEdge, Jobber, SimPRO, or another option is the best fit.
How long will the setup take?
It depends on your package. Basic setups take around 1–2 days, while full configurations or automations may take 4–7 days.
Do you provide training after the setup?
Yes. Every package includes a walkthrough session, and higher packages include live training so your team understands the system fully.
Can you integrate my CRM with QuickBooks or payment systems?
Absolutely! I can connect QuickBooks, Stripe, or your existing payment gateway for smooth invoicing and accounting.
What if my data is on spreadsheets or paper?
No worries! I can import or manually organize your customer and job data into the CRM during setup.
Will you set up mobile access for technicians?
Yes! I’ll ensure your technicians can access job details, schedules, and invoices right from their phones or tablets.
What if I already have a CRM but need improvements?
I can review your current setup, fix workflow issues, and optimize automation to make your CRM work faster and smarter.
What makes your service different from others?
I don’t just “set up” software — I build systems that match how your HVAC business actually operates. My goal is usability, speed, and long-term efficiency.
Do you offer after-delivery support?
Yes! Premium clients get 1 week of post-setup support, and I’m always available for future updates or system improvements.
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
L lovethwilson898
United States
Ongoing collaborationMary really helps me a lot with my CRM setup, i was so confuse at the beginning, i don't know where to start from, but she took here time and explain everything in detailed to me , and i really like how she communicate and she deliver above what i expected, I highly recommended her and i am going to...
$50-$100
Price
5 days
Duration
Helpful?L lovethwilson898
United States
Ongoing collaborationThis is my second time working with Mary and she always deliver the best, she take me through everything and make sure i understand the system, i will surely hire her again, she gives the best services and she make my first time experience on fiverr feels good.
$50
Price
6 days
Duration
Helpful?L lovethwilson898
United States
Ongoing collaborationThank you so much Mary, i really appreciate your time and effort on my account, i will surely recommend you to my friends too, You are fantastic, i highly recommend Mary for your project, she will handle it effectively trust me
$50
Price
3 days
Duration
Helpful?A amplifiai
Canada
Great work thanks so much :)
$100-$200
Price
2 weeks
Duration
Helpful?
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
L lovethwilson898
United States
Ongoing collaborationMary really helps me a lot with my CRM setup, i was so confuse at the beginning, i don't know where to start from, but she took here time and explain everything in detailed to me , and i really like how she communicate and she deliver above what i expected, I highly recommended her and i am going to...
$50-$100
Price
5 days
Duration
Helpful?L lovethwilson898
United States
Ongoing collaborationThis is my second time working with Mary and she always deliver the best, she take me through everything and make sure i understand the system, i will surely hire her again, she gives the best services and she make my first time experience on fiverr feels good.
$50
Price
6 days
Duration
Helpful?L lovethwilson898
United States
Ongoing collaborationThank you so much Mary, i really appreciate your time and effort on my account, i will surely recommend you to my friends too, You are fantastic, i highly recommend Mary for your project, she will handle it effectively trust me
$50
Price
3 days
Duration
Helpful?A amplifiai
Canada
Great work thanks so much :)
$100-$200
Price
2 weeks
Duration
Helpful?
