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I will set up jobber housecall pro workiz servicetitan jobnimbus crm zapier automation
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.
About this Gig
Hello!! Business Owner,
Need a Jobber CRM expert or Housecall Pro expert? A bad Jobber setup or Housecall Pro setup costs you jobs: missed leads, late quotes, unpaid invoices and techs with no schedule.
I set up and automate your field service CRM so every lead becomes a booked job and every job gets paid.
What I do:
- Jobber setup: services, quotes, jobs, scheduling, invoicing, client hub, Jobber automation
- Housecall Pro setup: price book, dispatch, estimates, online booking, reviews
- Workiz, ServiceTitan, JobNimbus, GorillaDesk, JobTread, Kickserv, ServiceM8 setup
- Zapier and GoHighLevel integration: website forms, Facebook leads and calls into your CRM
- QuickBooks sync, payment reminders, review requests and follow up texts
- CRM data import, migration and cleanup
- Team training video
Industries: HVAC, plumbing, electrical, cleaning, janitorial, pest control, lawn care, landscaping, roofing, pool service, handyman, pressure washing, home service.
Why me:
- 1 day delivery on Jobber and Housecall Pro setups
- 5 star reviews on CRM setups
- You see every step
Message me your CRM and what is not working. I reply within 1 hour.
Software:
Jobber
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.
Do you work with Jobber, Housecall Pro, Workiz and ServiceTitan?
Yes. I set up Jobber, Housecall Pro, Workiz, ServiceTitan, JobNimbus, GorillaDesk and JobTread. Not sure which one fits your HVAC, plumbing, cleaning or pest control business? I will recommend the best field service CRM for you.
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.
Can website and Facebook leads go straight into Jobber or Housecall Pro?
Yes. I connect your website forms, Facebook lead ads, calls and texts to Jobber or Housecall Pro using Zapier or GoHighLevel, so every new lead lands in your CRM and gets a follow up automatically.
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) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
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?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 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?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 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?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 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?A amplifiai
Canada
Great work thanks so much :)
$100-$200
Price
2 weeks
Duration
Helpful?
