I will setup housecall pro data import jobber fieldpulse kickserv service fusion

Nigeria

I speak English

CRM Setup Business Automation Speciallist

⭐⭐⭐⭐⭐(20+) I'm Sammy, I am a CRM setup, data migration, and business automation specialist helping businesses streamline operations and improve productivity. I provide CRM setup, customization, data ...
About this Gig

Switching field service software or organizing your current account?


I help home service businesses prepare and import customer, job and service data, then configure their field service system.


WHAT I CAN DO

  • Housecall Pro, Jobber, FieldPulse, Kickserv and Service Fusion setup
  • Customer/contact and service-location data import
  • CSV/Excel cleanup, field mapping and duplicate review
  • Supported job, estimate, invoice, item and pricebook migration
  • Technician, service catalog, scheduling and dispatch setup
  • Estimate/invoice templates, job statuses and workflow configuration
  • Import testing, data checks and handover


PERFECT FOR

HVAC, plumbing, electrical, cleaning, landscaping and other contractors.


Migration depends on the source export, destination import tools, subscription and supported fields. Some job-history imports are beta or support-assisted; attachments and files may not transfer. I confirm scope before starting.


Message me with your source app, destination app, record types and sample export.


Software:

Housecall Pro

Industry:

Business services & consulting

•

Financial services

My Portfolio