I will be your jobber, servicetitan, or housecall pro expert
CRM Workflow Automation Expert ZOHO GOHIGHLEVEL JOBTREAD
About this Gig
Are you running an HVAC, plumbing, roofing, or cleaning business and not getting real value from your software? I'll get Jobber, HouseCall Pro, or ServiceTitan working the way it was built to work.
WHAT I SETUP
- Jobber scheduling, quoting, invoicing, follow-ups, QuickBooks or Zoho Books sync
- ServiceTitan dispatch board, pricebook, CSR workflows, reporting
- HouseCall Pro online booking, dispatch, payments, review requests
INDUSTRIES
HVAC · Plumbing · Electrical · Roofing · Cleaning · Landscaping · Pest Control · Pool Service · Painting
WHY CHOOSE ME
I focus on field service businesses only and I bring GoHighLevel (certified), Zoho CRM, and Zoho Books and QuickBooks expertise most FSM specialists don't have. I don't just configure settings; I integrate your stack.
HOW IT WORKS
- Message me with your platform and business type
- Fill a short intake form (5 min)
- I deliver with a Loom walkthrough
- One revision round included
Not sure which platform fits? Start with the Basic consultation.
Message me for migrations, Zapier/Make automations, CRM integrations, or team training.
Software:
Jobber
FAQ
Which platform is right for my business — Jobber, HouseCall Pro, or ServiceTitan?
It comes down to team size and operational complexity. Message me to get an audit and recommendation for the one that serves your business best.
Do I need to have my software subscription active before ordering?
You'll need an active account so I can access your settings and configure everything. Some of these softwares come with free trials.
How long does setup actually take? My old system is slowing us down.
For HouseCall Pro and Jobber, a full setup typically takes 5–7 business days depending on the complexity of your services and how much data needs importing.
Can you migrate my data from my current software?
Yes. I handle migrations from platforms like ServiceM8, FieldEdge, Housecall Pro, Jobber, and spreadsheets/paper records into your new system.
Will my technicians actually be able to use this after you set it up?
That's one of the most important questions — and one most sellers ignore. Every delivery includes a Loom video walkthrough tailored to how your business is configured, covering the mobile app, job flow, and daily tasks your techs will actually need.
Can you connect this to QuickBooks, Zoho Books or my other tools?
Yes. QuickBooks Online sync is included in the Standard and Premium packages for all three platforms. HouseCall Pro has the cleanest native QuickBooks integration for most small businesses.
I already have the software but I'm not using it properly. Can you fix an existing setup?
Absolutely — this is actually one of the most common requests I get. Many business owners have been paying for Jobber or HouseCall Pro for months and only using 20% of what it can do. I'll audit your current configuration, clean up what's broken and build useful automations that serves you
What exactly do you need from me to get started?
It covers your business name, industry, number of technicians, services you offer, and any tools you currently use. You'll also need to give me temporary admin access to your account
What's the difference between what you do and what the software company's own onboarding team does?
The platforms' onboarding teams walk you through general features, They won't set up your exact service list, configure your automation rules, map your QuickBooks accounts, or integrate your other tools. I do. I also bring cross-platform experience — if you're coming from another system
What if I need changes or have questions after you deliver?
I stay available for questions for 7 days post-delivery. If you need ongoing support beyond that like additional automations, staff added, new service lines configured, I offer affordable monthly support packages.

