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$
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I will set up and automate servicem8 forms workflows and integrations
SOLOMON D.
About this gig
Need help setting up, customizing, or automating ServiceM8 for your service business?
I will set up and optimize your ServiceM8 system to help you manage customers, jobs, forms, scheduling, quotes, invoices, and workflows more efficiently.
My ServiceM8 services include:
- ServiceM8 setup and configuration
- Custom ServiceM8 forms
- Job management and workflows
- Job scheduling and booking setup
- Customer and CRM setup
- Custom fields and job statuses
- Automated notifications and follow-ups
- Quote and invoice workflows
- CRM automation
- Workflow automation
- Zapier integrations
- API integrations
- QuickBooks workflows and integrations
- Lead and booking automation
I can help whether you are starting with ServiceM8 from scratch or need to improve an existing setup.
My goal is to create a simple, organized workflow that saves time and reduces repetitive manual tasks for your service business.
Perfect for: HVAC companies, plumbers, electricians, cleaners, contractors, maintenance companies, and other field service businesses.
Please message me before ordering so I can understand your requirements and recommend the right package for your ServiceM8 setup.
Get to know SOLOMON D.
SOLOMON D.
SUITEDASH CRM SERVICEM8 CLIENT PORTALS AUTOMATION JOB MANAGEMENT
- FromNigeria
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English, Spanish, German, Portuguese
PROVIDING WEB & TECHNICAL SUPPORT FOR SUITEDASH AND SERVICEM8.
Hi, I’m Solomon, a business automation specialist helping businesses build smart, scalable systems. I specialize in SuiteDash CRM, ServiceM8, client portals, CRM setup, job management, workflow automation, dashboards, forms, client onboarding, scheduling, quoting, and invoicing. I also offer GoHighLevel, Shopify, sales funnels, email marketing, and LMS setup. LET’S BUILD A SMARTER BUSINESS SYSTEM TOGETHER!
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FAQ
1. What is included in your ServiceM8 setup?
I can configure your ServiceM8 account, customers, jobs, forms, workflows, scheduling, notifications, and other features based on your requirements.
2. Can you create custom ServiceM8 forms?
Yes. I can create and configure custom forms for inspections, job reports, customer information, checklists, and other business processes.
3. Can you automate my ServiceM8 workflows?
Yes. I can help automate repetitive processes such as job updates, notifications, follow-ups, bookings, and other workflow tasks.
4. Can you integrate ServiceM8 with other software?
Yes. Depending on the platform and requirements, I can help with Zapier, API, CRM, accounting, and other integrations.
5. Can you set up ServiceM8 for my HVAC, plumbing, or electrical business?
Yes. I can configure workflows around different field-service business processes, including scheduling, job management, forms, customer management, and follow-ups.
6. Can you fix or improve an existing ServiceM8 setup?
Yes. I can review your existing setup and help optimize forms, workflows, automations, and processes.
7. Do I need to provide my ServiceM8 account?
Yes. You will need to provide the necessary access or information required to complete the work. Never include your password in Fiverr messages; use the appropriate secure access method.
8. Can you connect ServiceM8 with QuickBooks?
Yes, where the required connection or workflow is supported. I can help configure the relevant integration and workflow based on your requirements.
9. Do you provide unlimited revisions?
No. Revisions depend on the package you purchase. Additional work outside the original requirements may require an extra order.
10. Should I contact you before ordering?
Yes. Please contact me before ordering if you need a complex automation, API integration, migration, or custom workflow so I can confirm the requirements and recommend the appropriate package.
