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I will do servicetitan setup for dispatch and marketing tracking
Service Business CRM and Field Service Automation Specialist
Hi, I'm Tyrell Wilson, a field service CRM and automation specialist. I help contractors and service businesses streamline operations with professional software setup and workflow automation. My exper...
About this Gig
Need your ServiceTitan account set up so dispatch and marketing tracking work the way your team runs jobs? I configure ServiceTitan workflows and reports for mid-size contractors, so your office can see jobs, leads, and campaign data in one place.
What you get:
- Dispatch workflow setup, such as job types and board organization
- Custom reports for jobs, technicians, and lead sources
- Marketing tracking setup, such as campaigns and lead source mapping
- Clear notes on what was changed
How it works:
- You share your goals and how your team dispatches today
- I review your setup and confirm the scope
- I configure the workflows and reports
- I deliver notes and make revisions within your package
Not included: data entry, software training sessions, ad management, or custom integrations. This is an independent service and is not affiliated with ServiceTitan.
Message me before ordering so we can confirm your project details.
Software:
Other
FAQ
What do you need from me to start?
I need a ServiceTitan user with the permissions required for the work, plus a short description of your dispatch process and marketing goals.
What is included in each package?
Basic covers 2 custom reports. Standard adds dispatch workflow setup, 3 reports, and marketing source tracking. Premium covers dispatch, tracking, up to 6 reports, and a written walkthrough.
How long does delivery take?
Basic takes 3 days, Standard 5 days, and Premium 7 days. Timing can change if access is delayed, so message me first.
How do revisions work?
Each package includes revisions of the work I delivered. New requests beyond the agreed scope may need a Gig Extra or a new order.
What is not included?
Data entry, live training sessions, ad management, and custom integrations are not included.
